Sharon Miller is a financial advisor with LPL Financial in Tucker, GA, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She worked at INVEST Financial Corp. for 32 years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, model portfolio programs, and institutional platforms. The firm supports advisors with research tools and allows for both discretionary and non-discretionary investment strategies, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Brian Buzun is a financial advisor at Wells Fargo Advisors in Atlanta, GA, with 21 years of industry experience. He holds the CFP® and Series 66 designations and has worked at firms including Truist Investment Services, Citigroup Global Markets, and UBS Financial Services. He is also a 50% owner of Deepwater Wealth Management LLC, an investment-related business based in Atlanta. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services supported by proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Henry Gonzalez is a Financial Advisor with Merrill Lynch Wealth Management and serves as the Team Financial Advisor for the Varzi-Cohen group. He works with clients to develop financial strategies aimed at achieving their personal goals, including retirement planning, college education funding, family wealth management, and philanthropic initiatives. His approach emphasizes clarity and aligning wealth management with clients' values and priorities. Gonzalez's expertise includes retirement income planning, tax minimization, small business strategies, and managing liquidity events for business owners. He supports clients in preparing for various life transitions such as unexpected healthcare costs and caregiving for aging parents while providing guidance throughout their children's adulthood. He holds a Personal Investment Advisor (PIA) designation and is fluent in English and Spanish. He earned his high school diploma from Homestead Senior High School. Outside of his professional work, Gonzalez is involved in community organizations including Actor's Playhouse, Alliance Theater Advisory Board, Atlanta Community Food Bank, and the Beacon Council Executive Board. He also volunteers with local events and has interests in golfing, photography, spending time with family, and watching movies.

Brett Benson is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2012. Outside of his advisory role, he organizes and captains a tournament fishing team known as Team Boaters Republic. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its financial advisory services.

Andrea Cesare is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Pinnacle Office in Buckhead, Atlanta. She has been a Financial Advisor for more than 30 years, focusing on simplifying clients' financial lives and helping them build and preserve their wealth. Andrea's expertise includes college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. She began her career as an attorney in New York State after earning her Juris Doctorate Degree from Franklin Pierce Law Center and practicing law from 1991 until 1993. She then transitioned to financial advisory roles, including positions at AYCO Company, LP, Arthur Andersen, LLP, and managing her own Wealth Consulting Firm/Family Office in Atlanta before joining Merrill Lynch in 2017. Andrea holds a Bachelor's Degree from the University of Maine System and several professional designations, including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of her professional work, she enjoys cooking, fishing, gardening, painting, skiing, and traveling. Andrea follows the Merrill tradition of community involvement and volunteers with organizations in her community.

Bradley Roberts is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with UBS since 2015. Roberts serves on the Board of Advisors for the Duke University Brain Tumor Program, contributing to brain tumor research and awareness. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker‑dealer, investment adviser, and futures commission merchant.

John Ripoll is a financial advisor at Wells Fargo Clearing in Atlanta, GA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing and Wells Fargo Bank since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Radetsky is a financial advisor at Morgan Stanley with 39 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2025. He holds Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in Shieldox USA LLC, an investment LLC he established to fund private investments. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes tools such as Monte Carlo simulations and Secular Return Estimates to model financial outcomes.

Robert Kunce is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Pacer Financial, Invesco, and Morgan Stanley. Kunce is also involved with Thu Clear, Inc. as an Associate Financial Advisor, managing an advisory business outside of his primary role. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Anson Kanjira is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has a work history that includes Bank of America, where he was employed for 15 years before joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Nathaniel Mostyn is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Oglethorpe University and Mill Springs Academy. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers its services both directly and through Corporate Financial Planning agreements.

Joanne Bryant is a financial advisor at Charles Schwab with 25 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank since 2005 and Charles Schwab & Co., Inc. since 2002. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm utilizes a client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational systems.

Jennifer Burmeister is a financial advisor with LPL Financial in Brookhaven, GA, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2021, she worked at Raymond James Financial Services and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Margaret Archer is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Wells Fargo and its affiliates since 2009. Archer also owns Archer Wealth Management LLC, an investment-related business based in Atlanta. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services across a broad range of needs, including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

Jocelyn Caola serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, she provides guidance to clients on various aspects of wealth management, including college education planning, personal retirement planning, women and wealth, tax minimization, and retirement income. Jocelyn's approach to financial advising emphasizes understanding her clients' life priorities to develop personalized plans aligned with their goals and aspirations. She is experienced in assisting clients with long-term financial strategies and investment recommendations tailored to individual needs. Her professional background includes credentials such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She holds a Bachelor's degree in Economics from Johns Hopkins University. Jocelyn is also involved in community activities, including working with the PV Foundation and PVYB Youth Sports. In her personal time, Jocelyn enjoys biking, chess, fishing, gardening, golfing, reading, running, skydiving, spending time with family, and traveling.

F.M. Wiley III is a Private Wealth Advisor who has been with Merrill since 2001. In 2004, he founded the Wiley Team within Merrill Private Wealth Management to address the investment needs of affluent families, endowments, and institutions. He directs the team's client offerings, including financial strategy, asset allocation, portfolio management, and income management. He holds the Certified Investment Management Analyst® (CIMA®) designation and is accredited as a Merrill Institutional Consultant, qualifying him to provide investment consulting services to institutional clients such as foundations and family offices. Prior to joining Merrill, Wiley began his corporate career as an international tax lawyer with KPMG in Europe and later worked at SUN Capital Partners in London, where he led a team focused on corporate acquisitions across Eastern Europe. His experience includes serving on the boards of international entities in Russia and other emerging markets, providing him with insight into global markets and the financial aspects of mergers, acquisitions, and corporate finance. Wiley holds a J.D. and an M.B.A. from the University of Georgia, an LL.M. in International Law from the University of Brussels, and a B.A. in European History, Cum Laude, from Washington & Lee University. Wiley is involved with several organizations, including serving on the board of trustees of the American Anglican Council and the Georgia Alabama Land Trust. He is a past Chairman and Emeritus member of the alumni board for the University of Georgia's Terry College of Business. He lives in Atlanta with his wife and three children and has personal interests in football, hiking, hunting, and spending time with his family.

Allan Hamer is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2009. Prior to that, he has worked with Bank of America, N.A. since 1996. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by trading, administration, and custody services.

Melvin Lawrence is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, MSI Financial Services, Edward Jones, and Valic Financial Advisors. In addition to his advisory role, he is licensed as a life insurance agent. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a variety of portfolio construction tools and access to third-party money managers.

Mc Kenzie Lewis is a financial advisor at Raymond James & Associates with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and IAT Insurance Group. Outside of her advisory role, she is a part-time YouTube creator. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, providing financial planning and consulting with a range of portfolio management styles supported by extensive in-house research and affiliated sub-advisers.

William Janci is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, including eight years as a Senior Pricing Manager at Bank of America's Dealer Financial Services division, where he managed a team and was responsible for pricing bank asset originations. At Merrill Lynch, William focuses on developing strategies that align with clients' short- and long-term financial objectives, serving individuals and families with a holistic approach that considers assets, liabilities, and tailored risk mitigation. William's areas of expertise include college education planning, executive compensation, equity compensation services, family wealth management, legacy planning, tax minimization, and retirement income. He holds the Chartered Financial Analyst® (CFA) designation as well as the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Finance, graduating Cum Laude, from Villanova University. Outside of his professional work, William is active in his local community and coaches his son's soccer team. He resides in Dunwoody with his wife, three children, and their pets. His personal interests include skiing, gardening, golf, and cooking.