Aaron Bregman is a financial advisor at Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2025. Prior to this role, he worked in various positions including roles at Concord Crossing Apartments, Tint 360 Marietta, AP3 Paint Protection, Peachtree Creek Assisted Living, and spent six years in education. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support financial planning and offers a broad range of retail and institutional investment solutions.

Logan Gorman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Charles Schwab, JP Morgan Securities, E*TRADE, Morgan Stanley, CarMax, and US Fitness/Onelife Fitness. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Karen Lee is a financial advisor with Thrivent Investment Management in Alpharetta, GA, holding a Series 66 credential and two years of industry experience. She previously worked with Extra Special People, Inc. and Eggelston CPAs. Outside of her advisory role, she serves as Co-President of her neighborhood association and participates as a council member supporting youth activities at Christ the Lord Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account options while maintaining these services separately.

Robert Eaker is a financial advisor with Edward Jones in Lawrenceville, GA. He holds Series 63 and Series 66 credentials and has 20 years of industry experience, all with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hector Barba is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Morgan Stanley, he served in the United States Navy for four years and held positions at Chase, Vertex Aerospace LLC, and T-Mobile. Outside of his advisory role, he owns a wholesale and retail business based in Hoschton, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Zachary Scott is a financial advisor with Merrill Lynch Wealth Management who specializes in family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. He brings a results-driven approach to his practice, focusing on uncovering what matters to clients and their families to create strategies tailored to their financial goals. Scott's professional background includes 15 years of leadership experience in the U.S. Army Infantry and six years as a Firefighter/Advanced EMT, which provided him with skills in communication, problem solving, accountability, and relationship management. These experiences contribute to his ability to build trusted client relationships and understand each client's unique objectives. He holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Scott earned his High School Diploma from Creekview High School and has attended courses at the University System of Georgia and Liberty University. Outside of work, he enjoys activities such as baseball, camping, fishing, golfing, hiking, horseback riding, running, spending time with his family, and traveling.

James Flanagan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Cambridge in 2019, he spent 16 years at FSC Securities Corporation. Outside of advising, he is a part owner of F&F Financial Inc. and operates Flanagan Financial. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various investment strategies, including proprietary models and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Christopher Cantrell is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2014. Outside of his advisory role, he serves as president of Insight Wealth Advisors LLC and is owner of McLaren Wealth Advisors LLC, both support companies based in Peachtree Corners, GA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses a structured, non-discretionary approach tailored to client goals, employing risk profiling and analytical modeling to support investment decisions.

Douglas Alldredge is a Financial Consultant currently working with Fidelity Investments, where he has been since 2021. He previously served as a financial consultant and team lead at E*TRADE from 2000 to 2021, and held financial consultant roles at American Express Financial Advisors in 2000 and Fortis Investors from 1999 to 2000. His professional practice is team-based and centers on three core components: advanced planning, investment management, and delivering a positive client experience. Douglas partners with clients to align their financial goals and preferences with Fidelity's resources, enabling them to make informed and confident financial decisions. Outside of his professional work, Douglas has interests in baseball, fitness, tennis, and family activities.

Birgitte Houen Tolstrup is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and having one year of industry experience. She has been with Primerica Advisors since 2025 and has held various roles both within Primerica Financial Services and outside the financial industry. Outside of her advisory work, she owns and facilitates workshops through Brigs2Grow and works as an independent contractor in water metering solutions. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through model-driven strategies and discretionary portfolio management. The firm operates at scale with over 3,900 financial advisors and $15.5 billion in assets under management.

William De Cardenas is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he joined in 2021. He specializes in serving high net worth families and entrepreneurs by developing personalized financial strategies tailored to their long-term goals. With 15 years of experience in the financial services industry, William focuses on areas including family wealth management strategies, portfolio management services, small business strategies, special needs planning, tax minimization, and retirement income. He has expertise in alternative investments, offering clients access to diversified holdings such as hedge funds, private equity, private credit, and real assets to help manage risk and potentially enhance returns. William earned a bachelor's degree in International Relations from Florida International University in 1993 and a Master of Jurisprudence in Wealth Management from Texas A&M University School of Law in 2019. He holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. Bilingual in English and Spanish, he is a member of the Emmaus professional organization and volunteers with St. Timothy's Catholic Church. Outside of work, William enjoys baseball, biking, boating, football, golfing, and hiking.

Vittorio Pisciotta is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Lethon Flowers IV is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He has two years of industry experience and previously worked at E*Trade Securities and the Brion Ross Law Group. Outside of finance, he is the owner and head coach of Flow Football Performance, a personal training business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a broad range of investment and brokerage services.

Naveed Lalani is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes positions at UBS and Cambridge Investment Research, among others. Outside of his advisory role, he is involved in healthcare operations and data analysis with Sentara. Raymond James & Associates, Inc. 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, institutions, and municipalities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships supported by research and a range of portfolio management styles.

Jean Louis Sankale is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses. He has one year of industry experience and has worked at PFS Investments Inc. and Primerica Financial Services since 2026, with prior experience at PDTi [Pasaca Capital Inc.] in 2022 and Globomics LLC since 2009. Primerica Advisors serves primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients through a wrap-fee asset management program. The firm uses model-delivery strategies managed by third parties and offers advisory services via a large network of advisors.

Charles White is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. He co-owns Atlanta Wealth Partners, LLC, a support company based in Suwanee, GA. White has been with Raymond James Financial since 2010 and has prior experience with White Baker Holdings LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Richard Pace is a financial advisor at Morgan Stanley with 18 years of industry experience. He previously worked at E*TRADE Securities LLC from 2007 to 2020 before joining Morgan Stanley in 2023. Outside of his advisory role, Pace coaches group fitness classes at CrossFit North Fulton and CrossFit 1440. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and broad advisory programs.

Steven Tholen is a Senior Financial Advisor based in Alpharetta, Georgia, and a member of The Snider Team at Merrill Lynch Wealth Management. He brings more than 35 years of experience in the financial services industry. Steven began his career as a Financial Advisor at Merrill before spending 21 years in the asset management industry in senior leadership roles. Prior to returning to Merrill Lynch Wealth Management, he founded and led a consulting firm offering strategic advisory services to asset management companies. His investment expertise includes traditional equity and fixed income strategies as well as alternative investments such as hedge funds, fund-of-funds, and private equity across multiple asset classes. Steven and his team provide concierge-level wealth planning and investment management services focused on privately held business owners, current and former corporate executives, and their families. They are currently accepting new clients who can benefit from their experience and the resources of Merrill and Bank of America. Steven holds a Bachelor's Degree from The Citadel and has earned the Certified Portfolio Manager (CPM) and Personal Investment Advisor (PIA) designations. He is a member of the Citadel Alumni Association and a USMC Veteran. Outside of work, Steven enjoys cooking, fishing, hunting, and traveling. He also participates in community volunteer activities consistent with Merrill's tradition of community involvement.

Scott Martin is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A., and SunTrust Bank. Martin also served on the faculty at Georgia Southern University for two years. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Bortak II is a CFP®-certified financial advisor with 28 years of industry experience, currently at Wells Fargo Advisors since 2025. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2025. Outside of his advisory role, he serves as a design review board committee member for the Stonecrest Homeowners Association in Buford, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with an emphasis on customized recommendations and integration of advisory services with other financial products.