James Kennedy is a financial advisor at Ameriprise Financial Services with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise since 2016. Kennedy serves on the Board of Directors for the Development Authority of Fulton County and manages his own advisory business, Meg Moore, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers 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.

Laura Strong is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Based in Alpharetta, GA, she has served clients through one of the largest financial institutions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Davis Culwell is a financial advisor with LPL Financial based in Alpharetta, GA. He holds Series 63 and Series 65 credentials and has six years of industry experience. Prior to joining LPL Financial, he worked at Sullivan & Schlieman Wealth Management and Brasfield & Gorrie. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Tony Toombs is a Financial Consultant at Fidelity Investments, bringing over 30 years of experience in the financial services industry. He has held various roles within Fidelity since 2021, including Portfolio Specialist and Planning Consultant, before his current position. Prior to joining Fidelity, Tony served as a Financial Advisor at several firms, including Western and Southern Brokerage Services, Merrill Lynch Pierce Fenner & Smith, and SunMark Financial Services. His career also includes roles such as Regional Vice President at Hartford Life and Financial Consultant at Raymond James. Throughout his career, Tony has developed expertise in designing personalized financial strategies that address clients' unique needs and goals. He holds the Certified Financial Planner (CFP) designation, reflecting his commitment to professional standards and client service. Outside of his professional work, Tony enjoys baseball, football, golf, traveling, and spending time with family.

Al Oliva II is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 35 years of experience in business and financial services, he has built his practice around providing service, planning, advice, and guidance to clients and their families. Born and raised in Westchester County, NY, Al was actively involved in sports during his youth and pursued a Bachelor Degree in Finance from Ithaca College, graduating in 1991. He moved to Atlanta in 1994 and held various roles in the mortgage industry, including underwriter and branch manager, before embarking on his career at Merrill in 2009. Leveraging Merrill's resources, he customizes wealth management plans that address clients' comprehensive financial goals. Al holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He currently resides in Johns Creek, GA, where he enjoys playing golf, riding motorcycles, working out, and fishing.

Ernest Guilliams III is a financial advisor at Merrill with Series 63 and Series 65 credentials and 49 years of industry experience. He has worked at Merrill since 2008 and at Bank of America since 2009. Outside of his advisory role, he manages a family farm and participates in several local councils related to planned giving and estate planning in Georgia. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Hugghins is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

David Saltzman is a CFP® credentialed financial advisor with 38 years of industry experience. He has been with UBS Financial Services since 1994. Outside of his advisory role, he manages several personal LLCs related to real estate holdings, including a beach condo used as a primary residence and occasional rental. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research to tailor portfolio strategies to client goals.

Daniel Schurr is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. Based in Alpharetta, GA, he has been with UBS since 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Richard Capurso is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at E*TRADE Capital Management, Wells Fargo Bank, and PNC Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to assist clients in financial decision-making.

Joann Pauley is a financial advisor at Merrill with 30 years of industry experience. She holds a Series 63 designation and has been with Merrill since 2006. 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 offers model-based and discretionary strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ting Chor Szeto is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at E*TRADE Securities LLC and FCS North America, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Kathleen Ohara is a financial advisor at Edward Jones in Alpharetta, GA, holding a Series 66 designation with 15 years of experience at the firm. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel De Scalzo is a financial advisor with Edward Jones in Canton, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked for the Hamilton County Department of Education for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds, with a nationwide network of financial advisors and branch offices.

Jeffrey Jensen is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 license and seven years of industry experience. His prior roles include positions at E*TRADE Capital Management, E*TRADE Securities, Edward Jones, Ag-Pro, and TNT Equipment. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets and offering customized plans supported by firm-approved tools and investment research.

Alexander Allen is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses. He joined Morgan Stanley in 2026 and has prior experience at Kimera Ventures and Florida Financial Advisors. Outside of finance, his work history includes roles in various companies such as Krispy Kreme and Chick-fil-A. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm‑approved tools and analysis methods.

Reid Mason is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2020. Prior to his current role, he was involved with Leverage Life Coaching and Adventures in Missions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses and written recommendations across various financial topics. The firm combines planning with managed-account programs under a consolidated billing option while keeping services separate and does not accept discretionary trading authority for its planning service.

Sung Kim is a financial advisor with LPL Enterprise in Atlanta, GA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he held roles at Intuition Employment, DLL Financial Services, and Hyundai Capital America. Outside of his advisory work, he is a business owner of PK COFFEE ROASTER LLC in Duluth, GA. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining brokerage and insurance products to serve a diverse client base.

Nader Kaliel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior work includes roles at Fidelity, Bank of America, Merrill, Wells Fargo, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Donald Delahunt is a financial advisor at Morgan Stanley with 36 years of industry experience. He has held roles at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association since 2007. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.