Paige Copeland is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2021. Prior to her career in finance, Copeland worked for Long Horn Steakhouse for 13 years. She is a member of the Lawrenceville Rotary Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Sylvie Raffray is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Wells Fargo Bank NA since 2019 and has been with Wells Fargo Clearing Services, LLC since 1988. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. 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 analytics.

Kourtney Cooper is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has previous experience with E*TRADE Capital Management, E*TRADE Securities, TD Ameritrade, and T-Mobile. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and strategies.

John Ballon is a financial advisor at Osaic with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory work, he is the author of a book about first-time fatherhood and has an investment stake in a home services startup. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various analytical tools, allowing advisors to implement tailored strategies.

Gisook Lim is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. Before joining Mass Mutual Investors Services in 2017, Lim worked at Metlife Securities, Inc. from 2011 to 2017. Outside of her advisory role, she is also a licensed realtor involved in real estate referrals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and offering a range of event-driven planning programs.

Dennis Woodall is a Series 65-licensed financial advisor with Primerica Advisors in Dahlonega, GA, where he has worked since 2013. He has 12 years of industry experience. His other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Aditya Patel is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Edward Jones in 2018, he worked at Southern Company (Georgia Power) for eleven years. Outside of his advisory role, Patel owns a construction holding company and several holding companies related to private placements and real estate. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and a trust company, operating under a fiduciary standard.

Christopher Mays is a financial advisor at Edward Jones in Duluth, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. His prior roles include positions at John Hancock Advisers, LLC and Jhfn Sii, where he worked for six and twelve years, respectively. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kristopher Nintzel O'Hare is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2013. He works with established professionals and business owners who are preparing for retirement, assisting them in developing personalized financial strategies to achieve their long-term goals. Kris utilizes Merrill's proprietary financial modeling process, Personal Wealth Analysis®, to help clients test retirement timing and spending decisions, enabling informed adjustments to savings, risk, and portfolio structure before retirement. Kris holds several professional designations, including Retirement Management Advisor® (RMA®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). He earned both his MBA and BBA from Georgia Southern University. In 2018, he was selected to mentor new advisors through Merrill’s Financial Advisor Development Program within the Atlanta Buckhead Complex. Outside of his professional work, Kris volunteers with The Shepherd Center. He also pursues personal interests such as music, where he performs as a drummer, guitarist, and vocalist.

Adam Cohen is a financial advisor with J.P. Morgan Securities in Peachtree Corners, GA. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including prior roles at Bank of America, Merrill, and E*Trade. He joined J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process and incorporating ESG eligibility frameworks.

Vivian Melillo is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with 12 years of industry experience. She has previously worked at Bank of America, Merrill, and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of retail and institutional offerings.

Wyatt Scherer is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with six years of industry experience. His prior roles include positions at E*TRADE Securities LLC and Frontline Selling. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery and firm-approved tools, with planning services offered primarily in an advisory capacity.

John Dunlap is a Series 66-licensed financial advisor at Ameriprise with 19 years of industry experience. His prior roles include positions at Morgan Stanley, JPMorgan Securities, and UBS Financial Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering 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.

Louise Legault is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management, part of Bank of America. She joined Bank of America in 2005 as a Financial Center Manager and transitioned to Merrill Lynch Wealth Management in 2020. In her role, she manages custom investment strategies on a discretionary basis, selecting from Merrill model portfolios and third-party investment options. Her areas of emphasis include wealth management strategies, liability management, insurance, investment management, estate planning, portfolio development, tax minimization strategies, and lending solutions through Bank of America. She focuses on family wealth management strategies, personal retirement planning, women and wealth, and retirement income. Louise earned an associate's degree in Information Technology from Cegep du Vieux-Montreal in Canada and holds the Personal Investment Advisor (PIA) designation. She is bilingual in French and English. Outside of her professional responsibilities, Louise's interests include cooking, golfing, knitting and crocheting, reading, table tennis, and tennis.

Payton Murphy is a financial advisor with Charles Schwab in Alpharetta, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Schwab, Murphy worked at TD Ameritrade and Charles Schwab Bank. Outside of finance, Murphy has experience working at a brewpub and pursued studies at Mercer University. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by centralized custody and operational resources.

Bill Pinkerton is a financial advisor with OSAIC based in Alpharetta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including prior roles at Sagepoint Financial, Inc. and American General Securities Incorporated. Pinkerton serves as a trustee for family trusts and owns Pinkerton Financial Resources, an insurance and investment services business. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as comprehensive financial planning, third-party money manager programs, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Timothy Vassy is a financial advisor at Ameriprise with 24 years of industry experience. He previously worked at Synovus Securities, Inc. for over two decades before joining Ameriprise in 2024. He holds Series 63 and Series 65 credentials and owns a tax preparation business. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to offer tailored, non-discretionary recommendations through a centralized consulting team.

William Evans is a financial advisor at Morgan Stanley with two years of industry experience. His prior work includes roles at E*TRADE Capital Management, CARMAX, and General Dynamics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations.

Matthew Sherbondy is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Clearing and PNC Investments. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

Robin Slaton is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and eight years of industry experience. Slaton has worked with Primerica Financial Services since 1992 and also has a long tenure at Publix Supermarkets. In addition to advisory work, Slaton is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and emphasizes advisory services primarily for non-institutional investors.