Marykay Lindtner is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2014 to 2021 before joining Morgan Stanley in 2021. Outside of her advisory role, she is a part-time independent Avon representative, managing online catalog sales after business hours. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that utilizes firm-approved tools and methodologies such as Secular Return Estimates and Monte Carlo simulations.

Steven Johnson is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously held roles at Kestra Investment Services, Bank of America, and Merrill. Outside of his advisory work, he serves as treasurer for the Addison Elementary School PTA and owns Booker & Company Consulting LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Mason Ware is a financial advisor at Edelman Financial Engines with one year of industry experience. He has held prior roles at Boomfish Wealth Group, LLC and has a background that includes work with Jefferson Parks and Recreation as well as an extended period as a student at Sewanee: The University of the South. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice with an emphasis on diversified portfolios and long-term investment strategies.

Thomas Foster is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining LPL Financial in 2026, he worked at First Command Insurance Services, Advisory Services, and Brokerage Services from 2023 to 2026. Foster also served 25 years in the U.S. Coast Guard. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Jeffrey Gray is a CFP®-certified financial advisor with 33 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at UBS Financial Services in 2003. Outside of his advisory role, he acts as power of attorney for his mother. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing 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.

Donald Smith is a financial advisor with Merrill in Alpharetta, GA, holding Series 63 and Series 65 credentials and having 34 years of industry experience. His prior work includes roles at PRUCO Securities, LLC and Equitable Advisors. Outside of his advisory role, he serves as a power of attorney and estate administrator for family members. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Claret Porras is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2021, Porras worked at GEA Integral Solutions LLC from 2018 to 2021. Outside of finance, Porras is involved in several entertainment-related ventures, including roles in multiple casting companies focused on background work for TV shows and movies. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and modeling techniques.

Diane Krause is a financial advisor with LPL Financial in Kennesaw, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at State Street Research & Management Company for five years before joining LINSCO/Private Ledger Corp., where she has been since 2005. She also operates a DBA under Krause Wealth Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services that include financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Lynn Nicolaysen is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 1994. The firm provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. Merrill offers both model-based and discretionary investment strategies developed by internal and third-party managers and provides trading, account administration, and custody support.

Richard Poore is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ashworth & Sullivan Wealth Management Group, Triad Advisors, Inc., and Fidelity. Outside of advising, he is a partner in a commercial property venture with family members. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment strategies and third-party manager options.

Christopher Fleming is a financial advisor at Edward Jones in Woodstock, GA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Mill Springs Academy and was involved with the Atlanta Humane Society. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Keith Altobelli is a financial advisor with Cetera, holding a Series 66 designation and over 21 years of industry experience. His prior roles include extensive tenure with Avantax Insurance Agency, Avantax Advisory Services, and operating his own advisory business. Outside of his advisory work, he serves on the Board of Advisors for the Tau Kappa Epsilon fraternity at Georgia Tech and acts as an executor and trustee for personal estate matters. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Jonathan Burklow Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Marietta, GA, holding a Series 66 designation and bringing 19 years of industry experience. Prior to joining Raymond James, he worked for Truist Advisory Services and Truist Investment Services for a combined 20 years. Outside of his advisory role, he periodically plays guitar at various local churches in the Metro Atlanta area. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a broad network of advisors with programs that include municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Patrick Hardin is a financial advisor with Ameriprise in Roswell, GA, holding CFP®, Series 65, and Series 63 designations with 12 years of industry experience. Prior to joining Ameriprise in 2024, he worked at Bold Financial LLC, The Hardin Team, and Advisor Group. Outside of his advisory work, he performs and teaches percussion. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on income reliability and tax-aware withdrawal strategies.

Carson Ledford is a Series 66-licensed financial advisor currently with Thrivent Investment Management. He has worked at Thrivent and its affiliated entities since 2025. Prior to his advisory role, he has experience related to golf course operations at the University of Georgia Golf Course and Canton Golf Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial planning across various topics with periodic reviews, while keeping planning and managed accounts separate.

Jack Richardson is a CFP® and CFA® with 39 years of industry experience, currently advising at LPL Financial since 2022. He previously worked at Triad Advisors, Inc. for 16 years and Robert Baird & Co. for three years. His prior business activity includes founding Richardson Investment Advisory, LLC, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad suite of financial products.

Keith Clemens is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill for 40 years, providing personalized wealth management strategies tailored to clients' individual financial goals. Keith works closely with clients to develop flexible strategies that adapt to changing market conditions, leveraging investment insights from Merrill and banking and lending solutions from Bank of America. His expertise encompasses a broad range of client focus areas including college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Keith holds professional designations as a Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Manager Advisor (RMA). He earned a bachelor's degree from Florida State University. Keith is committed to community involvement and volunteers with local organizations, reflecting the Merrill tradition of community participation. Outside of work, his personal interests include adventure sports, fishing, golfing, running marathons, swimming, tennis, and yoga.

Daryl Holmes is a financial advisor with UBS Financial Services, holding a Series 66 designation and 25 years of industry experience. Prior to joining UBS in 2025, he spent over a decade at Morgan Stanley Private Bank and nearly two decades at Morgan Stanley. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

John Barich is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Equitable Advisors from 2000 to 2006. Outside of advisory work, he provides tax preparation services for both corporate and individual clients through his tax management business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Gary Schantz is a financial advisor with Raymond James Financial Services Advisors, Inc. and has 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. He is also the president and CEO of Legacy Wealth Management Group, Inc., where he dedicates significant time to the business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports advisory programs and institutional consulting through a large advisor network.