David Austin is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley entities since 2014, including the Private Bank and Smith Barney. 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 supported by firm-approved tools and a structured discovery process.

Tyriq Hardimon is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he worked in various roles including at Advise Sports and Entertainment, a sports and entertainment family office where he is involved in marketing and branding. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages significant client assets and serves clients through both direct and corporate financial planning agreements.

Sloan Becker is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kendall Redmon is a financial advisor at Merrill with Series 66 credentials and four years of industry experience. Prior to joining Merrill in 2021, Kendall worked at American Global LLC and has experience in education, including roles at the University of Alabama and The Woodlands High School. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Corey Weese is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Morgan Stanley since 2021, following prior roles at E*TRADE Securities LLC and Millenium Security Services. Outside of his advisory work, Corey assists with election polling and volunteering for the Cherokee County Board of Commissioners. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and investment advisory services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research to support tailored financial strategies.

Damon Limberis is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1987, serving a diverse client base including corporate executives, retirees, business owners, successful professionals, athletes, and individuals with sudden wealth. Damon specializes in areas such as corporate executive services, executive compensation, legacy planning, personal retirement planning, philanthropic planning, portfolio management, special needs planning strategies, women and wealth, sports and entertainment, and tax minimization. He holds several FINRA registrations including Series 6, 7, 31, 63, and 65, and professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Damon earned a Bachelor of Science degree in Microbiology from the University of Florida. He worked for two years as a research biologist with Bayer Chemical before transitioning into wealth management. He is actively involved in professional organizations including The American Hellenic Educational Progressive Association and the University of Florida Regional Council. Damon contributes to his community through roles such as Secretary for AHEPA's One Housing Program in Atlanta and as an intake caseworker with the St. Vincent de Paul Society. He has also coached children's soccer for six years. Residing in Alpharetta with his wife Meredith and their three children, Damon applies his strong family orientation to his work, emphasizing customized financial strategies tailored to each client’s unique family dynamic and goals. Outside of his professional duties, he enjoys fishing, gardening, golfing, hiking, hunting, and skiing.

Richard Lenhardt Jr. is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Mass Mutual Investors Services since 2012 and has worked with MassMutual Life Insurance Company since 2002. In addition to his advisory role, he is involved in insurance sales through Partners Risk Insurance Services, focusing on individual life, property/casualty, health, and group insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved tools to analyze client goals and deliver written recommendations.

Jolene Abney serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. She collaborates with individuals, families, and organizations to provide financial advice centered on retirement planning, education funding, wealth transfer, and wealth preservation strategies. In her role, she utilizes Merrill's wealth planning tools to help clients manage investment risk and develop effective cash flow strategies focused on long-term financial goals. Jolene holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). She earned a master’s degree from the Oklahoma State University System and a bachelor’s degree from Southeastern University. Her client service areas include Corporate Executive Services, Divorce Transition Planning, Employee Benefits Planning, Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Small Business Strategies. Outside of work, Jolene enjoys biking, boating, fishing, football, golfing, hiking, running, scuba diving, soccer, and spending time with her family.

Cornelius Clark is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their financial situations and introduce solutions provided by Merrill and Bank of America. His position involves helping clients take control of their financial lives by selecting platforms and strategies suited to their current needs. Clark's expertise includes general investing, retirement planning, and preparing for unexpected financial events. He emphasizes the importance of understanding what matters to clients and their families to develop strategies aimed at pursuing their financial goals. He provides ongoing advice and guidance, adjusting to clients' evolving financial needs. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Kennesaw State University.

Joseph Montgomery is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2022. Outside of his advisory role, he rents his vehicle on the peer-to-peer platform Turo. 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 blend of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized custody and order-routing.

Tommy Cannon is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Lowe's Home Improvement, Straumann, and Xodus Medical before joining Morgan Stanley and its Private Bank division. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Andrew Flynn is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior work includes nearly two decades at Concourse Financial Group Securities Inc. and nine years operating under Legacy Investment Advisors. He is also an insurance agent 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, offering a variety of portfolio management and financial planning services through a multi-manager platform.

Roderick Agard is a financial advisor with Wells Fargo Clearing in Athens, GA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Merrill and Bank of America, where he worked from 2015 to 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Pinigis is a financial advisor with Ameriprise in Duluth, GA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that addresses income sources, tax-aware withdrawal strategies, and Social Security options.

Marcus Wallace is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2025. Marcus has experience in managing financial portfolios, having served as a Manager at Morgan Stanley from 2008 to 2015. He focuses on developing financial plans tailored to the unique needs of his clients, working closely with individuals from various backgrounds and financial situations to help them achieve their financial goals.

Joseph Benson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2007. 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 offers both brokerage and advisory solutions supported by research and analytics, with approximately $671 billion in assets under management and over 14,000 financial advisors.

Jonathan Papac is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has held positions at several firms including Fidelity Investments, J.P. Morgan, Wells Fargo, Voya Investment Management, Fifth Third Bank, and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured planning process.

Eliana Perez is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill Lynch, Morgan Stanley, and Bank of America. 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 strategies for individuals, high-net-worth clients, and institutions.

Sean Carroll is a financial advisor with Ameriprise in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Carroll is involved in several business ventures, including management and oversight of a staffing company and aircraft leasing operations. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

John Richardson is a ChFC® with 34 years of experience at Mass Mutual Investors Services and over 50 years with MassMutual Life Insurance Co. Based in Atlanta, GA, he has worked continuously with the firm since 1992. In addition to his advisory role, he serves as an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-oriented planning using firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.