Carlester Crumpler is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bofa Securities and Bank of America. He serves as a board member for Pitt County Memorial Hospital, a nonprofit organization. Merrill 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 institutions.

Marc Jacobson is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and 29 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory roles, he is involved as an advisory and brand ambassador for Rewind, Co., a healthcare company based in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including personalized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate firm‑approved tools and market modeling techniques.

Michael Mc Hugh is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked previously at Voya Investment Management and Swerdlin & Company. He also spent time affiliated with Kennesaw State University. 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 various institutions.

Brannon Claxton is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses. He has approximately one year of experience in the financial services industry, with prior roles at Morgan Stanley and Lincoln Financial Group among others. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

John Kelly II is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Alex Rodrigues is a financial advisor at J.P. Morgan Securities in Atlanta, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at Voya Investment Management, Centrak Halma Inc., and JPMorgan Chase Bank, N.A. He has also worked in the restaurant industry with The Butcher Shop Steakhouse and Warman Holdings LLC / Valentina Restaurant. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Tamala Williams is a CFP® professional with 24 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She has worked with Cambridge since 2015 and previously with Duncan Financial Planning Advisors. Williams is also the president and owner of Tamala Williams & Associates, an S-corp, and operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors using a variety of investment strategies and platform arrangements.

Jordan Samaniego is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Samuel Jowers is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping families navigate their financial lives to achieve their goals by providing thoughtful advice that supports good habit development, informed decision-making, and confident navigation of change. Sam connects clients to resources and capabilities aligned with their distinctive needs, emphasizing a comprehensive approach to wealth management beyond saving and investing. Sam brings experience in areas including corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and socially responsible, values-based, and ESG investing. He works to expand his clients' personal and professional networks, facilitating connections that have the potential to be transformative. He holds a Bachelor's Degree from the University of Virginia and is a Personal Investment Advisor (PIA). Sam is involved with professional and community organizations such as the Northside Youth Organization, The Westminster Schools, Westminster Alumni, UVa Alumni, Georgia Conservancy, and the Rotary Club. Outside of work, his interests include baseball, boating, chess, football, golfing, hunting, music, singing, skiing, and watching movies.

Linda Kuryloski is a Certified Financial Planner® associated with Edward Jones in Atlanta, GA, with 26 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Simone Clarke is a financial advisor with Wells Fargo Clearing Services, LLC, holding a Series 66 credential and with 21 years of industry experience. She worked at Oppenheimer for 13 years prior to joining Wells Fargo. Based in Atlanta, GA, she has been with Wells Fargo Clearing since 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of financial services, including investment advisory, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and external sources.

Christopher Crock is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been part of the financial services industry since 2001 and joined Merrill Lynch in 2018. His practice centers on developing strategies and advice for individuals, families, and businesses through a goals-based planning process. Christopher holds the CERTIFIED FINANCIAL PLANNER® certification and the Personal Investment Advisor (PIA) designation. Christopher earned a bachelor's degree from Furman University with a focus in Biology and obtained an MBA from the University System of Georgia. His areas of expertise include college education planning, family wealth management strategies, legacy planning, personal retirement planning, and small business strategies. He emphasizes a comprehensive approach to managing wealth that begins with understanding clients' needs and priorities. Christopher and his family reside in Peachtree Corners, Georgia. He is involved in his community through the Our Lady of the Assumption Catholic School and is a member of the Peachtree Corners Business Association.

Adam Corwin is a financial advisor with Cetera holding CFP® and Series 66 credentials and has 10 years of industry experience. He has worked at multiple firms including MML Investors Services, LLC and Mass Mutual Life Insurance Co. Corwin is also involved in other business activities as a financial professional at Totus Wealth Management and participates as an insurance agent and business owner in related fields. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base through a nationwide network of independent advisors. The firm offers diversified portfolio management, financial planning, and retirement services utilizing multiple program structures and investment strategies.

Robert Schaffer is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michael Keller is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He focuses on developing holistic financial plans with his clients, aiming to support their retirement goals and provide peace of mind. Prior to his current role, Michael held several positions at Fidelity Investments, including Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, Investment Solutions Representative from 2021 to 2022, and Customer Relationship Advocate from 2020 to 2021. This progression reflects his comprehensive experience in financial consulting and client relationship management. Outside of his professional responsibilities, Michael enjoys camping, attending concerts, and skiing.

Crystal Nesbit is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms including Avantax Advisory Services, 1 St Global Advisors, Ameriprise, and E*TRADE Advisory Services. Nesbit has been with LPL Financial since 2021. 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 advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset management, supported by technology and a large network of investment adviser representatives.

Braden Reynolds is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments since 2023 and has prior experience with Tommy McNaull State Farm Agency and the University of Georgia. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction based on systematic methodologies blending fundamental research and quantitative analysis. The firm also serves as an adviser to multiple registered investment companies and delivers portfolios using algorithmic and AI-driven approaches.

Stephen Maloof is a financial advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2000 and holds a Series 63 designation. Based in Atlanta, GA, Maloof has spent over two decades serving clients through one of the largest financial institutions. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor solutions to clients' goals.

Edward Whiddon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been a registered Financial Advisor since 1994 and joined Merrill Lynch Wealth Management in 2008. In his role, Edward provides traditional advice and guidance while also building and managing custom investment strategies. He works with a wide range of Merrill model portfolios and third-party investment strategies, and as a Senior Portfolio Advisor, he may manage these strategies on a discretionary basis through the Firm's Investment Advisory Program. Edward's expertise includes Divorce Transition Planning, Personal Retirement Planning, Portfolio Management Services, and Retirement Income. He focuses on developing long-term strategies and recommendations tailored to the unique goals of each family, practicing conflict-free advisory services to help grow and maximize wealth over multiple generations. Edward holds a B.S. in Business Administration from the College of Charleston and holds the Chartered Retirement Planning Counselor™ (CRPC) and Chartered Retirement Plans Specialist™ (CRPS) designations. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional commitments, Edward enjoys rock climbing, running, and spending time with his family.

David Kanne is a financial advisor with LPL Financial in Decatur, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Cetera, Regions Bank, Synovus Securities, and Emory Alliance Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.