Alexander Duhaime is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2016 and focuses on building trustworthy relationships with affluent families. He assists clients in developing holistic wealth plans centered around their short, intermediate, and long-term financial goals. His client focus areas include Personal Retirement Planning, Sports & Entertainment, and Retirement Income. Alexander holds a Bachelor's Degree in Mathematics from the University of West Georgia. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of his professional role, Alexander is involved with the Georgia English Bulldog Rescue. He also enjoys golfing, hiking, and running.

Robert Wilder is a CFP® professional with 34 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He has worked at Raymond James since 2023 and previously spent over three decades at American Wealth Management, Inc. He is also the CEO of The Wilder Group LLC, a support company focusing on payroll and accounting. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports municipal and public finance work, which is uncommon among large institutional advisors.

Jerusalem Rutherford is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation. He has been self-employed since 2014 and joined Equitable Advisors in 2026. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes third-party asset managers and advisory programs to implement its investment models and offers ERISA fiduciary services to qualified plans.

Alexandra Cogswell is a financial advisor at Morgan Stanley with 40 years of industry experience. She previously worked at UBS Financial Services for 12 years before joining Morgan Stanley Smith Barney LLC. Alexandra holds a Series 63 designation and is based in Atlanta, GA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and analyses.

Howard Burke is a financial advisor with Equitable Advisors in Cumming, GA, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He has worked at Equitable Advisors since 2014 and previously at Axa Advisors LLC from 2014 to 2020. Additionally, he is involved in outside insurance brokerage activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a variety of advisory models, many implemented through third-party programs, and offers ERISA fiduciary services to qualified plans via credentialed investment adviser representatives.

Samuel Burton is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his current role, he worked at E*Trade Securities LLC and has a varied background including positions outside finance. Morgan Stanley Wealth Management offers a broad range of advisory programs serving both individual and institutional clients, utilizing structured financial planning tools and providing access to extensive investment resources.

Sibonee Pease is a financial advisor with Raymond James Financial Services Advisors Inc. in Atlanta, GA, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Raymond James in 2017, she worked at Fidelity Brokerage Services LLC for three years. Outside of her advisory role, she coaches clients in fitness and health through the BODi platform and operates Health is Wealth 360, providing health coaching services for busy mothers. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Marc Cohen is a financial advisor with Ameriprise in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Cohen is involved in business coaching and consulting through Mackall, Cohen and Associates, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jason Jansen is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He has worked with Fidelity Investments and its affiliated entities since 2006, previously spending five years at LaSalle Financial Services, Inc. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various fund structures.

Shayna Markel is a financial advisor at OSAIC with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily with Markel Financial Services, LLC in addition to her current role. Markel also serves as an associate financial advisor and insurance broker specializing in life, health, disability, long-term care, dental, and Medicare products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering advisory and brokerage services. The firm employs a model-based investment approach with portfolio optimization and offers a range of managed accounts and third-party manager programs.

Charles Gorman is a financial advisor with Wells Fargo Clearing who holds the Series 66 designation and has one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Equitable Financial Life Insurance, and service as an infantryman in the Georgia Army National Guard. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting with a focus on research-driven, diversified investment approaches.

Tejash Shah is a Financial Consultant at Fidelity Investments, where he supports clients in progressing toward their financial goals through a disciplined approach. He has been with Fidelity Investments since 2021, holding various roles including Planning Consultant, Relationship Manager, and Investment Consultant before his current position starting in 2024. Prior to joining Fidelity, Mr. Shah worked as a Financial Solutions Advisor at Merrill Edge from 2020 to 2021, and as a Personal Banker at Bank of America from 2017 to 2020. This experience has contributed to his understanding of financial planning and client relationship management. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Casey Jones is an Investment Consultant at the Alpharetta Fidelity branch in Georgia. He has been in this role since 2025, focusing on educating and preparing clients for a financial future that meets their retirement needs and goals. Prior to this, he worked as a Relationship Manager at Fidelity Investments from 2024 to 2025 and served as a Retirement Planner at the same company from 2023 to 2024. From 2016 to 2023, Casey was a Financial Advisor at Wealth Integrity Financial. Casey has experience in investment consulting, relationship management, retirement planning, and financial advising. Outside of his professional work, he engages in family activities, fitness, social events with friends, golf, outdoor adventures, and traveling.

Michele Nielsen is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and previously worked at E*Trade Securities LLC and Starbucks. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Jeff Dear is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Wells Fargo, MassMutual, and PNC Bank. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and approved tools, with a focus on advisory services rather than individual security recommendations.

Charles Nelson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Outside of his advisory role, he has ownership in Noslen Group LLC, involved in investment-related activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Shelly Beaulieu is a financial advisor at Merrill with 26 years of industry experience. She has held her current position since 1999 and holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Cabada is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals and families navigate important financial decisions with confidence, focusing on building strong, trust-based relationships through clear communication and responsive service. Joshua works closely with clients on areas such as family wealth management strategies, retirement planning, portfolio management, socially responsible investing, tax minimization, and small business strategies. Joshua holds a Bachelor's Degree from Kennesaw State University and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is bilingual, proficient in both English and Spanish. Outside of his professional role, Joshua enjoys camping, genealogy, hunting, music, soccer, spending time with his family, and woodworking. His approach centers on uncovering what matters most to clients and their families to create strategies aimed at pursuing their financial goals.

Mark Whatley is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds the Series 63 designation and has been with Raymond James since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Joseph Armenta III is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked in the hospitality industry at various establishments including Southern Roots Tavern and Eatery and Dingus Magees. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients both directly and through corporate financial planning agreements.