Sylvie Raffray is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and six years of industry experience. She has been associated with Wells Fargo Bank NA since 2019 and 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

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 the Series 63 and Series 65 licenses and has worked previously with firms including Cetera Advisors LLC, First Allied Advisory Services, and NL Financial Alliance. Outside of his advisory role, he is the author of a book for new fathers and has invested in a home services startup. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with access to a broad range of investment products and third-party managed account solutions.

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. He began his career at Merrill Lynch in 2013 and serves families approaching retirement, focusing on personal retirement planning, legacy planning, philanthropic planning, and portfolio management services. Kris is a third-generation Merrill Financial Advisor whose approach emphasizes developing robust plans tailored to clients' long-term goals. He uses Merrill's Personal Wealth Analysis® to help clients make informed decisions about retirement timing, spending, and portfolio structure. In 2018, Kris was selected as a Coordinator for the Financial Advisor Development Program in Merrill's Atlanta Buckhead Complex, where he mentors new advisors. He holds several professional designations including Retirement Management Advisor® (RMA®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). Kris earned both his MBA and BBA from Georgia Southern University. Outside of his professional duties, he volunteers with The Shepherd Center and enjoys music, performing as a drummer, guitarist, and vocalist.

Adam Cohen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, Merrill, and E*Trade before joining J.P. Morgan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

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, bringing over two decades of experience in finance. She began her career in 2005 as a Financial Center manager at Bank of America and transitioned to her current role in 2020. Louise focuses on family wealth management strategies, personal retirement planning, women and wealth, and retirement income. Her areas of expertise include wealth management strategies, liability management, insurance, and investment management. She assists clients with estate planning, portfolio development, tax minimization strategies, and lending solutions through Bank of America. As a Senior Portfolio Advisor, Louise manages personalized investment strategies that may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Louise holds a degree in Information Technology from Cegep du Vieux-Montreal and a high school diploma from Polyvalente Chanoine Armand Racicot. She is a Personal Investment Advisor (PIA) and is proficient in French and English. Beyond her professional pursuits, she enjoys cooking, golfing, knitting and crocheting, reading, table tennis, and tennis.

Payton Murphy is a financial advisor at Charles Schwab with five years of industry experience and holds a Series 66 designation. Prior to joining Schwab, Murphy worked at TD Ameritrade and has experience in roles including work at Mercer University and in the food and beverage industry. Charles Schwab serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custodial and operational services.

Bill Pinkerton is a ChFC® with over 43 years of industry experience, currently with Osaic Wealth, Inc. since 2023. Prior to joining Osaic, he spent 14 years at Sagepoint Financial, Inc. He is also the owner of Pinkerton Financial Resources, through which he conducts insurance and investment sales. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

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 possessing eight years of industry experience. In addition to advisory work, Slaton is involved in sales of investment-related products and also participates in sales and referrals related to loan products, home security, and automation services through Primerica-affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients, offering a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers.

William Bentley is a Series 66-licensed financial advisor at Mass Mutual Investors Services with one year of industry experience. He has previously worked at Mortgage Assurance for 18 years and currently holds roles at MassMutual Life Insurance Company and Preferred Mortgage Source. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative planning engagements using firm-approved analytical tools and delivers investment strategy recommendations without discretionary authority.

Yan Staskiewicz is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has held various roles within the company, including Planning Consultant in 2024-2025, Relationship Manager in 2024, and Financial Representative from 2023 to 2024. As a Certified Financial Planner, Yan focuses on helping clients define their ideal financial futures and develop plans that align with their priorities. His approach emphasizes intention, clarity, and care throughout the planning process. Outside of his professional work, Yan has interests in football, hiking, soccer, and traveling.