Eunie Lee is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 17 years of industry experience. She previously worked at MetLife Securities Inc. before joining Mass Mutual and is also involved in insurance sales and brokerage through Cornerstone Insurance Services LLC and Piedmont Insurance Brokerage. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, and charitable organizations. The firm structures planning engagements as annual collaborative relationships using firm-approved tools to analyze goals and deliver recommendations.

Simone Sowell Odom is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she consults for Odin Industries, a licensing company, focusing on business succession planning and strategic direction. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Berman is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. 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 tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning services.

Mary Alice Fuentes Ford is a financial advisor at Raymond James & Associates with Series 63 and Series 66 credentials and 16 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank before joining Raymond James in 2022. Raymond James & Associates 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 municipal advisory services supported by a wide range of portfolio management styles and affiliated research.

Randy Aufleger is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that address income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and advisory services delivered through a centralized consulting team, with a focus on assets managed within Ameriprise accounts.

Kelvin Pettaway is a financial advisor at Ameriprise with 15 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank over a nine-year period. Pettaway serves on the board of the Atlanta Jazz Festival and co-leads a financial education group at his church focused on budgeting and investment basics. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Matthew Moore is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Morgan Stanley in Alpharetta, GA, having joined the firm in 2023 after roles at E*Trade Capital Management, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Citlaly Julian is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been with Morgan Stanley since 2016 and previously worked at E*Trade Securities for one year. Outside her advisory role, she volunteers with the Financial Planning Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 a diverse suite of investment products and services.

Kelly Seurer is a Series 66-licensed financial advisor with Merrill, based in Duluth, GA, and has 7 years of industry experience. She has been with Merrill since 2003. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cara Fuller is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with Fidelity Investments in various roles since 2007, including positions at Fidelity Personal and Workplace Advisors since 2018. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in fund advisory and model portfolio delivery.

Stephen Kilpatrick is a CFP® with 32 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America, Inc. and Investacorp Advisory Services. Outside of his advisory work, he serves as a referee for the Georgia State Referee Committee Inc., affiliated with the United States Soccer Federation. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services including financial planning, retirement consulting, and managed account solutions. The firm employs asset-allocation tools and third-party money managers to construct diversified portfolios and supports legacy programs and transitions across its complex platform.

Trinity Lawrence is a financial advisor at Ameriprise in Atlanta, GA, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Ameriprise, Lawrence worked at AlliantGroup and spent seven years at Brinker Nation - Chili's Bar and Grill. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team to deliver written, non-discretionary recommendations based on research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Micky Kim Cowger is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and seven years of industry experience. Her work history includes roles at Charles Schwab \& Co., Inc., Charles Schwab Bank, SSB, and Charles Schwab Premier Bank, SSB, as well as positions at Fairway Independent Mortgage, U.S. Bancorp Investments, Inc., and US Bank. She is based in Johns Creek, Georgia. Charles Schwab \& Co., Inc. 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and formal alternative-investment processes.

Whitney Naylor is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley and E*TRADE Securities LLC in various roles since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.

Carly Spanolios is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and nine years of industry experience. She has worked at Morgan Stanley since 2017 and was previously with Retirement Advisory Consultants, LLC. Outside of her advisory role, she owns a rental property in Tarpon Springs, Florida. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by the firm’s Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial plans.

Ernest Moncrieff III is a financial advisor at UBS Financial Services in Atlanta, GA, with 45 years of industry experience. He has been with UBS since 1995. He holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Justin Del Campo is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has worked at several firms including Edward Jones, Fifth Third Securities, and Waddell & Reed, Inc. Del Campo is also involved with IJACS LLC, a business entity for tax and investment purposes. 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 portfolios, third-party asset management, and institutional platforms.

Raymond Blanar is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has eight years of industry experience. His background includes roles at MML Investors Services LLC, Principal Securities Inc., and New York Life Insurance Company. Outside of his financial advisory work, he officiates high school and college baseball, basketball, and volleyball games as a sports official. Mass Mutual Investors Services, LLC 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. The firm emphasizes collaborative, annual planning engagements using firm-approved software and offers a range of programs including wrap accounts and educational seminars.

Karla Merritt is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory process.

Deyka Charneco is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. Prior to joining Cetera in 2026, she worked at Edward Jones for three years and was involved with Biome Soaps, LLC from 2015 to 2018. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and managing more than $256 billion in assets.