Peng Li is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously spent seven years at The Coca-Cola Company. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market simulations.

Tyler Strickland is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored financial plans aligned with their unique goals. He has held various roles within Fidelity since 2015, including Investments Solutions Representative and High Net Worth Representative, and has also worked at TD Ameritrade as a Senior Financial Consultant and Financial Consultant. Throughout his career, Tyler has focused on helping clients make informed financial decisions by providing education and personalized guidance. His experience spans multiple facets of financial consulting, enabling him to support a diverse client base effectively. Outside of his professional work, Tyler has interests that include baseball, football, golf, music, family activities, and parenthood.

Andrew Sullivan is a financial advisor with Edward Jones in Alpharetta, GA, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as a board member overseeing a youth baseball league in Marietta, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Richard Walters is a financial advisor at OSAIC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at John Hancock Financial Services and SII. Walters serves as secretary and board member for Creative Community Services, a nonprofit supporting youth with developmental disabilities and mental health needs in Georgia. OSAIC Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services with portfolios constructed using asset-allocation tools, risk-tolerance assessments, and a range of investment products managed through various platforms.

Lilian Wittwer is a financial advisor at Charles Schwab with eight years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2017, including roles at Charles Schwab Bank, SSB. 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 mix of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a centralized operational structure.

Gerald Koehler is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked in the IT sector with Tata Consultancy Services and Atos. Outside of his advisory role, Koehler serves as a Service Delivery Manager at NTT DATA, overseeing operations related to End User Compute and Virtual Desktop Infrastructure Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based analyses without discretionary trading authority. The firm emphasizes written, holistic planning across various financial topics and offers clients the option to combine planning with managed accounts under a consolidated billing program.

Jeffrey Panik is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Cetera and has previously worked with firms including LPL Financial and Ameriprise Financial. Panik is also an author and president of Financial Literacy First, LLC, a publishing and marketing business focused on financial literacy books. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals across wealth levels, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Louis Seeley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, he held positions at Lyft, Uber, and The Gibson Firm. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Modica Jr. is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and over 35 years of industry experience. Prior to joining Wells Fargo Advisors in 2017, he worked at Bank of America and Merrill from 2009 to 2017. Outside of his advisory role, he is involved in family partnership land management and owns investment-related entities including an investment management firm that operates his financial practice. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory functions with a variety of financial products and referral channels.

Adam Ibrahim is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo’s various advisory and clearing divisions since 2012. Outside of his role at Wells Fargo Advisors, he has ownership interests in Alpha Wealth Advisors, LLC, and AI9 LLC, both financial practices based in Alpharetta, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, using Wells Fargo research and tools to develop tailored recommendations delivered through both meetings and written summaries.

Christian Salhuana is a financial advisor at Edward Jones in Marietta, GA, holding CFP® and Series 66 credentials with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Steven Harvey is a financial advisor at Morgan Stanley with 18 years of industry experience. His prior work includes roles at E*TRADE Capital Management LLC and E*Trade Securities LLC beginning in 2012. He also serves in the United States Army Reserve as an observer coach and trainer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools.

Michelle Collazo is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to create personalized Recommendation Reports through a centralized consulting team.

Justin Field is a financial advisor at Morgan Stanley in Alpharetta, GA, with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Florida Financial Advisors, Jeff Field & Associates, Office Depot, HomeSmart Realty Partners, Georgia Gwinnett College, and NinjaKour. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm uses structured discovery conversations and firm-approved planning tools to develop plans, managing approximately $2.74 trillion in client assets.

James Bizzarro is a financial advisor with OSAIC based in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America Inc for over two decades. In addition to his advisory role, he provides life and long-term care insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple platform solutions, accommodating discretionary and non-discretionary accounts.

Robert Altizer is a financial advisor with Edward Jones in Roswell, GA, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Steven Kaufman is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Emily Elliott is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Her prior roles include positions at Marcus & Millichap Investment Sales and NAI Global, as well as work with the Mote Marine Center for Coral Reef Restoration. Morgan Stanley Wealth Management serves both individual and institutional clients, offering various advisory programs and tailored financial planning supported by firm-approved tools and market simulations.

Matthew Stucke is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase and Raymond James. Stucke serves as president and managing director of MacroCarpa Private Wealth and is a volunteer board member for Cambridge Girls Soccer, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes both affiliated and third-party investment solutions.

Rachel Wight is a financial advisor with Merrill in Alpharetta, GA, holding a Series 66 designation and six years of industry experience. She has worked at Merrill since 2019 and previously held roles in fitness and orthotics. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.