Shreya Talusani is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill, she held roles at Merrill Lynch Wealth Management and has a background that includes work in education and technology. Merrill, along 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 institutional investors.

Dennis Oh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Morgan Stanley and E*Trade Securities and Capital Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Johnny Simpkins is a Series 66-credentialed financial advisor with Morgan Stanley in Alpharetta, GA, with 14 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and various investment strategies.

Ryan Flannagan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing, implementing, and maintaining comprehensive family wealth management plans. His approach focuses on connecting all aspects of a client's financial life to help prioritize and pursue meaningful goals. Ryan and his team utilize a planning-based methodology that begins with organizing both financial and personal matters, refining client priorities, and understanding investment personalities to develop strategies aligned with each family's unique needs. Ryan holds a bachelor's degree in finance from Florida State University. He has professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Since joining Merrill Lynch in 2010, Ryan has concentrated on assisting families, endowments, foundations, non-profits, and small businesses with services such as personal retirement planning, legacy planning, philanthropic planning, tax minimization, and retirement income strategies. Outside of his professional work, Ryan is involved in his community through Buckhead Church, Northside Youth Organization, and ServeMerge. He enjoys spending time with his wife, Kristi, and their two children, Holli and Hayes, and participates in coaching and mentoring children through various sports teams and church volunteer activities.

Jay Liban is a financial advisor with Ameriprise in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at JPMORGAN Securities LLC for 10 years before joining Ameriprise in 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides a written Recommendation Report and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies, using proprietary research and third-party data.

Timothy Lally is a financial advisor with Robert Baird & Co. in Cumming, GA, holding Series 63, 65, and 66 designations and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 1998. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary portfolio management, separately managed accounts, and both traditional and non-traditional investment strategies.

Dena Crosby is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently with Mass Mutual Investors Services and has previous experience at Eagle Strategies, New York Life Insurance Company, Bank of America, and Merrill. Crosby holds a real estate license but does not actively practice as an agent. 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 offers collaborative, annual financial planning engagements utilizing firm-approved software and includes specialized services such as divorce and estate-settlement planning.

Elizabeth Chesser is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America and positions outside finance at Tin Lizzys and Hooters. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Erwing Landazabal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Fidelity and Primerica, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized manager solutions team.

Adam Sitz is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 21 years of experience in the financial services industry. He holds the position of Senior Vice President and Senior Portfolio Advisor, leveraging his expertise to guide individuals and families in achieving their financial goals. Adam is certified in the Merrill Investment Advisory Program since 2018 and holds the Personal Investment Advisor (PIA) designation. He specializes in personal retirement planning, portfolio management services, and retirement income strategies. Adam's approach involves creating customized financial strategies that align with his clients' unique needs, focusing on wealth preservation, distribution, and transfer to help establish a lifetime retirement income stream and legacy. Adam earned his bachelor's degree from Kennesaw State University. He is involved in community organizations such as the Veterans Empowerment Organization and the Emory-Children's Cystic Fibrosis Center of Excellence. Outside of his professional commitments, Adam enjoys adventure sports including biking and skiing, and values spending time with his wife Meghan and their two children, Elizabeth and Henry, in Sandy Springs.

Amit Patel is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Before joining Morgan Stanley, he worked at E*TRADE Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools.

Spencer Osei is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank N.A. and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Emmanuel Mirali is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds a Series 66 designation and has three years of industry experience. Before joining Morgan Stanley in 2022, his background includes roles in the hospitality industry. He is also the sole proprietor of Mirali LLC, an automotive and transportation customer service business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies.

Kevin Clary is a CFP® and Series 66 credentialed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2010 and is based in Gainesville, GA. 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.

Michael Silverio is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 66 credentials and totaling 20 years of industry experience. He worked at FSC Securities Corporation for 11 years before joining LPL Financial in 2018. Outside of his advisory work, Silverio is also involved as a managerial life coach. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with various strategic and tactical investment options and operational tools.

Matthew Maddox is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Morgan Stanley in 2023, he spent over a decade at E*TRADE in various capital management and securities roles. Outside of his advisory work, he runs Maddox Photography, focusing on professional photo production and editing. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through structured discovery and firm‑approved tools, managing approximately $2.74 trillion in client assets.

Nicholas Pacheco is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with five years of industry experience. He has previously worked at E*Trade Securities and Wells Fargo & Co, and had an early career period at Subway. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Thomas Mc Curdy is a financial advisor with Edward Jones in Dacula, GA, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Causely from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Joshua Oser is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and three years of industry experience. Prior to joining Baird in 2024, he worked at firms including Raymond James Financial Services and Bank of America/Merrill Lynch. Outside of his advisory role, he works as an independent contractor creating and evaluating prompts for AI systems and completing surveys. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and utilizes both internal research and artificial intelligence tools in its advisory approach.

Michelle Bowen is a financial advisor with Wells Fargo Clearing in Cumming, GA, holding Series 63 and Series 66 designations and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2004. 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 through a large network of advisors and offers both brokerage and advisory solutions.