Garland Morgan is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with Pfs Investments Inc. and Primerica Financial Services since the early 2000s and has a long tenure at Merck & Co. Morgan is involved in referring home security and automation products through a co-located affiliate of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven strategies managed by third parties and supports trade execution and custody through established custodians, focusing primarily on individual investors rather than institutional pension or profit-sharing plans.

Hollis Montgomery is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, and has 11 years of industry experience. He has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Montgomery serves as a general partner and officer in family limited partnerships and holding companies focused on investment and finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a wide range of retail and institutional services.

Mir Ali Mohsin Moosvi is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, Bank of America, Truist, and SunTrust Bank. Outside of finance, he has worked as an Uber driver on a part-time basis. 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Paul Harrison is a Series 66 licensed financial advisor with Edward Jones in Atlanta, GA, where he has worked since 2006. He has 19 years of industry experience. Outside of his advisory role, he maintains a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Joshua Rencher is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Citi Global Markets for three years. His prior work includes roles outside the financial industry at companies such as Home Depot and UPS. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Andrew Slechta is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 65 registrations and 11 years of industry experience. He has worked at Merrill and Bank of America since 2018 and previously at SunTrust Robinson Humphrey from 2015 to 2018. 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 institutional investors.

Kalyn Swint is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2014, progressing through roles including Investment Consultant, Relationship Manager, Senior Investments Specialist, and Senior Trading Help Desk Specialist. Her professional experience encompasses various aspects of financial consulting and investment management, reflecting a comprehensive understanding of client financial needs. Kalyn focuses on tailoring financial planning to the specific objectives of her clients and their families, aiming to help them feel confident about their financial picture. No information about her education, credentials, personal interests, or community involvement has been provided.

Arthur Rollins is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Merrill since 1991 and also works with Bank of America, NA. Outside of his advisory role, Rollins is involved in several family and community organizations, including serving as a limited partner in a family timber partnership and as vice president of a condominium association. 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 institutional investors.

Zane Walters is a financial advisor with Fidelity in Atlanta, GA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Enterprise LLC and Create X/Office of Commercialization. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Alex Cann Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets from 2002 to 2009. Outside of his advisory role, he is involved with Mountain Folly LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and established investment models in its financial planning process.

Sandy Furrh is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. She has been with Merrill and Bank of America since 2015. Merrill, along 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

Claire Di Placido is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has been with J.P. Morgan Securities since 2010 and has been employed by JPMorgan Chase Bank since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Danny Buchanan is a financial advisor with LPL Financial based in Stone Mountain, GA, holding a Series 66 designation and seven years of industry experience. His prior work includes five years at Edward Jones and roles at Buchanan Tax Services and General Electric. He also operates Buchanan Tax Services Inc., providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing research-driven model portfolios, third-party subadvisors, and technology tools across a broad advisory platform.

Tyrane Perry is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked with Wells Fargo and State Farm Mutual Insurance Company. Outside of finance, he is involved with OitsEndless Productions LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Brady Stoor is a Financial Consultant currently working at Fidelity Investments since 2020. He has over three decades of experience in the financial services industry, having held roles such as Financial Consultant at E*Trade, Associate at Henssler Financial, Wealth Advisor at PeachCap, Regional Sales Manager at American Global Wealth Management, Vice President - Senior Financial Consultant at Charles Schwab, Investment Representative at Invest Financial, and Financial Planner at IDS Financial Services. Throughout his career, Brady has focused on helping clients develop tailored financial plans aimed at defining and achieving their financial goals and objectives. He emphasizes building strong relationships with clients and their families, fostering trust and reliability, and making meaningful differences in their financial lives. Outside of his professional work, Brady has interests in art, fitness, football, pets, and reading.

Jason Witcher is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2015. Prior to his current role, he served 11 years with the Georgia Army National Guard. Outside of his advisory work, he owns and operates Sheepdog Group Inc, a property management business in Jackson, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Ritchie is a Series 66-licensed financial advisor with 13 years of industry experience. He currently works at Morgan Stanley in Atlanta, GA, having previously spent 14 years at Wilmington Trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Howard L. Joe III serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. He represents the seventh generation of financial advisors in his family and operates with a focus on high-net-worth individuals, their families, and their businesses. Based in Atlanta, Georgia, he emphasizes a comprehensive approach to wealth management that begins with understanding the client's financial situation and personal priorities. Howard collaborates with clients to develop personalized strategies that can adapt to changing needs and market conditions, providing access to investment insights from Merrill and banking and lending solutions through Bank of America. His services cover a wide range of financial opportunities including investments, retirement, estate planning, and philanthropy. Howard Joe holds a Bachelor's Degree from Mercer University, where he also played Division One college baseball. His professional credentials include the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Retirement Planning Counselor™ designation, and the Personal Investment Advisor (PIA) designation. Outside of his professional pursuits, Howard is interested in baseball, football, golfing, and spending time with his family.

Christopher Skijus is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2017 and previously held roles at Harwood Advisory Group and Merrill. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products and services alongside his advisory role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Lloyd Phipps Jr. serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on corporate retirement plans, equity awards including RSUs, PSUs, and stock options, as well as wealth planning. Lloyd works with individuals, families, and business professionals to help them organize their financial lives and maintain focus on their long-term objectives. His expertise encompasses employee benefits planning, equity compensation services, employee financial health, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Lloyd holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Lloyd earned a Bachelor's Degree from Kennesaw State University. Outside of his professional responsibilities, his personal interests include boxing, music, spending time with his family, and traveling.