Aidan Sullivan is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including Mercer Advisors and Prime Technical Services. Outside of his advisory role, he was involved with VocoVision in 2024. 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 combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Christopher Phillips is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Stephanie Lawson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation. She has been with Morgan Stanley since 2022 and has prior work experience in various industries including distribution and cleaning solutions. Outside of her advisory role, she is the sole proprietor of Earth Angel Compassion Initiative Inc., an elder care business based in Conyers, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Nicholas Mc Creary is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America Merrill Lynch, Pierce, Fenner & Smith Incorporated, E*Trade Morgan Stanley, and Fifth Third Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment products and manager solutions on a non-discretionary basis.

Christopher Smith is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Jerome Hansen is a CFP® and ChFC® with 44 years of experience in the financial industry. He has been with LPL Financial since 2010 and also worked at the University of Phoenix from 2006 to 2018. Hansen operates Hansen Financial Services, Inc., a business related to his advisory work at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced technology tools.

Roger Green is a financial advisor at Cetera with over 38 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with Cetera and its affiliates since 2004. In addition to his advisory work, Green teaches retirement planning courses at Gwinnett Technical College and serves as secretary of a local religious organization as well as chairman of the board for a nonprofit assisting deaf children. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through multiple program platforms and third-party money managers.

Joshua Brown is a Series 66-licensed financial advisor at OSAIC with one year of industry experience. His prior roles include positions at Hiscox Inc., Sogeti, CompliancePoint, Coyote Logistics, and Georgia College and State University. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party managed accounts through a broad network of affiliated advisers.

Jackson Bentz is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2015 and 2016, respectively. 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 combines non-discretionary advisory relationships with access to affiliated discretionary portfolios, offering multi-asset model portfolios and a range of integrated brokerage, custody, and cash-sweep services.

Ziyi Peng is a financial advisor at Merrill with a Series 66 designation and four years of experience at the firm. Prior to Merrill, Peng worked at Bank of America, N.A. and has also served with the Fulton County Board of Education. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Boltax is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He also serves as a trustee for a private investment-related trust in Alpharetta, Georgia. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Stephen Goulbourne is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He has been with Wells Fargo in various roles since 2013. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Ryan Dolar is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He brings over 15 years of experience delivering customized financial planning and advice to individuals, families, and business owners. His expertise encompasses various facets of wealth management including risk management, retirement planning, banking and lending, portfolio construction, tax minimization strategies, trust and estate planning concepts, as well as distribution advice in retirement. Ryan holds a Bachelor's degree in Finance from Georgia Southern University and is a CERTIFIED FINANCIAL PLANNER (CFP) professional and a Personal Investment Advisor (PIA). His approach centers on understanding clients' life priorities to create personalized plans tailored to their goals, family needs, and aspirations. He resides in the Laurel Springs Golf Community in Suwanee, Georgia, with his wife Kimberly and their two children, Hudson and Margo. Ryan enjoys playing golf and tennis and values spending time with his family. He is a member of Northpoint Community Church and a long-time Atlanta Falcons season ticket holder.

Matthew Oliver is a financial advisor with Primerica Advisors in Woodstock, GA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with PFS Investments Inc. since 2014 and Primerica Financial Services since 2007. Outside of advisory work, he owns Apex AF LLC, a tax preparation and bookkeeping business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Larry Shriver II is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of advisory work, he is involved in the management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and a limited range of separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on non-institutional clients rather than pension or profit-sharing plans.

Amanda Fischer is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 26 years of industry experience and previously worked at Securities America Advisors, Inc. and OSAIC. Fischer is owner and member of Oster & Fischer LLC, a wealth management firm, and also serves as an agent managing insurance and annuity contracts, including servicing a book of business acquired from Commonwealth. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management strategies and multiple platform arrangements.

Shad Reynolds is a CFP® and ChFC® affiliated with Mass Mutual Investors Services in Atlanta, GA, with 27 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory role, Reynolds is involved in several business ventures, including managing a tax planning and preparation firm and co-owning a farm venue rental business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements that utilize firm-approved analytic tools without discretionary authority over client investments.

Alexander Zimmerman is a financial advisor at Morgan Stanley with over 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is the sole proprietor of Edelweiss Creations LLC, an art and culture business, and is currently writing a book. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with broad investment offerings.

Preston Nevil Rincon is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Trinity Wealth Securities, LLC, and Florida Financial Advisors DBA Georgia Financial Advisors. Outside of finance, he is associated with 30 Bar, a non-investment business activity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including 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 research.

Jose Nedumpurath is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His professional background includes roles at Intuit Inc, Cardtronics USA Inc, NCR, PFS Investments Inc, and Primerica Financial Services. Outside of advising, he serves as CEO of Jr Consultants Inc, a non-investment-related business. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.