A King Ishmael is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 credentials and has five years of industry experience. His prior roles include positions at J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and E*TRADE Securities LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, 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, supported by research from Wells Fargo Investment Institute and third-party sources.

Amanda Coccia is a financial advisor with Edward Jones in Alpharetta, GA, holding the ChFC® and Series 66 designations and bringing four years of industry experience. She has worked at Edward Jones since 2016, following three years at Chicos FAS. Outside of her advisory role, she serves as Treasurer of Wordsmith Strategic Communications LLC, a business operated by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporations, and charities. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated investment products under a fiduciary standard.

Julia Butka is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and has prior work experience at the Florida Institute of Technology and the Naval Surface Warfare Carderock Division. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and public entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Lewis Martin III is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at UBS Financial Services for 23 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.

Nathan Link is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. 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 models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Kerri Jackson is a Series 66-licensed financial advisor with Merrill in Alpharetta, GA, where she has worked since 2017. She has eight years of industry experience. Outside of her advisory role, she serves as a power of attorney and successor trustee for her parents. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Grey Maples is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, Grey works with clients to define their financial goals and focuses on financial planning tailored to their individual needs. Prior to this, Grey served as a Financial Solutions Advisor at Merrill Lynch from 2012 to 2022. Grey's professional experience spans over a decade in financial advisory roles, emphasizing personalized client engagement and financial strategy development.

Brian Katz is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Capital Management and E*TRADE Securities. Outside of finance, his background includes roles in the hospitality industry, such as managing pizzerias and restaurants. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery processes and firm-approved tools.

Michael Silver is a financial advisor with Ameriprise in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Ameriprise Financial Services since 2009. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Otto Menendez is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with two years of industry experience. His prior work includes a decade at Merrill and one year at Ameriprise. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and employs various investment programs, including advisory and institutional services.

Sneha Satyanarayana Varanasi is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Sneha worked at Frost & Sullivan and ICICI Prudential Asset Management Company. She is the sole proprietor of OneNest LLC, an entity involved in organizing passive investments in real estate and startups. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of investment vehicles.

Chad Streetman is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2021, following four years at Edward Jones and three years at Verizon Wireless. Outside of his advisory work, he owns a rental property in Tupelo, Mississippi. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and models without providing individual security recommendations as part of standalone programs.

Ryan Stewart is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for nine years before joining Wells Fargo Advisors. Stewart has ownership interests in two investment-related entities, Dixie Hawk LLC and McHale Group LLC, both based in Alpharetta, GA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu to clients meeting a net-worth threshold and integrates advisory services with other financial products and referral channels.

Stephan Oster is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes over two decades at Securities America, Inc., and he is also a part owner and financial planner at Oster & Fischer, LLC, where he incorporates insurance planning into client financial strategies. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through numerous financial professionals and multiple platforms.

Daniel Aiello is a CFP® professional with 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent nine years at UBS Financial Services. Outside of his advisory work, he serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third parties with diversification principles and modern portfolio theory to evaluate investment options.

David Rosenfeld is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Charles Schwab since 1999, including roles at Charles Schwab Bank, SSB, and a brief period at TD Ameritrade Inc. from 2023 to 2024. Charles Schwab & Co., Inc. serves a large client base of 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 advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Thomas Tarabicos is a financial advisor with Wells Fargo Advisors in Roswell, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Wells Fargo Advisors Financial Network LLC since 2009. In addition to his role at Wells Fargo, he owns Covenant Wealth Management, LLC, where he dedicates part of his time as a financial professional. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services with tailored recommendations supported by its research and planning tools.

Gurminder Multani is a CFP®-certified financial advisor with 27 years of industry experience, currently with Morgan Stanley in Alpharetta, GA. His prior roles include positions at Wells Fargo Clearing, Ameriprise, and Charles Schwab. He serves as a board member and officer of the Georgia Indo American Chamber of Commerce. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Michael Thigpen is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., Investacorp Advisory Services, and Equity Services, Inc. He is also president of Evolutions Financial, LLC, a wealth management firm providing financial planning, investment, and risk management services to individuals and business owners, and serves as a solicitor referring prospective clients to LTAM's iAdvice platform. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing access to discretionary strategies, third-party managers, and alternative investments.

Erika Carper is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Wells Fargo Clearing Services since 2018 and has an extended history with Wells Fargo Bank NA dating back to 2012. Outside of her advisory role, she has partial ownership in Black Tie Cafe, a mobile coffee business serving special events. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.