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.

John Ferris is a financial advisor with OSAIC based in Marietta, GA, holding a Series 66 designation and 16 years of industry experience. Prior to joining OSAIC in 2023, he worked at Fsc Securities Corp for seven years. He is also the president of Waterstone Wealth Strategies, Inc., a marketing entity related to financial services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by various asset-allocation tools and third-party platforms.

Andrew Hoeflinger is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, J.P. Morgan Securities, JPMorgan Chase Bank, and Raiser LLC. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee‑based financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu and personalized recommendations supported by proprietary research and tools, with flexible implementation options across brokerage and advisory programs.

William Galvin is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Play Anywhere Inc. and held various roles at institutions including ESMT Berlin and James Madison University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside investment modeling, providing advisory services without individual security recommendations as part of its standalone planning.

Peter Miralles is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with Cambridge since 2007. Outside of his advisory role, he is involved in tax services and serves as president of a business entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of platform options and both proprietary and third-party investment strategies.

Charles Major is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has worked at Morgan Stanley since 2023 and previously at E*TRADE Securities LLC for 10 years. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm‑approved tools, with a broad range of retail and institutional investment offerings.

Seth Austin is a financial advisor at Edward Jones in Kennesaw, GA, holding a Series 66 credential with three years of industry experience. Prior to joining Edward Jones, he was involved with several organizations including Orange Cone Productions and served as owner of CrazyLegs Creative Group, a marketing agency. He is also engaged in medical health navigation on a consulting basis. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of advisors and branch offices.

James Gray is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 18 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Gray is involved in several real estate and manufacturing ventures and serves on the board of Orchard Resources, a civic and community organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing detailed financial planning and advisory services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and tools, including economic projections and simulations, and offers a range of retail and institutional investment products.

Annette Walters is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with LPL Financial since 2011 and is also involved with the Mitchell Chase Jones Foundation, Inc. since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by advanced research tools and maintains oversight of over $819 billion in discretionary assets.

Angad Tomar is a financial advisor with Merrill holding a Series 66 credential and three years of industry experience. His work history includes positions at Bank of America, LPL Financial, New York Life, Auto Gallery Imports, and T-Mobile. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, pension plans, corporations, and charitable organizations.

Emily Delaney is a Series 65-licensed financial advisor at Primerica Advisors with three years of industry experience. Prior to her current role starting in 2022, she held various positions in the poultry science sector and worked in retail and education. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and emphasizes a tiered wrap-fee structure in its investment approach.

Bruce Swift is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2020, following four years at The Vanguard Group. Swift holds Series 63 and Series 66 licenses and is based in Atlanta, GA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and firm-approved tools, including modeling techniques such as Monte Carlo simulations, while clients are responsible for implementing and updating their plans.

Joanne Ryan is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2001, concurrently affiliated with Bank of America since 2010. 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 plans, corporations, and charitable organizations.

Alex Cornett is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and two years of industry experience. He is involved with creative ventures outside the firm, including co-creating and recording a podcast called Monsters Vs Men and participating as a minority owner in Alceja Productions. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment solutions.

David Morgan is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA. He holds the ChFC® designation and a Series 63 license, with 40 years of industry experience. Prior to his current role, he worked at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he serves as president of a social car club in Atlanta. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and investment management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved tools and offers various specialized programs including estate and employer-sponsored planning.

Lamar Ware is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Raymond James since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including high-net-worth individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

James Garrett is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior work includes positions at Securities America Advisors, Morgan Stanley, and TandemGrowth Financial Advisors. He is also involved with Elevation Wealth Advisors in a non-investment capacity. 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 portfolio programs, third-party asset management, and institutional platforms.

Gabriel Baawo is a financial advisor with Edward Jones in Woodstock, GA, holding a Series 66 designation and 10 years of industry experience. He has previously worked at Invesco Distributors and ran Crystal Path Enterprises, a brand consulting firm. He currently consults startups on marketing and brand development through his own businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Chaminda Mahawela is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MassMutual Investors Services and Equitable Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Brett Blackwelder is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Raymond James Financial and Gulf Winds Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to support tailored financial planning and portfolio management.