Shane Wilson is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2013. 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.

Jay Gentry is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior roles include positions at Wells Fargo Advisors, OppenheimerFunds, and Russell Investments. Gentry serves as treasurer of a local homeowners association. 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 a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Ernest Madyun is a financial advisor at Morgan Stanley with six years of industry experience. Before joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2018 to 2023. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer-sponsored financial planning agreements.

Alexander Lee is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. He also has a background in education, with multiple years at Auburn University and Mt. Paran Christian School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured discovery processes and advanced modeling tools as part of its planning services, managing approximately $2.74 trillion in client assets.

Allston Lewis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America Merrill Lynch and has held various roles including positions at Texas Christian University and Camp Greystone. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Casebolt is a financial advisor with Charles Schwab in Alpharetta, GA, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has been with Charles Schwab since 2003 and Charles Schwab Bank since 2005. 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 separately managed accounts and offers multi-asset model portfolios with strategic asset allocations supported by in-house research.

Matthew Dion is a financial advisor with LPL Financial based in Alpharetta, GA, holding Series 63 and Series 66 registrations and 19 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing over a 15-year period. He is the sole owner of MATT DION LLC, a financial practice based in Roswell, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Abdul Ayanwale is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he was involved with Suboy Auto Enterprise, where he served as owner of an automotive and transportation business. 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, including tailored financial planning supported by structured discovery and firm-approved tools.

David Halpern is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 43 years of experience in the financial services industry. He has been with Merrill Lynch for 25 years, currently based in the Atlanta/Buckhead office, where he serves high net worth individuals, families, and nonprofit organizations. Prior to Merrill Lynch, David spent 18 years with New York Life Insurance Company focusing on estate, charitable, financial, retirement, and investment planning for business owners and high net worth clients. David holds a Bachelor of Science degree in Business Administration from The Ohio State University. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a former President of the National Association of Insurance and Financial Advisors (NAIFA), Atlanta Chapter, and is a member of the National Association of Plan Advisors and the National Defense Industrial Association (NDIA). David and his wife, Jody, live in Milton, Georgia, and have four children. He is actively involved in community service, volunteering and fundraising for organizations focused on heart, cancer, and brain health research. Outside of work, David enjoys basketball, music, and spending time with his family.

Isaac Gowin is a financial advisor with LPL Financial in Roswell, GA, holding Series 63 and Series 66 registrations and 24 years of industry experience. He has worked with Linsco/Private Ledger Corp since 2004. Additionally, he operates a non-variable insurance business under the name Gowin Financial Services, offering term and whole life insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nancy Tice is a Series 66-registered financial advisor at Merrill with 10 years of industry experience. She has held positions at Merrill since 2012, with a brief tenure at RBC Capital Markets from 2019 to 2021, and prior experience at IMG Sports Marketing. Nancy is based in Alpharetta, GA. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Todd Goldman is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at E*Trade Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Chris Stewart is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 63 designation and has worked with various Morgan Stanley entities since 2009. Outside of his advisory role, he is the sole proprietor of Treebeard, LLC, a non-investment-related business based in Marietta, GA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by firm-approved tools and serves clients through both direct and employer-based financial planning agreements.

Angela Bloom is a financial advisor at Fidelity with 20 years of industry experience and holds a Series 66 designation. She has worked at Fidelity Investments since 1995, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios, and it serves a notable role in advising multiple registered investment companies and delivering model portfolios for Fidelity Institutional Wealth Adviser.

Adam Holthouse is a Financial Consultant currently working at Fidelity Investments since 2023. He collaborates with individuals, families, and business owners to develop tailored long-term planning strategies based on unique financial goals. He has 19 years of experience in the financial consulting field, having held positions at E*TRADE Securities from 2011 to 2023, Cambridge Financial from 2008 to 2011, and Ameriprise Financial Services from 2007 to 2008.

Charles Lister is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Henry Coker is a ChFC® credentialed financial advisor with 52 years of experience, currently affiliated with Cambridge Investment Research Advisors since 2019. His prior experience includes Kestra Financial Services and Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he is involved in several related business activities, including ownership and principal roles in AdvisorySouth LLC and related entities focused on advisory and insurance services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through independent Financial Professionals, with options including proprietary models and access to third-party managers, supporting both discretionary and non-discretionary strategies.

James Adams is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Morgan Stanley, J.P. Morgan Securities LLC, and Bank of America. 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 advisory relationships and access to discretionary separately managed accounts, along with a range of integrated brokerage, custody, and cash-sweep services.

Christian D. Garrett is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has been with Merrill since 2000 and is based in Alpharetta, GA. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Michael Argo is a financial advisor at Ameriprise with 36 years of industry experience. He holds the CFP®, ChFC®, and Series 63 credentials and has prior experience at Dempsey Lord Smith, LLC and Cambridge Investment Research Advisors. He is also president of AEGEUS Financial Solutions, Inc., a corporation focused on sales and service of investments, insurance, annuities, and fee-based planning. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement income planning advice based on thorough analysis and collaboration between a centralized service team and the client's advisor.