Philip Downing is a financial advisor at Edward Jones in Alpharetta, GA, holding a Series 66 designation with two years of industry experience. His previous roles include positions at Base64.ai, Inc., NiX Software, Inc., and Arcos LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad 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 nationwide network of financial advisors and branch offices.

Ji You is a Financial Services Advisor (FSA) at Merrill Lynch Wealth Management. With experience spanning banking and wealth management, Ji transitioned from a background in music to finance, bringing a diverse perspective to client service and financial guidance. Ji holds a Bachelor's degree from the University of Colorado System and two Master's degrees, one from the University of North Texas and another from Indiana University. Ji's academic journey reflects a strong foundation prior to entering the financial services industry. At Merrill Lynch Wealth Management, Ji focuses on assisting clients with their investment and financial planning needs, leveraging a Personal Investment Advisor (PIA) designation.

Dominick Del Pozzo is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with five years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities and has experience in various roles including at Pharmacy Development Services and GovSpend. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and strategies.

William Tallman Jr. is a financial advisor at Merrill with 27 years of industry experience. He holds a Series 66 credential and has been with Merrill since 1999, also working concurrently at Bank of America, N.A. since 2011. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Garrett Cathey is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds a Series 66 designation and has been with the firm since 2024. Prior to his current role, he has experience in various service and retail positions and is affiliated with Kennesaw State University. Mass Mutual Investors Services, LLC is 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 programs using firm-approved analytical tools and structured, collaborative client relationships.

Stephen Malone is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously spent six years at Bank of America and 41 years at Merrill. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and serves a broad range of clients through both direct and employer-sponsored plans.

Roberto Morejon Hernandez is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Morgan Stanley, he worked at the US Census, Domino's, and Premier Rental Purchase. Outside of his advisory role, he is also active as a rideshare driver for Uber. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

Kristin Wint is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 12 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charities. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment preferences.

Udel Richardson II is a financial advisor at Morgan Stanley with 13 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wells Fargo Clearing and Edward Jones. He is currently based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using firm-approved tools and serves clients through both direct engagements and corporate financial planning agreements.

Joseph Kurelic Jr. is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. He also owns JPKJR LLC, a single-person business entity. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary advice in partnership with its financial advisors.

Craig Norton is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he serves as a member of the Orange Bowl Committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles supported by affiliated research and specialized services such as municipal advisory and employer consulting programs.

Shureen Long is a financial advisor at Wells Fargo Clearing in Duluth, GA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Merrill, Bank of America, and Progressive Insurance. Outside of her advisory work, she serves as General Partner and Managing Member of VLB Investment Group LLC, a property management business based in Savannah, Georgia. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Conner Rudolph is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Georgia Gwinnett College and Hennessy Lexus of Gwinnett. Mass Mutual Investors Services is a broker‑dealer and SEC‑registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Joseph Riggs is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and has worked previously at Mass Mutual Investors Services and MassMutual Life Insurance Company. Riggs is also an independent contractor financial planner with Founder Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through specialized affiliations.

Christopher Anderson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes roles outside the financial industry, such as with Jackson Healthcare LocumTenens.com and Your Pie Pizza. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, registered commodity pool operations, and advisory roles with multiple registered investment companies.

Thomas Obrien is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and previously worked for VALIC Financial Advisors, Inc. for eight years. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Watson is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at LPL Financial. His previous roles include positions at Kestra Advisory Services, Kestra Investment Services, Wells Fargo Clearing, Wells Fargo Bank, and Northwestern Mutual Investment Management. Outside of his advisory work, he serves as finance chair for FLIGHT316 and is a partner in a health supplement company primarily for personal use. 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 portfolio management solutions, supported by advanced research tools and a broad platform that integrates advisory and non-advisory financial services.

Scott Schoenberg is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. He holds the Certified Private Wealth Advisor® designation and has served in roles including Branch Manager and Wealth Management Advisor. Scott regularly works with strategic client management to help clients utilize firm resources and address financing and advisory needs for individuals and their businesses. Scott's expertise encompasses all aspects of wealth management, advisory, and banking. His background also includes working at IBM as a Co-Op during his college years, running for the Georgia House of Representatives, and working as a freelance writer. He has served on the Board of Directors for the Georgia Chamber of Commerce, Folds of Honor Georgia, and the Terry College Executive MBA program. He holds a Bachelor's Degree and a Master of Business Administration (MBA) from the University System of Georgia. Scott is committed to promoting financial literacy among young people. He and his wife, Stephanie, reside in Peachtree Corners, GA, and have three children.

David Houck III is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and previously worked at Google, Cisco Systems, and NCR Corporation. Outside of his advisory role, he serves as president of the Houck Foundation, a private family foundation that provides grants to nonprofit organizations such as the Atlanta Humane Society, Rotary, and Georgia Aquarium. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial plans without discretionary portfolio management. The firm emphasizes thorough planning on topics including retirement, estate, and tax issues, while keeping planning and managed-account services separate.

Corey Sheres is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously worked at E*Trade Securities LLC for 14 years before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.