Kristopher Nintzel O'Hare is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2013. He works with established professionals and business owners who are preparing for retirement, assisting them in developing personalized financial strategies to achieve their long-term goals. Kris utilizes Merrill's proprietary financial modeling process, Personal Wealth Analysis®, to help clients test retirement timing and spending decisions, enabling informed adjustments to savings, risk, and portfolio structure before retirement. Kris holds several professional designations, including Retirement Management Advisor® (RMA®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). He earned both his MBA and BBA from Georgia Southern University. In 2018, he was selected to mentor new advisors through Merrill’s Financial Advisor Development Program within the Atlanta Buckhead Complex. Outside of his professional work, Kris volunteers with The Shepherd Center. He also pursues personal interests such as music, where he performs as a drummer, guitarist, and vocalist.

Brett Blackwell is a financial advisor at Edward Jones in Alpharetta, GA, holding Series 63 and Series 66 licenses with nine years of industry experience. He has been with Edward Jones since 2019 and previously worked at MWA Financial Services Inc. and Modern Woodmen of America. Outside of his advisory role, he is noted as the owner of Residential Transport Inc., a delivery services business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

David Mitchler is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services and Thrivent Investment Management. Outside of his advisory work, he officiates high school basketball games in Georgia and works part-time in hospitality at a concert venue in Atlanta. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services delivered through multiple affiliated entities. The firm employs a model-based investment approach with portfolio optimization tools and supports discretionary and third-party managed strategies.

Robert Twardos is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley in various capacities since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.

Aloysius Przygocki is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise and E*TRADE. Outside of finance, he is a content creator and social media influencer who streams video game content on Twitch and posts videos on YouTube. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, offering goal-based analyses and various planning recommendations without portfolio management or discretionary trading authority.

Vivian Melillo is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with 12 years of industry experience. She has previously worked at Bank of America, Merrill, and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of retail and institutional offerings.

Wyatt Scherer is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with six years of industry experience. His prior roles include positions at E*TRADE Securities LLC and Frontline Selling. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery and firm-approved tools, with planning services offered primarily in an advisory capacity.

John Dunlap is a Series 66-licensed financial advisor at Ameriprise with 19 years of industry experience. His prior roles include positions at Morgan Stanley, JPMorgan Securities, and UBS Financial Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Louise Legault is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management, part of Bank of America. She joined Bank of America in 2005 as a Financial Center Manager and transitioned to Merrill Lynch Wealth Management in 2020. In her role, she manages custom investment strategies on a discretionary basis, selecting from Merrill model portfolios and third-party investment options. Her areas of emphasis include wealth management strategies, liability management, insurance, investment management, estate planning, portfolio development, tax minimization strategies, and lending solutions through Bank of America. She focuses on family wealth management strategies, personal retirement planning, women and wealth, and retirement income. Louise earned an associate's degree in Information Technology from Cegep du Vieux-Montreal in Canada and holds the Personal Investment Advisor (PIA) designation. She is bilingual in French and English. Outside of her professional responsibilities, Louise's interests include cooking, golfing, knitting and crocheting, reading, table tennis, and tennis.

Payton Murphy is a financial advisor with Charles Schwab in Alpharetta, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Schwab, Murphy worked at TD Ameritrade and Charles Schwab Bank. Outside of finance, Murphy has experience working at a brewpub and pursued studies at Mercer University. 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 guidance and access to discretionary separately managed accounts, supported by centralized custody and operational resources.

Bill Pinkerton is a financial advisor with OSAIC based in Alpharetta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including prior roles at Sagepoint Financial, Inc. and American General Securities Incorporated. Pinkerton serves as a trustee for family trusts and owns Pinkerton Financial Resources, an insurance and investment services business. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as comprehensive financial planning, third-party money manager programs, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

William Evans is a financial advisor at Morgan Stanley with two years of industry experience. His prior work includes roles at E*TRADE Capital Management, CARMAX, and General Dynamics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations.

Matthew Sherbondy is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Clearing and PNC Investments. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

Calvin Meeks is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he was with Sullivan and Schlieman Wealth Management and has work experience in the food service industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, including access to third-party asset managers and institutional platforms.

William Bentley is a Series 66-licensed financial advisor at Mass Mutual Investors Services with one year of industry experience. He has previously worked at Mortgage Assurance for 18 years and currently holds roles at MassMutual Life Insurance Company and Preferred Mortgage Source. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative planning engagements using firm-approved analytical tools and delivers investment strategy recommendations without discretionary authority.

Yan Staskiewicz is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has held various roles within the company, including Planning Consultant in 2024-2025, Relationship Manager in 2024, and Financial Representative from 2023 to 2024. As a Certified Financial Planner, Yan focuses on helping clients define their ideal financial futures and develop plans that align with their priorities. His approach emphasizes intention, clarity, and care throughout the planning process. Outside of his professional work, Yan has interests in football, hiking, soccer, and traveling.

Mitchell Cohen is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise. He has been with Ameriprise Financial Services, Inc. and its affiliated entities since 2015. Outside of his advisory role, Cohen is involved in sports app development through MGJDC Enterprises LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through detailed reports and ongoing advice, utilizing internal research and third-party data within a defined investment framework.

James Jackson is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. Prior to joining Ameriprise, he worked at Equitable Advisors, LLC and operated Jackson Auto Sales for five years. He has also been involved with the Boys and Girls Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering 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.

Christopher Guthrie is a financial advisor with UBS Financial Services, holding a Series 66 designation and 22 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix 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 offers a range of capital markets and research resources to tailor client solutions.

Joseph Gaudino is a financial advisor with J.P. Morgan Securities in Alpharetta, GA, holding Series 66 and Series 63 credentials with three years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and incorporates ESG considerations alongside a broad range of investment capabilities.