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.

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.

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.

Matthew Atwood is a CFP® professional with seven years of industry experience. He is currently with Cetera and has previously worked with Avantax Advisory Services and several other financial firms. Outside of advising, he is involved with Timewise Financial LLC, providing accounting and tax preparation services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a diverse client base, offering a range of portfolio management and retirement services through a multi-manager platform with both discretionary and non-discretionary options.

Eric Garbade is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Based in Atlanta, GA, his career spans roles within both wealth management and private banking. Morgan Stanley Wealth Management 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 employs a structured planning process using approved tools and market simulations to support client financial goals.

Carlos Forde Jr is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 13 years of industry experience. His work history includes roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and Metlife Securities from 2014 to 2017. He also operates as an independent insurance agent selling disability, fixed annuities, and life, accident, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Daniel Woodring is a financial advisor at Primerica Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Primerica entities since 2001. His background includes management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm focuses on a wrap-fee solution and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Mark Bell is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked at Wells Fargo Advisors and Wachovia Bank, N.A., with tenure at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

John Stockmeyer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. His prior experience includes roles at Techtronic Industries, Discount Tire Co., and Motorcar Studio. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

DJ Marzetta is the Vice President and Branch Leader at Fidelity Investments, a position held since 2021. Prior to this role, he served as a Financial Consultant at Fidelity from 2019 to 2021. His career in financial services spans over 25 years, during which he has held various positions including Director of Wealth Management at USAA from 2014 to 2019, Account Executive at Fidelity Investments from 2013 to 2014, and Vice President - Partner at Met Life from 2011 to 2013. Marzetta's extensive experience also includes roles at Lincoln Financial Group from 2004 to 2011 where he was Regional Vice President, District Manager, and Retirement Consultant, as well as Financial Planner at First Command Financial Planning from 2000 to 2004. He emphasizes building strong relationships with Fidelity clients and colleagues. Outside of his professional career, DJ Marzetta has interests in baseball, football, lake activities, military service, reading, and traveling.

James Fiorentino is a financial advisor with LPL Financial, holding a Series 65 designation. He has no prior industry experience and joined LPL Financial in 2026 after working at Comcast. 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 financial planning and investment services delivered through a large network of advisors, utilizing various model portfolios and third-party subadvisors across discretionary and non-discretionary strategies.

Edward Lane Jr. is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including VOYA Financial Advisors and Cetera Wealth Services. Outside of advising, he owns and operates Fast Lane Music, a recording studio. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers through a multi-manager platform.

Daniel Guarnieri is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at E*Trade Securities and Children's Healthcare of Atlanta. Morgan Stanley Wealth Management offers a range of financial advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.