Rodney Moore Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. He has prior career experience as head of the accounting department and treasurer at Patterson Pump Company Inc., and he owns a tax preparation business, Select Tax Service. He also manages a real estate business and has been practicing in accounting and tax services since 2015. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, with a specialized retirement income planning service that provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

John Colegrove is a CFP® professional with 25 years of experience at LPL Financial. Based in Suwanee, GA, he has been with LPL since 2001. In addition to his advisory role, he leads a Financial Peace University seminar offered by his church. 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 variety of advisory and brokerage services, including financial planning and access to model portfolios, utilizing both discretionary and non-discretionary strategies.

Joshua Wilson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at E*Trade Capital Management and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

John Little IV is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and various capital markets services.

Mary Silver is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and E*TRADE Securities LLC. Her background also includes roles at Hancock Claims Consultants, Agco Inc, and Tax Pros Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Michael Beard is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and 10 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities. Outside of his advisory role, he is involved in property management as the sole proprietor of a rental property business. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Thomas Luptowski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He helps individuals and families pursue their financial goals through personalized wealth management strategies. His approach begins with understanding each client's full financial picture and objectives, enabling him to tailor flexible strategies that adapt to changing market conditions. He also provides clients access to Merrill's investment insights and the banking and lending solutions of Bank of America. Thomas’s expertise includes personal retirement planning, portfolio management services, and retirement income. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Master’s Degree from Loyola University Chicago and a Bachelor’s Degree from Eastern Michigan University. Outside of his professional work, Thomas enjoys baseball, basketball, football, hiking, and spending time with his family.

Olivia Farrugia is a Planning Consultant who focuses on helping clients build toward financial independence by developing confidence in their financial plans. She begins her process by understanding what matters most to her clients and presenting the possibilities to make informed financial decisions together. Olivia has experience working with Fidelity Investments, where she served as a Financial Representative from 2023 to 2025 and then as a Relationship Manager from 2025 to 2026. Her personal interests include cooking and baking, family activities, parenthood, photography, reading, and traveling.

Joseph Adamchak is a financial advisor with Merrill in Cumming, GA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Merrill since 1983 and has worked at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients, offering both model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kaylene Seelos is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and E*Trade Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Jeffrey Truitt serves as a Resident Director and Wealth Management Advisor at Merrill. In this role, he works closely with clients to develop personalized financial strategies that align with their long-term goals. He leverages Merrill's investment insights alongside Bank of America's banking and lending solutions to offer comprehensive wealth management services tailored to changing market conditions. Jeffrey holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from The University of Georgia. In addition to his advisory responsibilities, Jeffrey is committed to community involvement and volunteers with local organizations in line with Merrill’s tradition of service.

Michael Lynch is a financial advisor at Merrill with 13 years of experience at the firm and a total of 10 years in the industry. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2016. Lynch serves as a finance committee member and advisory board member for the charitable organization Skate Like a Girl. 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.

Gregory Wade is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding Series 63 and Series 65 credentials and having 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Aaron Newton is a Planning Consultant at Fidelity Investments, a role he has held since 2022. In this position, he works with clients to create, implement, and monitor financial plans tailored to their individual needs. With four years of experience in the financial advisory field, Aaron focuses on developing personalized strategies through one-on-one client relationships. His expertise centers on understanding clients' financial goals and assisting them in navigating their financial planning journey. Aaron brings a practical approach to financial consulting, emphasizing consistent collaboration and monitoring to adapt plans as needed. Outside of his professional work, Aaron has interests in baseball, cars, comedy, golf, and soccer.

Johnathan Etherly is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC and maintains a long-term role at Ingles Markets Inc. outside the financial industry. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research.

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.

Timothy Crain is a CFP® professional with 30 years of experience in the financial industry, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 25 years. He is a 50% owner of Laveer Acquisitions and operates Reel Outcome Charters, a near and offshore charter fishing business. Crain is also involved as an advisory board member for One Gulf, One Goal and teaches PADI-certified scuba diving courses. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Clark Jensen is a Series 66-licensed financial advisor with Edward Jones, based in Dacula, GA. He has 12 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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.