Joseph Ippolito Jr. is a financial advisor with Edelman Financial Engines based in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at TD Ameritrade, Fidelity, and Financial Engines Advisors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified, long-term oriented investment solutions and manages approximately $326 billion for roughly 477,000 clients.

Manohar Kasetty is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. He also provides consulting, coaching, and goal-setting services for business owners focused on business growth and exit strategies. MassMutual Investors Services offers financial planning and asset management to individuals, business owners, trusts, and charitable organizations, using firm-approved analytical tools to support collaborative, annual planning relationships.

Richard Schneiderman is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with Ameriprise since 2005, including its predecessor Ameriprise Financial Services, Inc., and is currently based in Suwanee, GA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

Yoleiba Jenner is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2006 and currently serves as the Resident Director of the Pleasanton office, overseeing 24 financial advisors and managing over $3.8 billion in assets as of March 2025. Jenner leads a team focused on helping individuals and families build and manage wealth by developing comprehensive plans tailored to each client’s goals, needs, and priorities. He also serves as a Retirement Benefits Consultant, assisting public and private companies with retirement plans and employee financial wellness programs. Jenner has over 22 years of industry experience, including leadership roles, and has shared his expertise as a speaker to hundreds of Merrill financial advisors. He holds several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor’s degree from the California State University System. Outside of his professional work, Jenner is involved with the Gratitude Network and resides in Danville with his wife and two daughters. He enjoys traveling within the US and abroad, along with interests in baseball, basketball, cooking, football, music, running, swimming, and spending time with his family.

Cherisse Cain is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses and eight years of industry experience. She has been with Primerica Financial Services since 2005. Outside of her advisory work, she operates Brown Sugar Sweetshop, a bakery business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional portfolios.

Joseph Hunt is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping families, founders, executives, entrepreneurs, and individuals in sports and entertainment connect to a better financial life by providing access to a comprehensive range of personal banking services. These services include credit, investment, trust, cash management, and estate planning needs, leveraging resources from Merrill and Bank of America. Joseph's client focus areas include college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, sports and entertainment, and tax minimization. He holds a Bachelor's Degree from the University of Colorado System and holds the professional designation of Personal Investment Advisor (PIA). Additionally, he serves as a board member of the Chastain Park Conservancy. Joseph and his wife, Edith Anne, are Atlanta natives residing in Milton with their two children. Edith Anne is an entrepreneur and workout enthusiast. Joseph is passionate about coaching his children's sports teams, including soccer, football, and baseball, and enjoys motorsports such as cars, jetskis, and dirtbikes.

Edward Sturdivant is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Fidelity, Chase Investment Services, Scottrade, TD Ameritrade, and Financial Engines Advisors L.L.C. Since 2020, he has also been involved in acting as a side activity. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

Catherine Genty is a financial advisor at LPL Financial with 30 years of industry experience and a Series 66 designation. Her prior experience includes roles at CUNA Mutual Group, Cambridge Investment Research, AXA Advisors, E*TRADE Capital Management, Equitable Advisors, and Truist Investment Services. 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 management services, utilizing a variety of portfolio strategies supported by technology and a large network of advisors.

Jaime Soto is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked with JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Joel Lorden is a CFP® with 26 years of experience in financial advising. He is currently with Cetera and has held roles at Cetera Advisors LLC since 2013 and Eastman Financial LLC since 2017, where he is also the owner. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, overseeing more than $256 billion in assets.

Suzanne Manibhai is a financial advisor with Morgan Stanley in Duluth, GA, holding a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is a partner in businesses involved with accounting and bookkeeping for rental properties in Southern Pines, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Wendell Sarmir is a financial advisor at Raymond James & Associates in Alpharetta, GA, with 44 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he is a director of Marnic LLC, a company established primarily to hold the lease for his office space. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Paul Jones is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he partners with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Paul provides ongoing advice and adjusts clients’ portfolios as their circumstances evolve. He brings expertise in areas including general investing, retirement planning, and saving for unexpected expenses. Paul focuses on understanding what is important to each client in order to guide them in pursuing their financial objectives. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Morehouse College.

John Morabito is a financial advisor at Raymond James & Associates with 23 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, Bank of America, and Merrill. In addition to his advisory work, he has contributed freelance writing on lifestyle topics such as beer, wine, and spirits. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and access to affiliated research and sub-advisers.

Nicholas Lazenby is a financial advisor at Raymond James Financial with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked with the firm since 2019. Outside of Raymond James, Lazenby is associated with Harmon Financial Advisors in Atlanta, where he supports the firm as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting using various analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dan Zhang is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is Vice President of Vista International Group LLC, where he provides education consulting to students, and he is also involved as a partner and board member in two technology firms, Home Dots LLC and Intelligent Dots LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning solutions, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using proprietary tools and engages clients primarily in an advisory capacity.

Madison Martin is a financial advisor at Edward Jones in Decatur, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Madison worked at CMS Payments Intelligence, Inc. and has been involved with Emory University in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and managing over $1 trillion in assets through a nationwide network of advisors and branches.

Shannon Perkins is a financial advisor with Ameriprise in Dunwoody, GA, holding a Series 63 designation and bringing 31 years of industry experience. Perkins has been with Ameriprise and its related entities since 1994. Outside of advisory work, Perkins serves on the Board of Directors for the nonprofit organization WarmHearts. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, primarily for clients with Ameriprise-managed accounts.

Michael Clifford is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial For Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning that covers various financial topics without portfolio management or discretionary trading authority, maintaining planning and managed-account services as separate engagements.

Benjamin Perlow is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and Uber. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses a multi-asset model portfolio approach supported by its Center for Financial Research.