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.

Rhonda Crosby is a financial advisor at Charles Schwab with 28 years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to joining Charles Schwab in 2021, she worked at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade. Outside of her advisory role, Crosby serves as treasurer of her homeowners association. 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 services, combining brokerage, custody, and advisory offerings in a large-scale, integrated structure.

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.

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.

Scott Keen is a CFP® and Series 66-credentialed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2017 and previously at Ingles Markets from 2010 to 2017. Outside of his advisory role, he manages rental property business activities in Blairsville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Sonia Malik is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing Services, LLC, since 2018, following two years at Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations, offering a range of investment advisory and financial planning services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jason Dearborn is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Primerica Financial Services since 2016. In addition to his advisory role, he is involved in the management and operations of investment-related products. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm operates at scale with thousands of advisors and offices, using model-delivery strategies and select discretionary account options supported by third-party managers and custodians.

Cheryl Grava is a financial advisor at UBS Financial Services with one year of industry experience. She previously worked at Deloitte for 22 years before retiring in 2024. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Han Freimuth is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining J.P. Morgan Securities in 2022, he worked at JPMorgan Chase Bank, N.A. and Language Line Solutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Erin Holmes is a financial advisor at Fidelity with 18 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones before joining Fidelity. In addition to her advisory role, she independently contracts as a secret shopper for local restaurants. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jonathan Mc Daniel is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 license and two years of industry experience. Prior to his current role, he has held positions at Georgia State University and was involved with BPI Photography. Outside of his advisory work, he is a self-publishing author. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary models to assist in financial plan development.

Ronald Palmateer Jr. is a Series 66-licensed financial advisor at Osaic with 23 years of industry experience. He previously worked at FSC Securities Corporation for 19 years before joining Osaic in 2023. In addition to his advisory role, he serves as Chief Compliance Officer for Undefined Gridlines, overseeing compliance and supervision functions. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

John Seay is a Series 66-credentialed financial advisor at Morgan Stanley in Alpharetta, GA, with four years of industry experience. Prior to joining Morgan Stanley in 2022, he led Seay Team, LLC for two years and spent seven years at The University of Alabama. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm‑approved tools and modeling techniques.

Carl Palmer III is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. His prior work history includes roles at DoorDash, The Avenue Wealth Management, and AutoZone Inc. Outside of his advisory role, Palmer is a partner in a retail and online store business affiliated with Amway. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning using structured discovery processes and firm-approved planning tools.

Stephanie Bonilla is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Amina Adams is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked previously at E*TRADE and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Abdoul Diallo is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 and Series 63 licenses. His prior experience includes roles at Bank of America and Wells Fargo, where he worked between 2017 and 2022. Merrill 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, pension and profit-sharing plans, corporations, and charitable organizations.