Katie Pegg is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 12 years of industry experience. She has been with Primerica Financial Services since 2013. Her activities include management and operations related to investment products. Primerica Advisors sponsors a wrap-fee asset management program that serves individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, providing model-based investment strategies supported by third-party managers and custodians.

Steven Voshall is a ChFC® credentialed financial advisor at OSAIC with 36 years of industry experience. He previously worked at Investacorp, Inc., Securities America Advisors, Inc., and Equity Services, Inc. Outside of his advisory role, he is an owner of North Georgia Senior Home Care, LLC, which operates a home care service. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and a range of managed account programs.

Arpit Shah is a financial advisor with Edward Jones in Alpharetta, GA, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at OPPOQUEST, Tech Mahindra, ADP, and FedEx. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Kevin Hamill is a CFP®-designated financial advisor with Mass Mutual Investors Services in Atlanta, GA, bringing 10 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning engagements supported by analytical tools, with a range of event-driven planning services including divorce and estate settlement.

Augustine Uzoh is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at African Export Import Bank and Access Bank Plc. Outside of his advisory role, he is involved in real estate as a property owner in Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models as part of its advisory process.

Jennifer Moseley is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has worked with Avantax Investment Services, Avantax Advisory Services, and operates TimeWise Financial LLC, through which she provides retirement planning and client advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning options through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Michael Stevens is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2015. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing manager-traded and model-traded strategies along with ongoing manager selection and internal research tools.

William Reilly is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, with overlapping tenures from 2004 to 2024, and operated Reilly Financial Group, Inc. for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools and overseeing over $819 billion in discretionary assets.

Edward Scherer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He worked at Wells Fargo Clearing for 10 years before joining Raymond James in 2026. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through various programs and drawing on multiple portfolio management styles and affiliated research.

Alvaro Galvis Pineda is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with clients to create personalized financial plans that support individual ambitions, including college education planning, retirement funding, and long-term family goals. Alvaro prioritizes understanding clients' perspectives and priorities to bring clarity to the complexities of investing and wealth planning. Alvaro's expertise includes areas such as corporate benefits, divorce transition planning, institutional investment consulting, and services for defined benefit and contribution plans. His professional designations include Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a Bachelor's Degree from Florida International University and communicates fluently in Spanish and English. He is actively involved in various professional and community organizations, including the ASPPA Benefits Council of Atlanta, Child Development Association, Junior Achievement Hispanic Outreach Program, Leadership North Fulton, Pension Education Council of Atlanta, Star House, and United Way. Personal interests include cooking, dancing, golfing, horseback riding, spending time with family, and tennis.

Ryan Stoops is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities and E*TRADE Capital Management for over 14 years. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, including customized financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and investment research.

Mark Hoover is a financial advisor with Raymond James Financial in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James Financial since 2009 and affiliated with its financial services division since 2003. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

James Delahunt is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by approved tools and market outlook models.

Arifa Maqbool is a financial advisor with UBS Financial Services in Alpharetta, GA, holding a Series 66 designation and bringing 19 years of industry experience. She has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm also integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

James Madebach is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a board member of the Westwood Property Owners Association in Augusta, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from the Wells Fargo Investment Institute and third-party databases to evaluate investment options based on diversification and modern portfolio theory.

Dolford Layson is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 65 credentials and has 21 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. Outside of his advisory role, he is also active as a licensed agent in life, health, disability, and long-term care insurance sales. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning as annual, collaborative engagements using firm-approved analytical tools.

Robert Walton is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at E*Trade Securities and several engagements with The University of Alabama. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies to support client goals.

Tracy Bradach is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes positions at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Citigroup Global Markets, Wells Fargo Clearing, Prudential Equity Group, and Morgan Stanley DW Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and a variety of investment products.

Dustie Kirley is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and over 28 years of industry experience. She has been with Merrill since 1995. 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.

Joseph Kusmisz is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with 15 years of industry experience. He has previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and approved planning tools but generally does not provide individual security recommendations as part of standalone planning services.