John Carter is a financial advisor with LPL Financial in Cumming, GA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Merrill for seven years and Morgan Stanley & Co. LLC for one year. He is associated with Prudent Wealth Advisors, LLC, an entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting both discretionary and non-discretionary account management.

Muhammad Salahuddin Khan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. Previously, he was with Transamerica Financial Advisors from 2019 to 2021. Additionally, he is involved as a real estate agent with VICI Real Estate. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jefferson Tutt is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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, operating under a fiduciary standard.

Clayton Rimmer is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*Trade Securities LLC. Outside of his advisory role, he is involved with Cinderfella's Residential & Commercial Cleaning Atlanta, LLC, where he assists with taxes and bookkeeping duties. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery conversations and firm-approved tools to support tailored financial plans.

Deborah Miller is a financial advisor with Primerica Advisors in Roswell, GA, holding Series 63 and Series 65 licenses and with 18 years of industry experience. She has been with Primerica Life since 2007 and serves as chair of the Primerica, Inc. Political Action Committee. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of model offerings.

Josue Levis Jr. is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials. He has been with Morgan Stanley since 2024 and has prior experience working in education and retail. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and delivering services through its Financial Advisors and Estate Planning Strategies Group.

Michael Witt is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2014. 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, pension plans, and charitable organizations, offering tailored financial planning and consulting with a range of portfolio management styles and affiliated research.

Talyia Bradshaw is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, she held roles at the Center on Budget and Policy Priorities, The White House, and Securing America’s Future Energy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside the Global Investment Committee’s return estimates to support client planning.

Austin Arnett is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes extensive experience at E*TRADE Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Katelyn Lee is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her work background includes roles at Charles Schwab Bank SSB and Charles Schwab since 2024, as well as internships in the Governor's Office and the Georgia Legislature in 2023. Outside of finance, she has worked occasionally as a bartender at 52 West Brewing. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its wealth advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and order-routing services.

Todd Franks is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. He has 29 years of industry experience, including 16 years with FSC Securities Corporation and over seven years at Cambridge Investment Research Advisors. Outside of his advisory role, he is a notary and owner of several small businesses, including F&F Financial Inc. and Market Worth LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment strategies through its network of independent Financial Professionals and offers both proprietary and third-party model portfolios.

Premlata Heryani is a Financial Advisor with Merrill Lynch Wealth Management. She brings over two decades of experience in financial services, having worked in significant roles at Scotiabank in Canada, and later at Chase and Wells Fargo in the United States. Her expertise includes financial planning, retirement planning, risk management, and investment management strategies with a focus on managing family wealth, retirement income, tax minimization, and socially responsible investing. Originally from India, Premlata earned a Bachelor's degree from the University of Mumbai before migrating to Canada in 2002, where she obtained the Personal Financial Planner designation from the Canadian Securities Institute. She holds several professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is proficient in Hindi, Marathi, Gujarati, Sindhi, Urdu, and English. Beyond her professional career, Premlata is involved in community service through her volunteer work with the Atlanta Sai Center and the Atlanta Mission Women's Shelter. Her personal interests include badminton, chess, dancing, music, painting, photography, and spending time with her family.

John Zent is a financial advisor at Morgan Stanley in Alpharetta, GA, with seven years of industry experience. His prior roles include positions at E*TRADE Securities LLC, The Milner Group, and K. Mark Simons PC. Outside of his advisory work, he is an independent owner of a retail and online store business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning programs supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jake Oliver is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He joined Morgan Stanley in 2025 and has a diverse work background including roles at Mill Creek Residential Trust and Graco Inc., as well as entrepreneurial experience at Big John's Christmas Trees Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Shreya Talusani is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill, she held roles at Merrill Lynch Wealth Management and has a background that includes work in education and technology. Merrill, along 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 various institutional investors.

Dennis Oh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Morgan Stanley and E*Trade Securities and Capital Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Johnny Simpkins is a Series 66-credentialed financial advisor with Morgan Stanley in Alpharetta, GA, with 14 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and 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 various investment strategies.

Ryan Flannagan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing, implementing, and maintaining comprehensive family wealth management plans. His approach focuses on connecting all aspects of a client's financial life to help prioritize and pursue meaningful goals. Ryan and his team utilize a planning-based methodology that begins with organizing both financial and personal matters, refining client priorities, and understanding investment personalities to develop strategies aligned with each family's unique needs. Ryan holds a bachelor's degree in finance from Florida State University. He has professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Since joining Merrill Lynch in 2010, Ryan has concentrated on assisting families, endowments, foundations, non-profits, and small businesses with services such as personal retirement planning, legacy planning, philanthropic planning, tax minimization, and retirement income strategies. Outside of his professional work, Ryan is involved in his community through Buckhead Church, Northside Youth Organization, and ServeMerge. He enjoys spending time with his wife, Kristi, and their two children, Holli and Hayes, and participates in coaching and mentoring children through various sports teams and church volunteer activities.

Peter Weinbaum is a CFP® with 22 years of industry experience, currently serving at Ameriprise in Dunwoody, GA. He has worked at Ameriprise since 2017, including its affiliate Ameriprise Financial Advisors Inc., and previously held roles at Mass Mutual Investors Services and MetLife Securities Inc. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement advice and offers a broad range of advisory, brokerage, and insurance solutions.

Danielle Obrien is a financial advisor with Primerica Advisors in Loganville, GA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Primerica Financial Services since 2017 and previously held roles at LPL Financial and Insignia Bank from 2013 to 2017. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.