Tracee Sapp is a financial advisor with Cetera, holding the CFP® designation and over 24 years of industry experience. She has worked at several firms including Principal Securities and Summit Financial Group, and she owns T. Sapp Financial Partners. Outside of her advisory work, she serves as the treasurer for a local middle school parent board and is involved with a youth non-profit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and planning services and operates a multi-manager platform that provides diverse investment solutions and program options.

Alijah Walker is a Financial Consultant based in the Atlanta area, currently working with Fidelity Investments. He partners with individuals and families to co-create financial plans tailored to their goals, utilizing a robust planning process and customizable strategies. Alijah's professional experience spans several roles within the financial services industry, including positions at Fidelity Investments since 2022 and prior roles at TIAA from 2020 to 2022. His expertise encompasses financial consulting and client relationship management. He holds an Arkansas Insurance License. Outside of his professional work, Alijah enjoys activities such as spending time at the beach, cars, family activities, fitness, and golf.

William Powell is a financial advisor at Merrill with 21 years of industry experience. He has been with Merrill since 2010 and holds Series 63 and Series 65 credentials. 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.

Luke Carroll is a financial advisor with J.P. Morgan Securities in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions within JPMorgan Chase Bank, N.A. and JP Morgan Chase. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm utilizes a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Andrea Harris is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2018, with a brief tenure at Morgan Stanley in 2023. Prior to her financial career, she spent time with Gwinnett County Public Schools. 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.

Steven Thompson is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses. He has 23 years of industry experience, including nine years at Invesco Distributors and his current role at Morgan Stanley since 2023. Outside of his advisory work, he owns several rental properties. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and broad investment resources.

Stephen Thomas is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and totaling nine years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering 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 proprietary tools and models.

Caleb Dozier is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and with one year of industry experience. Prior to joining J.P. Morgan, he worked in various roles including positions at Atlas Copco and Harris Teeter. Outside of his advisory work, Caleb is engaged in freelance photography. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nixon Marc is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as Director Retirement Planner and Retirement Planner at Fidelity Investments from 2023 to 2025. Nixon has accumulated extensive experience in financial planning and retirement strategies through his various roles at Fidelity Investments and other financial institutions. His professional background includes positions as a Financial Consultant at ETrade Securities from 2019 to 2022, Vice President - Financial Advisor Associate and Investment Associate at JPMorgan from 2014 to 2019, and Financial Advisor at Morgan Stanley in 2013 and 2014. Nixon approaches financial planning with a disciplined and relationship-focused methodology, aiming to simplify decisions and provide transparent and thoughtful guidance aligned with clients' long-term goals. Outside of his professional career, Nixon enjoys fitness, football, movies, theater, and traveling.

Tommy Thompson III is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles at Pruco Securities LLC and various positions outside the financial sector. He is also engaged as a seasonal delivery driver for companies including DoorDash, Grubhub, and Shipt. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers access to third-party asset managers and financial planning services.

Sambat Ngy is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill, he held positions at Bank of America, J.P. Morgan Securities LLC, JPMorgan Chase Bank, Empower Retirement, and Wells Fargo. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Thomas Brandon is a financial advisor at Cambridge Investment Research Advisors with 51 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Cambridge since 2009. Outside of his advisory role, he is president and CEO of American Consulting Group LLC, providing business consulting services, and has served as president and independent insurance agent for American Retirement Advisors Inc. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a range of portfolio management and model-based solutions tailored to client objectives.

Jacque La Belle IV is a financial advisor with J.P. Morgan Securities in Atlanta, Georgia, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019 and previously held roles at Suntrust Advisory Services and Suntrust Investment Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting with a focus on quantitative modeling and centralized due diligence.

Ronald Mccallum is a financial advisor with Ameriprise in Roswell, GA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Morgan Stanley and E*TRADE Capital Management LLC. Outside of his advisory role, he manages an advisory business through WOWM Group, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a centralized consulting team that delivers non-discretionary, algorithm-supported recommendations incorporating tax-efficient strategies and asset management within Ameriprise accounts.

Christian Cram is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2015. He is also an employee of JPMorgan Bank, enabling him to offer certain bank products and services, including deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Jacques is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses and having six years of industry experience. He previously worked at Morgan Stanley and E*TRADE and is the owner of Jacqi Industries LLC, a car-sharing business. He also works as an independent contractor for Turo, a car-sharing platform. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured process that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework. The firm operates within the larger J.P. Morgan organization and offers a range of investment products and strategies approved through internal review.

Trineka Mc Laurin is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. Her prior work includes six years and five years at Bank of America, as well as a year with Express Clothing Company. 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 various institutional investors.

Stuart Marsden is a financial advisor with UBS Financial Services in Brookhaven, GA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, 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.

Dennis Brown Jr. is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked at JPMorgan entities since 2019 and previously at E*TRADE Securities from 2016 to 2019. Outside of his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer various bank products and services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Taylor Gayle is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. Prior to joining Morgan Stanley in 2017, Taylor worked for Benchmark Physical Therapy from 2015 to 2017. Taylor has worked with Morgan Stanley Private Bank and Morgan Stanley Wealth Management during their tenure. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. It offers a variety of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.