Adam Herndon is a Series 66 licensed advisor with Primerica Advisors, based in Braselton, GA, and has eight years of industry experience. He has worked at Primerica Financial Services since 2014. Outside of his advisory role, he is involved in the management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Alex Martinez is a Financial Advisor at Merrill Lynch Wealth Management, based in Duluth, Georgia, serving clients throughout the Greater Atlanta area. He works with individuals, families, business owners, and professionals to help them navigate important financial decisions with greater confidence and clarity. His focus includes retirement planning, wealth management, financial planning, workplace retirement plans, and helping clients organize their financial lives around what matters most to them. With over seven years of experience in the financial services industry, Alex specializes in areas such as education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds FINRA Series 7 and Series 66 registrations and the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Parkview High School and is fluent in English and Spanish. Outside of his professional role, Alex is involved in his community through Saint John Neumann Catholic Church, where he serves in ministries focused on youth and adult faith formation. He enjoys spending time with his family and partakes in activities such as billiards, bowling, cooking, hiking, music, and traveling.

Stephen Frederick is a CFP®-designated financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Jeanne Blanchard is a financial advisor at Osaic with 11 years of industry experience. She holds the Series 66 designation and previously worked at Securities America Inc for nine years prior to joining Osaic in 2024. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing various strategies such as Unified Managed Accounts and third-party manager programs.

Diane Davis is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 designations and 25 years of industry experience. Her career includes positions at Wells Fargo Clearing since 2016, Wachovia Bank since 2005, and TD Ameritrade in 2004–2005. She is involved with the Tarik I Kindell Scholarship Fund, a scholarship foundation currently in the process of closing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Jared Hecox is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Peachtree Corners, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Oded Cohen is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 licenses. His previous roles include positions at Securities America Advisors, Inc., Banc of America Investment Services, Inc., and UBS Financial Services. Cohen is also involved with Cohen Wealth Strategies, LLC, where he provides investment advice and insurance services. OSAIC serves a diverse client base ranging from individual investors to institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation and portfolio optimization, supported by a range of managed account programs and third-party money manager options.

Douglas Hunt is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses and having 20 years of industry experience. He has worked at PFSI since 2006. Outside of his advisory role, he owns Dpa, LLC, a company focused on teaching groups about motivation and goal execution. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by unaffiliated asset managers. The firm operates at scale with over 3,600 advisors and approximately $15.5 billion in assets under management.

Carol Alka is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Primerica Advisors and Primerica Financial Services in 2021, she worked at American Lawyer Media for ten years and had brief roles at Nalley Nissan and a period of retirement. Outside of advisory duties, she is involved in the sale of home-related products and loan services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-driven strategies and a limited range of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Mamy Faye is a CFP® professional with 13 years of industry experience, currently advising at Edelman Financial Engines since 2026. Prior to joining Edelman Financial Engines, Faye worked at Financial Engines Advisors L.L.C. for 10 years and held positions at The Mutual Fund Store and Merrill. Outside of financial advising, Faye serves on the advisory boards of AdvisorCheck, an independent data and analytics company, and Our Legacy Foundation, a nonprofit supporting women’s agricultural businesses in Senegal and neighboring countries. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary committee-driven modeling with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment solutions.

Timothy Mc Gaha is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Securities LLC and GC&E Systems Group. Outside of his advisory role, he is involved in education as a securities instructor through Exam FX. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Jack Shampine Jr. is a financial advisor with LPL Financial, holding a Series 66 license and 17 years of industry experience. Prior to joining LPL in 2017, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2013 to 2017, and Edward Jones from 2009 to 2013. Outside of his advisory work, he owns an art gallery called J. Lyndon Gallery. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Steven Hennig is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with E*TRADE Capital Management and E*TRADE Securities. Outside of finance, he was involved with Cinco's Mexican Cantina from 2010 to 2018. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client decision-making.

Daniel Libow is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. His work history includes roles at Morgan Stanley and academic positions at Florida State University, Tallahassee State College, and the University of North Florida. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models but generally acts in an advisory capacity without offering individual security recommendations as part of its standalone planning services.

Stephen Koehler is a financial advisor with Cetera in Johns Creek, GA, holding Series 63 and Series 66 credentials and 12 years of industry experience. His career includes roles at Cetera, Johns Creek Advisors, NEXT Financial Group, Edward Jones, and COUNTRY Capital Management Company. Koehler serves as an elected board member of the Alpharetta Business Association, where he participates in community events and educational initiatives. Cetera is an SEC-registered adviser providing a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various program platforms and third-party managers.

John Simmons is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and three years of industry experience. He previously worked at E*Trade Securities for four years and spent a decade at Verizon before entering the financial sector. Simmons is based in Alpharetta, GA. 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 that incorporate comprehensive planning tools and modeling techniques without providing individual security recommendations as part of standalone plans.

Adrienne Doster is a financial advisor with Merrill in Alpharetta, GA, holding a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2018 and previously held roles at Macy’s, Recycling Rules!, and PruitThealth. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Brett Hansen is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management in Atlanta, Georgia. He began his career as a financial advisor with Morgan Stanley in 2001 and joined Merrill in 2006. Brett holds the Chartered Retirement Planning Counselor (CRPC) designation and is a qualified Portfolio Manager. His services focus on wealth management planning, portfolio management, and tax-minimization strategies, supporting clients at all stages of wealth with a specific emphasis on retirement planning and investment management. Brett works with clients to prioritize their financial goals, evaluate their finances, and create straightforward, personalized plans. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, special needs planning strategies, and retirement income. Brett graduated from the University of Georgia with a Bachelor's degree in Business Administration, majoring in Finance. He was a Varsity Football Letterman, twice selected to the All SEC Academic Honor Roll, and is a two-time Scholar Athlete in the National Football Foundation College Hall of Fame. He was also named to the UGA 40 Under 40 Class of 2015. Brett is active in his community with involvement in The Jeanette Rankin Foundation and the Leukemia & Lymphoma Society. He enjoys outdoor activities, participating in sporting events, and spending time with his family. Brett lives in Alpharetta with his wife, Shannon, and their three children.

Joshua Hamilton is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Morgan Stanley, he worked with E*TRADE Securities LLC and has held positions in the retail sector with Chick-fil-A. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced modeling and planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.

Christopher Bryant is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and 15 years of industry experience. He has been with Primerica Financial Services since 2016. His other business activities include management and operations of investment-related products. Primerica Advisors serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and discretionary separately managed account options.