Brian Burkett is a financial advisor with LPL Financial in Roswell, GA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Arkadios Wealth Advisors, Arkadios Capital, Triad Advisors, Inc., and Waddell & Reed. He is also involved with 21 Goats Financial Planning, an independent financial planning business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Christopher Birozes is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with five years of industry experience. His prior experience includes roles at Bank of America, Merrill, and the Diocese of Charlotte. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process employs structured discovery conversations and firm-approved tools to model outcomes, with clients responsible for plan implementation and updates.

Steven Domenico is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Based in Alpharetta, GA, his work spans private banking and wealth management services. 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, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Mark Diver is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Alpharetta, GA. He has four years of industry experience and has worked with Cambridge since 2019 in various capacities. Diver is also involved as a member of Seaboard Capital Group LLC and acts as an independent insurance agent in addition to his advisory roles. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm supports its network of independent Financial Professionals with multiple investment platforms, proprietary and third-party model strategies, and offers both discretionary and non-discretionary portfolio management.

Kourtney Cooper is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has previous experience with E*TRADE Capital Management, E*TRADE Securities, TD Ameritrade, and T-Mobile. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and strategies.

John Jackle is a CFP® professional with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2010 to 2016. He serves as the treasurer of the Bear Creek Hunting Club in Marietta, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Aditya Patel is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Edward Jones in 2018, he worked at Southern Company (Georgia Power) for eleven years. Outside of his advisory role, Patel owns a construction holding company and several holding companies related to private placements and real estate. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and a trust company, operating under a fiduciary standard.

Brian Nickerson is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as treasurer for the Whittingham Park Home Owners Association, managing its budget and expenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Zachary Carden is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Narwhal Capital Management. Outside of advisory roles, he had a position with Guard-dawgs Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Tory Nixon is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Morgan Stanley in 2021, Nixon worked at E*Trade Securities LLC from 2018 to 2021 and Verizon Wireless from 2013 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.

Alicia Przygocki is a financial advisor with Thrivent Investment Management based in Alpharetta, GA, holding Series 63 and Series 65 licenses and five years of industry experience. Her background includes roles at Morgan Stanley, E*TRADE Securities, and The Khaki Law Firm. Outside of her advisory work, she owns and operates The Suite Life, a life coaching business. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses across various planning topics without discretionary portfolio management.

Kristopher Nintzel O'Hare is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2013 and serves families approaching retirement, focusing on personal retirement planning, legacy planning, philanthropic planning, and portfolio management services. Kris is a third-generation Merrill Financial Advisor whose approach emphasizes developing robust plans tailored to clients' long-term goals. He uses Merrill's Personal Wealth Analysis® to help clients make informed decisions about retirement timing, spending, and portfolio structure. In 2018, Kris was selected as a Coordinator for the Financial Advisor Development Program in Merrill's Atlanta Buckhead Complex, where he mentors new advisors. He holds several professional designations including Retirement Management Advisor® (RMA®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). Kris earned both his MBA and BBA from Georgia Southern University. Outside of his professional duties, he volunteers with The Shepherd Center and enjoys music, performing as a drummer, guitarist, and vocalist.

Brett Blackwell is a financial advisor at Edward Jones in Alpharetta, GA, holding Series 63 and Series 66 licenses with nine years of industry experience. He has been with Edward Jones since 2019 and previously worked at MWA Financial Services Inc. and Modern Woodmen of America. Outside of his advisory role, he is noted as the owner of Residential Transport Inc., a delivery services business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

David Mitchler is a financial advisor at OSAIC with 33 years of industry experience. His prior roles include positions at Woodbury Financial Services and Thrivent Investment Management. Outside of his advisory work, he serves as a high school basketball official in Georgia and works in hospitality as a bartender at a local Atlanta amphitheater. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients through a large network of advisers and multiple advisory platforms. The firm utilizes asset-allocation tools and combines brokerage and investment advisory services, offering access to third-party money managers, unified managed accounts, and various investment options.

Jamie Hale is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked in education-related roles, including positions at the Atlanta English Institute and The English Island. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Twardos is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley in various capacities since 2009, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering 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 and modeling techniques as part of its financial planning process.

Aloysius Przygocki is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise and E*TRADE. Outside of finance, he is a content creator and social media influencer who streams video game content on Twitch and posts videos on YouTube. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, offering goal-based analyses and various planning recommendations without portfolio management or discretionary trading authority.

Vivian Melillo is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with 12 years of industry experience. She has previously worked at Bank of America, Merrill, and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of retail and institutional offerings.

John Dunlap is a Series 66-licensed financial advisor at Ameriprise with 19 years of industry experience. His prior roles include positions at Morgan Stanley, JPMorgan Securities, and UBS Financial Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Louise Legault is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in finance. She began her career in 2005 as a Financial Center manager at Bank of America and transitioned to her current role in 2020. Louise focuses on family wealth management strategies, personal retirement planning, women and wealth, and retirement income. Her areas of expertise include wealth management strategies, liability management, insurance, and investment management. She assists clients with estate planning, portfolio development, tax minimization strategies, and lending solutions through Bank of America. As a Senior Portfolio Advisor, Louise manages personalized investment strategies that may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Louise holds a degree in Information Technology from Cegep du Vieux-Montreal and a high school diploma from Polyvalente Chanoine Armand Racicot. She is a Personal Investment Advisor (PIA) and is proficient in French and English. Beyond her professional pursuits, she enjoys cooking, golfing, knitting and crocheting, reading, table tennis, and tennis.