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.

John Ballon is a financial advisor at Osaic with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously with firms including Cetera Advisors LLC, First Allied Advisory Services, and NL Financial Alliance. Outside of his advisory role, he is the author of a book for new fathers and has invested in a home services startup. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with access to a broad range of investment products and third-party managed account solutions.

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.

Christopher Mays is a financial advisor at Edward Jones in Duluth, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. His prior roles include positions at John Hancock Advisers, LLC and Jhfn Sii, where he worked for six and twelve years, respectively. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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 large network of financial advisors and branch offices nationwide.

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 at Thrivent Investment Management with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and E*TRADE Securities. Outside of financial advising, she owns a life coaching business called The Suite Life. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning and allows clients to combine planning with a managed-account program under a consolidated billing option.

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 with OSAIC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining OSAIC in 2024, he spent 16 years at Woodbury Financial Services Inc. Outside of his advisory work, he officiates high school basketball games in Georgia and works in hospitality as a bartender at a concert venue in Atlanta. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms and employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include a wide range of investment products.

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.

Johnny Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at Cantella and Co., Inc. for 12 years before joining Raymond James in 2022. Outside of his advisory role, he serves as an independent contractor for Turner Johnson Group in Gainesville, GA, a non-investment-related position he has held since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting clients through various advisory programs and institutional consulting services.

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.

Payton Murphy is a financial advisor at Charles Schwab with five years of industry experience and holds a Series 66 designation. Prior to joining Schwab, Murphy worked at TD Ameritrade and has experience in roles including work at Mercer University and in the food and beverage industry. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab 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 multi-asset model portfolios supported by centralized custodial and operational services.

Bill Pinkerton is a ChFC® with over 43 years of industry experience, currently with Osaic Wealth, Inc. since 2023. Prior to joining Osaic, he spent 14 years at Sagepoint Financial, Inc. He is also the owner of Pinkerton Financial Resources, through which he conducts insurance and investment sales. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

William Evans is a financial advisor at Morgan Stanley with two years of industry experience. His prior work includes roles at E*TRADE Capital Management, CARMAX, and General Dynamics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations.

Matthew Sherbondy is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Clearing and PNC Investments. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.