Susan Thornton is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 63 designation and bringing 34 years of industry experience. She has been with Raymond James & Associates since 2016. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Christopher Dodd is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a wide array 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 uses structured planning tools and modeling techniques as part of its financial planning process.

Jordan Desamours is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Tesla for six years. He holds the Series 66 designation. 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 variety of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and other services.

Toney Pennyamon is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, and Bank of America. Outside of his advisory work, he serves as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Olivia Ewing is a financial advisor at Edward Jones with 12 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials. Olivia has been with Edward Jones since 2013, working in the Atlanta, GA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Christopher Dos Santos is a financial advisor with Wells Fargo Clearing holding a Series 66 license and two years of industry experience. Prior to joining Wells Fargo Bank and Wells Fargo Clearing in 2026, he worked at Bank of America and Merrill from 2024 to 2026. Outside of his advisor role, he works as a delivery driver for Amazon Flex and Shipt. 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 uses research from Wells Fargo Investment Institute alongside third-party data to guide investment decisions.

Hamilton Krans III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at SunTrust Advisory Services, SUNTRUST INVESTMENT SERVICES, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Outside of his advisory work, he is a co-owner of a chicken farm that sells to a wholesale supplier. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Wagner is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. He is based in Atlanta, 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 with a focus on tailored financial planning and manages approximately $2.74 trillion in client assets.

Timothy Dorothy Jr. is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates, Inc. 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 that includes individuals, institutional and pension plans, and charitable and municipal entities, offering financial planning and advisory services supported by extensive research and a variety of portfolio management styles.

Matthew Patrick is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. His prior work includes roles at NYLife Securities LLC and Equitable Advisors, as well as experience in education and logistics. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Terra Winter is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2018. Prior to that, she was with Invest Financial Corp. from 2014 to 2018 and concurrently holds a role at United Community Bank. 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 portfolio programs, and institutional platforms, supported by various investment strategies and operational tools.

Shawn Smith is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously spent ten years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and a structured planning process.

Victoria Graham is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her career includes roles at Northwestern Mutual Investment Management and Raymond James & Associates prior to joining J.P. Morgan in 2016. She is employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of banking products in addition to investment services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, manager searches, and customized reporting. The firm combines quantitative and qualitative research to develop model portfolios and offers derivative and commodities capabilities uncommon among institutional advisory programs.

James Glendinning is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to understand their current and future financial needs. He focuses on building unique long-term financial plans tailored to what matters most to each client through a team approach. James has held several roles in the financial services industry, including Relationship Manager and High Net Worth Service Associate at Fidelity Investments, Financial Services Representative at Etrade Securities LLC, and Financial Advisor Associate at Raymond James & Associates. His experience spans client relationship management and financial planning. Outside of his professional work, James enjoys baseball, football, golf, hiking, traveling, and participating in social events with friends.

Kirk Welcome is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and 25 years of industry experience. His work history includes prior roles at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory role, he serves as an ambassador and member of the Conyers Rockdale Chamber of Commerce, participating in community networking and events. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessment and a broad selection of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Alison Johnson is Vice President and Wealth Planner at Fidelity Investments, where she has been serving since 2018. She engages families in a holistic manner, connecting their broader life circumstances to their long-term financial well-being. Her career at Fidelity Investments spans over a decade, beginning as a Financial Representative in 2006. She advanced through roles including Relationship Manager, Investment Consultant, and Financial Consultant before her current position. This progression reflects her extensive experience in wealth planning and client relationship management. Outside of her professional role, Alison's personal interests include attending concerts, exploring culinary experiences, playing golf and tennis, traveling, and parenthood.

John Ramsey is a CFP® professional with 15 years of industry experience. He has worked at RBC Capital Markets since 2024 and previously spent 11 years at UBS Financial Services Inc. He is based in Atlanta, GA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing a range of portfolio management, financial planning, and brokerage services.

Bert Madden, Jr. Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 certifications and bringing 42 years of industry experience. He has been with various Morgan Stanley entities since 2003. Outside of his advisory role, he is involved as president of Lucas Cove, an S-Corp dealing with residential real estate lots, and is the sole proprietor of Madden Brothers Farm in Oklahoma. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Konstantinos Bozzuto is a financial advisor at LPL Enterprise with 12 years of industry experience. His background includes roles at Prudential Insurance Company of America, Pruco Securities LLC, Kaiser Permanente, and Willis Towers Watson. He is the owner of KF Benefits, LLC, a company that brokers small business employee benefits. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Glenn Williams is a CFP® and ChFC® with 39 years of industry experience, currently serving at Osaic since 2024. He previously worked at Woodbury Financial Services for 21 years and 1717 Capital Management Company for 8 years. He is also president of U.S. Planning Group, Inc., where he supervises and provides coaching for registered representatives and investment adviser representatives. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activity.