Allston Lewis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America Merrill Lynch and has held various roles including positions at Texas Christian University and Camp Greystone. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Casebolt is a financial advisor with Charles Schwab in Alpharetta, GA, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has been with Charles Schwab since 2003 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios with strategic asset allocations supported by in-house research.

Marisa Junkins is a Series 66-licensed financial advisor at Merrill with 9 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Abdul Ayanwale is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Morgan Stanley, he held roles at several companies, including Suboy Auto Enterprise, where he was also the sole proprietor of an automotive sales and marketing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets using structured planning tools and models developed by its Global Investment Committee.

Frederick Vanpatten is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with Axa Advisors. Outside of his advisory role, Vanpatten volunteers at the Qualified Plan Southeast Conference and serves as an honor ambassador promoting community involvement with local police and first responders. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach integrates third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Claudia Pineda Padilla is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at multiple firms including Avantax Advisory Services and Grace M. Williams CPA, PC. In addition to her advisory role, she works as an independent contractor for Instacart. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery investment strategies developed by third-party managers and oversees account custody and trade execution through Pershing.

Jesus Huallanca is a financial advisor at Merrill with Series 66 credentials and six years of industry experience. He has worked at Bank of America and Merrill since 2013. 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, and various institutional investors.

Nancy Tice is a Series 66-registered financial advisor at Merrill with 10 years of industry experience. She has held positions at Merrill since 2012, with a brief tenure at RBC Capital Markets from 2019 to 2021, and prior experience at IMG Sports Marketing. Nancy is based in Alpharetta, GA. 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.

Todd Goldman is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at E*Trade Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Tyler Reece is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and with 10 years of industry experience. He has been with Primerica Financial Services since 2016. Outside of his advisory role, he manages a residential property management business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services primarily through model-based investment strategies managed by external asset managers.

Chris Stewart is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 63 designation and has worked with various Morgan Stanley entities since 2009. Outside of his advisory role, he is the sole proprietor of Treebeard, LLC, a non-investment-related business based in Marietta, GA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by firm-approved tools and serves clients through both direct and employer-based financial planning agreements.

Jeffrey Goldstein is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA. He holds a Series 66 designation and has 23 years of industry experience, including roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of advising, he is involved in structured settlements and individual life insurance referrals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to support collaborative, goal-driven planning.

Jessica Higgins is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Merrill since 2017. Prior to joining Merrill, she worked at the University of Georgia for five years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Holthouse is a Financial Consultant currently working at Fidelity Investments since 2023. He collaborates with individuals, families, and business owners to develop tailored long-term planning strategies based on unique financial goals. He has 19 years of experience in the financial consulting field, having held positions at E*TRADE Securities from 2011 to 2023, Cambridge Financial from 2008 to 2011, and Ameriprise Financial Services from 2007 to 2008.

Charles Lister is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Scott Cloutier is a financial advisor with Merrill in Duluth, Georgia, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He worked at E*Trade Securities LLC for 17 years before joining Merrill in 2017. Outside of his advisory role, Cloutier owns Cloutier LLC, a business involved in building and selling homes, and serves on the board of Exch4dollars, a company offering instructional online video subscriptions; he is also involved with the John’s Creek Board of Zoning Appeals. 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.

James Adams is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Morgan Stanley, J.P. Morgan Securities LLC, and Bank of America. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, along with a range of integrated brokerage, custody, and cash-sweep services.

Connor Tarleton is a CFP® and holds a Series 65 designation with five years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at SFI Advisors, LLC and Northwestern Mutual. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers a variety of account platforms along with proprietary model strategies under the Founders Gate Capital brand.

Christian D. Garrett is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has been with Merrill since 2000 and is based in Alpharetta, GA. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Michael Argo is a financial advisor at Ameriprise with 36 years of industry experience. He holds the CFP®, ChFC®, and Series 63 credentials and has prior experience at Dempsey Lord Smith, LLC and Cambridge Investment Research Advisors. He is also president of AEGEUS Financial Solutions, Inc., a corporation focused on sales and service of investments, insurance, annuities, and fee-based planning. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement income planning advice based on thorough analysis and collaboration between a centralized service team and the client's advisor.