Thomas Makin is a financial advisor with Cetera in Marietta, GA, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Wells Fargo Bank, and PFS Investments Inc. Cetera Investment Advisers LLC is an SEC-registered firm with a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through multi-manager platforms, including access to third-party money managers and a range of program structures and custodial relationships.

Shawn Smith is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Citigroup Global Markets since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved tools in its planning services.

Diamond Ferguson is a financial advisor at Charles Schwab with 23 years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and its affiliated entities since 2012. Outside of his advisory role, he is employed part-time in retail customer service at Sephora. 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 employs multi-asset model portfolios supported by central custody and operational infrastructure.

Eduardo Pinson Garcia is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 66 and Series 63 licenses and three years of industry experience. He has worked at multiple Charles Schwab entities since 2023 and previously at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, he owns and operates Mirage Media, LLC, a creative media business providing photography, videography, and graphic design services, and occasionally acts in productions. 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 discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

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 with LPL Enterprise based in Atlanta, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His previous roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he owns KF Benefits, LLC, a company that brokers small business employee benefits. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients, providing financial planning, consulting, and access to various advisory and brokerage programs. The firm’s platform integrates advisory services with insurance offerings and lending programs, utilizing both internal and third-party portfolio management resources.

Omar Talbi is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Andrew Kronitz is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of FansRthegame, a business based in Atlanta. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Jason Dew is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having 12 years of industry experience. He has been with J.P. Morgan Securities since 2015 and has worked within various divisions of J.P. Morgan Chase Bank since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors, combining institutional advisory capabilities with brokerage, distribution, and investment management services.

Samuel Green is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2015, including four years at Morgan Stanley Private Bank, N.A. He serves on the finance committee of Congregation B'nai Israel in St. Petersburg, Florida. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Elijah Wieder is a financial advisor at LPL Financial in Atlanta, GA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Shorter University, Delta Community Credit Union, Georgia Gwinnett College, and Gwinnett County Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Robert Tamarkin is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes 18 years at UBS Financial Services before joining Elevation Point Wealth Partners, LLC, and subsequently Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including customized financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-supported financial planning services.

Zachary Lurry is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at various firms within the Cetera network since 2019, as well as Foresters Advisory Services and Foresters Financial Services prior to that. He is also involved as a financial advisor at Manhattan Ridge Advisors. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that features both affiliated and third-party managers, accommodating discretionary and non-discretionary arrangements across diverse program structures.

James Moore IV is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Mass Mutual Investors Services in Atlanta, GA. He previously held roles at MassMutual Life Insurance Company, Moore Insight Inc., and Waddell & Reed, Inc. He is also involved in managing private investment portfolios and holding companies through his ownership of MC Private Label, LLC. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, utilizing firm-approved tools for goal analysis and planning.

Alice Neill is a financial advisor at Morgan Stanley with 32 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015, previously at Morgan Stanley Smith Barney starting in 2009, and at Citigroup Global Markets since 1996. She holds Series 63 and Series 65 registrations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships as well as corporate financial planning agreements.

Seth Adams is a CFP® with 21 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. in Atlanta, GA. His prior experience includes roles at Hightower Advisors, BlueRock Wealth Management, and Sagepoint Financial, among others. He is also involved with finoBlue, Inc., an outside business activity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach using risk profiling and modeling tools and is notable for its municipal advisor affiliation and specialized SIMPLE IRA advisory services.

Cathy Williams is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she is involved in real estate through Prudential GA Realty. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Marlene Wilson is a financial advisor at RBC Capital Markets with 25 years of industry experience. She has held roles at RBC Capital Markets since 2017, following positions at Equity Investment Corporation, BNY Mellon Distributors Inc., and JFB Holdings Corp. Wilson serves as a court-appointed special advocate with CASA, volunteering on behalf of neglected and abused children in foster care. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients by providing a range of advisory programs and portfolio management services tailored to each client’s risk profile. The firm utilizes both in-house and third-party investment managers and offers integrated capital-markets capabilities and alternative investment options.

William Pahl Jr. is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 15 years. Outside of his advisory role, he is involved as an officer in a real estate partnership. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital-markets capabilities.