Beth Morgan is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 22 years. Outside of her advisory role, she owns a freelance writing and editing business and serves as the secretary of a local church board, where she advises on and oversees financial records. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Jai Hong Park is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and offers a range of investment options through both proprietary and third-party programs.

Jonak Gonzalez is a financial advisor with J.P. Morgan Securities in Suwanee, GA, holding Series 63 and Series 66 credentials and bringing eleven years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016, following a brief tenure at Massachusetts Mutual Life Insurance in 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Alexander Greene is a CFP® with 19 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2013 to 2016. He is based in Duluth, GA and holds the Series 66 designation. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Frank Chin is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored financial plans aimed at meeting their unique goals. Prior to his current role, he held positions as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Financial Services Representative at Primerica. His professional experience spans multiple roles within the financial services industry, focusing on client relationship management and financial planning. Frank holds a California Insurance License. Outside of his professional work, Frank engages in activities such as gardening, hiking, outdoor adventures, traveling, and volunteering.

James Prior is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 63 and Series 66 designations. Prior previously worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC from 2014 to 2023 before joining Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques such as Monte Carlo simulations in its financial planning process.

Artavius Morgan is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles in pharmaceuticals, meal kit services, and investment-related product management. Morgan has been with Primerica Financial Services since 2022. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies with support from third-party asset managers and custodians.

Sebastian Sanabria is a financial advisor with Primerica Advisors in Lawrenceville, GA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Berkmar High School and Killian Hill Christian School. In addition to his advisory work, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies and operates at scale with approximately 3,935 financial advisors and $15.5 billion in assets under management.

Thomas Carney is a CFP®-designated financial advisor with Ameriprise in Atlanta, GA, bringing 36 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he serves on the Board of Directors and as Chair and Treasurer of the Finance Council at Holy Cross. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to tailor recommendations delivered through a centralized consulting team.

Aaron Bregman is a financial advisor at Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2025. Prior to this role, he worked in various positions including roles at Concord Crossing Apartments, Tint 360 Marietta, AP3 Paint Protection, Peachtree Creek Assisted Living, and spent six years in education. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support financial planning and offers a broad range of retail and institutional investment solutions.

Logan Gorman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Charles Schwab, JP Morgan Securities, E*TRADE, Morgan Stanley, CarMax, and US Fitness/Onelife Fitness. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Karen Lee is a financial advisor with Thrivent Investment Management in Alpharetta, GA, holding a Series 66 credential and two years of industry experience. She previously worked with Extra Special People, Inc. and Eggelston CPAs. Outside of her advisory role, she serves as Co-President of her neighborhood association and participates as a council member supporting youth activities at Christ the Lord Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account options while maintaining these services separately.

Robert Eaker is a financial advisor with Edward Jones in Lawrenceville, GA. He holds Series 63 and Series 66 credentials and has 20 years of industry experience, all with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hector Barba is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Morgan Stanley, he served in the United States Navy for four years and held positions at Chase, Vertex Aerospace LLC, and T-Mobile. Outside of his advisory role, he owns a wholesale and retail business based in Hoschton, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Zachary Scott is a financial advisor with Merrill Lynch Wealth Management who specializes in family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. He brings a results-driven approach to his practice, focusing on uncovering what matters to clients and their families to create strategies tailored to their financial goals. Scott's professional background includes 15 years of leadership experience in the U.S. Army Infantry and six years as a Firefighter/Advanced EMT, which provided him with skills in communication, problem solving, accountability, and relationship management. These experiences contribute to his ability to build trusted client relationships and understand each client's unique objectives. He holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Scott earned his High School Diploma from Creekview High School and has attended courses at the University System of Georgia and Liberty University. Outside of work, he enjoys activities such as baseball, camping, fishing, golfing, hiking, horseback riding, running, spending time with his family, and traveling.

James Flanagan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Cambridge in 2019, he spent 16 years at FSC Securities Corporation. Outside of advising, he is a part owner of F&F Financial Inc. and operates Flanagan Financial. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various investment strategies, including proprietary models and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Christopher Cantrell is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2014. Outside of his advisory role, he serves as president of Insight Wealth Advisors LLC and is owner of McLaren Wealth Advisors LLC, both support companies based in Peachtree Corners, GA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses a structured, non-discretionary approach tailored to client goals, employing risk profiling and analytical modeling to support investment decisions.

Douglas Alldredge is a Financial Consultant currently working with Fidelity Investments, where he has been since 2021. He previously served as a financial consultant and team lead at E*TRADE from 2000 to 2021, and held financial consultant roles at American Express Financial Advisors in 2000 and Fortis Investors from 1999 to 2000. His professional practice is team-based and centers on three core components: advanced planning, investment management, and delivering a positive client experience. Douglas partners with clients to align their financial goals and preferences with Fidelity's resources, enabling them to make informed and confident financial decisions. Outside of his professional work, Douglas has interests in baseball, fitness, tennis, and family activities.

Neil Lipsky is a financial advisor with Equitable Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2001. Outside of his advisory work, Lipsky volunteers with Temple Emanu-El. Equitable Advisors serves individual clients, retirement plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and provides ERISA fiduciary services for qualified plans.

Birgitte Houen Tolstrup is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and having one year of industry experience. She has been with Primerica Advisors since 2025 and has held various roles both within Primerica Financial Services and outside the financial industry. Outside of her advisory work, she owns and facilitates workshops through Brigs2Grow and works as an independent contractor in water metering solutions. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through model-driven strategies and discretionary portfolio management. The firm operates at scale with over 3,900 financial advisors and $15.5 billion in assets under management.