Austin Brookshire is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Primerica Financial Services since 2020, as well as positions at Bank of America and Merrill. He previously worked at the University of Georgia and operated Bulldog Car Wash for five years. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

Valvis Tinsley is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds the Series 66 designation and has been with Primerica Financial Services since 2016. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.

Roland Larmore III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at Morgan Keegan & Company and Citigroup Global Markets. Outside of his advisory work, he is involved as a community coach. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management approaches, including equity, fixed income, and alternative strategies.

Darian Avery is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, Avery held roles at firms including TEKsystems, Splunk, and H&R Block, and was involved with Casino Party Aces and Enlightened Homes LLC. 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 and financial planning services supported by structured planning tools and extensive asset management.

Elizabeth Nelson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and beginning her industry career in 2024. Prior to joining Morgan Stanley, she worked at Havertys Furniture and has been operating a publishing business since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 provides services through a combination of advisory and broker-dealer capabilities.

Michael Fowler is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both 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 that incorporates advanced financial modeling tools.

Jeffrey Shibata is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at TTV Capital, Cox Enterprises, Emory University, SitusAMC, ArganoArbela, Jeffan International, DXC Technology, and positions at Georgia Institute of Technology. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved analytical tools.

Bobbi Johnson is a financial advisor with Morgan Stanley in Duluth, GA, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2019 and Morgan Stanley Smith Barney LLC since 2018. Outside of her advisory work, she is involved with The Myx Marriage Group, Inc., a marriage support network for which she creates short YouTube videos discussing marriage issues. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers a variety of retail and institutional investment services.

Jessica Callaham is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and four years of industry experience. She has been with LPL Financial since 2015. In addition to her advisory role, she is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Michael Sherwood is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 65 and Series 63 licenses with 11 years of industry experience. His prior roles include positions at AMERIPRISE FINANCIAL SERVICES, Inc. and Brightview Advisors, LLC. He serves as a board member of the Finance Committee for the Tally Green Homeowners Association. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored agreements.

Joshua Carr is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2013 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

James Mizell III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at J.P. Morgan Securities LLC since 2019, J.P. Morgan Chase Bank, N.A. from 2019 to 2025, TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He is based in Suwanee, GA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with systematic quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Christopher Harper is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding the CFP® and ChFC® designations and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Merrill and Northwestern Mutual Investment Management. Harper 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Powell is a financial advisor with Merrill, holding a Series 66 designation and 6 years of industry experience. He has worked at Merrill since 2004 and previously at Bank of America, N.A. for one year. 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 a range of clients including individuals, high-net-worth clients, and institutional plans.

Brian Mariano is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked with MML Investors Services LLC and MassMutual Life Insurance Co since 2014 and was previously with Cetera Advisors LLC from 2010 to 2014. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools to deliver written recommendations within collaborative client relationships.

Thomas Mayhew is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at MassMutual Life Insurance Co and MML Investors Services, LLC, as well as positions outside finance such as at Patriots Pride Windows and Atlanta Window Pros. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm offers a range of services including wrap and money-manager programs and educational seminars.

Mike Verroi is the Vice President, Wealth Planner at Fidelity Investments, where he has worked since 2018. In this role, he focuses on helping families and philanthropies build a legacy of meaningful impact through a structured financial planning process. He has extensive experience in the financial services industry, having served as Vice President, Financial Consultant at Fidelity Investments from 2010 to 2018. Prior to that, he held positions including Vice President, Sales Development at Futurity First Insurance Group in 2009, Assistant Regional Marketing Director at MetLife in 2008, Managing Partner at New England Financial from 2003 to 2008, and Senior Partner at New York Life Insurance Company from 1991 to 2003. Outside of his professional work, Mike has interests in baseball, football, military service, outdoor adventures, and softball.

Anthony Chen is a financial advisor with Osaic Wealth based in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Royal Alliance Associates and Jhfn Sii. Outside of advising, he hosts the podcast Family Business Radio and serves as president and board member of XPX - Exit Planning Exchange, a nonprofit focused on advisor networking and business owner succession planning. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization, supported by multiple custodial arrangements and alternative investment options.

Joseph Polanski Jr. is a financial professional with 43 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked at several firms including Prosperity Wealth Advisors and Summit Financial Group. In addition to advisory work, he also sells fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts through various program structures and affiliated relationships.

Stephen Pearson Jr. is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include multiple positions at E*Trade Securities LLC and Morgan Stanley Service Group, Inc. Outside of his advisory work, he is involved with two non-investment businesses, including an electronic engineering firm and a pool design company where he performs CAD drawings. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing 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 to individuals and through corporate financial planning agreements.