James Mizell III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His career includes roles at JP Morgan Securities LLC, JP Morgan Chase Bank, TD Ameritrade Investment Management, and Scottrade, Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Christopher Harper is a financial advisor with Wells Fargo Clearing in Alpharetta, GA. He holds the CFP® and ChFC® designations and has 39 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing for the past 17 years. Wells Fargo Advisors is a national securities firm that offers 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 both brokerage and advisory solutions.

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 licenses and over 22 years of industry experience. He has worked at MML Investors Services LLC and MassMutual Life Insurance Company since 2014. MassMutual 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, using firm-approved tools to develop collaborative, goal-based recommendations.

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, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Jhfn Sii from 2013 to 2018. Outside of his advisory work, Chen hosts the podcast Family Business Radio and serves as board member and president of the Exit Planning Exchange, a nonprofit for advisors focused on business succession planning. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services and utilizes a range of asset-allocation tools and third-party platforms to construct and manage tailored portfolios.

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.

Herman Thompson Jr. is a financial advisor with OSAIC, holding CFP® and ChFC® designations and over 21 years of industry experience. Prior to joining OSAIC in 2018, he worked at Sii and John Hancock Mid-Atlantic Agency from 2004 to 2018. Thompson serves on the board of directors for The Frazer Center, a nonprofit organization focused on fostering learning and social opportunities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with customized portfolio construction supported by asset-allocation tools, risk assessment, and access to multiple third-party managed account platforms.

Benjamin Thompson is a financial advisor with Primerica Advisors in Monroe, GA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Equitable Advisors LLC and self-employment in investment-related product management. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options within a wrap-fee structure.

Franklin Whitworth is a Wealth Management Advisor at Merrill Lynch Wealth Management, leveraging the investment resources of Merrill and the banking services of Bank of America to support clients' financial needs. He joined Merrill Lynch Wealth Management in 2005 and currently holds the Wealth Management Advisor title. He specializes in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Franklin holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor (CRPC)™, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Franklin earned a B.S. in Consumer Economics with a Family Financial Management Emphasis and a B.B.A. in Risk Management and Insurance from the University of Georgia. He resides in Suwanee with his wife and their two children. His personal interests include football, golfing, scuba diving, skiing, spending time with his family, and traveling.

Eleanor Pascual is a financial advisor at Cetera with four years of industry experience. She has previously worked at Minnesota Life Insurance Co, Securian Financial Services Inc, Providential Legacy Group, and Pruco Securities, LLC, and spent over two decades at State Farm Mutual Automobile Insurance Company. Outside of her advisory role, she serves on the boards of the Philippine American Chamber of Commerce of Georgia and Makabayan Georgia, Inc., focusing on community outreach and affairs, and is involved with the WWAAC Alliance Foundation, a nonprofit supporting Asian American communities. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement a variety of portfolio strategies, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Ross Leikvoll is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Northwestern Mutual, Truist Bank, and multiple terms at Target. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that 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 a comprehensive advisory approach without offering individual security recommendations as part of standalone plans.

Steven Marcu is a financial advisor with Charles Schwab in Alpharetta, GA, holding a Series 63 designation and with 27 years of industry experience. He has been with Charles Schwab and its affiliated bank since 1997 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by in-house research and due diligence.

Ryan Freimuth is a CFP® professional with 10 years of industry experience. He currently works at Charles Schwab, where he has been since 2022, following prior roles at Bank of America, Merrill, and Fidelity. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. Schwab’s integrated structure combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios, alternative investment due diligence, and comprehensive custody and brokerage services.

John Schaars Jr. is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2015. His prior work includes positions at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Matthew Eggers is a financial advisor at Morgan Stanley in Alpharetta, GA, with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley since 2023, following previous experience at E*TRADE Securities and a two-year tenure at Uber. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by a structured process and various firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Capiz Calloway is a financial advisor with Raymond James Financial, holding CFP® and Series 66 credentials and 18 years of industry experience. Calloway has been with Raymond James Financial Advisors, Inc. since 2009 and is also associated with Advanced Financial Strategies. Outside of advising, Calloway serves as a power of attorney to assist in managing a family member’s financial affairs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a range of advisory programs and specialized services including municipal and public finance consulting.

Terrie Clark is a financial advisor with LPL Financial in Roswell, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc and various insurance carriers. She is president of TC3 Management Inc., a home-based business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.