Sally Meide is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2017. 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.

Hameeda Bello is a financial advisor at Primerica Advisors with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Primerica Financial Services since 2017. Outside of her advisory role, Bello is involved in real estate investing and sales through ownership and management of property-related businesses, and she also provides local pet sitting services. 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 clients. The firm delivers advisory services using model strategies managed by unaffiliated asset managers and supports trade execution and custody through established financial institutions.

Amanda Morland is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. She has worked at Raymond James & Associates since 2007. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and municipal entities, providing financial planning, investment consulting, and municipal advisory services.

Jordan Tice is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Mass Mutual, he worked for the Dekalb County School System for ten years. 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 ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Carl Hartmann is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked extensively at E*TRADE Securities and E*TRADE Capital Management prior to joining Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include financial planning and access to various investment products and strategies.

Michael Rothfarb is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary investment analyses as part of its financial planning process.

Katie Pegg is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 65 designation and having 12 years of industry experience. She has been with Primerica Financial Services since 2013. Her other business activities include management and operations of investment-related products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based strategies created by unaffiliated asset managers.

Steven Voshall is a ChFC® credentialed advisor with 36 years of industry experience, currently with OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and Investacorp, Inc. Outside of advising, he owns North Georgia Senior Home Care, LLC, a senior home care business. OSAIC serves a diverse clientele including individual investors, corporations, and charitable organizations through a broad network of advisers, offering integrated advisory and brokerage services with a focus on diversified portfolio construction utilizing a range of investment products.

Arpit Shah is a financial advisor at Edward Jones in Alpharetta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Edward Jones, he worked at OPPOQUEST, Tech Mahindra, ADP, and FedEx. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Kevin Hamill is a CFP®-designated financial advisor with Mass Mutual Investors Services in Atlanta, GA, bringing 10 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning engagements supported by analytical tools, with a range of event-driven planning services including divorce and estate settlement.

Augustine Uzoh is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at African Export Import Bank and Access Bank Plc. Outside of his advisory role, he is involved in real estate as a property owner in Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models as part of its advisory process.

Jennifer Moseley is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has worked with Avantax Investment Services, Avantax Advisory Services, and operates TimeWise Financial LLC, through which she provides retirement planning and client advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning options through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Michael Stevens is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2015. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing manager-traded and model-traded strategies along with ongoing manager selection and internal research tools.

William Reilly is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, with overlapping tenures from 2004 to 2024, and operated Reilly Financial Group, Inc. for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools and overseeing over $819 billion in discretionary assets.

Edward Scherer is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 11 years before joining Raymond James in 2026. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional entities, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Alvaro Galvis Pineda serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He supports a diverse client base including business owners, executives, and individuals navigating life transitions, focusing on comprehensive wealth management plans, retirement benefits planning, and institutional investment consulting. Alvaro's expertise encompasses college education planning, corporate benefits, divorce transition planning, and services for defined benefit and contribution plans. He holds several professional designations including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Alvaro earned a Bachelor's Degree from Florida International University and is bilingual in Spanish and English. Beyond his professional commitments, Alvaro participates in various community organizations such as ASPPA, Big Brother Big Sister, Child Development Association, Meals by Grace, Pension Education Council of Atlanta (PECA), and United Way. His personal interests include cooking, dancing, golfing, horseback riding, spending time with family, and tennis.

Ryan Stoops is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities and E*TRADE Capital Management for over 14 years. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, including customized financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and investment research.

Natalie O'Reilly is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2019, as well as at Mid-American Wealth Advisory Firm and The Vanguard Group. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios comprised of mutual funds, ETFs, and ETPs.

Mark Hoover is a financial advisor with Raymond James Financial in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James Financial since 2009 and affiliated with its financial services division since 2003. 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, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Michael Sesan is a financial advisor with Edward Jones in Kennesaw, GA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he serves as an arbitrator for the Financial Industry Regulatory Authority (FINRA). Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust, mutual funds, and securities-based lending options.