Alan Thompson is a Series 66-licensed financial advisor with 19 years of industry experience, currently affiliated with Cetera. He has worked with Cetera and its affiliated entities since 2025 and previously spent 18 years at Concourse Financial Group Securities Inc. Outside of his advisory roles, he operates AGT Financial LLC, where he provides investment advice and sells life insurance products to clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management and financial planning services, leveraging both affiliated and third-party managers across various program structures.

Jen Meredith is the Vice President, Wealth Planner. She has experience in financial planning, having served as Financial Planning Director at Morgan Stanley from 2020 to 2024 and as a Financial Consultant at Fidelity Investments from 2019 to 2020. Jen focuses on creating comprehensive financial roadmaps that guide clients through retirement. Outside of her professional work, she has interests that include the beach, concerts, fitness, food, football, and volunteering.

Samuel Vogelbacher is a financial advisor with LPL Financial in Marietta, GA, holding a Series 66 designation and having three years of industry experience. His prior work includes roles at Fidelity Investments and Wells Fargo. Outside of advising, he has ongoing involvement with Uber in a non-investment employment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, research, and various management strategies.

Douglas Crenshaw is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2013. Outside of his advisory role, he is a partner in RJ FourScore Capital LLC, a business created to manage office lease arrangements. Raymond James & Associates 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, institutions, and municipal entities, offering a range of financial planning and consulting services supported by multiple portfolio management styles and affiliated research.

David Nunez is a financial advisor with Merrill in Marietta, GA, holding a Series 66 designation. He has been with Merrill since 2021 and previously worked at Bank of America, N.A. since 2026. His background includes roles in both academic and staffing organizations. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Malcolm Tarver is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 57 years of industry experience. He has been with Raymond James & Associates since 2008. Raymond James & Associates 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 clients, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Audrey Thorson is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Abbe Moss is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning utilizing structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Richard Jones is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at PFS Investments Inc. since 2015 and with Primerica Financial Services since 1998. Outside of advisory activities, he is co-owner of R. Jones Jr & Associates, LLC, formed for Primerica business purposes, and serves as Chief Executive Member of Jones5 Family Holding LLC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodians. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Thomas Ryan Jr. is a CFP® professional with 20 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2019. He previously worked at SunTrust Investment Services, Inc. from 2008 to 2019. Ryan is also the owner of Evidential Wealth Advisors, LLC, a support company related to his Raymond James branch. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs, including municipal and public-finance work.

David Austin is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley entities since 2014, including the Private Bank and Smith Barney. 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, including tailored financial planning supported by firm-approved tools and a structured discovery process.

David Tollin is a financial advisor with LPL Financial in Woodstock, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved in tax preparation and accounting through a separate business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tyriq Hardimon is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he worked in various roles including at Advise Sports and Entertainment, a sports and entertainment family office where he is involved in marketing and branding. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages significant client assets and serves clients through both direct and corporate financial planning agreements.

Sloan Becker is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kendall Redmon is a financial advisor at Merrill with Series 66 credentials and four years of industry experience. Prior to joining Merrill in 2021, Kendall worked at American Global LLC and has experience in education, including roles at the University of Alabama and The Woodlands High School. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Corey Weese is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*TRADE Securities LLC and Millenium Security Services. Outside of his advisory role, he has served on the Cherokee County Board of Commissioners and has assisted with election-related activities. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

Damon Limberis is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1987, serving a diverse client base including corporate executives, retirees, business owners, successful professionals, athletes, and individuals with sudden wealth. Damon specializes in areas such as corporate executive services, executive compensation, legacy planning, personal retirement planning, philanthropic planning, portfolio management, special needs planning strategies, women and wealth, sports and entertainment, and tax minimization. He holds several FINRA registrations including Series 6, 7, 31, 63, and 65, and professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Damon earned a Bachelor of Science degree in Microbiology from the University of Florida. He worked for two years as a research biologist with Bayer Chemical before transitioning into wealth management. He is actively involved in professional organizations including The American Hellenic Educational Progressive Association and the University of Florida Regional Council. Damon contributes to his community through roles such as Secretary for AHEPA's One Housing Program in Atlanta and as an intake caseworker with the St. Vincent de Paul Society. He has also coached children's soccer for six years. Residing in Alpharetta with his wife Meredith and their three children, Damon applies his strong family orientation to his work, emphasizing customized financial strategies tailored to each client’s unique family dynamic and goals. Outside of his professional duties, he enjoys fishing, gardening, golfing, hiking, hunting, and skiing.

Richard Lenhardt Jr. is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Mass Mutual Investors Services since 2012 and has worked with MassMutual Life Insurance Company since 2002. In addition to his advisory role, he is involved in insurance sales through Partners Risk Insurance Services, focusing on individual life, property/casualty, health, and group insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved tools to analyze client goals and deliver written recommendations.

Jolene Abney serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. She collaborates with individuals, families, and organizations to provide financial advice centered on retirement planning, education funding, wealth transfer, and wealth preservation strategies. In her role, she utilizes Merrill's wealth planning tools to help clients manage investment risk and develop effective cash flow strategies focused on long-term financial goals. Jolene holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). She earned a master’s degree from the Oklahoma State University System and a bachelor’s degree from Southeastern University. Her client service areas include Corporate Executive Services, Divorce Transition Planning, Employee Benefits Planning, Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Small Business Strategies. Outside of work, Jolene enjoys biking, boating, fishing, football, golfing, hiking, running, scuba diving, soccer, and spending time with her family.

Cornelius Clark is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he focuses on helping clients identify what matters most to them and their families to develop strategies aimed at pursuing their financial goals. His approach involves building relationships to understand clients' priorities and tailoring advice accordingly. With expertise spanning general investing, retirement planning, and preparing for unexpected financial events, Cornelius takes an active role in ongoing client engagement to address evolving needs. He holds a Personal Investment Advisor (PIA) designation, reflecting his commitment to professional standards in investment advising. Cornelius earned a Bachelor's Degree from Kennesaw State University.