Daniel Alexander is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He currently works at Charles Schwab in Atlanta, GA, where he has been since 2017. Prior to that, he spent nine years at Fidelity Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Haynes Huffard is a CFP® with 28 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves as a trustee for Parents, Inv Related, based in Atlanta, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm employs an IPS-driven, modern portfolio theory approach and includes a broader range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Austin Willis is a CFP® professional with three years of industry experience, currently serving as a financial advisor at LPL Enterprise in Atlanta, GA. Prior to joining LPL Enterprise, he worked at Kestra Investment Services LLC and held various roles in insurance and risk management agencies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies through an integrated platform that combines financial planning, asset management, and insurance products.

Garrett Brundage is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His work history includes roles at Rockdale County Public Schools and PFS Investments Inc. He is also involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

Jordan Diab is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has held roles at firms including Alvarez & Marsal, Equilibria, and Retail Rebel. His background also includes work in banking and consulting. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Quinton Bennett is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2021, and previously held positions at Goldman Sachs & Co LLC, Mastercard, HSBC, and Morehouse College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

George Gervais is a financial advisor at Ameriprise with one year of industry experience. He previously operated Gervais Capital Management and has experience in both educational and business roles. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service. The firm’s approach combines investment research, third-party data, and algorithmic tools to provide tailored recommendations within a defined investment universe.

Stephen Rhoney is a Series 66-licensed financial advisor with Ameriprise in Atlanta, GA, bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing several business ventures, including property management and consulting firms. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, offering detailed recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income guidance through a centralized consulting team.

Alicia Dunlap Dolby is a financial advisor at Merrill with 8 years of industry experience. She holds the Series 63 and Series 66 credentials and previously worked at Truist Financial for 6 years before joining Merrill in 2021. 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 a range of clients including individuals, high-net-worth clients, pension plans, and corporations.

John Fisher is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for UBS Financial Services and Morgan Stanley Private Bank. 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 financial planning and non-discretionary investment consulting through various specialized programs.

Daniel Remington is a financial advisor at Morgan Stanley in Atlanta, GA, with three years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at John Hancock Distributors LLC and The Home Depot. 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 discovery processes and firm-approved planning tools.

John Sullivan is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career as a Financial Advisor in 1995, he has focused on creating strategies tailored to clients’ risk tolerance, time horizon, liquidity requirements, and investment goals. He works primarily with high-net-worth individuals, their families, and businesses to address both short- and long-term financial objectives. John’s process involves a consultative approach where he first listens and reviews clients’ financial situations and goals. He then recommends asset allocations aligned with their income and growth expectations, followed by ongoing discussions on various opportunities including investments, retirement, estate planning, and philanthropy. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned a bachelor's degree from The University of Georgia, graduating in 1992. Outside of work, John spends time with his wife and children, and enjoys reading, golfing, and flying.

Curtis Wright is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Cetera, where he has worked since 2021, and previously worked at VOYA Financial Advisors for seven years. Wright is also the owner of Wright Financial Group, LLC, a firm involved in insurance and financial product sales. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, employing a multi-manager platform that includes both affiliated and third-party managers.

Tamika Riggins is a financial advisor at UBS Financial Services with nine years of industry experience. She holds the Series 66 designation and has worked previously at firms including Morgan Stanley, E*Trade Securities, and Wells Fargo Clearing Services. Outside of her advisory role, she owns a retail and online business, Isajo- Your Fashion CO., and operates a notary service as a sole proprietor. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored financial solutions through a nationwide network of advisors.

Vicky Deshazier is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities for two years. Mass Mutual Investors Services 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, utilizing firm-approved software tools to deliver written investment strategy recommendations.

Teraise O'Connor is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

Richard Winn is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. He has been with LPL Financial since 2008. 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 advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by both proprietary and third-party research.

Chirag Shah is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at TD Ameritrade and Scottrade. Outside of his advisory work, he is a partner in several rental property businesses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, as well as comprehensive brokerage and custodial services.

Otis Pollard III is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 63 designation and 34 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is involved with an independent production team associated with Netflix, providing a residence for filming. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Aaron Young is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1989. His prior work includes roles at Tax America Group, Mastec, and Delta Air Lines. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while managing potential conflicts through disclosure and oversight.