Edward Atherton is a financial advisor at Ameriprise in Alpharetta, GA, holding a Series 63 designation with four years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Securities LLC. Outside of finance, he has worked in the restaurant and retail sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that provides written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes restrictive enrollment criteria and integrates investment research, third-party data, and proprietary tools.

Richard Goldman is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various capacities within Fidelity since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction within a systematic investment process.

Jeffrey Gunter is a financial advisor at Cetera with a Series 66 credential and five years of industry experience. He has worked at Cetera and affiliated entities since 2025 and previously at Concourse Financial Group Securities and REO Partners. Outside of his advisory role, he serves on the board of a local pre-school and is a deacon at his church in Cumming, GA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Adam Carlock is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has worked at E*TRADE Securities LLC for nine years prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and economic modeling in its financial planning process.

Ross Bohan is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 credential with seven years of industry experience. His prior roles include positions within Morgan Stanley Private Bank, N.A., and Morgan Stanley, as well as work at Florida Atlantic University and Rocky's Aqua. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services under both direct and corporate financial planning agreements.

Daniel Robson is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with seven years of industry experience. He previously worked at JPMorgan Chase & Co from 2009 to 2018 and briefly at Edward Jones in 2018 before joining Morgan Stanley. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 methodologies.

Zack Price is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he focuses on helping clients and their families grow and protect their wealth, make informed investment decisions, and simplify their financial lives. Zack aims to build strong relationships with clients founded on trust and reliability. He has been with Fidelity Investments since 2018, progressing through several positions including Investments Solutions Representative, Relationship Manager, and Planning Consultant. This experience has provided him with a comprehensive understanding of investment solutions, client relationship management, and financial planning. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Mark Baker is a Series 66-licensed financial advisor with Raymond James Financial in Suwanee, GA, bringing 22 years of industry experience. He has been with Raymond James since 2010 and previously worked at Merrill from 2004 to 2010. Outside of his advisory role, he is a co-owner of Atlanta Wealth Partners, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports a large network of advisors with a focus on municipal and public finance as well as specialized retirement plan consulting.

Lenard Iglar is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Bryan Levy is a financial advisor with Primerica Advisors in Canton, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Primerica Advisors since 2019 and previously worked in roles including Closets by Design Atlanta and First Watch. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Kristin Pinyan is a CFP® with 26 years of industry experience. She is affiliated with Cetera and has been associated with Cetera Advisors LLC since 2013. In addition to her advisory role, she owns and operates Financial Assets, Inc., a financial services business, and is involved in landscape design. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, utilizing a range of program structures and manager options.

Alan Gross is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Gross serves as a finance committee member for Congregation Or-Hadash in Sandy Springs, GA. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jacob Bivens is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Morgan Stanley since 2021 and previously at E*TRADE Securities from 2009 to 2020. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes firm-approved tools and modeling techniques but does not provide individual security recommendations as part of standalone plans.

Spencer Maycock is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2023. His professional journey with Fidelity began in 2019 and has included roles such as Investment Consultant, Planning Consultant, Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. Spencer and his team focus on assisting clients with the transition from working life into retirement. Their services include developing comprehensive retirement plans that cover asset projections, annual cash flow reporting, withdrawal strategies, Roth conversion opportunities, and personalized investment recommendations. During initial consultations, Spencer emphasizes understanding clients' personal and financial situations to tailor strategies that meet their unique needs. Outside of his professional responsibilities, Spencer is interested in baseball, fishing, military service, music, and running.

Ashaki Scott is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. Prior to joining Primerica in 2018, Scott worked at Charles Schwab from 2014 to 2017. Scott is involved in the management and operations of investment-related products. Primerica Advisors sponsors a wrap-fee asset management program serving primarily 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 through a large network of advisors and employs model-based investment strategies managed by third-party asset managers.

April Wier is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 65 licenses and having two years of industry experience. She has been with Mass Mutual Investors Services since 2023 and also works with MassMutual Life Insurance Company. Outside of her advisory role, she is the owner and lead instructor of Sugar Five Design LLC, a marketing agency that offers courses on how marketing agencies can work with healthcare clients. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements and offers a range of programs including asset management, wrap accounts, and educational seminars.

La Mont Mc Intosh is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Cetera entities since 2019. Outside of his advisory role, he serves as a treasurer for Family Health Centers of Georgia and works as a color commentator for live basketball broadcasts of the Georgia State men's basketball team. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and investment programs.

Anne Butz is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, she worked at E*Trade Securities and held various roles at Sherwin Williams. She also spent time engaged in extended travel and worked at Kennesaw State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Lawson Doherty 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 his current role, he worked at Asset Preservation Advisors and has experience in service and education sectors, including positions at Andy's Pool Service and Woodward Academy. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning using structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both individual and corporate financial planning agreements.

Kell Hermetz is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Hermetz held roles at Bank of America, Merrill, and Interior Logic Group. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.