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.

Michael Hebdon is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2026. Prior to joining Edward Jones, he worked at The Vanguard Group, Inc. for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

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.

Steven Rothschild is a CFP® with 27 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors and Securities America, Inc., as well as ownership of Rothschild and Associates, where he provided accounting and tax preparation services. He holds CPA qualifications and has engaged in insurance sales and advisory activities outside of his primary advisory work. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and offers discretionary and non-discretionary portfolio management with access to third-party money managers and alternative investments.

Jeffrey Ramsey is a CFP®-certified financial advisor with 31 years of industry experience, currently practicing at LPL Financial since 2018. He previously worked at Invest Financial Corp. for nine years and Sovereign Financial Services, LLC for one year. Outside of his advisory work, he is a partner in Buckhead Beans, a for-profit business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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.

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.

Rajan Bedi is a Planning Consultant at Fidelity Investments. In this role, he partners with clients to align Fidelity's approaches to their goals, concerns, and priorities. He has held the position of Planning Consultant at Fidelity Investments during the year 2026. Outside of his professional life, Rajan has interests in baseball, comedy, social events with friends, soccer, and traveling.

Kristin Crockett is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Advisors since 2022. She previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years. Crockett is treasurer of the Alpharetta Roundtable, a local community organization. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, supported by proprietary research and tools.

George Gill Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at USAA and its affiliated entities from 2011 to 2020. He serves on the advisory board of USO of Georgia, a nonprofit organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and proprietary tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Barry Meeks is a financial advisor with Cetera and holds the PFS™ designation along with Series 63, 65, and 66 licenses. He has 18 years of industry experience and has been operating Meeks & Associates LLC since 2011, where he also provides tax preparation and planning services. Prior to joining Cetera in 2025, Meeks worked at Avantax Advisory Services and Avantax Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a broad range of portfolio management and financial planning services, utilizing various program structures and third-party managers to meet diverse client needs.

Mary George is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked at NRP Advisors, Inc. and has been with LPL Financial since 2010, also serving as Vice President at Plan Sponsor Consultants, a division of HUB International. Outside of her advisory work, she owns a craft sales business called Skirl Nest. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, leveraging both proprietary research and third-party strategies across a broad asset base.

Virginia King is a financial advisor with Primerica Advisors in Atlanta, GA, holding a Series 65 designation and 11 years of industry experience. She has been with Primerica Financial Services since 2014. Outside of her advisory role, she receives rental income from a property in Atlanta. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.