Linda Hertog is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Primerica Advisors in 2023, she worked at Deloitte & Touche LLP for 18 years and has served on a nonprofit board of directors since 2018. In addition to her advisory role, Hertog is self-employed as an auditor in Snellville, GA. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies and third-party asset managers to provide advisory services through a large network of financial advisors.

Nawal Nahra is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 66 and Series 63 licenses. Prior to her current role, Nahra worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Ashton Green is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing and currently has roles with Georgia Retirement Services, LLC and Progressive Tech Construction, where he serves as owner and manages bookkeeping. He is also Vice President of Georgia Benefits, Inc., an insurance services organization. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party investment strategies across various program structures.

Steven Fincher is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory role, he sells life and health insurance products and participates in community activities including serving as social chairperson for his homeowners association and fundraising for a charitable foundation supporting children with illnesses. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Jonathan Masters is a financial advisor with Ameriprise in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He is also involved in independent insurance brokering, specializing in universal life insurance with New York Life. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Garrett Klinger is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Cannon Financial Strategists. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and provides comprehensive custody and brokerage services through a centralized operational structure.

Paul Jammeh is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining Morgan Stanley, he worked extensively with E*TRADE Capital Management and E*TRADE Securities. He also serves as president of United Kalorn America, a social and philanthropic organization. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research methodologies.

Phillip Wallace is a financial advisor with LPL Financial in Woodstock, GA, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with LPL Financial (formerly LINSCO PRIVATE LEDGER) since 2007. Outside of his advisory role, he operates a separate business selling directly to long-term care companies and is also an agent for non-variable insurance through Crump Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Doris Cheek is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds a Series 66 credential and previously worked at Edward Jones from 2010 to 2019. Cheek serves on the missions committee of Wieuca Road Baptist Church and holds board positions with Lifespan Resources and the Druid Hills Civitan, contributing to community and senior advocacy activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated WealthPlan billing option while maintaining separate service delivery.

Kyle Lacivita is a financial advisor at Charles Schwab with a Series 66 credential and four years of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., along with prior work outside the financial sector at Pauley's Original Crepe Bar and the University of Georgia. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Danica Rumney is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning both directly and through corporate agreements.

Andrew Yenn Batah is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes roles at E*TRADE Securities LLC, E*TRADE Capital Management LLC, and Mass Mutual Investors Services. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering comprehensive financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a range of retail and institutional offerings.

Elisabeth Baldwin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Her career includes multiple roles within Cetera and Avantax, spanning over a decade. She is active in community and nonprofit organizations, serving on the boards of Good News Clinics and Pay it Forward Scholarships, as well as holding treasurer positions for local soccer and volleyball booster clubs. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a broad client base, including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform offering a range of program options and manages over $256 billion in assets through a large network of advisors.

Ricardo Gutierrez is a Financial Consultant at Fidelity Investments, where he applies strong investment principles and a personalized approach to help clients navigate the complexities of the investment world. He focuses on co-creating strategies tailored to clients' individual needs to simplify investing and reduce stress. His professional experience includes roles such as Investment Consultant at Fidelity Investments from 2024 to 2025, Financial Solutions Advisor at Merrill Lynch from 2023 to 2024, and Branch Manager - Financial Consultant at E*Trade powered by Morgan Stanley from 2003 to 2023. Outside of his professional work, Ricardo enjoys cooking and baking, watching movies, reading, and playing soccer.

Matthew Kelly is a financial advisor with Wells Fargo Advisors in Atlanta, holding the Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Five Points Infrastructure Services, Purple Recovery Center, Brookwood Moving, Total Pro Roofing, and Alcove Surveying & Engineering. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with implementation available but optional.

Taylor Robinson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Morgan Stanley since 2023. Prior to that, he was employed by E*TRADE Securities LLC and Discover Financial Services. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, with financial planning services that incorporate firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Donna Joyner is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with individuals, families, and their businesses to help them understand the direction and scope of their financial lives. Donna emphasizes learning what clients want to accomplish with their wealth and resolving their concerns through tailored guidance. She has more than two decades of experience assisting clients with complex needs at the intersection of wealth, careers, families, and long-term goals. Donna holds a Bachelor's Degree from Georgia Southern University and is a CERTIFIED FINANCIAL PLANNER (CFP) as well as a Personal Investment Advisor (PIA). Her expertise includes college education planning, women and wealth, and tax minimization. She is recognized for her technical insight, empathy, and commitment to high standards of service. Donna and her team have been ranked multiple times by Forbes and Barron's, including #1 in Georgia on the Forbes "Best-in-State Wealth Advisors" list and inclusion in Barron's "Top 100 Women Financial Advisors". Engaged in her community, Donna supports organizations dedicated to the well-being of children and youth such as Murphy-Harpst Children's Center, Hopewell Youth Association, and BEATs Inc. In her personal time, she enjoys baseball, cooking, gardening, reading, spending time with her family, watching movies, and practicing yoga.

Alvin Crosby Jr. is a financial advisor at Edelman Financial Engines in Duluth, GA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various affiliated entities within the Edelman Financial Engines group since 2016. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term focus and providing both discretionary and non-discretionary advice.

Michael Neville is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach 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.

William Perkins is a financial advisor at Raymond James Financial with 44 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Advisors. Perkins serves as a member of the Alpharetta Planning Commission. 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 and profit-sharing plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support investment decisions.