Roderick Agard is a financial advisor with Wells Fargo Clearing in Athens, GA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Merrill and Bank of America, where he worked from 2015 to 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory 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.

Jonathen Robinson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and six years of industry experience. He has previously worked at firms including Morgan Stanley, Edward Jones, and Truist Advisory Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Charles Pinigis is a financial advisor with Ameriprise in Duluth, GA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that addresses income sources, tax-aware withdrawal strategies, and Social Security options.

Marcus Wallace is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2025. Marcus has experience in managing financial portfolios, having served as a Manager at Morgan Stanley from 2008 to 2015. He focuses on developing financial plans tailored to the unique needs of his clients, working closely with individuals from various backgrounds and financial situations to help them achieve their financial goals.

Joseph Benson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions supported by research and analytics, with approximately $671 billion in assets under management and over 14,000 financial advisors.

William Murphy is a financial advisor at OSAIC with three years of industry experience and holds the Series 66 designation. He has held roles at several firms including Waterstone Weather Strategies and FSC Securities Corporation. In addition to his advisory work, he is an independent producer of life and health insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Jonathan Papac is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has held positions at several firms including Fidelity Investments, J.P. Morgan, Wells Fargo, Voya Investment Management, Fifth Third Bank, and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured planning process.

Derrick Hayes is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2016. Prior to his current role, he was involved in Therapy Lounge from 2010 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Eliana Perez is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill Lynch, Morgan Stanley, and Bank of America. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Sean Carroll is a financial advisor with Ameriprise in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Carroll is involved in several business ventures, including management and oversight of a staffing company and aircraft leasing operations. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

John Richardson is a ChFC® with 34 years of experience at Mass Mutual Investors Services and over 50 years with MassMutual Life Insurance Co. Based in Atlanta, GA, he has worked continuously with the firm since 1992. In addition to his advisory role, he serves as an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-oriented planning using firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.

Alexander Duhaime is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2016 and focuses on building trustworthy relationships with affluent families. He assists clients in developing holistic wealth plans centered around their short, intermediate, and long-term financial goals. His client focus areas include Personal Retirement Planning, Sports & Entertainment, and Retirement Income. Alexander holds a Bachelor's Degree in Mathematics from the University of West Georgia. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of his professional role, Alexander is involved with the Georgia English Bulldog Rescue. He also enjoys golfing, hiking, and running.

Robert Wilder is a CFP® professional with 34 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He has worked at Raymond James since 2023 and previously spent over three decades at American Wealth Management, Inc. He is also the CEO of The Wilder Group LLC, a support company focusing on payroll and accounting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports municipal and public finance work, which is uncommon among large institutional advisors.

Quinten Bickford is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has worked at various Wells Fargo entities since 2018, as well as at Regions Bank and United Community Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and applies research and analytics guided by diversification principles and modern portfolio theory.

Jerusalem Rutherford is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation. He has been self-employed since 2014 and joined Equitable Advisors in 2026. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes third-party asset managers and advisory programs to implement its investment models and offers ERISA fiduciary services to qualified plans.

Alexandra Cogswell is a financial advisor at Morgan Stanley with 40 years of industry experience. She previously worked at UBS Financial Services for 12 years before joining Morgan Stanley Smith Barney LLC. Alexandra holds a Series 63 designation and is based in Atlanta, GA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and analyses.

Howard Burke is a financial advisor with Equitable Advisors in Cumming, GA, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He has worked at Equitable Advisors since 2014 and previously at Axa Advisors LLC from 2014 to 2020. Additionally, he is involved in outside insurance brokerage activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a variety of advisory models, many implemented through third-party programs, and offers ERISA fiduciary services to qualified plans via credentialed investment adviser representatives.

Samuel Burton is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his current role, he worked at E*Trade Securities LLC and has a varied background including positions outside finance. Morgan Stanley Wealth Management offers a broad range of advisory programs serving both individual and institutional clients, utilizing structured financial planning tools and providing access to extensive investment resources.

Sibonee Pease is a financial advisor with Raymond James Financial Services Advisors Inc. in Atlanta, GA, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Raymond James in 2017, she worked at Fidelity Brokerage Services LLC for three years. Outside of her advisory role, she coaches clients in fitness and health through the BODi platform and operates Health is Wealth 360, providing health coaching services for busy mothers. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Marc Cohen is a financial advisor with Ameriprise in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Cohen is involved in business coaching and consulting through Mackall, Cohen and Associates, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.