Alicia Bransford is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She has over 20 years of experience in the financial services industry, with a professional background that includes positions as an Investment Consultant at Fidelity Investments and various roles at Morgan Stanley, Merrill Lynch, and Investment Professionals, Inc. Throughout her career, Alicia has worked with individuals and families to develop financial plans that help clients prepare for important life chapters. She believes in creating solid financial roadmaps that enable clients to work toward their goals while enjoying the process. Her experience spans client service, wealth advising, and investment consulting. Outside of her professional work, Alicia enjoys comedy, concerts, cooking and baking, music, spending time with her pets, and reading.

Amanda Coccia is a financial advisor with Edward Jones in Alpharetta, GA, holding the ChFC® and Series 66 designations and bringing four years of industry experience. She has worked at Edward Jones since 2016, following three years at Chicos FAS. Outside of her advisory role, she serves as Treasurer of Wordsmith Strategic Communications LLC, a business operated by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporations, and charities. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated investment products under a fiduciary standard.

Charles Park is a Series 66-licensed financial advisor with UBS Financial Services in Atlanta, GA. He has been with UBS since 2023 and previously worked at the University of Tennessee, Knoxville, and McCallie School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings through fee-based planning, portfolio management, and access to proprietary research and capital markets services.

Charles Johnson is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients by providing 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 models.

Sophie Courts is a financial advisor at UBS Financial Services in Atlanta, holding a Series 66 designation. Her professional background includes experience with Brookwood Associates and UBS, along with earlier roles outside the financial industry, including teaching positions at The Lovett School and Rollins College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with a range of wealth management and institutional trading capabilities.

Jan Williams is a financial advisor with Equitable Advisors in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory role, Williams serves as a board member of Family Health Centers of Georgia and the Atlanta Business League’s Education Committee, and he is involved with the Coneex American Israel Business Connector. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor advisory solutions based on clients’ goals, risk tolerance, and time horizon.

Sanaa Wong is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Proven Investments Ltd. and has held roles in education at Middlebury College, UWC Changshu China, and Campion College. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and specialized planning groups.

John Hoskins is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Merrill, Dort FCU, and served in the United States Army Reserve. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Carroll Mullis II is a CFP® and CFA® professional with 18 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked for UBS Financial Services for 10 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, institutional, and high-net-worth clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide range of programs including municipal and public finance advisory work.

William Larmore is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Frazier & Deeter, LLC for two years and spent seven years in school. 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, institutional clients, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles and affiliated research options.

Mark Bloom is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 credential and eight years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Edward Jones, among other firms. Outside of his advisory role, he serves as an independent director on the board of Georgia Soccer and co-founded a nonprofit organization to support youth sports access in Atlanta. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides access to a range of investment strategies and affiliated resources, managing over $256 billion in assets.

Richard Lombardi is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he operates two registered DBAs, Integrated Wealth Strategies and Integrated Financial Group, and is involved in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Phillip Glover is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2025. He has been part of Fidelity Investments since 2021, progressing from Investment Consultant to Financial Consultant before assuming his current role. Prior to joining Fidelity, Phillip held positions including Regional Director at Voya Investment Management, Associate Vice President at Preferred Capital Securities, Internal Wholesaler at Jackson National, and Financial Advisor at Edward Jones. Phillip's professional experience spans various roles in financial consulting and investment management, providing him with a broad perspective on financial planning and client service. He partners with clients and their families to develop comprehensive financial plans utilizing the resources available at Fidelity Investments. Outside of his professional work, Phillip engages in activities such as camping, hiking, outdoor adventures, and volunteering. He also values spending time with his family and participating in family activities.

Thomas Tarabicos is a financial advisor with Wells Fargo Advisors in Roswell, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Wells Fargo Advisors Financial Network LLC since 2009. In addition to his role at Wells Fargo, he owns Covenant Wealth Management, LLC, where he dedicates part of his time as a financial professional. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services with tailored recommendations supported by its research and planning tools.

Brandon Gutierrez is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. He is currently with OSAIC, where he has worked since 2023, following prior roles at FSC Securities Corp and Northwestern Mutual. In addition to his advisory role at OSAIC, he is involved with BDL Advisors, LLC, focusing on financial and investment planning as well as insurance planning. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across a broad range of investment types.

Heidi Mulling is a CFP® with 30 years of industry experience, currently affiliated with Raymond James Financial Services, Inc. She has served as an investment adviser and CEO of Stonewall Asset Management Inc. since 2005. In addition to her advisory roles, she is named as a successor trustee for Hammock, a responsibility contingent on certain circumstances. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports various advisory programs across a large network of affiliated advisors.

Kyneshia Hubbard is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at MassMutual Life Insurance Company and Sysmex America, Inc. She also works as an insurance broker in outside insurance sales with Piedmont Brokerage. 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, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers a range of programs, including estate and employer-sponsored planning.

Daniel Lewis is a financial advisor with Wells Fargo Advisors in Atlanta, holding a Series 66 designation and beginning his advisory career in 2025. His prior roles include positions at Savills and Rise Property Group, as well as experience in sports representation and capital partnerships. Lewis also has multiple years of involvement with YMCA Camp Thunderbird. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports and entertainment planning, supported by Wells Fargo’s research and tools.

Michael Lowe is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved in agricultural and farming activities through Millpond Farm and Timber. 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 wide range of clients, including individuals, institutions, pension plans, charitable organizations, and governmental entities, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management strategies.

Timothy Evans is a CFP® professional with 39 years of industry experience, currently with Cambridge Investment Research Advisors since 2020. His prior roles include positions at Avantax Advisory Services, Cumberland Financial Group, and managing his own CPA and tax preparation practice. He is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management and platform arrangements.