John Zent is a financial advisor at Morgan Stanley in Alpharetta, GA, with seven years of industry experience. His prior roles include positions at E*TRADE Securities LLC, The Milner Group, and K. Mark Simons PC. Outside of his advisory work, he is an independent owner of a retail and online store business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning programs supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Diana Sanchez Nazario is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked previously at Bank of America, Wells Fargo, and has a background including roles outside finance such as at Montero Drapes and the Cheesecake Factory. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jake Oliver is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with one year of industry experience. His prior work includes roles at Mill Creek Residential Trust and Graco Inc., as well as entrepreneurial experience running Big John's Christmas Trees Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and advisory programs but does not provide individual security recommendations as part of standalone planning services.

Danielle Herritt is a Series 66-licensed financial advisor with Edward Jones, based in Woodstock, GA, and has 14 years of industry experience. Prior to joining Edward Jones in 2020, she spent 13 years with Raike Financial Group and Woodstock Financial Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shreya Talusani is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill, she held roles at Merrill Lynch Wealth Management and has a background that includes work in education and technology. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Johnny Simpkins is a Series 66-credentialed financial advisor with Morgan Stanley in Alpharetta, GA, with 14 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and 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 various investment strategies.

Ryan Flannagan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing, implementing, and maintaining comprehensive family wealth management plans. His approach focuses on connecting all aspects of a client's financial life to help prioritize and pursue meaningful goals. Ryan and his team utilize a planning-based methodology that begins with organizing both financial and personal matters, refining client priorities, and understanding investment personalities to develop strategies aligned with each family's unique needs. Ryan holds a bachelor's degree in finance from Florida State University. He has professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Since joining Merrill Lynch in 2010, Ryan has concentrated on assisting families, endowments, foundations, non-profits, and small businesses with services such as personal retirement planning, legacy planning, philanthropic planning, tax minimization, and retirement income strategies. Outside of his professional work, Ryan is involved in his community through Buckhead Church, Northside Youth Organization, and ServeMerge. He enjoys spending time with his wife, Kristi, and their two children, Holli and Hayes, and participates in coaching and mentoring children through various sports teams and church volunteer activities.

Bret Bond is a financial advisor at Edward Jones based in Marietta, GA, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large national network of financial advisors.

John Morris Jr. is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to develop tailored recommendations within collaborative annual planning engagements.

Jay Liban is a financial advisor with Ameriprise in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at JPMORGAN Securities LLC for 10 years before joining Ameriprise in 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides a written Recommendation Report and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies, using proprietary research and third-party data.

Timothy Lally is a financial advisor with Robert Baird & Co. in Cumming, GA, holding Series 63, 65, and 66 designations and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 1998. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary portfolio management, separately managed accounts, and both traditional and non-traditional investment strategies.

Amelia Wakefield is a financial advisor at Edward Jones with Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she spent sixteen years as a homemaker in Canton, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Dena Crosby is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently with Mass Mutual Investors Services and has previous experience at Eagle Strategies, New York Life Insurance Company, Bank of America, and Merrill. Crosby holds a real estate license but does not actively practice as an agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved software and includes specialized services such as divorce and estate-settlement planning.

Erwing Landazabal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Fidelity and Primerica, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized manager solutions team.

Adam Sitz is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 21 years of experience in the financial services industry. He holds the position of Senior Vice President and Senior Portfolio Advisor, leveraging his expertise to guide individuals and families in achieving their financial goals. Adam is certified in the Merrill Investment Advisory Program since 2018 and holds the Personal Investment Advisor (PIA) designation. He specializes in personal retirement planning, portfolio management services, and retirement income strategies. Adam's approach involves creating customized financial strategies that align with his clients' unique needs, focusing on wealth preservation, distribution, and transfer to help establish a lifetime retirement income stream and legacy. Adam earned his bachelor's degree from Kennesaw State University. He is involved in community organizations such as the Veterans Empowerment Organization and the Emory-Children's Cystic Fibrosis Center of Excellence. Outside of his professional commitments, Adam enjoys adventure sports including biking and skiing, and values spending time with his wife Meghan and their two children, Elizabeth and Henry, in Sandy Springs.

Amit Patel is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Before joining Morgan Stanley, he worked at E*TRADE Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools.

Angela De Lion is a CFP® with 27 years of industry experience, currently serving at Ameriprise Financial Service, LLC since 2003. She previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she is involved in managing commercial real estate holdings and consults on practice systems and marketing for a wealth advisory team. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Spencer Osei is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank N.A. and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Mark Lamprecht is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Cambridge since 2007 and previously worked at Ameriprise Advisor Services from 2003 to 2007. Outside of his advisory role, he owns Pulpit Supply Preachers, a nationwide directory connecting churches with preachers. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multibillion-dollar asset base across multiple platforms.

Emmanuel Mirali is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds a Series 66 designation and has three years of industry experience. Before joining Morgan Stanley in 2022, his background includes roles in the hospitality industry. He is also the sole proprietor of Mirali LLC, an automotive and transportation customer service business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies.