Jeremy Edwards is a CFP® professional with six years of experience currently serving at Fisher Investments in Alpharetta, GA. His prior experience includes roles at Clemson University and First Harbor at Raymond James. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and offers a range of sub-advisory and retirement plan services.

Jack Erbs is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual and Creative Financial Group. Outside of his advisory role, he is associated with Founder Financial LLC in Roswell, GA. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance through specialized advisory services.

Mary Palmer is a financial advisor with Thrivent Investment Management in Johns Creek, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2021, following prior roles at Equitable Advisors and AXA Advisors LLC. Before entering financial services, she spent five years with Forsyth County Public Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across multiple planning areas. The firm offers these services through a large network of advisors without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Nartasha Cooper is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at E*TRADE Securities and Capital Management prior to joining Morgan Stanley. Outside of her advisory role, she is involved with Intele Travel, a travel agency. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning and utilizing firm-approved tools and modeling techniques to support client outcomes.

Chang Han is a financial advisor at Cetera with Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Han is also the CEO and financial consultant of Harvest Financial Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, 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 with discretionary and non-discretionary options.

Autumn Jones is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked at several firms, including Novelis, Landis + Gyr, Discover Staffing, and Zola. Outside of finance, she owns an automobile rental service called The Auddy Experience. Primerica Advisors manages a wrap-fee asset management program that primarily serves individual investors alongside corporate and charitable clients. The firm employs model-delivery investment strategies and discretionary portfolio management supported by third-party asset managers, operating at scale with thousands of advisors and billions in assets under management.

Andrew Brereton is a CFP® and ChFC® with nine years of industry experience. He currently serves as a financial advisor at LPL Financial and has previously worked at Ameriprise, Generational Financial Partners, Eagle Strategies, and New York Life. Outside of his advisory roles, he has experience as a local community sports fitness coach. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Gabriel Steagall is a financial advisor at Ameriprise with 23 years of industry experience. He previously worked at Raymond James & Associates for 23 years before joining Ameriprise in 2025. Steagall holds a Series 66 designation and serves as Vice President and board member of the Darrel & Patricia Steagall Family Foundation. He is also involved with Body Science RD in a non-investment-related capacity. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, written recommendations through a centralized consulting team.

Lauren Carney is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and with 20 years of industry experience. Prior to joining Morgan Stanley, she worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for over a decade. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that combine advisory planning with various investment and brokerage offerings.

Paul Lang is a financial advisor with Ameriprise in Roswell, GA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 34 years before joining Ameriprise Financial Services in 2017 and Ameriprise in 2020. Lang is also the owner of The Bear and Cub, LLC, a real estate business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver tailored retirement-income advice.

Dylan Herrick is a financial advisor at Fidelity with Series 66 credentials and approximately one year of industry experience. His background includes previous roles at Smurfit Westrock and various positions related to the University of Georgia and Uhaul Moving and Storage. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and the use of systematic methodologies and AI in its investment process.

Keith Bowers is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He previously worked at Next Financial Group, Inc. for 18 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

Kristopher Kowalski is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been associated with Pfs Investments Inc. since 1998 and Primerica Financial Services since 1997. Outside of advisory work, he is involved in the sale of home security and automation products through part-time referrals with Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating a tiered wrap-fee structure and maintaining authority over model selection and management.

Joshua Weber is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and structured analysis. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Robert Buczek is a financial advisor at Edward Jones in Alpharetta, GA, with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, his work history includes roles in various companies such as Norwood Group and Malone Design/Fabrication. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Moonan Jr. is a CFP®-designated financial advisor with 28 years of industry experience. He has worked at Merrill Lynch for 20 years before joining Raymond James Financial Services Advisors, Inc. in 2017. He is also the owner of Moonan Wealth Management, a support company based in Roswell, GA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and nonprofit organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through a wide network of advisors and specialized programs.

Tommy Bowers is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Primerica Financial Services since 1999. Outside of his advisory role, he is involved in the management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers, using an independent due-diligence consultant and delegating trading responsibilities to BNY Mellon Advisors.

Joseph Audu is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with 18 years of industry experience. He previously worked with E*TRADE Capital Management and E*TRADE Securities between 2008 and 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its advisory services.

James Keel is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley since 2013 and is currently affiliated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.

William McClurg is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He supports clients and prospects by helping them understand the investment process through Fidelity's retail tools and resources, aiming to assist with their short, medium, and long-term financial goals. Prior to this position, William worked in several roles at Fidelity, including Relationship Manager, Workplace Planning Consultant II and I, and Workplace Planning Associate, reflecting his continuous growth and experience within the firm. He also gained experience as a Tax Intern at Blue & Co., LLC in 2022. Outside of his professional work, William has interests in baseball, cars, fishing, fitness, football, and golf.