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 Wealth Management with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Securities and MassMutual Investors Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies that utilize market modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly as well as through corporate financial planning agreements.

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 at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. 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 sources.

William Perkins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 44 years of experience in the financial industry. His prior roles include positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Outside of his advisory work, he serves on the Alpharetta Planning Commission. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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 at Primerica Advisors with 10 years of industry experience and holds Series 63 and Series 65 licenses. She has been with Primerica Advisors since 2015 and has prior work experience at Novelis, Landis + Gyr, Discover Staffing, and Zola. Outside of finance, she owns an automobile rental service called The Auddy Experience. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides discretionary portfolio management supported by BNY Mellon Advisors and Pershing custodial services.

Ahmad Grays is a financial advisor with Ameriprise in Alpharetta, GA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Ameriprise, he worked at Fifth Third Securities, Fifth Third Bank, Trinity Wealth Securities, and Florida Financial Advisors. Outside of advisory roles, he has experience at Delaware North, AMC Theatres, and in education at Kennesaw State University and Thomson High School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides personalized retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Brereton is a CFP® and ChFC® with nine years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Ameriprise and Generational Financial Partners LLC. Outside of his advisory roles, he has experience as a local community sports fitness coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, portfolio management, and institutional services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.