Joshua Brown is a Series 66-licensed financial advisor at OSAIC with one year of industry experience. His prior roles include positions at Hiscox Inc., Sogeti, CompliancePoint, Coyote Logistics, and Georgia College and State University. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party managed accounts through a broad network of affiliated advisers.

Jackson Bentz is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2015 and 2016, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios, offering multi-asset model portfolios and a range of integrated brokerage, custody, and cash-sweep services.

Ziyi Peng is a financial advisor at Merrill with a Series 66 designation and four years of experience at the firm. Prior to Merrill, Peng worked at Bank of America, N.A. and has also served with the Fulton County Board of Education. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Boltax is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He also serves as a trustee for a private investment-related trust in Alpharetta, Georgia. 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, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Stephen Goulbourne is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. He has worked at Wells Fargo Clearing Services since 2017 and at Wells Fargo Bank NA since 2013. 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 both brokerage and advisory solutions.

Ryan Dolar is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He brings over 15 years of experience delivering customized financial planning and advice to individuals, families, and business owners. His expertise encompasses various facets of wealth management including risk management, retirement planning, banking and lending, portfolio construction, tax minimization strategies, trust and estate planning concepts, as well as distribution advice in retirement. Ryan holds a Bachelor's degree in Finance from Georgia Southern University and is a CERTIFIED FINANCIAL PLANNER (CFP) professional and a Personal Investment Advisor (PIA). His approach centers on understanding clients' life priorities to create personalized plans tailored to their goals, family needs, and aspirations. He resides in the Laurel Springs Golf Community in Suwanee, Georgia, with his wife Kimberly and their two children, Hudson and Margo. Ryan enjoys playing golf and tennis and values spending time with his family. He is a member of Northpoint Community Church and a long-time Atlanta Falcons season ticket holder.

Bari Beilinson is a financial advisor at Charles Schwab with eight years of industry experience. She holds the CFP® and Series 66 designations and has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2017. Outside of her financial advisory role, she teaches first graders Hebrew and Jewish studies at Temple Sinai. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice, discretionary managed accounts, and integrated brokerage and custody services. The firm is notable for its scale and centralized operational structure across multiple advisory programs.

Amanda Fischer is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 26 years of industry experience and previously worked at Securities America Advisors, Inc. and OSAIC. Fischer is owner and member of Oster & Fischer LLC, a wealth management firm, and also serves as an agent managing insurance and annuity contracts, including servicing a book of business acquired from Commonwealth. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management strategies and multiple platform arrangements.

Shad Reynolds is a CFP® and ChFC® affiliated with Mass Mutual Investors Services in Atlanta, GA, with 27 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory role, Reynolds is involved in several business ventures, including managing a tax planning and preparation firm and co-owning a farm venue rental business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements that utilize firm-approved analytic tools without discretionary authority over client investments.

Alexander Zimmerman is a financial advisor at Morgan Stanley with over 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is the sole proprietor of Edelweiss Creations LLC, an art and culture business, and is currently writing a book. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with broad investment offerings.

Preston Nevil Rincon is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Trinity Wealth Securities, LLC, and Florida Financial Advisors DBA Georgia Financial Advisors. Outside of finance, he is associated with 30 Bar, a non-investment business activity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range 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 research.

John Ferris is a financial advisor with OSAIC based in Marietta, GA, holding a Series 66 designation and 16 years of industry experience. Prior to joining OSAIC in 2023, he worked at Fsc Securities Corp for seven years. He is also the president of Waterstone Wealth Strategies, Inc., a marketing entity related to financial services. 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 supported by various asset-allocation tools and third-party platforms.

Andrew Hoeflinger is a financial advisor at Wells Fargo Advisors in Atlanta, GA, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo Clearing, Wells Fargo Bank, and Raiser LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.

Darrell James is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill, Bank of America, and JP Morgan Chase. Outside of his financial advisory work, he occasionally works as a part-time Uber Eats driver. 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 uses research-driven and diversification-based approaches in its investment strategies.

William Galvin is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Play Anywhere Inc. and held various roles at institutions including ESMT Berlin and James Madison University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside investment modeling, providing advisory services without individual security recommendations as part of its standalone planning.

Peter Miralles is a financial advisor with Cambridge Investment Research Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with Cambridge since 2007. Outside of his advisory role, he is involved in tax services and serves as president of a business entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of platform options and both proprietary and third-party investment strategies.

Charles Major is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and investment committee analyses.

Seth Austin is a financial advisor at Edward Jones in Kennesaw, GA, holding a Series 66 credential with three years of industry experience. Prior to joining Edward Jones, he was involved with several organizations including Orange Cone Productions and served as owner of CrazyLegs Creative Group, a marketing agency. He is also engaged in medical health navigation on a consulting basis. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of advisors and branch offices.

James Gray is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 18 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Gray is involved in several real estate and manufacturing ventures and serves on the board of Orchard Resources, a civic and community organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing detailed financial planning and advisory services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and tools, including economic projections and simulations, and offers a range of retail and institutional investment products.

Angad Tomar is a financial advisor with Merrill holding a Series 66 credential and three years of industry experience. His work history includes positions at Bank of America, LPL Financial, New York Life, Auto Gallery Imports, and T-Mobile. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, pension plans, corporations, and charitable organizations.