Coleman Weller is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior roles include positions at Fidelity Investments, Northwestern Mutual, and Agathos LLC. 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 offers a combination of non-discretionary and discretionary investment management solutions supported by centralized custody and operational infrastructure.

Joshua Morrison is a financial advisor with Morgan Stanley in Atlanta, GA. He holds a Series 66 designation and has been with Morgan Stanley since 2022. Prior to his current role, he worked in various positions across multiple industries, including hospitality and logistics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and economic models.

Albert Wolfe Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 12 years of industry experience. His career includes multiple tenures at Edward Jones as well as two years with J.P. Morgan Securities LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Keith Madrigal is a financial advisor with Cetera in Atlanta, GA, holding a Series 66 designation and 25 years of industry experience. He has previously worked at Sigma Financial Corporation and currently provides investment advisory services through Legacy Capital Advisors. Outside of his advisory roles, he is involved in buying, selling, and trading sports cards and collectibles. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Rufus Baldwin II is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at J.P. Morgan Securities since 2018. His prior experience includes roles at JPMORGAN Chase Bank, Waddell & Reed, Inc., and TBK Baldwin Enterprises, Inc. based in Atlanta, GA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sina Taghizadeh is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and has 11 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Sage Mountain Advisors, Voya Investment Management, and Charles Schwab. Outside of advising, he is involved with Lifetime Fitness in a customer service role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that leverages firm-approved tools and modeling techniques.

Lisa Cyr is a financial advisor with Cetera, holding a Series 63 designation and over 26 years of industry experience. She has worked at several firms, including Summit Brokerage Services, First Allied Securities, and multiple Cetera affiliates since 2015. Outside of her advisory role, she is a partner in a resale business focused on season tickets. Cetera Investment Advisers LLC provides services through a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning options, supporting discretionary and non-discretionary account structures.

Frendisha Davis is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior work includes roles at The Vanguard Group, Talent Bridge, AmerisourceBergen - The Lash Group, and Aon Retiree Health Exchange. She has been with Wells Fargo Clearing since 2019. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Eli Maughan is a financial advisor with Thrivent Investment Management in Atlanta, GA. He holds a Series 66 designation and has been with Thrivent and its affiliates since 2025. Prior to this, he worked at Northwestern Mutual and had experience outside the financial industry, including a role at Domino’s Pizza. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial plans that address a broad range of topics such as retirement, tax, and estate planning. The firm delivers these services through a large network of advisors while keeping planning and managed-account services separate.

Juliana Ferreira Lemos Kriske is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, Bank of America, and Truist Bank. Outside of her advisory role, she owns a consulting business focused on personal shopping and image consulting for women. 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.

Lisa Roepke is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined the firm in 1994 and holds the CERTIFIED FINANCIAL PLANNER™ designation. In her role, Lisa focuses on delivering a wealth management planning approach tailored to her clients’ financial goals, using Merrill’s platform and resources to develop investment strategies aligned with those objectives. Lisa and her team assist clients in addressing diverse financial priorities, including estate planning, tax minimization, wealth transfer, retirement income, and personalized investment management. She is registered with the Nationwide Mortgage Licensing System (NMLS) and licensed by the State of Georgia Department of Insurance. Lisa is also a qualified Portfolio Advisor, capable of recommending various Merrill or approved third-party investment strategies and portfolios. She holds a bachelor’s degree from the University of South Carolina. Outside of her professional activities, Lisa’s personal interests include baseball, cooking, football, gardening, photography, and skiing. She resides in Atlanta with her husband.

James Lam is a financial advisor with OSAIC in Atlanta, GA, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at OSAIC since 2023 and concurrently at Fsc Securities Corporation since 2004. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various investment types on both discretionary and non-discretionary bases.

Bryan Weiss is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and over 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Weiss operates a retail business selling gift cards. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services.

Michael Ambrose is a financial advisor with Cetera and holds a Series 66 credential. He has three years of industry experience, including prior roles at Avantax Investment Services and Avantax Advisory Services. Outside of finance, he serves as the head coach of a semi-professional soccer team. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large national network of independent advisors serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, employing a multi-manager platform with various discretionary and non-discretionary program options.

Brenda Dozier is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, with 18 years of industry experience. She has worked at several firms, including Questar Asset Management and Summit Financial Group. In addition to her advisory role, she teaches retirement planning classes at Emory University and other community programs, and serves as a Certified Divorce Financial Analyst, assisting clients through divorce financial planning. She is also an author of self-published books aimed at supporting divorcing parents. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options and custodial relationships.

Timothy O'Brien is a financial advisor with OSAIC based in Atlanta, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Securities. 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, financial planning, and access to third-party money managers, employing various asset-allocation tools and supports multiple advisory platforms.

Robert Rollauer is a financial advisor at OSAIC with 46 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, he is also an insurance agent offering disability, fixed annuity, equity indexed annuity, life settlement, and traditional life products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of investment options and uses multiple platforms and asset-allocation tools to construct portfolios tailored to client risk tolerance.

Eric Matthews is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in retirement planning, education planning, and a broad range of investment needs, working closely with clients to develop personalized wealth management strategies aligned with their life priorities. Eric emphasizes flexibility in financial planning to adapt to changing circumstances and regularly engages with clients to update their plans as needed. Eric's areas of expertise include family wealth management, legacy planning, philanthropic planning, socially responsible investing, and strategies for endowments, foundations, non-profits, and small businesses. He holds a Personal Investment Advisor (PIA) designation and earned both his bachelor's and master's degrees from Appalachian State University. Eric is also a member of the Sigma Phi Epsilon Fraternity. In addition to his professional work, Eric participates in community activities focused on youth sports. He enjoys playing golf and baseball, as well as coaching Little League in his spare time.

Ebony Dozier is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at LPL Financial and Columbia Management Investment Distributors, Inc. Dozier is based in Atlanta, GA. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, advisory programs, and institutional consulting services.

Stephen Zeliff II is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Zeliff serves on the church support and endowment committee as well as the Mission Forward Fund committee for Shallowford Presbyterian Church in Atlanta. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.