Joseph Eggensperger is a financial advisor at Edward Jones in Milton, GA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Austin Arnett is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with 13 years of industry experience. He previously worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC for 10 years before joining Morgan Stanley. 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 modeling techniques.

Katelyn Lee is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her work background includes roles at Charles Schwab Bank SSB and Charles Schwab since 2024, as well as internships in the Governor's Office and the Georgia Legislature in 2023. Outside of finance, she has worked occasionally as a bartender at 52 West Brewing. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its wealth advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and order-routing services.

Todd Franks is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 credentials and has 29 years of industry experience. Prior to joining Cambridge in 2019, he worked at FSC Securities Corporation for 16 years. He is also a notary and owns several small businesses including F&F Financial Inc., Market Worth LLC, and Franks Financial LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides proprietary model strategies under the Founders Gate Capital brand.

Premlata Heryani is a Financial Advisor with Merrill Lynch Wealth Management. She brings over 18 years of experience in the banking industry to her role, with a background that includes senior positions at Scotiabank, Chase, and Wells Fargo. She specializes in providing financial guidance to clients with a focus on family wealth management, retirement planning, portfolio management, socially responsible investing, and tax minimization. Originally from India, Premlata earned her bachelor's degree in commerce from the University of Mumbai before migrating to Canada in 2002. She holds several professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and completed the Personal Financial Planner (PFP) designation through the Canadian Securities Institute. She is fluent in multiple languages including English, Hindi, Gujarati, Marathi, Punjabi, Sindhi, and Urdu. Outside of her professional work, Premlata is involved with the Atlanta Sai Center and the Atlanta Mission, where she volunteers in community and charitable initiatives. She also enjoys personal interests such as badminton, chess, dancing, music, painting, photography, and spending time with her family.

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.

Dennis Oh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Morgan Stanley and E*Trade Securities and Capital Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

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.

Peter Weinbaum is a CFP® with 22 years of industry experience, currently serving at Ameriprise in Dunwoody, GA. He has worked at Ameriprise since 2017, including its affiliate Ameriprise Financial Advisors Inc., and previously held roles at Mass Mutual Investors Services and MetLife Securities Inc. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement advice and offers a broad range of advisory, brokerage, and insurance solutions.

Danielle Obrien is a financial advisor with Primerica Advisors who holds Series 63 and Series 66 licenses and has 22 years of industry experience. She worked at LPL Financial and Insignia Bank prior to joining Primerica in 2017. Obrien is involved in management and operations related to investment products. Primerica Advisors serves primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm employs model-based investment strategies managed by third-party asset managers and operates with approximately 4,000 advisors and $15.5 billion in assets under management.

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.