Everett Morris IV is a CFP®-certified financial advisor with 14 years of industry experience, currently with Mass Mutual Investors Services since 2014. He also owns Morris Legal and Tax LLC, a firm providing CPA and legal services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Shane Johnson II is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked in education and with ThreatAdvice. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Jeffrey Fortson is a CFP® professional with 34 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked for Woodbury Financial for 17 years. Outside of his advisory work, he is co-owner and CFO of Normaltown Brewing Co LLC, a microbrewery involved in brewing, canning, and sales operations. OSAIC serves a wide range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm employs a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Christopher Sampers is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation. He has 29 years of industry experience and has worked at several firms including Private Client Services and Kestra Advisory. Outside of his advisory work, he is the owner of Strategis Advisory Group, which focuses on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals and provides a variety of investment implementation options across multiple custody platforms.

Richard George is a financial advisor at Charles Schwab with six years of industry experience. His prior roles include positions at J.P. Morgan Securities, E*TRADE Securities, and Morgan Stanley. Charles Schwab 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 mix of non-discretionary and discretionary investment approaches, supported by its integrated operational structure and centralized custody and supervisory services.

Brian Ferguson is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2021. He previously worked at Voya Financial Advisors, Inc. for six years and maintains an active role at ING Advisors, LLC. Outside of his advisory work, he is involved in a family business, Dogwood Solutions & Design LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Neville is a Series 66-licensed financial advisor with LPL Financial in Roswell, GA, having 4 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research, and advanced technologies.

Nakisha Purdiman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She previously worked at Edward Jones and has experience in real estate and outsourcing. Outside of her advisory role, she owns a repair and lawn service business and has interests in real estate and other non-investment ventures. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven process based on modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Emilio Betancourt is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2016 and has held several roles including Investment Consultant, Relationship Manager, Financial Representative, and Investment Solutions Representative. His decade of experience at Fidelity has shaped his approach to providing straightforward and honest advice tailored to each client's needs. Throughout his career, Emilio has focused on understanding client priorities and offering clear, actionable options to help clients make confident financial decisions. He holds a California Insurance License, which supports his advisory capabilities. Outside of his professional life, Emilio enjoys spending time at the beach, engaging in comedy and movies, and participating in family activities and parenthood.

R Smith is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and focuses on structured discovery conversations, with advice delivered in an advisory capacity.

Donovan Adams is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2025. Outside of his advisory role, Adams is involved with Sandy Springs Private Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Wesley Jones is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with eight years of industry experience. He previously worked at E*TRADE Capital Management and E*TRADE Securities, and has a background that includes a year at Dick's Sporting Goods. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a comprehensive investment approach.

Sanjay Bedi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Wells Fargo in 2024, he worked at Bank of America and Merrill for over a decade each. 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, utilizing research and analytics from Wells Fargo Investment Institute and third-party databases.

John Snodgrass is a financial advisor at Morgan Stanley in Atlanta, GA, with 42 years of industry experience. He has been with Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Daniel Maldonado Mercado is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping families create financial legacies by developing and implementing personalized wealth management strategies tailored to their individual goals. His areas of focus include college education planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Daniel holds a Personal Investment Advisor (PIA) designation and completed his high school education at Nicolas Sevilla. He is bilingual in Spanish and English. Outside of his professional role, Daniel enjoys baseball, basketball, reading, woodworking, writing, traveling, spending time with his family, and watching movies.

Nancy Girard is a financial advisor at Edward Jones in Roswell, GA, with four years of industry experience. She holds the Series 66 designation and previously worked at Anhut & Associates, Inc for six years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds, tax-efficient services, and a fiduciary standard of care.

John Eisenhauer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He has been with Morgan Stanley since 2025 and has prior experience at DCR Systems LLC. Outside of finance, he has been involved with St. Brigid Catholic Church and has worked in educational roles at Auburn University, Marist School, and Holy Redeemer Catholic School. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and supports a wide range of investment programs and strategies.

Tonya Willis is a financial advisor with Mass Mutual Investors Services in Alpharetta, GA, holding Series 63 and Series 65 licenses. She has 32 years of experience in the financial services industry, including positions at J.P. Morgan Securities LLC, New York Life Insurance Company, and SunTrust Banks, Inc. Willis has worked in both brokerage and advisory roles throughout her career. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers specialized programs such as divorce planning, estate settlement, and employer-sponsored planning.

Teresa Muir is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cantella & Co., Inc. and operates MuirCo, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers multiple portfolio management options, including proprietary models and third-party strategies, with a range of custody and platform arrangements tailored to client needs.

Christina Moore is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Her prior roles include positions at Bank of America, Merrill, and SunTrust (now Truist). Before entering finance, she worked in various industries including staffing and fitness. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a range of investment vehicles including insurance-related products and bank deposit sweep options.