Lloyd Walker Jr. is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill for a decade. Based in Atlanta, GA, he has been with Wells Fargo Clearing since 2023. 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.

Patrick Varriano is a CFP® with 35 years of industry experience, currently serving at Morgan Stanley in Atlanta, GA. He has held roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies such as Global Investment Committee’s return estimates and Monte Carlo simulations.

Jany Brown is a financial advisor with UBS Financial Services in Atlanta, Georgia, holding a Series 63 designation and 28 years of industry experience. She has been with UBS since 2000. Outside of her advisory role, Brown serves on the board of directors for the Dunwoody Nature Center, participates in a family literacy grant-making committee with Literacy for All, and owns an e-commerce startup, Belated Goods LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based strategies with institutional trading capabilities to deliver tailored financial plans and wealth management services.

Mark Jenkins is a CFP® professional with 19 years of industry experience, currently affiliated with Charles Schwab in Atlanta, GA. He has been with Charles Schwab and Charles Schwab Bank since 2009. 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 advisory guidance alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Marc Jacobson is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and 29 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory roles, he is involved as an advisory and brand ambassador for Rewind, Co., a healthcare company based in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including personalized 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 processes that incorporate firm‑approved tools and market modeling techniques.

Chad Meisner is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2009. He is based in Atlanta, GA, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Meisner is involved with the Children’s Healthcare of Atlanta Foundation, participating in philanthropic planning and outreach activities. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Lillie Louis Fils is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. She has been with Merrill and Bank of America since 2011. Outside of her advisory role, she serves on the boards of several Atlanta-based nonprofits including Horizons Atlanta, Covenant House Georgia, and Atlanta Habitat for Humanity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Kelly II is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Michael Bean is a financial advisor at OSAIC based in Atlanta, GA, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Asset Management and Questar Capital Corp. He is involved in several business ventures, including ownership of Divorce Sense, LLC, which assists clients with financial aspects of divorce, and participation on the board of Free TV Networks, a startup developing an over-the-air television network. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients through a wide network of advisors. The firm offers integrated brokerage and advisory services, employing various tools for portfolio construction and management, and supports multiple platforms and third-party managed-account solutions.

Jaggen Farwell is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Edward Jones in 2021, he worked at Principal Securities and Principal Life Insurance from 2016 to 2021. He maintains a real estate license for personal and family transactions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Jason Kolacz is a Series 66-registered financial advisor with Edward Jones in Hiram, GA, where he has worked since 2018. He has eight years of industry experience and previously spent ten years at Darden Restaurants. Outside of his advisory role, he maintains a rental property in Douglasville, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm is noted for its extensive network of financial advisors and branch offices, as well as its fiduciary standard and a variety of investment and tax-efficient services.

Gloria Koester is a financial advisor at OSAIC with 25 years of industry experience. She holds a Series 66 designation and has worked at FSC Securities Corporation and Nettuno & Associates Inc. since 2006. 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, employing asset-allocation tools and a variety of investment options across multiple platforms.

Peter Wilder is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Wilder is involved in coaching other financial practice owners through eXtraordinary Coaching, LLC and serves on the Board of Directors for the Marietta Firefighter Support Fund. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.

Joseph Caccippio is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He has been with Wells Fargo in various capacities since 2013. Outside of his advisory role, he owns and operates Caccippio Financial Planning, Inc., and serves as a trustee for its associated 401(k) plan. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. The firm provides tailored recommendations based on proprietary research and planning tools, with optional implementation through brokerage or advisory programs.

Sibyl Steverson Slade is a financial advisor at Osaic with 12 years of industry experience. She holds a Series 66 designation and has worked at several firms including Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of her advisory role, Sibyl is co-founder of the Small Business Mastermind Forum, a collaborative network that provides training and education to small business owners, and serves on the advisory board of the One Million Dreams Foundation. OSAIC serves a diverse client base including individual investors, corporations, pension plans, and charitable organizations through a large network of financial advisors. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools and third-party money managers.

Simone Clarke is a financial advisor with Wells Fargo Clearing Services, LLC, holding a Series 66 credential and with 21 years of industry experience. She worked at Oppenheimer for 13 years prior to joining Wells Fargo. Based in Atlanta, GA, she has been with Wells Fargo Clearing since 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of financial services, including investment advisory, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and external sources.

Griffin Gilliam is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2018. Prior to that, he held roles at Park Avenue Securities and Guardian Life Insurance. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment decision process combining quantitative and qualitative research to manage globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Adam Corwin is a financial advisor with Cetera holding CFP® and Series 66 credentials and has 10 years of industry experience. He has worked at multiple firms including MML Investors Services, LLC and Mass Mutual Life Insurance Co. Corwin is also involved in other business activities as a financial professional at Totus Wealth Management and participates as an insurance agent and business owner in related fields. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base through a nationwide network of independent advisors. The firm offers diversified portfolio management, financial planning, and retirement services utilizing multiple program structures and investment strategies.

Lisa Greene is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, supporting clients in implementing and updating their plans.

Widmark Cano is a financial advisor at Edelman Financial Engines based in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Tmfs Advisors, LLC and Cross Coaching since 2015. Additionally, he is involved with Atlanta Cosmetology Educators. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, utilizing a committee-driven proprietary modeling process combined with planner delivery and online tools.