Anthony Modica Jr. is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and over 35 years of industry experience. Prior to joining Wells Fargo Advisors in 2017, he worked at Bank of America and Merrill from 2009 to 2017. Outside of his advisory role, he is involved in family partnership land management and owns investment-related entities including an investment management firm that operates his financial practice. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory functions with a variety of financial products and referral channels.

Adam Ibrahim is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for six years before joining his current firm in 2022. Outside of his role at Wells Fargo Advisors, he has ownership interests in two investment-related businesses based in Alpharetta, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Christian Salhuana is a financial advisor at Edward Jones in Marietta, GA, holding CFP® and Series 66 credentials with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Steven Harvey is a financial advisor at Morgan Stanley with 18 years of industry experience. His prior work includes roles at E*TRADE Capital Management LLC and E*Trade Securities LLC beginning in 2012. He also serves in the United States Army Reserve as an observer coach and trainer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools.

Michelle Collazo is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to create personalized Recommendation Reports through a centralized consulting team.

Justin Field is a financial advisor at Morgan Stanley in Alpharetta, GA, with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Florida Financial Advisors, Jeff Field & Associates, Office Depot, HomeSmart Realty Partners, Georgia Gwinnett College, and NinjaKour. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm uses structured discovery conversations and firm-approved planning tools to develop plans, managing approximately $2.74 trillion in client assets.

James Bizzarro is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Securities America Advisors, Inc. and Securities America Inc from 1999 to 2024. Bizzarro is also a licensed insurance agent providing life and long-term care insurance. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering advisory and brokerage services, including comprehensive financial planning and managed portfolio programs. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and efficient frontier analysis.

Pamela Hoppe is a ChFC® with 39 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. She previously worked at MetLife Securities Inc. from 2015 to 2017 and has been affiliated with MassMutual Life Insurance Company since 2016. Outside of her advisory role, she is involved in insurance brokerage, specializing in individual life, health, and Medicare products. 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, with an emphasis on collaborative, goal-oriented planning and a range of event-driven services.

Robert Altizer is a financial advisor with Edward Jones in Roswell, GA, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. He has been with Edward Jones since 2002. 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 large network of financial advisors and branch offices.

Steven Kaufman is a Series 66-licensed financial advisor with Ameriprise Financial Services and has 14 years of industry experience. Before joining Ameriprise in 2026, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning a combined 15 years. Ameriprise Financial Services is a large institution serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Tyler Lott is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at New York Life Insurance Company and CrossCountry Mortgage, LLC, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes a structured financial planning process utilizing firm‑approved tools and serves clients through both direct individual plans and Corporate Financial Planning agreements.

Hailey Costello is a financial advisor with Thrivent Investment Management in Alpharetta, GA. She holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Thrivent, she worked at JP Morgan Chase Bank and Wells Fargo Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm offers holistic, goal-based financial planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Emily Elliott is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Her prior roles include positions at Marcus & Millichap Investment Sales and NAI Global, as well as work with the Mote Marine Center for Coral Reef Restoration. Morgan Stanley Wealth Management serves both individual and institutional clients, offering various advisory programs and tailored financial planning supported by firm-approved tools and market simulations.

Matthew Stucke is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase and Raymond James. Stucke serves as president and managing director of MacroCarpa Private Wealth and is a volunteer board member for Cambridge Girls Soccer, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes both affiliated and third-party investment solutions.

Rachel Wight is a financial advisor with Merrill in Alpharetta, GA, holding a Series 66 designation and six years of industry experience. She has worked at Merrill since 2019 and previously held roles in fitness and orthotics. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Shazia Punjwani is a financial advisor at Merrill with 10 years of industry experience. She holds Series 65 and Series 63 designations and has worked at Merrill since 2020. Prior to that, she was employed at SunTrust Advisory Services, Suntrust Investment Services, Inc., and Suntrust Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Nettuno is a financial professional with 36 years of industry experience currently affiliated with Cambridge Investment Research Advisors. He holds Series 63 and Series 66 licenses and has worked at Cambridge Investment Research Advisors since 2019. Previously, he spent 16 years at FSC Securities Corporation and has been involved with Nettuno & Associates, Inc. for over two decades. Outside of his advisory work, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm features proprietary model strategies through Founders Gate Capital and supports both discretionary and non-discretionary management across multiple platforms.

Constance Collins is a financial advisor with Merrill in Alpharetta, GA, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007. 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. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marisa Hayet is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. Her prior roles include positions at The Jaymar Group LLC and J.P. Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program.

Nickolas Wagner is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds the CFP® and ChFC® designations and has 13 years of industry experience. He has been with Mass Mutual Investors Services and affiliated entities since 2012. In addition to his advisory role, he works concurrently at PUBLIX. MassMutual Investors Services, LLC, a subsidiary of MassMutual, 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 using firm-approved software and offers a range of programs including educational seminars and event-driven planning services.