Dena Crosby is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently with Mass Mutual Investors Services and has previous experience at Eagle Strategies, New York Life Insurance Company, Bank of America, and Merrill. Crosby holds a real estate license but does not actively practice as an agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements utilizing firm-approved software and includes specialized services such as divorce and estate-settlement planning.

Dorothy Welch is a financial advisor with Primerica Advisors in Suwanee, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. She has worked at Primerica Financial Services since 2015. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment services.

Erwing Landazabal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Fidelity and Primerica, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized manager solutions team.

Adam Sitz is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 21 years of experience in the financial services industry. He holds the position of Senior Vice President and Senior Portfolio Advisor, leveraging his expertise to guide individuals and families in achieving their financial goals. Adam is certified in the Merrill Investment Advisory Program since 2018 and holds the Personal Investment Advisor (PIA) designation. He specializes in personal retirement planning, portfolio management services, and retirement income strategies. Adam's approach involves creating customized financial strategies that align with his clients' unique needs, focusing on wealth preservation, distribution, and transfer to help establish a lifetime retirement income stream and legacy. Adam earned his bachelor's degree from Kennesaw State University. He is involved in community organizations such as the Veterans Empowerment Organization and the Emory-Children's Cystic Fibrosis Center of Excellence. Outside of his professional commitments, Adam enjoys adventure sports including biking and skiing, and values spending time with his wife Meghan and their two children, Elizabeth and Henry, in Sandy Springs.

Amit Patel is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Before joining Morgan Stanley, he worked at E*TRADE Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools.

Spencer Osei is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank N.A. and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Mark Lamprecht is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Cambridge since 2007 and previously worked at Ameriprise Advisor Services from 2003 to 2007. Outside of his advisory role, he owns Pulpit Supply Preachers, a nationwide directory connecting churches with preachers. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multibillion-dollar asset base across multiple platforms.

Raquel Valdez is a financial advisor at Primerica Advisors in Duluth, GA, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior work includes roles at Morgan Stanley, E*Trade Securities LLC, and Onepath. Outside of advising, she operates an online clothing resale business called Pretty Messy Closet. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies from unaffiliated asset managers and supports trade execution and custody through respected third parties, managing approximately $15.5 billion in assets under management.

Emmanuel Mirali is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds a Series 66 designation and has three years of industry experience. Before joining Morgan Stanley in 2022, his background includes roles in the hospitality industry. He is also the sole proprietor of Mirali LLC, an automotive and transportation customer service business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies.

Tina Garrison Nunez is a financial advisor at Primerica Advisors in Duluth, GA, with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Primerica Financial Services since 2014. She is involved in the management and operations of investment-related products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-driven investment strategies primarily delivered through its advisors.

Michael Silverio is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 66 credentials and totaling 20 years of industry experience. He worked at FSC Securities Corporation for 11 years before joining LPL Financial in 2018. Outside of his advisory work, Silverio is also involved as a managerial life coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with various strategic and tactical investment options and operational tools.

Matthew Maddox is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Morgan Stanley in 2023, he spent over a decade at E*TRADE in various capital management and securities roles. Outside of his advisory work, he runs Maddox Photography, focusing on professional photo production and editing. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through structured discovery and firm‑approved tools, managing approximately $2.74 trillion in client assets.

Jason Marshall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he has ownership interests in American Metal Technology, LLC and Fiberglass Unlimited, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicholas Pacheco is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with five years of industry experience. He has previously worked at E*Trade Securities and Wells Fargo & Co, and had an early career period at Subway. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

George Ferguson is a financial advisor with Cambridge Investment Research Advisors in Canton, GA, holding a Series 63 designation and 35 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011 and maintains a longstanding role at Ed Ferguson & Associates, Inc., a pension consulting firm he presides over. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Joshua Oser is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and three years of industry experience. Prior to joining Baird in 2024, he worked at firms including Raymond James Financial Services and Bank of America/Merrill Lynch. Outside of his advisory role, he works as an independent contractor creating and evaluating prompts for AI systems and completing surveys. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and utilizes both internal research and artificial intelligence tools in its advisory approach.

Michelle Bowen is a financial advisor with Wells Fargo Clearing in Cumming, GA, holding Series 63 and Series 66 designations and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2004. 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 through a large network of advisors and offers both brokerage and advisory solutions.

John Gomez is a Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in financial services. He specializes in advising high net worth clients, including executives, entrepreneurs, retirees, and families, on various financial matters such as retirement planning, business transitions, managing concentrated stock positions, coordinating multiple accounts, and legacy building. His client focus areas include college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Mr. Gomez holds a Bachelor of Business Administration degree in Finance & Investment from Baruch College, Zicklin School of Business. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of professional organizations such as Cross Pointe Church and Carepointe and participates in community involvement with Cross Pointe Church, Latin American Association, Latino Leadership Alliance, and NSHMBA. Fluent in both English and Spanish, Mr. Gomez's approach to financial advising is guided by principles of clarity over confusion, discipline over emotion, and long-term purpose over short-term noise. He aims to help clients make informed decisions and avoid costly mistakes by turning financial complexity into clarity so their wealth supports what matters most. His faith in Christ informs his service ethic, emphasizing trust earned through integrity, accountability, and doing what is right even when no one is watching. Outside of his professional life, he enjoys baseball, basketball, bowling, cooking, golfing, hiking, music, spending time with family, traveling, and watching movies.

Giovanna Godina is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, T. Rowe Price, and The TJX Companies Inc. Outside of her advisory work, she is involved in rental property management. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sara Gresham is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2015. Outside of her advisory role, she has a connection to a family-owned holding company and several spouse-operated businesses. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.