John Nuckolls is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior roles include positions at Merrill, Bank of America, N.A., and BB&T. Outside the financial sector, he has worked at Carrabba's Italian Grill and Lipsey Logistics. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joseph Leigner is a financial advisor with Osaic Wealth, Inc. in Alpharetta, Georgia, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Osaic in 2023, he spent 14 years with Sagepoint Financial, Inc. He serves as a board member for the National Association of Insurance and Financial Advisors (NAIFA) Georgia chapter and is a partner at HR1, a company providing payroll services, HR support, and employee benefits. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across diverse investment products.

Kelly Ellis is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Kelly worked in healthcare-related roles including positions at Stout Healthcare, Georgia Luna Care Physical Therapy, Wellstar Health System, and Aegis Therapies/Sava Senior Care. Kelly holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Thomas Lee is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. He has been with LPL Financial since 2018 and has also worked in communications and academia at the University of Georgia and the University of Tennessee. 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 through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Brock Balis is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at Morgan Stanley and E*TRADE Securities LLC. His credentials include Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research from its Chief Investment Office to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, futures commission merchant, and providing custody and capital markets services.

Ajay Anand is a CFP® professional with nine years of experience in the financial services industry. He is currently with OSAIC, having joined in 2025, and previously worked at Kovack Advisors, Inc., Kovack Securities, Inc., and Royal Alliance Associates, INC. Outside of his advisory role, he manages business operations for a child care facility through an LLC. OSAIC serves a diverse range of clients, including individual investors, institutions, and charitable organizations, offering brokerage and advisory services supported by multiple platforms and third-party managers. The firm employs various investment tools and strategies to construct portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Jonathan Stuckey is a financial advisor with Cetera holding a Series 66 designation and two years of industry experience. He is also associated with Weeping Oaks Holdings, doing business as Cornerstone Private Client Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Peter Lincoln is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Financial Services since 2016. Outside of his advisory role, he serves as president of Lincoln Construction Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

Maira Iqbal is a financial advisor at Ameriprise with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank NA, and SunTrust Bank. Based in Atlanta, GA, she has been with Ameriprise since 2021. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Howard Burke is a financial advisor with Equitable Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he owns and manages a direct marketing business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers. The firm employs a hybrid referral and implementation model, utilizing multiple advisory platforms and offering both discretionary and non-discretionary investment services.

Amy Jones is a financial advisor at OSAIC with 22 years of industry experience. She previously worked at Woodbury Financial Services, Inc. for 13 years before joining her current firm. Outside of finance, she operates a sole proprietorship designing and selling University of Georgia game day apparel and accessories on Etsy. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with access to various third-party managers and uses firm-provided tools to construct and manage diversified portfolios.

Alfredia Lewis is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2011. Outside of her advisory role, she is an owner of F & L Investment Properties, Inc. and serves as a board member for Families First, a nonprofit organization focused on supporting families facing complex challenges. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lisa Vacante is a Series 65–licensed financial advisor with Primerica Advisors in Duluth, GA, and has 21 years of industry experience. She has been affiliated with Prim Finan SRVS since 1990, totaling 36 years in related financial services. Her other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight and authority over the investment models offered.

Thomas Logan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he serves as CEO of TRL Financial Services, LLC, a company formed to conduct his independent contracting business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools to model potential outcomes and supports its broad network of advisors through a range of advisory programs and targeted consulting services.

Jeremy Mauldin is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 26 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Outside of his advisory role, he owns land in Stephens County, GA, planned for timber replanting and future harvest. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Charles Clements is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Cetera since 2025. He previously worked at Avantax Advisory Services and related entities for 28 years. Outside of his advisory work, he owns and operates a tax preparation and accounting business and manages a family-owned tree farm in Georgia. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a multi-manager platform for independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with portfolio management, financial planning, and access to third-party money managers. The firm offers a variety of discretionary and non-discretionary program options across multiple custodial relationships.

Derek Murphy is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and four years of industry experience. His career includes roles at E*Trade Securities and Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and a structured planning process.

Sarah Harris is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes positions at Bank of America and DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers and provides trading, account administration, and custody support.

Raymond Harrison is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Outside of his advisory role, he is an independent performing artist and songwriter with Far Out Family LLC and serves as an officer in a real estate business focused on renovating and selling affordable homes. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured planning tools and research from its Global Investment Committee.

Paige Rossi is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. Her prior firms include Commonwealth Financial Network and Avantax Investment Services. Outside of advising, she owns Paige Rossi, LLC, which provides tax preparation services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized employer advisory programs.