Jackson Daigle is a financial advisor with Fidelity in Marietta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at LPL Enterprise and Pruco Securities LLC. Outside of finance, he has worked as a bakery associate at Whole Foods Market. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios from mutual funds, ETFs, and ETPs.

Thomas Carlock is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Carlock is involved with the Wrestlers in Business Atlanta Chapter. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through a broad network and specialized advisory programs.

John Pence is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2025, he spent 22 years with The Strategic Financial Alliance, Inc. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation overseen by specialized committees to generate tailored retirement income recommendations.

Lisa Gravlee is a financial advisor at Edward Jones in Peachtree Corners, GA. She holds a Series 66 designation and has nine years of experience with Edward Jones, along with prior roles as a self-employed advisor and with FAST Mentoring. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

James Weymouth is a financial advisor at Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has worked at Raymond James since 2014 and previously spent 11 years at J.P. Morgan Securities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Christa Ross is a financial advisor with Merrill in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she serves as the Executive Sideline Director for the Alpharetta Junio Raiders Cheer program, a middle school cheer team. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Noah Brand is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses. He has been with Thrivent and its affiliates since 2025. Outside of financial services, Brand has experience managing small businesses in exterior cleaning and automotive repair. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic analyses covering a wide range of planning topics, with clients able to integrate planning with managed-account services under the WealthPlan billing option.

Matthew Joines is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously held roles at Kestra Financial, NFP Securities, and Veracor. Outside of his primary advisory duties, Joines provides consulting and coaching services as a Retirement Operations Specialist. Cambridge Investment Research Advisors serves a diverse clientele, including individual investors and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base across multiple platforms and custodians, supporting both discretionary and non-discretionary management along with proprietary model strategies.

Bryant Thomas is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at Byrd-Mclellan Agency, Inc. and The River Golf Club, as well as completing his education at Clemson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and uses structured financial planning tools supported by its Global Investment Committee.

James Reeves is a financial advisor at Morgan Stanley in Alpharetta, GA, with nine years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and E*TRADE in various advisory roles. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate partnerships.

Scott Johnson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at E*TRADE Capital Management LLC and Fidelity Brokerage Service LLC. Outside of his advisory role, he operates a DIY credit repair business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and established tools, and it offers diverse investment solutions alongside traditional wealth management services.

Cynthia Skaggs is a CFP®-certified financial advisor with 23 years of industry experience. She has worked at LPL Financial since 2011 and previously held roles at Securities America Advisors, Inc. and Veravest Investment Advisors, Inc. Skaggs manages fixed insurance needs for her clients through The National Benefit Corporation, acting as her general agent for insurance analysis and case management. 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, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives using a variety of strategies and research tools.

James Keel III is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 26-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

William Bearden is a financial advisor with MML Investors Services, LLC, a subsidiary of MassMutual, based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has four years of industry experience, including roles at MWA Financial Services, Modern Woodmen of America, Gwinnett County Public Schools, and the University of West Georgia. In addition to his advisory work, he is a partner and financial planner at Piedmont Strategic Advisors LLC. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools to analyze client goals and offers written recommendations through collaborative, annual planning engagements.

Elizabeth Walton is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley, she worked at AchieveIt and has been involved with Greater Atlanta Christian School. Outside of finance, she is an independent contractor with Select Model Management Atlanta, a modeling agency. Morgan Stanley Wealth Management provides advisory programs and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools but does not offer individual security recommendations as part of its standalone planning services.

Candice Smith is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011, including her current role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Tyler Legault is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2020, progressing from Financial Representative to Investment Consultant before his current position. Tyler works with a diverse clientele including retirees, young professionals, and widows or widowers. His approach focuses on building confidence in financial plans to help clients navigate changing lifestyles and economic conditions. Tyler emphasizes the use of visual tools to educate clients, aiming to help them stay focused and organized during regular check-ins and plan reviews. He holds a California Insurance License, supporting his ability to advise on insurance matters. Outside of his professional responsibilities, Tyler has interests in baseball, football, movies, pets, traveling, and volunteering.

Jack Norwood is a financial advisor at Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2025. His prior experience includes roles at George Pickett and Associates, State Street Corporation, and Blackbridge Financial, as well as involvement with White Sand Beach Association. Outside of finance, he was affiliated with Wears Woody for seven years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services through both direct and corporate financial planning agreements.

Christian Bratton is a CFP® certificant with six years of industry experience, currently serving as an advisor at OSAIC since 2023. Prior to joining OSAIC, he held roles at FSC Securities / The Legacy One Group and worked at Wellstar Cobb Hospital for seven years. Outside of advising, Bratton is involved as an insurance agent licensed to sell life, disability, and health insurance, and he holds supervisory responsibilities through Singletrack Financial LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization, supported by a range of investment programs and third-party manager options.

Maria Hawkins is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with UBS since 2012. Outside of her advisory role, she is the proprietor and owner of NicH Inversiones LLC, a company involved in real estate purchasing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.