Jonathan Robson is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fsc Securities Corp for seven years. Outside of his advisory role, he serves as a trustee for a family insurance trust. OSAIC serves a diverse client base including retail and institutional investors, offering advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Peter Levy is a ChFC® credentialed financial advisor with Ameriprise in Canton, GA, bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Levity Wins LLC, a business related to his financial advisory practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Jeffrey Staley is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2007 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Zachary Grady is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding CFP®, ChFC®, and Series 66 designations and four years of industry experience. He has worked with MML Investors Services, LLC and MassMutual Life Insurance Co since 2021. Outside the financial industry, he was involved with Athens Entertainment Partnership LLC from 2016 to 2022. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning without discretionary investment authority.

Andrew Johnson is a financial advisor with Primerica Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at PFS Investments Inc. and AHS Trucking Inc., and he is currently involved with Radian Church. He also engages in sales of investment-related products and receives compensation for referrals related to home security and mortgage products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based strategies managed by unaffiliated asset managers and operates on a large scale with approximately $15.5 billion in assets under management.

Elizabeth Seabolt is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2013. Additionally, she is associated with Creative Financial Team, LLC, where she performs operations support. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs, with notable capabilities in municipal advisory and specialized retirement plan services.

Noel Updyke is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at National Life Group through A.P.O.Gee Financial Partners. Outside of finance, his background includes roles in the food service industry and self-employment as a DoorDash delivery driver. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on portfolios including mutual funds, ETFs, and ETPs.

Ryan Ogden is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*Trade Securities, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning services, managing approximately $2.74 trillion in client assets.

Rishab Singh is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities and developing strategies tailored to their short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unforeseen financial needs, providing clients with comprehensive financial advice and access to Bank of America specialists across various banking and financing solutions. Singh holds professional designations as an Accredited Wealth Management Advisor (AWMA) and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of South Carolina and a High School Diploma from Green Hope High School. He is also affiliated with the professional organization Phi Delta Theta. In addition to his professional work, Singh participates in community activities such as Habitat for Humanity.

Arthur Bush is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cambridge, he worked at MML Investors Services and MassMutual Life Insurance Company, and served in the Georgia Army National Guard from 2009 to 2020. Outside of his advisory role, he is an owner of VITA Financial LLC and involved with several other financial-related business activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

Ahmer Shah is a Series 66-registered financial advisor with Morgan Stanley in Alpharetta, GA, and has six years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as prior experience with Bank of America and Merrill. Before entering financial services, he spent over two decades at Telenet USA Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm employs structured planning tools and a broad suite of investment services, managing approximately $2.74 trillion in client assets.

Nathan Mckissick is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and possessing 14 years of industry experience. He previously worked with E*TRADE Securities LLC and E*TRADE Capital Management LLC for nine years before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and proprietary tools but does not offer individual security recommendations as part of standalone financial plans.

John David Ballance is a Senior Financial Advisor and Managing Director based in Alpharetta, Georgia, affiliated with Merrill Lynch Wealth Management. He has been in the financial services industry since 1997, with prior experience at Wachovia Securities before joining Merrill in 2008. John specializes in providing comprehensive financial guidance, including portfolio management through personalized or defined strategies that may incorporate individual stocks, bonds, Merrill model portfolios, and third-party investment options. John and his team follow a "client first" approach, developing tailored financial strategies tailored to each client's unique needs and life stages. They assist clients throughout their financial life cycle by evaluating financial situations, setting goals, implementing strategies, and conducting regular reviews. His expertise encompasses family wealth management, liquidity management, retirement planning, small business strategies, and retirement income solutions. He also collaborates with professionals to support clients with trusts, complex retirement strategies, and estate planning services. John holds a Bachelor's Degree from the University of Georgia and is a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved in his community through Northpoint Church and serves as a youth football coach. His approach emphasizes relieving clients of financial stress to help them lead fulfilling and successful lives.

James Murphy is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Primerica Financial Services and Foresters Financial Services prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Patricia Chilton is a Financial Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with clients to provide clarity for making informed financial decisions and collaborates with them to create plans that assist in navigating major life events. Patricia has been with Fidelity Investments since 2017, progressing through various roles including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Senior Financial Services Stock Plan Representative at E*Trade from 2016 to 2017.

Jeremy Hodges is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is currently affiliated with Cambridge Investment Research Advisors and owns MH Wealth Management, LLC. Prior to his current role, he was with Commonwealth Financial Network for nine years. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using various portfolio management and model-based solutions.

Crawford Long IV is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2017. His prior experience includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools to develop tailored financial plans.

Shannon Thomason is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. 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, including tailored financial planning supported by structured discovery tools and models developed by its Global Investment Committee.

Bikram Chandhok is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to his current role, he worked extensively at E*TRADE Capital Management and E*TRADE Securities from 2015 to 2023. Outside of finance, he is involved with Fire Maker Brewing Co, a restaurant and bar in Atlanta, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Avika Parlecha is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2024, Avika held positions across various companies including Life Time, Inc., Office Max, and The Balanced Blueprint. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.