Kirk Welcome is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and 25 years of industry experience. His work history includes prior roles at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory role, he serves as an ambassador and member of the Conyers Rockdale Chamber of Commerce, participating in community networking and events. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessment and a broad selection of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Alison Johnson is Vice President and Wealth Planner at Fidelity Investments, where she has been serving since 2018. She engages families in a holistic manner, connecting their broader life circumstances to their long-term financial well-being. Her career at Fidelity Investments spans over a decade, beginning as a Financial Representative in 2006. She advanced through roles including Relationship Manager, Investment Consultant, and Financial Consultant before her current position. This progression reflects her extensive experience in wealth planning and client relationship management. Outside of her professional role, Alison's personal interests include attending concerts, exploring culinary experiences, playing golf and tennis, traveling, and parenthood.

Charles Ikner is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in a range of client focus areas including education planning, employee benefits planning, family wealth management strategies, services for defined benefit plans, international wealth management, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Mr. Ikner has over six years of banking experience and more than eight years of business and management experience. He holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University System of Georgia and is proficient in both English and Spanish. Beyond his professional commitments, Charles enjoys baseball, basketball, boxing, cooking, football, hiking, music, soccer, spending time with his family, and traveling. His mission is to provide personalized financial guidance that helps individuals and families make confident decisions, build lasting wealth, and achieve their most important goals.

Sarah Peters is a financial advisor with Primerica Advisors, holding a Series 66 designation and 11 years of industry experience. She has been with Primerica Financial Services since 2015. Peters is also 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 thousands of advisors and offices, delivering advisory services primarily through model-driven strategies created by unaffiliated asset managers.

Jairus Bethel is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked in various roles including at ProCare Therapy, Primerica, and served five years in the United States Navy. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, offering advisory services without individual security recommendations in standalone plans.

Terence Dowling is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Country Capital Management Company for nine years before joining Morgan Stanley and its Private Bank division. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Glenn Williams is a financial advisor with OSAIC based in Atlanta, GA, holding CFP® and ChFC® designations and over 39 years of industry experience. Prior to joining OSAIC in 2024, he spent 21 years with Woodbury Financial Services, Inc. He is also president of U.S. Planning Group, Inc., where he supervises and provides coaching for registered representatives and investment adviser representatives. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a comprehensive range of investment solutions supported by proprietary tools and third-party resources.

Elizabeth Sims is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2009. Outside of advisory work, she owns Wanderlust! Experiences, a company that plans exclusive travel experiences for small groups, and serves as president of the Glenridge Estates HOA in Atlanta. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Deacon Broda is a financial advisor at Wells Fargo Advisors in Atlanta, GA. He holds Series 63 and Series 65 designations and has one year of experience in the financial industry. Prior to joining Wells Fargo Advisors, he worked in logistics and education roles. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, and niche planning areas, using proprietary research and tools to develop tailored recommendations.

Jeremy Adams is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63, Series 65, and Series 66 designations and 11 years of industry experience. His career includes roles at Merrill and Wells Fargo Bank NA, alongside a two-year period as a self-employed construction and remodeling professional. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a broad client base.

Steven Grosswald is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he serves as President of the Dunwoody Homeowners Association and participates on finance and investment committees for local nonprofit organizations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Dayna May is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019. Prior to that, she was employed by J.P. Morgan Chase Bank and J.P. Morgan Securities LLC from 2012 to 2019. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including customized financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools to develop comprehensive financial plans.

Jonathan Lewis is a financial advisor at Ameriprise with 23 years of industry experience. He previously worked at South State Bank and LPL Financial, LLC for ten years each. Outside of his advisory role, he owns Ultimate Racing Helmets, LLC, a retail business based in Jefferson, GA. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Scott Mackall is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005 and holds a Series 63 designation. Outside of his advisory role, he is involved in a business that provides expense management and personal services. Ameriprise serves clients primarily through its retirement-income planning service for individuals with substantial investable assets, offering tailored recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions.

Wyatt Duncan is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Morgan Stanley for three years and has held roles at Bank of America and CIBC Private Wealth US. Outside of finance, he has experience working in the restaurant industry at Mo'Nelisa Italian Restaurant and Pizzeria. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Walker is a financial advisor with Edward Jones in Alpharetta, GA, holding a Series 66 designation and 13 years of industry experience, all of which has been with Edward Jones. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Fran Jones is a financial advisor with Merrill, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Prior to joining Merrill in 2022, Fran worked at Ameriprise and Bank of America, N.A., and has experience in home furnishings and nonprofit work with the Princeton Education Foundation. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Monica Demichele is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Her previous work includes a role at CARE DAILY AI and freelance work from 2016 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a broader range of financial products than typical large institutional advisers.

Joseph Szathmary is a financial advisor at Charles Schwab with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab and its affiliated entities since 2017. Prior to that, he was with Newport Group, Inc. and Newport Group Securities, Inc. for a combined seven years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

James Rohrer is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to his current role, he worked at MassMutual Life Insurance Company and was involved with Earth Wall Products and Kennesaw State University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, with a planning approach that emphasizes collaborative, goal-focused analysis using firm-approved software.