Jeffrey Young is a CFA® charterholder with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2008. He owns Young Investment Management, LLC, a financial advice firm based in Atlanta. He also serves on the board of directors for the Mistral Condominium Owners Association in Inlet Beach, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using its research and planning tools to deliver tailored recommendations.

William Pettyjohn III is a Certified Financial Planner® with 33 years of industry experience, currently serving at Wells Fargo Advisors since 2015. He has ownership in BPC Wealth Management, LLC, where he is actively involved. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a large network of advisors, offering a broad range of planning solutions that include specialized services such as business-owner transition and special-needs planning.

David Cohen is a financial advisor at Wells Fargo Advisors in Atlanta, GA, with 18 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is a part-owner of BPC Wealth Management LLC and serves as an executor of an estate in Alpharetta, GA. Wells Fargo Advisors Financial Network provides investment and financial planning services to a range of clients, including individuals, trusts, and institutions. The firm offers a broad planning menu that covers various areas such as retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Jacob Boggs is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2015. He holds Series 63 and Series 65 licenses and is involved as a co-trustee for a family trust. Boggs also has partial ownership in BPC Wealth Management LLC, where he dedicates a significant portion of his time. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.

Arthur Sinkler is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked in various roles within Wells Fargo-affiliated firms since 2012. Outside of his advisory work, he owns Sinkler Investments LLC, a separate investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas like business-owner transition and special-needs analysis, supported by Wells Fargo research and tools, with flexible implementation options through brokerage or advisory programs.