Kaylene Seelos is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and E*Trade Securities. Fidelity’s 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Michael Lynch is a financial advisor at Merrill with 13 years of experience at the firm and a total of 10 years in the industry. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2016. Lynch serves as a finance committee member and advisory board member for the charitable organization Skate Like a Girl. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Gregory Wade is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial product options than many peers.

Aaron Newton is a Planning Consultant at Fidelity Investments, a role he has held since 2022. In this position, he works with clients to create, implement, and monitor financial plans tailored to their individual needs. With four years of experience in the financial advisory field, Aaron focuses on developing personalized strategies through one-on-one client relationships. His expertise centers on understanding clients' financial goals and assisting them in navigating their financial planning journey. Aaron brings a practical approach to financial consulting, emphasizing consistent collaboration and monitoring to adapt plans as needed. Outside of his professional work, Aaron has interests in baseball, cars, comedy, golf, and soccer.

William McQuaid is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1999. Outside of his advisory role, he is an agent with Piedmont Benefits Group, a health-related business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements using firm-approved analytical tools and offers specialized planning services such as divorce and estate settlement.

Edward Gordon is a CFP® professional with 20 years of industry experience. He has worked at Wells Fargo Advisors since 2025 and previously spent two decades at Edward Jones. He also teaches an investment module for CFP® classes at the University of Georgia. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations.

Johnathan Etherly is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC and maintains a long-term role at Ingles Markets Inc. outside the financial industry. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research.

Shane Wilson is a financial advisor with Merrill in Alpharetta, GA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at Merrill since 2013. 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 a variety of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jay Gentry is a financial advisor with LPL Financial based in Alpharetta, GA, holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors and OppenheimerFunds. Outside of his advisory work, he serves as treasurer for a local homeowners association. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Ernest Madyun is a financial advisor at Morgan Stanley with six years of industry experience. Before joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2018 to 2023. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer-sponsored financial planning agreements.

Joshua Windham is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo, he held roles at Ameriprise and several smaller firms and ventures. Outside of advisory work, his background includes entrepreneurial activities such as Windham Landscaping. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and uses research-driven, diversification-based investment strategies while offering both brokerage and advisory solutions.

Alexander Lee is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Morgan Stanley, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. He also has several years of experience at Auburn University and Mt. Paran Christian School. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and modeling techniques.

Allston Lewis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America Merrill Lynch and has held various roles including positions at Texas Christian University and Camp Greystone. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Casebolt is a financial advisor with Charles Schwab in Alpharetta, GA, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has been with Charles Schwab since 2003 and Charles Schwab Bank since 2005. 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 and offers multi-asset model portfolios with strategic asset allocations supported by in-house research.

Matthew Dion is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing in various capacities from 2009 to 2026. Dion also owns and operates MATT DION LLC, an independent financial practice based in Roswell, Georgia. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Kathryn Davis is a financial advisor at Wells Fargo Advisors with two years of industry experience. She previously worked at Edward Jones for four years and at John Ulmer CPA / LPL Financial for three years. Prior to her financial services career, she spent two years in real estate with Long and Foster. 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 using proprietary research and tools, with tailored recommendations delivered through meetings and summary letters.

Abdul Ayanwale is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at several firms including BMO Financial Group and Kanshe Info Tech. He also has experience as the sole proprietor of Suboy Auto Enterprise, an automotive and transportation business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm‑approved tools and market simulations.

Frederick Vanpatten is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999, including time with its predecessor Axa Advisors. Outside of his advisory role, Vanpatten volunteers to coordinate speakers and assist with registration for the Qualified Plan Southeast Conference and serves as a volunteer ambassador promoting community relations with local police and first responders. 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 LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Claudia Pineda Padilla is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at Avantax Advisory Services, Grace M. Williams CPA, PC, and multiple positions within Primerica-affiliated firms. Outside of financial advising, she works as an independent contractor for Instacart. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

David Halpern is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 43 years of experience in the financial services industry. He has been with Merrill Lynch for 25 years, currently based in the Atlanta/Buckhead office, where he serves high net worth individuals, families, and nonprofit organizations. Prior to Merrill Lynch, David spent 18 years with New York Life Insurance Company focusing on estate, charitable, financial, retirement, and investment planning for business owners and high net worth clients. David holds a Bachelor of Science degree in Business Administration from The Ohio State University. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a former President of the National Association of Insurance and Financial Advisors (NAIFA), Atlanta Chapter, and is a member of the National Association of Plan Advisors and the National Defense Industrial Association (NDIA). David and his wife, Jody, live in Milton, Georgia, and have four children. He is actively involved in community service, volunteering and fundraising for organizations focused on heart, cancer, and brain health research. Outside of work, David enjoys basketball, music, and spending time with his family.