Wesley Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he leads clients through sophisticated wealth-management strategies aimed at growing, preserving, and transitioning assets across generations. He utilizes Merrill Lynch's global insights and resources to provide a comprehensive approach to wealth management. Wesley has experience advising a diverse range of clients, including executives, entrepreneurs, and multigenerational families. He helps clients navigate market cycles, significant financial milestones, and evolving long-term objectives. His expertise includes investment strategy, financial planning, and risk oversight. He holds a Bachelor's Degree from Georgia State University and holds professional designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC).

Ray Dotson is a financial advisor with Cambridge Investment Research Advisors based in Alpharetta, GA. He holds a Series 63 designation and has 28 years of industry experience, including over 18 years with Cambridge and extensive prior experience at Collner, Higgins & Anderson. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and discretionary and non-discretionary portfolio management tailored to client objectives.

Michele Jackson is a financial advisor with Robert W. Baird & Co. in Atlanta North Point, GA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Robert W. Baird since 2001. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kevin Latty is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and possessing 43 years of industry experience. He has been affiliated with Raymond James since 1990 and owns Latty Financial Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools and supports a broad advisor network with specialized municipal and public-finance services.

Gregory Ewing is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by approved tools and offers a broad range of investment and financial solutions.

Mason White is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at United Parcel Service, McDaniel College, and Austin's Restaurant Bar & Grill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 structured planning tools supported by its Global Investment Committee.

Olivia Jack is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and one year of industry experience. Before joining Morgan Stanley, she was involved with Pipoca Brazil, LLC as an officer and director of sales and marketing, a retail and online store business. Olivia also has prior experience working at Fogo de Chão and other financial advisory roles. 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 discovery processes and approved planning tools to guide financial planning without offering individual security recommendations as part of standalone plans.

Devon Reynolds is a ChFC®-designated financial advisor with 22 years of industry experience, currently affiliated with MassMutual Investors Services in Atlanta, GA. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2008. Outside of his advisory role, Reynolds co-owns The Triple P Farm, a venue rental and event coordination business. MassMutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning through collaborative, annual engagements using proprietary software tools and focuses on recommending investment strategies without discretionary authority.

Zach Kirby is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides personalized wealth management strategies designed to align with clients' individual goals, risk tolerance, liquidity needs, and broader life circumstances. He combines investment insights from Merrill with banking solutions from Bank of America to support clients through dynamic market conditions. Zach's expertise includes corporate executive services, executive compensation, family and international wealth management, liquidity and portfolio management, tax minimization, and services tailored to clients in sports and entertainment. His professional background spans business administration and psychology, professional athletics, entrepreneurship in technology startups, nonprofit operations, and corporate partnerships in professional sports. Zach holds a Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from Boston University, where he received an athletic scholarship, and completed a master's degree at Florida Atlantic University. Zach is bilingual in English and Spanish. Outside of work, he enjoys billiards, chess, cooking, reading, soccer, and spending time with his family.

Jillian Vasquez is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to joining Morgan Stanley, she had roles including employment with Gwinnett County Public School and The Waters Organization. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

William Wulfers is a CFP® professional with 21 years of industry experience. He has worked at Edward Jones from 2004 to 2025 and is currently with Raymond James Financial Services Advisors, Inc. He is also president of Luxury Wealth Advisors LLC, a support company working in partnership with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Steven Nootbaar is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 credential and has worked at several firms, including IP Financial Services LLC, Innovation Partners LLC, and Assured Partners of South Florida. Outside of his advisory role, he serves as a Business Growth Advisor at Baardon Services, LLC, focusing on maximizing business value as part of exit strategies. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

James Cushingham is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is the owner and performer of Energemata Poi LLC, an entertainment business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Anthony Van Gelder is a financial advisor with Cambridge Investment Research Advisors in Alpharetta, GA, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge, he worked at Philips Electronics Australia Limited for five years. Van Gelder serves as treasurer of the Alpharetta Rotary Club and is a board member of Futures Church. 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 advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

Brian Mcgill II is a CFP®-designated financial advisor with 18 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Kestra Investment Services and Redwood Wealth Management. His activities include operating under the DBA "John's Creek Financial" for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network. The firm offers a range of advisory programs and financial planning services, utilizing diverse investment strategies and technologies, including model portfolios and machine learning.

Nyasia George is a financial advisor at Edward Jones in Alpharetta, GA, with seven years of industry experience. She previously worked at J.P. Morgan Securities and Bank of America, and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary advisory strategies through a nationwide network of financial advisors and branch offices.

Kwanza Ellis is a financial advisor at Merrill Lynch Wealth Management, specializing in wealth management services for successful individuals and small businesses. She works with women and Sports and Entertainment professionals to help preserve their legacy. Kwanza's approach involves partnering closely with clients to understand their unique objectives and providing thoughtful guidance, disciplined planning, and ongoing support. Kwanza holds a Bachelor's Degree from the University of Florida and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is also a member of Sigma Lambda Gamma National Sorority Inc. Her expertise includes helping clients make informed decisions about their money and preserving their assets and estate. Outside of her professional work, Kwanza's personal interests include music, reading, and yoga. Her personal philosophy is to help clients uncover what matters to them and their families to create strategies that pursue their financial goals.

Brandon Cable is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 24 years of industry experience. He previously worked at E*TRADE Capital Management LLC and TD Ameritrade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Nicohlas Porter is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked at E*Trade Securities and has roles at DoorDash and as a music artist outside of his advisory work. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, focusing on tailored financial planning and employing firm-approved tools to support client outcomes.

Steven Naylor is a CFP®-designated financial advisor with 12 years of industry experience. He is currently affiliated with Morgan Stanley and has previously worked at E*TRADE Capital Management, Raymond James & Associates, and UBS Financial Services. Morgan Stanley Wealth Management delivers a wide range of advisory programs to individuals and institutional clients, offering 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.