Richard Miller is a financial advisor with American Wealth Management, Inc. in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with American Wealth Management since 1993. American Wealth Management serves individuals, including high-net-worth clients, as well as corporate pension plans, charitable institutions, and endowments, offering asset and portfolio management, financial planning, and investment management. The firm employs both tactical and strategic investment approaches using various analytical techniques and manages approximately $310 million in client assets.

Robert Jamison is a CFP® professional with 23 years of industry experience. He has been with Jamison Private Wealth Management, Inc., formerly Diversified Financial Planning, since 1998. The firm provides portfolio management and consulting services to a range of clients including individuals, pension plans, corporations, and charitable organizations. Jamison Private Wealth Management offers individualized investment plans primarily through direct equity selection and supplements them with other investment vehicles, managing approximately $1.05 billion across a small advisory team.

Laura Brannen is a financial advisor with MPWM Advisory Solutions LLC, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for five years and BBWH Insurors for four years. MPWM Advisory Solutions LLC provides investment advisory and related services to individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach combining fundamental analysis and modern portfolio theory, managing approximately $320.5 million in client assets.

Kevin Rainwater is a financial advisor at BlueChip Wealth Advisors LLC with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at BIP Wealth, Mercer Global Advisors Inc., Arkadios Wealth Advisors, Arkadios Capital LLC, ACG Wealth Inc., and Stancorp Investment Advisers, Inc. BlueChip Wealth Advisors serves individuals, businesses, institutional plan sponsors, and government entities, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a goal-based, customizable investment approach combining active and passive strategies and emphasizes documented planning deliverables and educational client sessions.

Wes Peterson is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Cetera and Regions Bank before joining LPL Financial in 2025. MPWM Advisory Solutions LLC provides investment advisory and related services to a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using fundamental analysis and modern portfolio theory, managing portfolios through a combination of in-house management, independent managers, and LPL-hosted platforms.

Lori Morell is a Series 65-licensed financial advisor at Thayer Partners LLC in Alpharetta, GA, with eight years of industry experience. She worked at Linder Financial Services for seven years following a 34-year career at Kimberly-Clark Corp. Thayer Partners serves individuals, high-net-worth clients, trusts, estates, other investment advisers, and retirement plans with customized wealth management, financial planning, retirement-plan advisory, and business advisory services. The firm employs a primarily long-term investment approach grounded in fundamental analysis and offers a broader range of consulting services, including fiduciary support for ERISA plans and business advisory tied to Profit First methodology.

Connor Wilkins is a financial advisor at Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 designation with two years of industry experience. Prior to joining Loftin Wealth Partners, he worked at River Club Golf Course and attended the University of Georgia. Loftin Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and corporations. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance using a combination of asset-allocation, dollar-cost averaging, and trading strategies, managing approximately $344.5 million in discretionary assets for about 387 clients as of early 2026.

David Harvey is a financial advisor with Loftin Wealth Partners in Johns Creek, GA, holding a Series 65 credential and six years of industry experience. He has worked at GER Loftin Wealth Advisors, LLC since 2020 and concurrently has a long-term employment history with American Airlines beginning in 1992. Loftin Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and corporations. The firm customizes portfolios based on clients’ objectives, time horizons, and risk tolerances, employing a range of strategies including asset allocation, dollar-cost averaging, and tactical trading approaches.

Philip Petersen is a financial advisor with MPWM Advisory Solutions LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes roles at LPL Financial LLC, Woodbury Financial Services Inc., Allianz Life Financial Services LLC, and Curian Capital, LLC. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm utilizes a long-term, diversified investment approach combining firm-managed models and independent managers, and sponsors a bundled wrap fee program integrated with LPL Financial platforms.

Gregory Wilson is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at SFS Financial Inc. since 2000 and at Triad Advisors, Inc. from 2005 to 2018. Wilson is also the owner of Benefit Resources LLC, an insurance business specializing in group employer benefits and life insurance. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, offering portfolio management, financial planning, employer retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Gary Klaric is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Triad Advisors LLC, GER Loftin Wealth Advisors, and Integrated Financial Advisory, Inc., where he also owns and operates an insurance agency specializing in fixed and life insurance. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, offering portfolio management, financial planning, and access to third-party strategies.

William Saville is a CFP® professional with eight years of experience at Starr-Mathews Financial, LLC, where he has worked since 2017. Prior to that, he spent 24 years at Regions Bank. Starr-Mathews Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and qualified retirement plan services. The firm employs a long-term investment approach with written Investment Policy Statements and offers a wrap-fee program alongside managed accounts.

Matthew Duncan is a financial advisor at Donaldson Capital Management LLC with 21 years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at firms including TD Ameritrade, Fis, Fisher Investments, and E*TRADE Advisory Services. Donaldson Capital Management serves individual and institutional clients, offering investment management, financial planning, and retirement-plan services. The firm employs a model-driven investment approach with proprietary portfolio strategies emphasizing dividend-paying equities and fixed income.

Thomas Gay is a Series 66-licensed financial advisor with 27 years of industry experience. He is currently with Merit Financial Advisors and previously worked at Purshe Kaplan Sterling Investments, Dasher & Padgett Financial Advisors, Inc., Invest Financial Corp., and Merrill. Gay also serves as Secretary on the board of the Kiwanis Club of Dougherty County, a nonprofit organization. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, including high-net-worth clients, as well as employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach with both internal and third-party portfolio management, offering discretionary and non-discretionary account options through a network of investment adviser representatives.

Patrick Dotts is a financial advisor at RFG Advisory, LLC in Alpharetta, GA. He holds a Series 65 designation and has over 13 years of industry experience, including a long tenure at Soliant. RFG Advisory serves a diverse client base ranging from individual and high-net-worth investors to retirement plans and select institutional clients, offering a range of investment advisory and planning services. The firm employs a primarily discretionary investment approach that includes model portfolios, direct indexing, and access to alternative investments, while also acting as a sub-adviser to multiple ETFs and serving municipal and investment company clients.

Mariah Wisely is a financial advisor at Axxcess Wealth Management, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Axxcess Wealth Management since 2018, with prior roles at Peachtree Wealth Strategies and State Farm. Outside of finance, she was involved with Lake Lanier Island Resort’s Sunset Cove Beach Cafe and Club for six years. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers customized multi-asset portfolios and supports third-party managers through its distinctive Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities.

Michael Sava is a CFP®-certified financial advisor at Synovus Securities, Inc. in Alpharetta, GA, with 25 years of industry experience. His prior roles include positions at Merrill, FirsTrust LLC, and Wiser Wealth Management, among others. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and brokerage services. The firm employs portfolio management through discretionary and non-discretionary programs on the Envestnet platform, using client risk tolerance to guide asset allocation and manager selection.

Daniel Mowery is a financial advisor at Gibbs Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America, PRUCO Securities, and several other firms. Outside of his advisory role, he is also involved in the sales of Medicare Supplement policies. Gibbs Wealth Management provides discretionary investment advisory services primarily through advisor-directed Model Management programs that utilize third-party platforms and strategists to manage model portfolios for individual and high-net-worth clients.

John Richter Jr. is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at multiple firms, including TD Ameritrade, Charles Schwab, and Merrill. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm’s investment approach focuses on long-term, diversified asset allocation using centrally managed portfolios overseen by an internal investment management team, with additional support from third-party managers and sub-advisers.

Walter Storm III is a financial advisor with StoneX Advisors Inc. in Alpharetta, GA, holding Series 63 and Series 66 licenses and with 46 years of industry experience. He has worked with StoneX Advisors Inc. since 2021 and has been with StoneX Securities Inc. since 1991. In addition to his advisory role, he serves as CFO of Walter E. Storm & Associates, Inc., a financial services business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a combination of independent advisors, proprietary models, and third-party managers, supported by integrated platforms and affiliate resources within the StoneX Group.