Levi May is a financial advisor with Diversified, LLC in Alpharetta, GA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Diversified, he worked with Florida Financial Advisors and Delaware North. Diversified, LLC provides financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth clients, and retirement plans. The firm employs a comprehensive planning process combined with tailored portfolio strategies and offers services such as discretionary and non-discretionary asset management, retirement plan advisory, and participation in third-party advisory programs.

John Glover Jr. is a financial advisor with LPL Financial based in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been affiliated with LPL Financial since 2009 and is also involved with Wellspring Wealth Management LLC and PlanMark Financial Group, serving in leadership roles. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of financial planning, model-portfolio advisory programs, and third-party asset management solutions through a large network of investment adviser representatives.

Francis Schafer is a Series 65-credentialed advisor at United Capital Management of Kansas, Inc. with one year of industry experience. His background includes a 20-year tenure with the US Army and roles in tutoring and tree service. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to constructing diversified portfolios and offers services including financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

Mark Lloyd Sr. is a Series 65-licensed financial advisor with 17 years of industry experience. He is principal at The Lloyd Advisory Group and has been involved with The Lloyd Group, Inc. since 1995. Outside of his advisory role, he owns a marketing company that provides public speaking on financial industry training and education. The Lloyd Advisory Group offers discretionary investment management and financial planning primarily for individual clients and personal trusts. The firm employs a three-bucket investment approach focusing on growth, income, and fixed insurance-based assets, utilizing third-party model portfolios and money managers through AE Wealth Management’s platform.

Christine Kopin is a Series 66-licensed financial advisor at Power Wealth Management with four years of industry experience. She previously worked at Morgan Stanley and E*TRADE in various roles. Outside of finance, she engages in freelance fashion, portrait, and bridal illustration. Power Wealth Management serves individuals, estates, and trusts by providing holistic wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $430 million in discretionary assets through a team of seven advisors and offers educational workshops and retirement-plan consulting.

Robert Jamison Jr. is a CFP® with 20 years of industry experience, currently serving at Jamison Private Wealth Management, Inc. since 2006. Prior to this, he worked at Citigroup Global Markets for one year. In addition to his advisory role, he was elected mayor of Milton, Georgia, in 2021 and presides over the city council meetings. Jamison Private Wealth Management provides discretionary and non-discretionary portfolio management and consulting services to individuals, institutions, and charitable organizations. The firm develops individualized investment plans focused on direct equity selection and employs a range of trading strategies, managing approximately $1.05 billion across a small advisory team.

James Morris is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He has been with The Lloyd Advisory Group since 2009 and previously worked at JB Financial Advisors, Inc. from 2008 to 2019. Morris is also an insurance agent involved in the sale of insurance products through The Lloyd Group, Inc. The Lloyd Advisory Group provides discretionary investment management and financial planning services primarily to individual clients and personal trusts. The firm utilizes a three-bucket investment approach incorporating growth, income, and fixed insurance-based assets, and relies on third-party model portfolios and money managers accessed via AE Wealth Management’s platform.

Charles Shiver is a financial advisor at Arkos Global Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Rubicon Global prior to joining Arkos. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis alongside internal and external research to build diversified portfolios, serving both retail and high-net-worth clients.

Jack Miller is a CFP® and Series 65 credentialed advisor at Jamison Private Wealth Management, Inc. in Milton, GA, with three years of industry experience. His background includes roles at Homrich Berg Wealth Management and Crossroads Strategy Group LLC, as well as work at the University of Georgia. Jamison Private Wealth Management offers discretionary and non-discretionary portfolio management and consulting services to a range of clients including individuals, pension plans, corporations, trusts, and charitable organizations. The firm emphasizes individualized investment plans, primarily using fundamental analysis for direct equity selection, and manages approximately $1.05 billion in assets across a small advisory team.

Colby Wheeler is a financial advisor at Wealth Science Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Science Advisors, he worked at The Home Depot and has an academic background from The University of Alabama. Wealth Science Advisors serves primarily individual and family clients with discretionary portfolio management and financial planning. The firm integrates traditional asset allocation and modern portfolio theory with behavioral assessments, using proprietary tools like the Wealth Science Assessment and its “Money Happiness” concept to guide investment plans.

Antonio Maselli is a financial advisor at Weaver Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The Home Depot and DecisionLink, among other roles. Weaver Capital Management serves individual clients, including high-net-worth families, as well as employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary investment management and comprehensive wealth management with a long-term, value-oriented investment approach, and employs tactical risk-management tools on a discretionary basis.

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.

Sandra Murray is a financial advisor with Northwest Investment Advisors, Inc. in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Northwest Investment Advisors since 2014 and is also a tax preparer, bookkeeper, and an artist producing oil paintings and semi-precious jewelry through her business, Murray Fine Arts & Antiques. Northwest Investment Advisors, Inc. provides personalized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million for about 95 clients, tailoring portfolios using fundamental analysis and a combination of long-term, short-term, and trading strategies, typically on a non-discretionary basis.

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.

Landon Morgan is a financial advisor at Legacy Partners Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Legacy Partners, he worked at Thompson & Thurman Financial, C1 Insurance Group, and Pierce Tax Service. Legacy Partners Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, and business clients. The firm uses model portfolios based on Modern Portfolio Theory and offers additional services including company-sponsored retirement plan management and a college-planning service that provides workshops and individual counseling.

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.