Bradley Chapman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and held roles at JPMorgan Chase Bank and Wells Fargo prior to that. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative analysis, with a range of affiliated implementation services and a notable capacity in derivatives and commodities trading.

Ki Shin is a financial advisor with Ameriprise in Duluth, GA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MetLife Securities. Outside of advisory work, he operates a CPA office and serves as CFO of a pediatric practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a retirement income service that provides annual planning advice focused on income sources and tax-aware withdrawal strategies.

Arturo Rodriguez is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, Invitations Plus, Inc., and Peter the Printer, Inc. Outside of his advisory work, he owns and operates The Art of Impressions LLC, a graphic design and printing business. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a large platform with over $671 billion in assets under management.

David Castellaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with Primerica Financial Services across two periods from 2011 to 2018 and from 2020 to present, and has been associated with Kaplan North American since 2018. His other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, focusing on a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Andrew Perlman is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a managing partner of family investment entities that hold interests in commercial real estate properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs and financial planning services for individual and institutional clients, managing approximately $2.74 trillion in client assets.

Joseph Schreck is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with Mass Mutual and its affiliate since 2016. Outside of his advisory role, Schreck serves as president-elect of NAIFA-Georgia, advocating for legislative and regulatory issues affecting advisors and their clients. 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, offering various specialized planning programs.

James Spooner is a financial advisor with LPL Financial in Monroe, GA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Ameriprise Financial Services, Edward Jones, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by research, technology tools, and a broad platform including advisory and non-advisory financial activities.

Heather Horan is a financial advisor at Primerica Advisors in Duluth, GA, holding a Series 66 designation with six years of industry experience. Prior to joining Primerica Financial Services in 2020, she worked at the International Fashion Academy, United Lex, and McKesson. Outside of advising, she receives non-investment compensation related to mortgage loan sales and home security and automation product referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies from third-party asset managers and offering a range of strategic, tactical, tax-managed, and income-distribution investment models.

Kristopher Peed is a financial advisor with Primerica Advisors in Duluth, GA. He holds the Series 66 designation and has one year of industry experience, having been with Primerica Financial Services since 2015. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Joseph Consolo II is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018, following five years at State Farm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors.

Reese Fick is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to his career in finance, he spent six years at Waffle House, Inc. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Cherry Mosienko is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning based on structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Troy Beckett is a financial advisor with Raymond James Financial in Winder, GA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at Beckett & Associates Investment Services, Inc. and a longstanding tenure at Raymond James Financial and Raymond James Financial Services. Outside of his advisory work, he plans to write children's books, participate as an extra in TV and movies, and pursue fused glass artistry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance efforts through a unique affiliation with a municipal advisor.

Erika Carper is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Wells Fargo Clearing Services since 2018 and has an extended history with Wells Fargo Bank NA dating back to 2012. Outside of her advisory role, she has partial ownership in Black Tie Cafe, a mobile coffee business serving special events. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kenneth Shipp III is a financial advisor with Edward Jones in Lawrenceville, GA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Robert Carter is a financial advisor with Primerica Advisors, holding a Series 66 credential and nine years of industry experience. His previous roles include positions at Invesco and Edward Jones. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, using model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, providing advisory services supported by third-party custodians and overlay managers.

Daniel London is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Questar Asset Management, Inc. for seven years before joining Primerica Financial Services in 2016. Outside of his advisory role, he has been involved with Creative Financial Partners in managing investment-related products and providing notary services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies created by unaffiliated asset managers. The firm supports its advisory services with a large network of financial advisors and emphasizes various portfolio models including strategic, tactical, and tax-managed approaches.

Donald Goldsmith is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Goldsmith serves as a board member for Home Repairs Ministries, a nonprofit focused on providing safe and accessible homes to metro Atlanta homeowners at no cost. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning that covers retirement, income tax, estate, business continuation, divorce, and special needs planning, without including implementation of recommendations.

Mark Blackwell is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2014. Outside of his advisory role, he works as an independent voice actor and is also involved in customer service at a grocery store. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lee Stebbins is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017, following prior roles at SunTrust Advisory Services and Truist Investment Services. In addition to his advisory work, Stebbins acts as an independent insurance agent through The Stebbins Bolen Group. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management options.