Michael Fields is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to his current role, he worked at Park Avenue Securities for seven years. He serves as a committee member of the Cartersville Development Authority and is treasurer on the finance committee of Heritage Baptist Church in Cartersville, GA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Michael Reeves is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Morningstar Investment Services, First Citizens Investor Services, and First Horizon Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research and multiple portfolio management options.

Kristin Pinyan is a CFP® with 26 years of industry experience. She is affiliated with Cetera and has been associated with Cetera Advisors LLC since 2013. In addition to her advisory role, she owns and operates Financial Assets, Inc., a financial services business, and is involved in landscape design. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, utilizing a range of program structures and manager options.

Rajan Bedi is a Planning Consultant at Fidelity Investments. In this role, he partners with clients to align Fidelity's approaches to their goals, concerns, and priorities. He has held the position of Planning Consultant at Fidelity Investments during the year 2026. Outside of his professional life, Rajan has interests in baseball, comedy, social events with friends, soccer, and traveling.

David Vanhorn is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 17 years of industry experience. Prior to joining Wells Fargo in 2023, he worked at UBS Financial Services for 15 years. Outside of his advisory role, he has ownership interests in several investment-related entities, including a family real estate holding corporation and private practices. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including cash-flow, retirement, and specialized planning, utilizing proprietary research and tools to develop tailored recommendations.

Jeffery Gardner is a CFP® professional affiliated with LPL Financial, with 25 years of industry experience. He has worked at LPL Financial since 2019 and held previous roles at Allianz Global Investors and Nationwide Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by proprietary and third-party research.

Zachary Bratz is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 66 credentials and possessing seven years of industry experience. He has been with Wells Fargo Bank NA since 2015 and Wells Fargo Clearing since 2018, both based in Cartersville, GA. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Alan Smith is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2009. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

Leslie Bell is a Planning Consultant at the Alpharetta Investor Center, where she collaborates with Financial Consultants and VPFCs to support current and prospective clients. Her role involves partnering with clients through various life events to provide professional service and guidance tailored to their financial needs. Leslie has experience in multiple roles within Fidelity Investments, including Relationship Manager and Financial Representative, and has prior experience as a Customer Service Representative II at United Community Bank. This background provides her with a foundation in client relations and financial services. Outside of her professional work, Leslie is involved in family activities, fitness, social events with friends, caring for pets, running, and volunteering.

Christopher Foley is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at Apple Inc. and Fleming's Prime Steakhouse & Wine Bar. Outside the financial industry, he has been involved with GEP Talent Services, LLC, a company associated with acting residuals in Burbank, California. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment vehicles.

Kelly Amato is a financial advisor with Raymond James & Associates in Milton, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Raymond James in 2023, Amato worked at StanCorp Investment Advisers, StanCorp Equities, and Standard Retirement Services from 2016 to 2023. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Stephen Harrison is a financial advisor with LPL Financial in Woodstock, GA, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Metlife Securities Inc., New England Securities, and Equitable Advisors. Outside of his advisory work, he serves as a girls' high school lacrosse referee on a part-time basis. LPL Financial serves a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources along with advanced technology.

Patrick Ballance is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a range of financial topics including investing, retirement planning, and saving for unexpected events. Patrick also facilitates access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University System of Georgia. Patrick's approach involves understanding clients' priorities to offer ongoing advice and support as their needs evolve.

Massod Jamshidi is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2022 to 2024. His earlier experience includes positions at E*TRADE Financial, where he worked as a Financial Consultant from 2017 to 2022, a Branch Service Representative from 2016 to 2017, and a Senior Financial Services Representative from 2015 to 2016. Throughout his career, Massod has focused on developing customized financial plans that align with his clients' unique needs and goals. He emphasizes close communication to monitor and update financial strategies as life events occur, aiming to help clients successfully reach their financial objectives.

Barrett Brightwell is a Wealth Management Advisor at Merrill Lynch Wealth Management who specializes in Private Wealth Management for families and Corporate Retirement Plans. He has over 17 years of experience in customizing wealth strategies, with expertise in areas such as family wealth management strategies, legacy planning, philanthropic and values-based investing, tax minimization, and services for endowments, foundations, and non-profits. Barrett holds multiple professional designations, including Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated from the University of Tennessee at Chattanooga with a double major in Finance and Economics, attending on a full athletic scholarship and lettering four years as a tight end on the football team. Residing in Buckhead with his wife Rachael and their two sons, Barrett actively participates in competitive tennis through the United States Tennis Association (USTA) and Atlanta Lawn Tennis Association (ALTA). In addition to tennis, his personal interests include football, golf, music, reading, running, skiing, soccer, and traveling. Barrett emphasizes a holistic approach to financial advising with a focus on connecting all aspects of clients’ financial lives to help prioritize and pursue their most important goals.

Donna Litty is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has worked at multiple Cetera affiliates since 2025 and spent eight years at Triad Advisors, Inc. prior to that. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals across wealth levels, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Stephen Marcopulos is a financial advisor with Charles Schwab, holding a Series 66 designation and having 10 years of industry experience. He has worked at Charles Schwab since 2015 and Charles Schwab Bank since 2017. 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 offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Paul Fernandez is a financial advisor at Edward Jones in Canton, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the United States.

Stephen Mckinley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since August 19, 2013. Stephen holds several professional designations, including Certified Portfolio Manager (CPM), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is registered with FINRA-Series 7 and 66. Stephen earned his Bachelor's and Master's degrees from The University of Alabama, obtaining a Master's degree in Applied Economics from its Manderson Graduate School of Business with honors. His expertise focuses on delivering wealth management services that address complex financial decisions and simplify clients' lives to help them achieve their financial goals and desired lifestyles before and during retirement. His client focus areas include College Education Planning, Corporate Executive Services, Executive Compensation, Equity Compensation Services, Family Wealth Management Strategies, Legacy Planning, LGBT Wealth Planning, Managing New Wealth, Personal Retirement Planning, and Women and Wealth. Stephen lives in Brookhaven with his wife Katie and their family. Outside of his professional work, he enjoys adventure sports, boating, football, golfing, music, skiing, and spending time with his family. In 2023, he was named to the Forbes "Best-in-State Wealth Management Teams" list as a member of The Snider Team.

John Mchale is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc from 2014 to 2023 before joining Wells Fargo Advisors. He is involved with several investment-related private companies, including JECU LLC, Mchale Group LLC, and 1858 Haven Private Wealth LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory with other financial product sales and referral channels.