Kristin Crockett is a CFP®-designated financial advisor with Wells Fargo Advisors, based in Alpharetta, GA, and has 33 years of industry experience. She previously worked at Wells Fargo Clearing and Wachovia Securities, Inc. Crockett serves as treasurer of the Alpharetta Roundtable, a local business organization. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, utilizing proprietary research and tools to develop tailored recommendations across a broad range of planning areas.

Virginia King is a financial advisor with Primerica Advisors in Atlanta, GA, holding a Series 65 designation and 11 years of industry experience. She has been with Primerica Financial Services since 2014. Outside of her advisory role, she receives rental income from a property in Atlanta. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.

Chris Kim is a financial advisor at Edward Jones with six years of industry experience and a Series 66 designation. Prior to joining Edward Jones in 2025, he worked at Cetera Advisors LLC and Massachusetts Mutual Life Insurance Company. He has also held leadership roles in telecommunications companies, including CEO positions at Global Telecommunications, LLC and Phones Unlimited, Inc., both of which he still retains residual interests in but no active responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Syeda Farhat is a financial advisor at Morgan Stanley with 11 years of industry experience. She previously worked at Primerica Financial Services and JPMorgan Chase in various capacities. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models to support tailored financial plans.

Joseph Farrar is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked at Intercontinental Hotels Group. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors who deliver model-based investment recommendations supported by third-party asset managers.

Thomas Fliss is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. and Investment Professionals, Inc. He is based in Lilburn, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Joseph Paik is a financial advisor at Primerica Advisors with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, JP Morgan Chase Bank, JP Morgan Securities, and Wells Fargo Advisors. His other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited range of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Kadijatou Diallo is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities, Merrill, Bank of America, and TD Bank. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through dedicated advisors and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Richard Levine is a Series 66-licensed advisor with Ameriprise Financial Services, LLC, where he has worked since 2001, accumulating 25 years of industry experience. He is based in Suwanee, GA, and has spent his entire advisory career at Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing tax-aware retirement income planning.

Harshil Patel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank NA since 2013. Outside of his advisory role, he serves as a board member of the Derrick Landing Homeowners Association in Savannah, GA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services supported by research from Wells Fargo Investment Institute and third-party data.

Maria Rojas is a financial advisor at Primerica Advisors with six years of industry experience. She holds the Series 66 designation and has worked at Primerica Financial Services since 2019. Her background includes a period of full-time education prior to entering the financial industry. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with thousands of advisors and offices, using model-delivery strategies managed by unaffiliated asset managers and offering a range of investment approaches including strategic and tactical models.

Sebastian Salazar is a financial advisor at Edward Jones with 11 years of industry experience. Before joining Edward Jones in 2026, he spent 10 years at JPMorgan Chase Bank, NA. He holds Series 63 and Series 66 licenses. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jay D'meza is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Wells Fargo Advisors in 2022. D'meza has ownership interests in two investment-related businesses, Alpha Wealth Advisors LLC and Jata Wealth LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds, utilizing Wells Fargo’s research, planning tools, and multiple service channels.

Philomena Hatcher is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. She has been with Cetera Advisors LLC since 2013 and maintains a role as a partner at Ridgeline Realty Holdings, LLC. Outside of her advisory work, she has longstanding experience with the Atlanta VA Medical Center. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers multiple portfolio management and financial planning solutions through a large network of independent advisors and provides access to a variety of third-party and affiliated investment models.

William Castro Chacon is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2019. Prior to his current role, he worked at Primerica Financial Services and has experience outside the financial industry, including a position at Pepes Mexican Bar and Grill. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm utilizes third-party asset managers and provides a wrap-fee solution with a tiered fee structure.

Dorian Piekarz is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Before joining LPL Financial in 2026, he worked at Edward Jones for four years and Backbone International for one year. Outside of advising, he has participated occasionally in disaster relief efforts by transporting supplies to areas affected by natural disasters and has assisted community members with setting up LLCs and business licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of investment adviser representatives.

Guy Rush is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include a multi-year tenure at E*TRADE Capital Management and E*TRADE Securities, as well as over a decade with Publix Super Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, with a focus on tailored financial planning and a range of retail and institutional investment services.

Gregory Lewis is a financial advisor at Cetera with Series 63 and 66 licenses and 23 years of industry experience. His prior work includes roles at Cambridge Investment Research, Ameriprise, Transamerica Financial Advisors, Wells Fargo Clearing, and Mass Mutual Investors Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and third-party investment managers across various program structures and custodial relationships.

Courtland Seeger is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent two years at PwC. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Philip Barnes is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, Truist, Alex Quilis State Farm, and E*Trade Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by comprehensive research and analytics.