Michael Bates is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He has been serving as a financial advisor since 2000, bringing over two decades of experience to his role. Prior to joining Merrill Lynch, he spent ten years working in the Commercial Insurance brokerage industry. Michael specializes in planning-based asset management with a focus on retirement, educational savings, and estate planning for high net worth individuals and families. His expertise includes legacy planning, liquidity management, personal retirement planning, portfolio management services, and retirement income. He provides personalized financial strategies developed through one-on-one consultation designed to help clients pursue their long-term goals. He holds a Bachelor's Degree from the University of Tennessee and carries the Personal Investment Advisor (PIA) designation. Michael is also involved in the community through his participation in the Rotary Club of Forsyth County and Habitat for Humanity. He resides in Cumming with his wife Susan and enjoys running, tennis, and spending time with his family.

Mitchell Siegel is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He partners with Fidelity's high-net-worth clients and families to provide tailored financial planning and wealth strategies. Prior to his current role, Mitchell held several positions at Fidelity, including Investment Consultant, Planning Consultant, Relationship Manager, and Trade Execution Specialist III. Before joining Fidelity, he worked as a Retirement Services Representative at Merrill Lynch from 2018 to 2019. Mitchell holds the Certified Financial Planner (CFP) designation. He is married and recently welcomed his first child, experiences that have deepened his appreciation for long-term financial planning. Outside of work, Mitchell enjoys baseball, football, tennis, social events with friends, and is a pet owner.

Candace Mills is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has previously worked at CUNA Mutual Group and CUNA Brokerage Services, Inc. Mills is based in Milton, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs alongside brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Charles Ikner is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in a range of client focus areas including education planning, employee benefits planning, family wealth management strategies, services for defined benefit plans, international wealth management, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Mr. Ikner has over six years of banking experience and more than eight years of business and management experience. He holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University System of Georgia and is proficient in both English and Spanish. Beyond his professional commitments, Charles enjoys baseball, basketball, boxing, cooking, football, hiking, music, soccer, spending time with his family, and traveling. His mission is to provide personalized financial guidance that helps individuals and families make confident decisions, build lasting wealth, and achieve their most important goals.

William Metzner is a CFP® professional at Equitable Advisors with eight years of experience in financial advisory roles. His career includes seven years at Stifel Independent Advisors and prior positions at SunTrust Robinson Humphrey and Stifel. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and various asset management programs. The firm emphasizes personalized client assessment and uses a combination of proprietary and third-party advisory models for investment management.

Wyatt Duncan is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Morgan Stanley for three years and has held roles at Bank of America and CIBC Private Wealth US. Outside of finance, he has experience working in the restaurant industry at Mo'Nelisa Italian Restaurant and Pizzeria. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Simon is a financial advisor at Edward Jones in Canton, GA, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Fran Jones is a financial advisor with Merrill, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Prior to joining Merrill in 2022, Fran worked at Ameriprise and Bank of America, N.A., and has experience in home furnishings and nonprofit work with the Princeton Education Foundation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Boyd Dailey is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2020, progressing through roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Credit Analyst at United Community Bank from 2018 to 2020. Boyd works with high net worth clients to co-create and implement financial plans tailored to their individual situations and goals. He emphasizes the importance of a solid financial plan in achieving financial peace of mind. Outside of his professional work, Boyd's personal interests include baseball, cooking and baking, fitness, pets, and traveling.

John White Jr. is a financial advisor with OSAIC, holding the CFP® designation and Series 63 license, and has 35 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 31 years and has been affiliated with Guardian Life Insurance Company for over three decades. In addition to his advisory role, he offers fixed annuities and individual health insurance policies. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Ashley Cobb is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and one year of industry experience. She has worked with Wells Fargo Bank, N.A. since 2008. 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 both brokerage and advisory solutions.

Edward Armstrong is a financial advisor with Ameriprise in Alpharetta, GA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its related entities since 2014. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income stability and tax-efficient withdrawal strategies.

Alissa Pounds is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services and AMP, LLC in various capacities since 2006. In addition to advisory work, Pounds is involved in the sale of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited range of separately managed accounts for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and employs a tiered wrap-fee structure for its services.

Scott Reffett is a financial advisor with Thrivent Investment Management in Alpharetta, GA, holding a Series 66 designation and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. 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 financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Michael Maltby is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Wells Fargo Advisors and its related entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet certain net-worth thresholds.

Michael Hyser is a CFP® professional affiliated with LPL Financial, with 33 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC over a combined span of 30 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Zachary Hirschler is a Series 66-credentialed financial advisor with five years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Wells Fargo Advisors, Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory work, he coaches pickleball at Lifetime Fitness in Sandy Springs, GA. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Christopher Sloan is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Alpharetta, GA, and has three years of industry experience. He previously worked at United Parcel Service for over three decades before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses without discretionary trading authority or institutional portfolio management.

David Chabucos is a CFP® credentialed advisor with Edward Jones, based in Kennesaw, GA, and has seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Chick-fil-A in two different locations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors.

Christopher Powell is a financial advisor with Merrill, holding a Series 66 designation and 6 years of industry experience. He has worked at Merrill since 2004 and previously at Bank of America, N.A. for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional plans.