Feng Liu is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Massachusetts Mutual Life Insurance and American National Insurance Company. Liu is based in Alpharetta, GA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative manager research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

William Adams is a financial advisor with LPL Financial in Lawrenceville, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, and Cetera Advisors LLC. Outside of his advisory work, he owns a mobile DJ service and hosts a YouTube show called "Is It News?" LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, and institutional platforms, supported by a network of over 22,800 advisors.

Jordan Desamours is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Tesla for six years. He holds the Series 66 designation. 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 under management and offers a variety of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and other services.

Jimmy Laffiteau is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63, Series 65, and Series 66 licenses and seven years of industry experience. He has worked at Morgan Stanley since 2023 and previously spent five years with Prudential Insurance Company and PRUCO Securities. Outside of his advisory role, he is a sole proprietor of a consulting business and active in online retail sales through membership in Poshmark. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both independently and through corporate financial planning agreements.

Terra Winter is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2018. Prior to that, she was with Invest Financial Corp. from 2014 to 2018 and concurrently holds a role at United Community Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, and institutional platforms, supported by various investment strategies and operational tools.

Jessica Ciupuliga is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Morgan Stanley since 2016, with a brief tenure at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs supported by firm-approved planning tools and investment models.

Jordan Loshy is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Wells Fargo Bank NA since 2013, joining Wells Fargo Clearing in 2016. Outside of his advisory role, he assists with audio and video production for sporting events at Ming Entertainment. 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.

David Shaw is a CFP®-designated financial advisor with 15 years of industry experience, currently affiliated with Cetera in Johns Creek, GA. His prior roles include positions at Raymond James and Blueprint Wealth Solutions. Outside of his advisory work, he owns Busy Mimi LLC, a company focused on expense management. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary strategies under various program structures.

Sarah Peters is a financial advisor with Primerica Advisors, holding a Series 66 designation and 11 years of industry experience. She has been with Primerica Financial Services since 2015. Peters is also involved in the management and operations of investment-related products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-driven strategies created by unaffiliated asset managers.

Jairus Bethel is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked in various roles including at ProCare Therapy, Primerica, and served five years in the United States Navy. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, offering advisory services without individual security recommendations in standalone plans.

Terence Dowling is a financial advisor with Morgan Stanley in Duluth, GA, holding Series 66 and Series 63 credentials and bringing 13 years of industry experience. His career includes nine years at Country Capital Management Company before joining Morgan Stanley in 2022, where he also works with Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services that utilize structured processes and firm-approved tools without offering individual security recommendations in standalone plans.

Elizabeth Sims is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Wells Fargo Advisors since 2023, following seven years at Wells Fargo Clearing. Outside of her advisory work, she owns Wanderlust! Experiences, a company that plans exclusive travel experiences for small groups. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad menu of investment and financial planning services, using proprietary research and planning tools to develop tailored recommendations for clients who meet a net-worth threshold.

Jeremy Adams is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 65, Series 63, and Series 66 licenses and bringing 12 years of industry experience. His career includes positions at Wells Fargo Bank NA and Merrill, as well as operating a self-employed construction and remodeling business for two years. Based in Duluth, GA, he has been with Wells Fargo Clearing since 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm operates on a large scale with over 14,000 advisors and approximately $671 billion in assets under management, offering a combination of brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Jonathan Lewis is a financial advisor at Ameriprise with 23 years of industry experience. He previously worked at South State Bank and LPL Financial, LLC for ten years each. Outside of his advisory role, he owns Ultimate Racing Helmets, LLC, a retail business based in Jefferson, GA. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Scott Mackall is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005 and holds a Series 63 designation. Outside of his advisory role, he is involved in a business that provides expense management and personal services. Ameriprise serves clients primarily through its retirement-income planning service for individuals with substantial investable assets, offering tailored recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions.

Joseph Szathmary is a financial advisor at Charles Schwab with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab and its affiliated entities since 2017. Prior to that, he was with Newport Group, Inc. and Newport Group Securities, Inc. for a combined seven years. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Vincent Owens is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm’s financial planning approach relies on structured discovery, firm-approved tools, and modeling techniques such as Monte Carlo simulations.

Ashley Davy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 12 years of industry experience. She has been with Wells Fargo Bank, NA since 2014 and Wells Fargo Clearing since 2016. Outside of her advisory role, she owns a trucking company and serves as treasurer for the South Gwinnett Boys Tip Off Club. 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, utilizing research and analytics based on diversification principles and modern portfolio theory.

Buhm Nam is a financial advisor at Mass Mutual Investors Services with 35 years of industry experience. He has previously worked at Metlife Securities Inc. for 28 years before joining Mass Mutual and holds a Series 63 designation. In addition to his advisory role, Nam is involved in insurance brokerage and serves as a managing partner at an insurance services firm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through structured, collaborative planning engagements.

Matthew Koerwer is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with 11 years of industry experience. He previously worked at E*TRADE Securities LLC from 2014 to 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market outcome modeling.