Samuel Heath is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Jackson is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding a Series 63 designation and 26 years of industry experience. He has been with Primerica Financial Services since 2012. His other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary 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 while delegating trading and implementation responsibilities to BNY Mellon Advisors.

Jonathan London is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Primerica Advisors and previously worked at Cetera Advisors LLC and Green Financial Resources, LLC. Outside of financial services, he has worked as a tournament employee in the golf shop at the Masters Tournament. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services primarily through model-driven investment strategies.

Christopher Rumble is a financial advisor with Edward Jones in Grayson, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Chandler Wood is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank NA since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Henra Chennault is a financial advisor at LPL Financial with 12 years of industry experience. His prior roles include positions at Edward Jones, Wells Fargo Advisors, and JP Morgan Securities. In addition to his advisory work, he is involved with Park Avenue Baptist Church in a pastoral capacity. 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 broad range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Timothy Bassett is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is the sole proprietor of Hudson Management LLC, a manufacturing business based in Birmingham, Michigan. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved planning tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Michael Sullivan 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 2008. Outside of his advisory work, Sullivan serves as Vice President of the Northcrest Swim/Tennis Club in Atlanta and performs as a rock musician in local bands. 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 and investment options, supported by a large network of financial advisors and branch offices nationwide.

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.

Ethan Pino is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses and having one year of industry experience. Prior to joining Morgan Stanley, he held roles at Mimi's Table, University Park Country Club, PetSuites of America, and in education at Braden River High School and Saint Joseph Catholic School. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers its services through a structured planning process without providing individual security recommendations as part of standalone planning.

Jayson Im is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. His prior positions include roles at Wells Fargo Clearing, Wells Fargo Bank, and Truist. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutional investors.

Matthew Russell is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked in technology and association roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Warren Hamilton is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets and various Wells Fargo entities. He is involved with two wealth management firms where he holds ownership interests and actively participates in their operations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and financial planning services across a broad range of areas, using firm research and planning tools to develop tailored recommendations.

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.

Vittorio Valentine is a financial advisor at Morgan Stanley in Alpharetta, GA, holding the Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Atrium Staffing and Capstone Financial, among other roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process utilizing firm-approved tools and models.

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.

Alisa Eichinger is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides financial planning services through structured discovery processes and a broad spectrum of investment offerings.

Tamala Williams is a CFP® with 24 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She has worked at Cambridge since 2015 and also leads Tamala Williams & Associates as president. Additionally, she operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a network of thousands of financial professionals.

Umaru Sow is a financial advisor at Morgan Stanley in Alpharetta, GA, with seven years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities LLC. Outside of his advisory role, he is a partner in an LLC aiming to establish a daycare facility. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, combining financial planning with sophisticated modeling tools, and manages approximately $2.74 trillion in client assets.