Jason Barrett is a financial advisor with Morgan Stanley in Woodstock, GA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Morgan Stanley since 2023 and previously spent several years at E*TRADE Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to support client strategies.

Peter Levy is a ChFC® credentialed financial advisor with Ameriprise in Canton, GA, bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Levity Wins LLC, a business related to his financial advisory practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Elizabeth Seabolt is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2013. Additionally, she is associated with Creative Financial Team, LLC, where she performs operations support. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs, with notable capabilities in municipal advisory and specialized retirement plan services.

Noel Updyke is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at National Life Group through A.P.O.Gee Financial Partners. Outside of finance, his background includes roles in the food service industry and self-employment as a DoorDash delivery driver. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on portfolios including mutual funds, ETFs, and ETPs.

Rishab Singh is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities and developing strategies tailored to their short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unforeseen financial needs, providing clients with comprehensive financial advice and access to Bank of America specialists across various banking and financing solutions. Singh holds professional designations as an Accredited Wealth Management Advisor (AWMA) and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of South Carolina and a High School Diploma from Green Hope High School. He is also affiliated with the professional organization Phi Delta Theta. In addition to his professional work, Singh participates in community activities such as Habitat for Humanity.

John David Ballance is a Senior Financial Advisor and Managing Director based in Alpharetta, Georgia, affiliated with Merrill Lynch Wealth Management. He has been in the financial services industry since 1997, with prior experience at Wachovia Securities before joining Merrill in 2008. John specializes in providing comprehensive financial guidance, including portfolio management through personalized or defined strategies that may incorporate individual stocks, bonds, Merrill model portfolios, and third-party investment options. John and his team follow a "client first" approach, developing tailored financial strategies tailored to each client's unique needs and life stages. They assist clients throughout their financial life cycle by evaluating financial situations, setting goals, implementing strategies, and conducting regular reviews. His expertise encompasses family wealth management, liquidity management, retirement planning, small business strategies, and retirement income solutions. He also collaborates with professionals to support clients with trusts, complex retirement strategies, and estate planning services. John holds a Bachelor's Degree from the University of Georgia and is a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved in his community through Northpoint Church and serves as a youth football coach. His approach emphasizes relieving clients of financial stress to help them lead fulfilling and successful lives.

James Murphy is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Primerica Financial Services and Foresters Financial Services prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Patricia Chilton is a Financial Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with clients to provide clarity for making informed financial decisions and collaborates with them to create plans that assist in navigating major life events. Patricia has been with Fidelity Investments since 2017, progressing through various roles including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Senior Financial Services Stock Plan Representative at E*Trade from 2016 to 2017.

Avika Parlecha is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2024, Avika held positions across various companies including Life Time, Inc., Office Max, and The Balanced Blueprint. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Wesley Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he leads clients through sophisticated wealth-management strategies aimed at growing, preserving, and transitioning assets across generations. He utilizes Merrill Lynch's global insights and resources to provide a comprehensive approach to wealth management. Wesley has experience advising a diverse range of clients, including executives, entrepreneurs, and multigenerational families. He helps clients navigate market cycles, significant financial milestones, and evolving long-term objectives. His expertise includes investment strategy, financial planning, and risk oversight. He holds a Bachelor's Degree from Georgia State University and holds professional designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC).

Ray Dotson is a financial advisor with Cambridge Investment Research Advisors based in Alpharetta, GA. He holds a Series 63 designation and has 28 years of industry experience, including over 18 years with Cambridge and extensive prior experience at Collner, Higgins & Anderson. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and discretionary and non-discretionary portfolio management tailored to client objectives.

Zach Kirby is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides personalized wealth management strategies designed to align with clients' individual goals, risk tolerance, liquidity needs, and broader life circumstances. He combines investment insights from Merrill with banking solutions from Bank of America to support clients through dynamic market conditions. Zach's expertise includes corporate executive services, executive compensation, family and international wealth management, liquidity and portfolio management, tax minimization, and services tailored to clients in sports and entertainment. His professional background spans business administration and psychology, professional athletics, entrepreneurship in technology startups, nonprofit operations, and corporate partnerships in professional sports. Zach holds a Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from Boston University, where he received an athletic scholarship, and completed a master's degree at Florida Atlantic University. Zach is bilingual in English and Spanish. Outside of work, he enjoys billiards, chess, cooking, reading, soccer, and spending time with his family.

William Wulfers is a CFP® professional with 21 years of industry experience. He has worked at Edward Jones from 2004 to 2025 and is currently with Raymond James Financial Services Advisors, Inc. He is also president of Luxury Wealth Advisors LLC, a support company working in partnership with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Anthony Van Gelder is a financial advisor with Cambridge Investment Research Advisors in Alpharetta, GA, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge, he worked at Philips Electronics Australia Limited for five years. Van Gelder serves as treasurer of the Alpharetta Rotary Club and is a board member of Futures Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

Brian Mcgill II is a CFP®-designated financial advisor with 18 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Kestra Investment Services and Redwood Wealth Management. His activities include operating under the DBA "John's Creek Financial" for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network. The firm offers a range of advisory programs and financial planning services, utilizing diverse investment strategies and technologies, including model portfolios and machine learning.

Kwanza Ellis is a financial advisor at Merrill Lynch Wealth Management, specializing in wealth management services for successful individuals and small businesses. She works with women and Sports and Entertainment professionals to help preserve their legacy. Kwanza's approach involves partnering closely with clients to understand their unique objectives and providing thoughtful guidance, disciplined planning, and ongoing support. Kwanza holds a Bachelor's Degree from the University of Florida and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is also a member of Sigma Lambda Gamma National Sorority Inc. Her expertise includes helping clients make informed decisions about their money and preserving their assets and estate. Outside of her professional work, Kwanza's personal interests include music, reading, and yoga. Her personal philosophy is to help clients uncover what matters to them and their families to create strategies that pursue their financial goals.

Kellee Lee is a financial advisor with Edward Jones in Canton, GA, holding a Series 63 designation and 24 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she works as an independent beauty consultant for Mary Kay, providing custom skin and cosmetic care along with skincare classes and makeup color analysis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Frank Chin is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored financial plans aimed at meeting their unique goals. Prior to his current role, he held positions as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Financial Services Representative at Primerica. His professional experience spans multiple roles within the financial services industry, focusing on client relationship management and financial planning. Frank holds a California Insurance License. Outside of his professional work, Frank engages in activities such as gardening, hiking, outdoor adventures, traveling, and volunteering.

Luz Delgado is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and having nine years of industry experience. She has worked at Wells Fargo Bank NA since 2014 and with Wells Fargo Clearing Services, LLC since 2016. 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.

Karen Lee is a financial advisor with Thrivent Investment Management in Alpharetta, GA, holding a Series 66 credential and two years of industry experience. She previously worked with Extra Special People, Inc. and Eggelston CPAs. Outside of her advisory role, she serves as Co-President of her neighborhood association and participates as a council member supporting youth activities at Christ the Lord Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account options while maintaining these services separately.