Cameron Everhardt is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and Cetera. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also provides discretionary and non-discretionary advisory work and serves as an advisor to multiple registered investment companies.

Bryant Thomas is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Morgan Stanley, he worked at Byrd-Mclellan Agency, Inc. and has experience with The River Golf Club and Clemson University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools.

James Reeves is a financial advisor at Morgan Stanley in Alpharetta, GA, with nine years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and E*TRADE in various advisory roles. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate partnerships.

Scott Johnson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at E*TRADE Capital Management LLC and Fidelity Brokerage Service LLC. Outside of his advisory role, he operates a DIY credit repair business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and established tools, and it offers diverse investment solutions alongside traditional wealth management services.

Daryl Ullmer is a financial advisor at Edward Jones in Acworth, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. Prior to joining Edward Jones in 2017, he worked for State Farm in management and insurance roles for 14 years. He established a corporation related to insurance during his time at State Farm, although he did not pursue the agency further. 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 large nationwide network of financial advisors and branch offices.

Elizabeth Walton is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley, she worked at AchieveIt and has been involved with Greater Atlanta Christian School. Outside of finance, she is an independent contractor with Select Model Management Atlanta, a modeling agency. Morgan Stanley Wealth Management provides advisory programs and financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools but does not offer individual security recommendations as part of its standalone planning services.

Jack Norwood is a financial advisor at Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2025. His prior experience includes roles at George Pickett and Associates, State Street Corporation, and Blackbridge Financial, as well as involvement with White Sand Beach Association. Outside of finance, he was affiliated with Wears Woody for seven years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services through both direct and corporate financial planning agreements.

Kenneth Thomas is a CFP® with 29 years of industry experience and has been with Cambridge Investment Research Advisors since 2008. He holds Series 63 and Series 65 licenses and operates out of Alpharetta, GA. Outside of his advisory role, he is the owner and independent insurance agent of CPI Wealth Advisors LLC. 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 a range of portfolio management strategies and platform options tailored to client objectives.

Paul Kidder III is a financial advisor with Charles Schwab in Alpharetta, GA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. 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 discretionary separate managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Isabell Lee is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been active in the financial services industry since 2012, focusing on developing potential solutions and providing investment guidance tailored to individuals, families, and businesses by understanding their short- and long-term financial objectives. Her client focus areas include college education planning, divorce transition planning, family wealth management strategies, institutional and corporate benefit services, employee financial health, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Isabell holds a bachelor's degree and a master's degree from Marshall University. She is a CERTIFIED FINANCIAL PLANNER™ certificant, a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She brings a collaborative approach to financial planning, aiming to create personalized plans designed around clients' lives, families, goals, and aspirations. Outside of her professional role, Isabell, along with her husband Mat and their two children, live in Alpharetta, GA. She is active in the community, supporting organizations such as Habitat for Humanity, International Charter School of Atlanta, and United Futbol Academy. Her interests include soccer, spending time with family, tennis, traveling, and volleyball.

Trent Doty is a CFP®-credentialed financial advisor with nine years of industry experience, currently with Wells Fargo Advisors since 2026. His prior experience includes roles at Wells Fargo Clearing Services, Edward Jones, and Saddle Creek Logistics Services. Outside of his advisory work, he holds a minority ownership in a development company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored client recommendations.

Carla Kesterson is a CFP® professional with 33 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2009 and previously held roles at Wells Fargo Clearing and Morgan Stanley DW Inc. Kesterson also maintains an independent insurance agency in Atlanta. 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 Financial Professionals using various portfolio management strategies and platform options.

John Kloecker is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Alpharetta, GA. He has been with Raymond James since 2005 and is also the owner and president of Creative Financial Team, LLC, a support company he founded. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary, tailored investment consulting supported by analytical tools and sponsors wrap-fee advisory programs.

Matthew Newall is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, Citigroup Global Markets from 2003 to 2009, and Merrill from 1999 to 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by proprietary tools and modeling techniques.

Charul Bharat is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Their work history includes roles at Bank of America, N.A., and Merrill dating back to 2006. Outside of advising, Charul is a partner at Blue Mango Properties LLC, a company involved in property management. 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 various model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

H Farris is a Wealth Management Advisor at Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies aimed at pursuing long-term goals, focusing on areas such as corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Farris is committed to understanding each client's unique financial situation and works one-on-one to create flexible solutions that reflect their risk tolerance, time horizon, liquidity needs, and investment objectives. He holds several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Farris earned a Bachelor's Degree from Wittenberg University. His community involvement includes participation with the Boy Scouts of America. Outside of his professional role, Farris enjoys golfing, swimming, traveling, and spending time with his family.

Thomas Jones is a financial advisor with UBS Financial Services in Roswell, GA. He holds Series 63 and Series 65 licenses and has 45 years of industry experience, including 36 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research, model-based asset allocations, and institutional trading capabilities with wealth management services.

Delton Hudgens is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. His work history includes roles at Wells Fargo Bank, Thrivent Financial, International Business Machines, and State Farm. 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, relying on research and analytics from Wells Fargo Investment Institute and third-party sources.

Zeeshan Dossani is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

James Tyson is a Series 66-credentialed financial advisor with nine years of industry experience. He has been with Ameriprise Financial Services since 2016, currently practicing in Roswell, GA. Outside of his advisory role, he owns and manages Cotton and Coal Collective, an investment-related business. Ameriprise Financial Services serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm emphasizes tax-aware withdrawal strategies and dependable income sources, with a retirement planning process supported by internal research and third-party data.