Jay D'meza is a financial advisor at Wells Fargo Advisors in Alpharetta, GA, with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Wells Fargo entities since 2009. Outside of his role at Wells Fargo Advisors, he has ownership interests in Alpha Wealth Advisors LLC and Jata Wealth LLC, both investment-related firms based in Alpharetta. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to deliver customized recommendations.

Dorian Piekarz is a financial advisor at LPL Financial with four years of industry experience. He previously worked at Edward Jones and Backbone International and has a Series 66 designation. Outside of advising, he has occasionally contributed to disaster relief efforts by transporting supplies to affected areas and provides assistance in setting up LLCs and business licenses for community members. 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 advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by research and model portfolios.

Guy Rush is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 designations and eight years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for several years and spent over a decade at Publix Super Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that emphasize advisory support without individual security recommendations in its standalone planning programs.

Courtland Seeger is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent two years at PwC. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Shannon Sullivan is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2008. Based in Alpharetta, GA, Sullivan holds Series 63 and Series 65 licenses. Outside of advisory services, Sullivan is involved in managing several business entities related to real estate rental and investment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from various sources.

Mark Hitt is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 registrations and 19 years of industry experience. His prior roles include positions at E*TRADE Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and proprietary tools without offering individual security recommendations as part of standalone plans.

Eunice Jairrels 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 in 2023, she worked at E*Trade Securities and held positions in staffing and aviation companies. Outside of her advisory role, she works as a delivery driver for Amazon Flex. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Alan Smith is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2009. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

Leslie Bell is a Planning Consultant at the Alpharetta Investor Center, where she collaborates with Financial Consultants and VPFCs to support current and prospective clients. Her role involves partnering with clients through various life events to provide professional service and guidance tailored to their financial needs. Leslie has experience in multiple roles within Fidelity Investments, including Relationship Manager and Financial Representative, and has prior experience as a Customer Service Representative II at United Community Bank. This background provides her with a foundation in client relations and financial services. Outside of her professional work, Leslie is involved in family activities, fitness, social events with friends, caring for pets, running, and volunteering.

Vishal Padda is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. His prior positions include roles at Morgan Stanley and JPMorgan Chase. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Rachelle Flood Kupelian is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She previously worked at Citigroup and JP Morgan Chase Bank and has operated her own retail and online sales business for over a decade. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, focusing on tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse investment programs alongside comprehensive planning resources.

Jolette Landress is a financial advisor with LPL Financial in Buford, GA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. Her career includes roles at Renasant Bank, Bank of America, Merrill, Wells Fargo Clearing, Wachovia Bank, and Wells Fargo Advisors. She is also a commissioned notary. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

Christopher Foley is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at Apple Inc. and Fleming's Prime Steakhouse & Wine Bar. Outside the financial industry, he has been involved with GEP Talent Services, LLC, a company associated with acting residuals in Burbank, California. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment vehicles.

Kelly Amato is a financial advisor with Raymond James & Associates in Milton, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Raymond James in 2023, Amato worked at StanCorp Investment Advisers, StanCorp Equities, and Standard Retirement Services from 2016 to 2023. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Mark Sullivan is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Warren McClellan is a financial advisor at Osaic Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pruco Securities, LLC for 11 years. McClellan also operates Warren S. McClellan P.C. and McClellan & Associates, CPAs, LLC, both established in 2000. Osaic Wealth serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party platforms to offer managed portfolios with a wide range of investment options.

Matthew Tarallo is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work includes a year at Morgan Stanley and five years at Penske Automotive. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, leveraging firm research and planning tools to develop tailored client recommendations.

Noah Dangar is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and with three years of industry experience. His prior work includes roles at E*Trade Securities and Horizon Counseling, as well as a background in insurance and real estate. Morgan Stanley Wealth Management is a large institution providing a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Bradley Roberson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Merrill for 12 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patrick Ballance is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a range of financial topics including investing, retirement planning, and saving for unexpected events. Patrick also facilitates access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University System of Georgia. Patrick's approach involves understanding clients' priorities to offer ongoing advice and support as their needs evolve.