Matthew Hjelmstad is a financial advisor with Wells Fargo Clearing in Snellville, GA, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has prior experience at Wells Fargo Bank, CVS, and Vitamin Shoppe. Outside of his advisory role, he is a drummer in the band at Galilee Christian Church in Jefferson, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Ronald Lee Jr. is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2011. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jared Nelson is a financial advisor with LPL Financial in Peachtree Corners, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Associated Credit Union and has held various roles in the food service and education sectors. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology.

Henry Sears III 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, he worked in various roles including positions at Publix Super Markets and in real estate. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer managing approximately $2.74 trillion in client assets, providing advisory programs and tailored financial planning to both individual and institutional clients. The firm employs a structured planning process supported by firm-approved tools and modeling techniques.

Nathaniel Brown is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Primerica Financial Services since 1998. His other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Scott Englehardt is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Stifel Nicolaus & Co Inc and Raymond James & Associates. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet a net-worth threshold.

Ryan Squibbs is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 66 and Series 63 designations and possessing 19 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at E*Trade Securities and E*TRADE Capital Management from 2016 to 2022. Outside of his advisory role, Squibbs serves as an officer on the Canterbury Farms Property Owner's Association board in Atlanta, contributing to neighborhood improvement and management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual 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 financial planning process supported by proprietary tools and market modeling techniques.

Lawrence Widener is a financial advisor with Edward Jones in Peachtree Corners, GA, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Edward Jones, he worked at Invesco and held positions at Zoom Video Communications and Gartner. Edward Jones is a full-service wealth management firm serving individuals and institutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wesley Trunell is a financial advisor with Ameriprise in Cumming, GA, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for six years and Phelan Hallinan Diamond & Jones PLLC for seventeen years. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, supported by algorithmic automation and oversight committees.

Kelly Goldsmith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and over 21 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2004. Outside of her advisory role, she serves as Treasurer for the Southeast Gwinnett Cooperative Ministry and volunteers on the Social Ministry Committee at Oak Road Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Joseph Coffee is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Viking Alchemist Meadery for five years and held positions in public education within Gwinnett and Fulton County schools. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through various arrangements, including corporate financial planning agreements.

Paul Schlitz is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked for nine years at The Atlanta Dental Supply Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies.

Sharon Miller is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 66 designations and has worked at LPL Financial since 2018, following over 40 years at INVEST Financial Corp. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and technology-supported investment management through a broad network of investment adviser representatives.

Mark Kopkin is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co Inc for nine years and Raymond James & Associates for four years. Mark serves on the Board of Directors for JELF, a nonprofit organization that assists college students with college loans. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supporting clients with tailored recommendations through comprehensive research and planning tools.

Vincent Ruiz is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at E*Trade Securities, Empower Retirement, and PNC Bank. Ruiz has worked with Morgan Stanley since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling to support its financial planning process.

Michael Sheen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and two years of industry experience. He has held roles at Charles Schwab & Co., Inc. since 2022 and previously worked at Itential, Priority Technology Holdings, Corida Insurance, and RaceTrac Petroleum. 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 offers a mix of non-discretionary and discretionary investment management, combining scaled client service with integrated brokerage, custody, and advisory capabilities.

Brian Blough is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Raheem Karim is a financial advisor with Cetera in Duluth, GA, holding Series 65 and Series 63 licenses and one year of industry experience. He has worked at Primerica Financial Services and Foundation Investment Group LLC before joining Cetera. Outside of his advisory work, he serves as treasurer and grant writer for Keep Kids Education Entertainment Program Inc. and owns Track 7 Media LLC, a graphic and web design business, as well as Music Life Social LLC, a podcast. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and financial planning services through a large network of independent advisors. The firm operates a multi-manager platform with various program structures and discretionary options, managing over $256 billion in assets.

Jeffery Jordan is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at E*TRADE Securities and E*TRADE Capital Management for over eight years before joining Morgan Stanley. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, with plans that incorporate the Global Investment Committee’s return estimates and Monte Carlo simulations.

Peggee King is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2008. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees rather than fixed fees.