Paul Fernandez is a financial advisor at Edward Jones in Canton, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the United States.

Russell Clemmer IV is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation, bringing 11 years of industry experience. Prior to his current role beginning in 2019, he worked with Kestra Financial Services and has been associated with Legacy Advisory Partners since 2014. He serves as a committee member on the finance committee at First Baptist Church Alpharetta. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies under the Founders Gate Capital brand.

Joshua Wright is a financial advisor with Edward Jones in Cumming, GA, holding the ChFC® designation and Series 66 license. He has three years of industry experience and previously served 26 years in the United States Army. In addition to his advisory role, he works part-time as a simulated brigade combat team commander for Valiant Integrated Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Gregory Rose is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to clients and through corporate financial planning agreements.

Martha Spence is a Senior Financial Advisor and Certified Exit Planning Advisor (CEPA) affiliated with Merrill Lynch Wealth Management. She brings over 20 years of experience in financial services, concentrating her practice on supporting business owners by applying methodologies from the Exit Planning Institute and utilizing resources from Merrill and Bank of America. Martha collaborates closely with CPAs, attorneys, and families as part of the comprehensive planning and advisory process to deliver a tailored client experience. Her professional designations include the CEPA and Personal Investment Advisor (PIA), and she holds FINRA Series 7 and 63 registrations as well as a Life, Accident, and Sickness Insurance Agent License. Martha serves clients across 17 states in the U.S. and was named to the Forbes Best-in-State Wealth Management Teams list from 2024 through 2026. She is a member of several professional organizations including the Exit Planning Institute, North Georgia Community Foundation, North Georgia Estate Planning Council, and the Rotary Club of Gainesville. Outside her advisory role, Martha is involved in community service through her membership in the Gainesville Rotary Club and her annual participation on the Rotary Banquet Committee. She was named a Paul Harris Fellow by Rotary International in 2022. Additionally, Martha serves on the Board of the North Georgia Community Foundation and has been active with the Disabled Veteran Auxiliary and other charitable organizations in North Georgia. Her personal interests include racing and spending time with her son, who is preparing to attend college.

Feng Liu is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Massachusetts Mutual Life Insurance and American National Insurance Company. Liu is based in Alpharetta, GA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative manager research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Stephen Mckinley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since August 19, 2013. Stephen holds several professional designations, including Certified Portfolio Manager (CPM), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is registered with FINRA-Series 7 and 66. Stephen earned his Bachelor's and Master's degrees from The University of Alabama, obtaining a Master's degree in Applied Economics from its Manderson Graduate School of Business with honors. His expertise focuses on delivering wealth management services that address complex financial decisions and simplify clients' lives to help them achieve their financial goals and desired lifestyles before and during retirement. His client focus areas include College Education Planning, Corporate Executive Services, Executive Compensation, Equity Compensation Services, Family Wealth Management Strategies, Legacy Planning, LGBT Wealth Planning, Managing New Wealth, Personal Retirement Planning, and Women and Wealth. Stephen lives in Brookhaven with his wife Katie and their family. Outside of his professional work, he enjoys adventure sports, boating, football, golfing, music, skiing, and spending time with his family. In 2023, he was named to the Forbes "Best-in-State Wealth Management Teams" list as a member of The Snider Team.

John Mchale is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc from 2014 to 2023 before joining Wells Fargo Advisors. He is involved with several investment-related private companies, including JECU LLC, Mchale Group LLC, and 1858 Haven Private Wealth LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory with other financial product sales and referral channels.

Michael Bates is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He has been serving as a financial advisor since 2000, bringing over two decades of experience to his role. Prior to joining Merrill Lynch, he spent ten years working in the Commercial Insurance brokerage industry. Michael specializes in planning-based asset management with a focus on retirement, educational savings, and estate planning for high net worth individuals and families. His expertise includes legacy planning, liquidity management, personal retirement planning, portfolio management services, and retirement income. He provides personalized financial strategies developed through one-on-one consultation designed to help clients pursue their long-term goals. He holds a Bachelor's Degree from the University of Tennessee and carries the Personal Investment Advisor (PIA) designation. Michael is also involved in the community through his participation in the Rotary Club of Forsyth County and Habitat for Humanity. He resides in Cumming with his wife Susan and enjoys running, tennis, and spending time with his family.

Jimmy Laffiteau is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63, Series 65, and Series 66 licenses and seven years of industry experience. He has worked at Morgan Stanley since 2023 and previously spent five years with Prudential Insurance Company and PRUCO Securities. Outside of his advisory role, he is a sole proprietor of a consulting business and active in online retail sales through membership in Poshmark. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both independently and through corporate financial planning agreements.

William Nichols is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2013. He has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Nichols teaches a financial planning course titled "Blueprint for Financial Success" at Emory University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Mitchell Siegel is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He partners with Fidelity's high-net-worth clients and families to provide tailored financial planning and wealth strategies. Prior to his current role, Mitchell held several positions at Fidelity, including Investment Consultant, Planning Consultant, Relationship Manager, and Trade Execution Specialist III. Before joining Fidelity, he worked as a Retirement Services Representative at Merrill Lynch from 2018 to 2019. Mitchell holds the Certified Financial Planner (CFP) designation. He is married and recently welcomed his first child, experiences that have deepened his appreciation for long-term financial planning. Outside of work, Mitchell enjoys baseball, football, tennis, social events with friends, and is a pet owner.

Candace Mills is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at Merrill, CUNA Mutual Group, CUNA Brokerage Services, Inc., and MSI Financial Services, Inc. prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions utilizing both proprietary and third-party strategies.

Shelly Smith is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has worked at various Morgan Stanley entities since 1997, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

David Shaw is a CFP®-designated financial advisor with 15 years of industry experience, currently affiliated with Cetera in Johns Creek, GA. His prior roles include positions at Raymond James and Blueprint Wealth Solutions. Outside of his advisory work, he owns Busy Mimi LLC, a company focused on expense management. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary strategies under various program structures.

Charles Ikner is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in a range of client focus areas including education planning, employee benefits planning, family wealth management strategies, services for defined benefit plans, international wealth management, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Mr. Ikner has over six years of banking experience and more than eight years of business and management experience. He holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University System of Georgia and is proficient in both English and Spanish. Beyond his professional commitments, Charles enjoys baseball, basketball, boxing, cooking, football, hiking, music, soccer, spending time with his family, and traveling. His mission is to provide personalized financial guidance that helps individuals and families make confident decisions, build lasting wealth, and achieve their most important goals.

Jairus Bethel is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked in various roles including at ProCare Therapy, Primerica, and served five years in the United States Navy. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, offering advisory services without individual security recommendations in standalone plans.

Michael Harrington Jr. is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Invest Financial Corp, United Community Bank, Truist Investment Services, and Crow Financial Advisors. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

Elizabeth Sims is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Wells Fargo Advisors since 2023, following seven years at Wells Fargo Clearing. Outside of her advisory work, she owns Wanderlust! Experiences, a company that plans exclusive travel experiences for small groups. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad menu of investment and financial planning services, using proprietary research and planning tools to develop tailored recommendations for clients who meet a net-worth threshold.

Dayna May is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019. Prior to that, she was employed by J.P. Morgan Chase Bank and J.P. Morgan Securities LLC from 2012 to 2019. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including customized financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools to develop comprehensive financial plans.