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.

George Lipsey is a Series 63-licensed advisor at Raymond James & Associates with 29 years of industry experience. He has been with Raymond James since 1997. Lipsey is the owner of Lipsey Wealth Management LLC, an entity established to hold the real estate lease for his office and manage associated expenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves individuals, institutions, pension plans, and other entities, offering financial planning, non-discretionary investment consulting, municipal advisory services, and a range of portfolio management styles supported by affiliated research and model managers.

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.

Sarah Jun is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013 and 2014, respectively. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates an ESG eligibility framework.

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.

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.

Johnathan Clark is a financial advisor at Edward Jones in Tucker, GA, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for City Schools of Decatur from 2015 to 2017. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kevin Terrell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been associated with Primerica Financial Services since 1987 and Primerica Advisors since 1993. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs a wrap-fee solution and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

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 financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has been with Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2016. Tyson is also an owner of two business ventures related to his Ameriprise practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a combination of proprietary research and third-party data. The firm’s approach includes annual written recommendation reports and collaboration between a centralized service team and advisors.

Christopher Hampton is a financial advisor with Fidelity Investments in Roswell, GA, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. Prior to joining Fidelity in 2025, he worked at Morgan Stanley from 2018 to 2025. Outside of his advisory role, he engages in musical performance as a DJ streamer on Twitch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.

Erica Carson is a Series 66-licensed financial advisor with three years of industry experience, currently with Cetera since 2026. Prior to joining Cetera, she worked at Edward Jones for three years and held roles at Amazon Web Services, CommScope, and Fiserv. Outside of her financial career, she has operated a consignment business and engaged in retail arbitrage sales on eBay. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a wide range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors managing approximately $256 billion in assets.

Vanessa Brown is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. She has 30 years of industry experience, including prior work at SunTrust Advisory Services from 2016 to 2020. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics from Wells Fargo Investment Institute with diversified investment principles to serve clients through brokerage and advisory solutions.

Timothy Holcombe is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked at UBS Financial Services Inc for ten years before joining Raymond James in 2018. Outside of his advisory role, he is involved with Dragonfly Farms LLC, an agricultural business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, drawing on various portfolio management styles and affiliated research resources.

David Hendricks is a financial advisor with Wells Fargo Clearing, holding the Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Banc of America Investment Services. He is based in Duluth, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Jeremy Stafford is a financial advisor at Edward Jones in Alpharetta, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at LexisNexis Risk Solutions and UPS Capital. Outside of his advisory role, he is involved with a short-term vacation rental property and is preparing to manage financial reporting and online marketing for a home services business he and his wife will acquire. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Jonathan Hyland is the Vice President and Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored financial plans aimed at achieving their unique goals. He emphasizes building comprehensive financial plans, identifying aligned strategies, and maintaining open communication with clients. Jonathan has been with Fidelity Investments since 2020, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative before his current position. Prior to joining Fidelity, he held positions at Edward Jones and US Bancorp Investments, gaining experience as a Financial Advisor, Wealth Management Advisor, and Branch Intern. His professional background reflects a consistent focus on financial consulting and wealth management across multiple firms.

Grace Aufleger is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley and Ameriprise in different roles. Outside of her advisory work, she is the owner of GS Ventures, LLC, a business entity she will use for future payroll purposes. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement‑income planning with tax‑aware withdrawal strategies and a written Recommendation Report. The firm’s approach includes proprietary research, third-party data, and algorithmic tools, with enrollment restricted to clients meeting minimum investable asset criteria.

Jacob Alba is a Series 66-licensed financial advisor at OSAIC with one year of industry experience. His prior roles include positions at Wicklander-Zulawski & Associates, First Community Mortgage, Amerisave Mortgage Corporation, and SecurAmerica. Outside of finance, Alba has experience coaching baseball and working as a Lyft driver. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, advisory services, and brokerage across varied programs. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with discretionary management options, third-party manager selections, and proprietary investment models.