Nicholas Pacheco is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with five years of industry experience. He has previously worked at E*Trade Securities and Wells Fargo & Co, and had an early career period at Subway. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Thomas Mc Curdy is a financial advisor with Edward Jones in Dacula, GA, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Causely from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

John Gomez is a Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in financial services. He specializes in advising high net worth clients, including executives, entrepreneurs, retirees, and families, on various financial matters such as retirement planning, business transitions, managing concentrated stock positions, coordinating multiple accounts, and legacy building. His client focus areas include college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Mr. Gomez holds a Bachelor of Business Administration degree in Finance & Investment from Baruch College, Zicklin School of Business. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of professional organizations such as Cross Pointe Church and Carepointe and participates in community involvement with Cross Pointe Church, Latin American Association, Latino Leadership Alliance, and NSHMBA. Fluent in both English and Spanish, Mr. Gomez's approach to financial advising is guided by principles of clarity over confusion, discipline over emotion, and long-term purpose over short-term noise. He aims to help clients make informed decisions and avoid costly mistakes by turning financial complexity into clarity so their wealth supports what matters most. His faith in Christ informs his service ethic, emphasizing trust earned through integrity, accountability, and doing what is right even when no one is watching. Outside of his professional life, he enjoys baseball, basketball, bowling, cooking, golfing, hiking, music, spending time with family, traveling, and watching movies.

Nicholas Roth is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with six years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC and E*Trade Securities LLC, as well as a position at Supermetrics Inc. He also spent four years at the University of North Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory process.

Louis Gary is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Cambridge Investment Research Advisors, having joined in 2025, and previously worked at firms including Dempsey Lord Smith, Ameriprise, Morgan Stanley, and Commonwealth Financial Network. He serves as a board member of the Point Foundation and The Springs Condominiums Association. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple platforms, proprietary model strategies, and both discretionary and non-discretionary management options.

Charles Frazier III is a CFP® professional with 40 years of industry experience, currently affiliated with OSAIC. His prior work includes roles at Royal Alliance Associates, Signator Investors, CF Sub, LLC, and Transamerica Financial Advisors. He serves as a board member and treasurer of the George Towne Square Condo Owners Association. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by various tools to tailor strategies to client needs.

Patrick Desamours is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He has been with Edward Jones since 1995. He also serves as a board member of the DeKalb Chamber of Commerce, contributing to policy and procedural direction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment options through a nationwide network of financial advisors and branch offices.

Richard Walters is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2018, following 15 years at John Hancock Financial Services and SII. Walters serves as secretary and board member of Creative Community Services, a nonprofit focused on providing support for youth with developmental disabilities and mental health needs in Georgia. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, offering a range of brokerage and advisory services through an extensive multi-advisor platform.

Anthony Modica Jr. is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and over 35 years of industry experience. Prior to joining Wells Fargo Advisors in 2017, he worked at Bank of America and Merrill from 2009 to 2017. Outside of his advisory role, he is involved in family partnership land management and owns investment-related entities including an investment management firm that operates his financial practice. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory functions with a variety of financial products and referral channels.

Adam Ibrahim is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for six years before joining his current firm in 2022. Outside of his role at Wells Fargo Advisors, he has ownership interests in two investment-related businesses based in Alpharetta, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Steven Harvey is a financial advisor at Morgan Stanley with 18 years of industry experience. His prior work includes roles at E*TRADE Capital Management LLC and E*Trade Securities LLC beginning in 2012. He also serves in the United States Army Reserve as an observer coach and trainer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools.

Samuel Allee is a financial advisor at Edward Jones in Lawrenceville, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Parker Hannifin and has had diverse roles including positions in the food service and retail sectors. He also operated a social kitchen and garden business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Sherry Murphy is a financial advisor with Ameriprise in Buford, GA, holding a Series 66 designation and bringing 20 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Justin Field is a financial advisor at Morgan Stanley in Alpharetta, GA, with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Florida Financial Advisors, Jeff Field & Associates, Office Depot, HomeSmart Realty Partners, Georgia Gwinnett College, and NinjaKour. 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 uses structured discovery conversations and firm-approved planning tools to develop plans, managing approximately $2.74 trillion in client assets.

Joan Phillips is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Philpott is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cetera Advisors LLC since 2014. Outside of advising, he serves as an executor and trustee for family estates and is involved in timberland ownership and management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Pamela Hoppe is a ChFC® with 39 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. She previously worked at MetLife Securities Inc. from 2015 to 2017 and has been affiliated with MassMutual Life Insurance Company since 2016. Outside of her advisory role, she is involved in insurance brokerage, specializing in individual life, health, and Medicare products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with an emphasis on collaborative, goal-oriented planning and a range of event-driven services.

Tyler Lott is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at New York Life Insurance Company and CrossCountry Mortgage, LLC, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes a structured financial planning process utilizing firm‑approved tools and serves clients through both direct individual plans and Corporate Financial Planning agreements.

Emily Elliott is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Her prior roles include positions at Marcus & Millichap Investment Sales and NAI Global, as well as work with the Mote Marine Center for Coral Reef Restoration. Morgan Stanley Wealth Management serves both individual and institutional clients, offering various advisory programs and tailored financial planning supported by firm-approved tools and market simulations.

Terry Bell is a Series 66-licensed financial advisor with Edward Jones in Dacula, GA. He joined Edward Jones in 2025 and has prior experience at Mammoth Holdings, Inc, Enterprise Holdings, and as a self-employed individual. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.