James Krantz is a Certified Financial Planner® with 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following earlier roles at Bank of America and Merrill. Outside of his advisory work, he owns a rental property in Park City, Utah. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and focuses on advisory services without providing individual security recommendations as part of its standalone planning offerings.

Brian Meyer is a financial advisor with Robert W. Baird & Co. in Alpharetta, GA, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Robert W. Baird since 2005. Outside of his advisory role, he owns A Frozen Creation, a business focused on sales, marketing, and service operations, and serves as a brand ambassador for Engage Pickleball. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Donna Litty is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has worked at multiple Cetera affiliates since 2025 and spent eight years at Triad Advisors, Inc. prior to that. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals across wealth levels, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Mark Silva is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and 65 credentials and possessing 34 years of industry experience. His prior work includes roles at Prospera Financial Services and Triune Capital Advisors, LLC. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide advisor network.

Stephen Marcopulos is a financial advisor with Charles Schwab, holding a Series 66 designation and having 10 years of industry experience. He has worked at Charles Schwab since 2015 and Charles Schwab Bank since 2017. 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 guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

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, holding a Series 66 designation and 11 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously was with Kestra Financial Services and Legacy Advisory Partners. Clemmer serves as a finance committee member at First Baptist Church Alpharetta and is president of both Legacy Advisory Partners and Clemmer Consulting Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through independent financial professionals using a variety of portfolio management and model-based solutions.

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.

Feng Liu is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Massachusetts Mutual Life Insurance and its affiliated services for eight years. His current roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 at Morgan Stanley in Alpharetta, GA, holding Series 66, 65, and 63 licenses with seven years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at The Prudential Insurance Company of America and PRUCO Securities from 2014 to 2019. Outside of his advisory role, he is involved with Michel Laffite LLC, a consulting business, and is a member of the online retail platform Poshmark. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

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.

John Minervini is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 1997. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 with LPL Financial in Milton, GA, holding a Series 66 designation and 18 years of industry experience. Her prior firms include Merrill and CUNA Mutual Group. She is also involved in Georgia's Own Investment and Retirement Services, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Shelly Smith is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools including Monte Carlo simulations, while generally acting in an advisory capacity rather than as a fiduciary unless specifically engaged.

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.