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.

William Adams is a financial advisor with LPL Financial in Lawrenceville, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, and Cetera Advisors LLC. Outside of his advisory work, he owns a mobile DJ service and hosts a YouTube show called "Is It News?" 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

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.

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.

Terra Winter is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2018. Prior to that, she was with Invest Financial Corp. from 2014 to 2018 and concurrently holds a role at United Community Bank. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and operational tools.

Jessica Ciupuliga is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Morgan Stanley since 2016, with a brief tenure at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs supported by firm-approved planning tools and investment models.

Jordan Loshy is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked within various Wells Fargo entities since 2013, including Wells Fargo Advisors and Wells Fargo Bank. Outside of his financial advisory role, Jordan assists with audio and video production for sporting events through MING ENTERTAINMENT. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research and analytics to support portfolio construction and offers both brokerage and advisory solutions.

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.

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.

Sarah Peters is a financial advisor with Primerica Advisors, holding a Series 66 designation and 11 years of industry experience. She has been with Primerica Financial Services since 2015. Peters is also involved in the management and operations of investment-related products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-driven strategies created by unaffiliated asset managers.

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.

Terence Dowling is a financial advisor with Morgan Stanley, holding Series 66 and Series 63 credentials and bringing 12 years of industry experience. His career includes nine years at Country Capital Management Company and four years at Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Elizabeth Sims is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2009. Outside of advisory work, she owns Wanderlust! Experiences, a company that plans exclusive travel experiences for small groups, and serves as president of the Glenridge Estates HOA in Atlanta. 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 and uses proprietary research and tools to develop tailored recommendations for its clients.