David Siegel is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is involved in management and operations related to investment products and works as an insurance salesman. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers for portfolio implementation and employs a tiered wrap-fee structure.

Joy Baxley is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Morgan Stanley, she worked at E*Trade Securities and held roles in education at Cherokee County School District and First Presbyterian Day School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and strategic modeling. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

Keith Delaporte is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Primerica Advisors and Primerica Financial Services, where he has worked since 2015. His prior experience includes roles at Alpha Financial and PFS Investments Inc. Delaporte is also involved in the management and operations of investment-related products. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party asset managers and execution service providers.

James Urquhart is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Wells Fargo Clearing for nine years before joining Thrivent in 2026. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations across various planning areas without implementation. The firm combines holistic, goal-based analyses with managed-account options while maintaining the planning and management services as separate engagements.

John Colegrove is a CFP® professional with 25 years of experience at LPL Financial. Based in Suwanee, GA, he has been with LPL since 2001. In addition to his advisory role, he leads a Financial Peace University seminar offered by his church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and access to model portfolios, utilizing both discretionary and non-discretionary strategies.

Joshua Wilson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at E*Trade Capital Management and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ryan Fotis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, Fotis co-owns a business focused on Disney World trip planning. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jennifer Baethke is a Series 65-licensed financial advisor with Primerica Advisors in Lawrenceville, GA, and has 13 years of industry experience. She has been with Primerica Financial Services since 2011. Baethke is involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers vetted through an independent due-diligence process and employs a tiered wrap fee structure.

Adam Lee is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, preceded by eight years at Edward Jones. Outside of his advisory role, he has participated as a movie extra in a one-time film project. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a broad product platform to provide both brokerage and advisory solutions.

Michael Beard is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and 10 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities. Outside of his advisory role, he is involved in property management as the sole proprietor of a rental property business. 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 manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Bradford Mattox is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and three years of industry experience. His prior roles include positions at Edward Jones and BankSouth Mortgage Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

William McQuaid is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1999. Outside of his advisory role, he is an agent with Piedmont Benefits Group, a health-related business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements using firm-approved analytical tools and offers specialized planning services such as divorce and estate settlement.

Johnathan Etherly is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC and maintains a long-term role at Ingles Markets Inc. outside the financial industry. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research.

Clark Jensen is a Series 66-licensed financial advisor with Edward Jones, based in Dacula, GA. He has 12 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Cheryl Pallant is a financial advisor with Primerica Advisors in Douglasville, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Primerica Financial Services since 1991 and PFS Investments, Inc. since 2007. Outside of her advisory role, she is involved with Jackson Memorial Baptist Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery and separately managed account strategies. The firm curates third-party asset managers and employs a tiered wrap fee structure distinct from fixed-fee models.

Ernest Madyun is a financial advisor at Morgan Stanley with six years of industry experience. Before joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2018 to 2023. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer-sponsored financial planning agreements.

Alexander Lee is a financial advisor at Morgan Stanley in Alpharetta, GA, with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Trinity Wealth Securities, LLC, and Florida Financial Advisors. Prior to entering financial services, Lee was employed at Auburn University and Mt. Paran Christian School. 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, offering financial planning and estate planning through dedicated groups backed by extensive firm resources and tools.

Samuel Richmond is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Edward Jones, Personal Capital Advisors Corporation, Fidelity Brokerage Services, and Cambridge Investment Research Advisors. Outside of his advisory work, he is a business owner of Evolve Autos, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Abdul Ayanwale is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Morgan Stanley, he held roles at several companies, including Suboy Auto Enterprise, where he was also the sole proprietor of an automotive sales and marketing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets using structured planning tools and models developed by its Global Investment Committee.

Jesus Huallanca is a financial advisor at Merrill with Series 66 credentials and six years of industry experience. He has worked at Bank of America and Merrill since 2013. Merrill, together 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, and various institutional investors.