Ashley Davy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 12 years of industry experience. She has been with Wells Fargo Bank, NA since 2014 and Wells Fargo Clearing since 2016. Outside of her advisory role, she owns a trucking company and serves as treasurer for the South Gwinnett Boys Tip Off Club. 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, utilizing research and analytics based on diversification principles and modern portfolio theory.

Buhm Nam is a financial advisor at Mass Mutual Investors Services with 35 years of industry experience. He has previously worked at Metlife Securities Inc. for 28 years before joining Mass Mutual and holds a Series 63 designation. In addition to his advisory role, Nam is involved in insurance brokerage and serves as a managing partner at an insurance services firm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through structured, collaborative planning engagements.

Jeffrey Hollis is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2012 to 2022. Based in Ellijay, GA, he has been with Ameriprise since 2022. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized advice, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Matthew Koerwer is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with 11 years of industry experience. He previously worked at E*TRADE Securities LLC from 2014 to 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market outcome modeling.

Alexander Dodd is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. His previous work includes roles at A2Z Installations LLC and Mobile Assembly LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Cassey Adams Jr. is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with less than one year of industry experience. Prior to joining Morgan Stanley, Adams worked in various service and educational roles, including at Outback Steakhouse and Kennesaw State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

William Hicks Jr. is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Hicks serves as president of Beta Delta House Corporation, overseeing the management of a fraternity house, and is involved in community organizations including Habitat for Humanity of Hall County and the Beyond Dementia Coalition, Inc. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and asset allocation guidance.

John White Jr. is a CFP® professional with 35 years of industry experience. He has worked at OSAIC since 2025 and previously spent over 30 years with Lincoln Financial Advisors Corporation. He also maintains a long-standing affiliation with Guardian Life Insurance Company. Outside of his advisory role, he offers fixed annuities and services individual health insurance policies. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plans, charities, and corporate clients. The firm utilizes a multi-advisor platform with model-based asset allocation and portfolio optimization tools, offering a range of brokerage and advisory services through affiliated broker-dealer and RIA relationships.

C. Stephens is a financial advisor at Raymond James & Associates with 45 years of industry experience. He has been with Raymond James & Associates since 1995. He holds Series 63 and Series 65 licenses. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide network of advisers and affiliated research resources.

Leeza Snyderman is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at The Farrell Law Firm, KPMG, and Poole Huffman, LLC. She is involved in the management and operations of investment-related products outside of her advisory work. Primerica Advisors sponsors and manages 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 entities. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering model-based investment strategies supported by third-party asset managers and custody services.

Edward Armstrong is a financial advisor with Ameriprise in Alpharetta, GA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its related entities since 2014. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning and ongoing advice focused on income stability and tax-efficient withdrawal strategies.

Bekira Mark is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Wells Fargo Clearing Services since 2018 and has also worked with Wells Fargo Bank since 2016. 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.

Mohamed Ali is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked for the United Arab Emirates Ministry of Education from 2015 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools to model outcomes without providing individual security recommendations as part of standalone plans.

Scott Reffett is a financial advisor with Thrivent Investment Management in Alpharetta, GA, holding a Series 66 designation and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Archie Williams is a financial advisor with Primerica Advisors, holding a Series 65 credential and four years of industry experience. He has worked at Primerica Financial Services from 2021 to 2024 and resumed in 2025. Outside of advising, he is involved in management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, delivering model-based strategies and a limited number of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a tiered wrap-fee structure and multiple investment approaches including Strategic, Tactical, Tax-Aware, and Income Distribution models.

Michael Maltby is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Wells Fargo Clearing, Morgan Stanley, and Merrill. 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 range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools.

Michael Lancaster is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2013, accumulating 12 years of industry experience. He serves as an incorporator for the Friends of Flowery Branch Car Show Inc., a nonprofit charity, and as CEO of Safe Boating Lake Lanier, overseeing facility use and board activities. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Michael Hyser is a CFP® professional with 33 years of industry experience. He is currently with LPL Financial and previously worked at Kestra Advisory, Kestra Investment Services, and PRUCO Securities. His background includes roles in both advisory and insurance-related activities. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Vrinda Pitre is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 credential and five years of industry experience. Prior to joining Morgan Stanley in 2021, she worked with Forsyth County Schools for three years and was a homemaker for six years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm’s financial planning process involves structured discovery and uses firm-approved tools and models to help clients plan, while clients are responsible for implementing and updating their plans.

Tatenda Sekeso is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Morgan Stanley, Sekeso worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.