Jonathan Seidel is a financial advisor with Ameriprise Financial Services, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Ameriprise since 2016. Outside of advising, he performs fiduciary activities as an executor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Joseph Tortora is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at National Financial Services LLC and Kohl's Corporation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and delivers model portfolios to intermediary platforms.

Christian Mc Mains is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials with four years of industry experience. His prior roles include positions at E*TRADE Securities LLC, Trinity Wealth Securities, and Wells Fargo, as well as diverse experience outside finance including work with GoPuff and Oreillys Irish Public House. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing financial planning with firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Armand Glassman is a CFP®-certified financial advisor with 16 years of industry experience, currently affiliated with LPL Financial. He previously worked with Infinite Asset Management and Triad Advisors, Inc., and has led Glassman Consulting Services for over three decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms.

Robert Wade is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 credentials and has been in the industry since 2024, with prior experience including roles at Equitable Advisors and Gleneagles Country Club. He has also been involved with Lawson Event Rentals and the UT Dallas SPN Wellness Center. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Kayla Ledford is a financial advisor with Edward Jones in Acworth, GA, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and previously spent twelve years at Taco Bell. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Johnson is a CFP®-credentialed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at United Parcel Services for over three decades. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Cody Moore is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Before joining LPL Financial in 2023, he worked at Wealth Enhancement & Preservation and Triad Advisors. He is also involved with BCM Capital, a business entity for tax and investment purposes. 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 portfolios, third-party asset management, and institutional platforms.

Karen Reed is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo since 2018. Prior to her financial services career, she spent 21 years as a homemaker. 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 roughly $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Cristy Speer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 63 designation and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and also has tenure at Citigroup Global Markets Inc. since 2008. Morgan Stanley Wealth Management offers a range of advisory programs 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, serving clients through personalized planning and broader investment services.

Bradley Godfrey is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services LLC, MassMutual Life Insurance Co, and Edward Jones. Outside of his advisory work, he is involved in outside insurance activities. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of representatives, utilizing a mix of proprietary and third-party advisory programs and emphasizing ERISA fiduciary services for qualified plans.

Christopher Wallace is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles, including education and hospitality, before joining LPL Financial. Outside of his advisory role, he coaches at King's Academy in Woodstock, GA. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across a variety of asset allocations.

Darrin Cohen is a financial advisor with LPL Financial based in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Red Triangle, Infinite Asset Management, Triad Advisors, and Resource Horizons. Outside of his advisory work, he owns Feed the Well BBQ, a non-investment-related business. 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 portfolios, third-party asset management, and institutional platforms.

Isaiah Oh is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 credential and has worked at J.P. Morgan Securities since 2018, as well as at JPMorgan Chase Bank, N.A. since 2017. Prior to his finance career, he spent eight years at Best Buy. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers a range of investment options through its Institutional Consulting Services program.

Jason Rothfarb is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with experience spanning roles at Morgan Stanley Private Bank, Morgan Stanley, Jackson and Coker LLC, and prior positions in education. His background includes four years at Jackson and Coker LLC and a combined seven years in educational roles at The University of Alabama and Johns Creek High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Matthew Simmons is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with Charles Schwab and Co., Inc., having previously worked at TD Ameritrade Investment Management, LLC and Scottrade, Inc. His career includes roles at both Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2022. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Carter Breeling is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Citizens Bank and has experience across several other service and hospitality roles. He has also been affiliated with educational institutions including EM Strasbourg Business School and Louisiana State University. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that incorporates firm‑approved tools and broad investment resources.

Marvin Christian is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked with several firms, including SVB Wealth LLC and Wells Fargo Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Arturo Aviles is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities, TD Ameritrade, and Scottrade. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from Schwab Center for Financial Research.

James Nance is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. Beyond his advisory role, he has experience as a U.S. Naval Reserve Military Intelligence Officer and is involved in managing commercial rental properties. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with one of the largest advisory and branch networks in the industry. The firm offers a range of advisory programs, investment strategies, and affiliated services under a fiduciary standard.