Karen Reed is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been with Wells Fargo Bank NA and Wells Fargo Clearing since 2018. Prior to her advisory 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 approximately $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.

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.

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.

Andrew Stone is a CFP® professional affiliated with LPL Financial, based in Roswell, GA, with 16 years of industry experience. His prior work includes roles at Waddell & Reed and various insurance carriers. He is involved with Newtown Group Inc., where he manages financial recordkeeping. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jerson Maldonado is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with one year of industry experience. His prior work includes roles at New York Life Insurance and DoorDash, as well as positions outside finance in various service and retail businesses. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

Robert Solley is a financial advisor at Cetera with 35 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Cetera and its affiliated firms since 2011. He is also the owner of Solley Financial Services, which he started in 2003. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Wesley Brumfield is a CFP®-certified financial advisor with 42 years of industry experience, currently serving at Raymond James & Associates since 2013. Based in Alpharetta, GA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in rental real estate through Blue Bear Ridge. 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, institutional clients, and municipal entities—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Gerald Sentell is a financial advisor at Morgan Stanley with one year of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley, he held various roles in the food and beverage sector and was a student at Washington and Lee University. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of investment programs.

Tom Ridge is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2022, he worked in the golf industry, including roles at Tom Ridge Golf and Bobby Jones Links Golf. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Lawrence Erickson III is a financial advisor at Edward Jones in Roswell, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Derek Giddings is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Charles Shakar is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he is a partner in CWS Ventures LLC, a construction and engineering business based in Alpharetta. 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 utilizes structured planning tools and scenario modeling as part of its advisory process.

Katlyn Bradach is a Series 66-credentialed financial advisor with Morgan Stanley in Alpharetta, GA, and has six years of industry experience. She has been with Morgan Stanley since 2020 and previously focused on family life as a stay-at-home mom for eight years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured tools and firm research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.