William Gamel is a financial advisor with Primerica Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and emphasizes advisory services through a large network of financial advisors.

Glen Romm is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His career includes roles at Wells Fargo Advisors LLC, Wells Fargo Bank NA, Merrill, and Banc of America Investment Services, Inc. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Timothy Bassett is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is the sole proprietor of Hudson Management LLC, a manufacturing business based in Birmingham, Michigan. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved planning tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Ann Wall is a Series 66-registered financial advisor with Wells Fargo Clearing in Alpharetta, GA, bringing 19 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Outside of her advisory role, Wall performs as a professional Mrs. Claus for events and photography sessions. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Karl Schiefer is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of his advisory role, he serves as an assistant tennis coach at St. Andrew's School in Savannah, GA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies that include Monte Carlo simulations and secular return estimates.

Jody Smith is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2026, Smith worked at Wells Fargo Advisors for 13 years and Merrill for 10 years. Outside of advising, Smith serves as a notary public in the state of Georgia. LPL Financial is a national broker-dealer and registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning, asset management, and institutional platforms, with advisory services delivered through a large network of professionals using both proprietary and third-party strategies.

John Plowman is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he assists clients in managing their wealth by creating personalized strategies that align with their individual priorities and the changing market conditions. He collaborates with clients to develop plans centered around their families, goals, and aspirations. John has access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients' financial needs. Since 2018, John has worked extensively with clients, focusing on transforming liquidity events into lasting generational wealth. His expertise includes strategic pre-exit planning and developing tax-efficient pathways that help business owners maximize their exit and transition on their own terms. He holds the Personal Investment Advisor (PIA) designation. John earned a high school diploma from Blessed Trinity Catholic High School, attended Texas AandM University System without conferring a degree, and holds a bachelor's degree from East Carolina University. He participates in community activities through involvement with Wilderness Works. Outside of his professional work, John enjoys camping, fishing, football, golfing, music, pickleball, running, and spending time with his family.

Andrew Miller is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he works with individuals, families, and business owners to develop personalized financial strategies and plans that align with their goals and priorities. Andrew has extensive experience in the financial services industry, having held various roles including Financial Consultant at Fidelity Investments, Financial Consultant at E*TRADE Securities, Senior Financial Consultant at TD Ameritrade, Wealth Management Client Advisor at Fidelity Bank, Wealth Manager at Sheets Smith Wealth Management, Wealth Manager at USAA, and Financial Consultant at E*TRADE Securities. His career spans from 2008 to the present, demonstrating a long-standing commitment to helping clients with their financial needs.

Jeffrey Brown is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2002. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ethan Pino is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at Mimi's Table and University Park Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Matthew Russell is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience at Logical Computer Solutions and Computer Programs & Systems Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning arrangements.

Warren Hamilton is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009, with a brief retirement period from 2020 to 2021. Outside of his role at Wells Fargo Advisors, he has ownership interests in Alpha Wealth Advisors, LLC and Hamilton Wealth Management LLC, both based in Alpharetta, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo research and planning tools to develop customized recommendations.

T. Bruce Nelson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over three decades of experience to his role. He specializes in delivering tailored wealth management strategies, focusing on areas such as divorce transition planning, education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Bruce works closely with a select group of business owners, executives, families, individuals, and organizations across the country, aiming to support their financial objectives through strategic, client-centered advice. Bruce's approach integrates collaboration with clients' accountants, attorneys, and tax professionals, ensuring comprehensive financial planning that aligns with clients' goals, risk tolerance, and time horizons. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Bruce earned his bachelor's degree from Fordham University in 1982. Beyond his professional commitments, Bruce is active in ministry opportunities and is involved with organizations such as Bill Glass Ministries and the National Association of Plan Advisors. He resides in Marietta with his wife Hallie and values family deeply, considering his clients as part of an extended family network.

William Leader is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Equitable Advisors, and Gotcha Mobility. He has also been involved with The University of Alabama and Hinsdale Swim Club. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Robert Boisvert is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley Private Bank and Bank of America. He is based in Roswell, GA. 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.

Lindsey Cook Doss is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial before joining Raymond James in 2016. Outside of her advisory role, she serves as Chapter Co-President and Board Member for the Ellevate Network, a professional organization focused on advancing women in business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research and a variety of portfolio management options.

Jennifer Scott is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management in Alpharetta, Georgia. She began her career at Merrill Lynch in 1995 and serves high net worth individuals and families, successful business owners, and corporate executives. Her practice focuses on wealth management planning, including portfolio management, retirement, tax minimization, wealth transfer, and legacy planning strategies. Jennifer holds a Bachelor's Degree from San Diego State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CHARTERED FINANCIAL CONSULTANT (ChFC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She particularly enjoys providing advice and guidance to clients transitioning into retirement. Residing in Alpharetta with her husband of over 30 years, Jennifer spends her spare time entertaining, traveling, and being with her three sons and two dogs.

Vittorio Valentine is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes roles at Atrium Staffing and Capstone Financial, along with time spent at Clarity Capital Advisors. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on 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 corporate financial planning services.

Anthony Pastore is a Series 65-licensed financial advisor at Fisher Investments with seven years of industry experience. He has worked at Fisher Investments since 2018 and previously spent seven years at Impact Partnership. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management and various advisory services. The firm uses a centralized investment process combining quantitative and qualitative research to manage globally diversified portfolios with tax-aware and risk management strategies.

Matthew Mc Kamey is a financial advisor with Raymond James & Associates in Canton, GA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior experience includes 13 years at Charles Schwab and Charles Schwab Bank. Raymond James & Associates 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 investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide advisor network.