Gregory Wassey is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at LPL Financial since 2015 and previously spent nine years at Wells Fargo Clearing. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Joseph Coffee is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Viking Alchemist Meadery for five years. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include structured discovery conversations and scenario modeling.

Paul Schlitz is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked for nine years at The Atlanta Dental Supply Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies.

Mark Kopkin is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co Inc, Raymond James & Associates, and Morgan Keegan & Company. Kopkin serves on the board of directors for JELF, a nonprofit that assists college students with college loans. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer strategies. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through client meetings and summary letters.

Jeffrey Stewart is a CFP® and Series 66 registered financial advisor with Wells Fargo Clearing, based in Alpharetta, GA. He has 10 years of industry experience, all of which has been with Wells Fargo Clearing 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 uses research-driven investment approaches and offers both brokerage and advisory solutions through a large network of over 14,000 financial advisors.

Jeffrey Wegner is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. His prior employment includes roles at Wells Fargo Clearing, Wells Fargo Bank, Bank of America, and Merrill. He is currently based in Cumming, Georgia. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across retirement, tax, estate, and other planning areas. The firm combines goal-based analyses with managed-account programs under its WealthPlan option, while maintaining separate planning and portfolio management services.

Michael Sheen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and two years of industry experience. He has held roles at Charles Schwab & Co., Inc. since 2022 and previously worked at Itential, Priority Technology Holdings, Corida Insurance, and RaceTrac Petroleum. 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 offers a mix of non-discretionary and discretionary investment management, combining scaled client service with integrated brokerage, custody, and advisory capabilities.

Brian Blough is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Raheem Karim is a financial advisor at Cetera with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Primerica and Foundation Investment Group. Outside of his advisory work, he owns a podcast company and a graphic and web design business and serves as treasurer and grant writer for a nonprofit focused on education and entertainment programs for children. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Harrison Adams is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab and Professional Benefits Consulting. He also spent four years at Reinhardt University and was involved with B&B Moving and Delivery for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice.

Jeffery Jordan is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at E*TRADE Securities and E*TRADE Capital Management for over eight years before joining Morgan Stanley. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, with plans that incorporate the Global Investment Committee’s return estimates and Monte Carlo simulations.

Peggee King is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2008. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees rather than fixed fees.

Thomas Kinney III is a Series 66-licensed financial advisor with Morgan Stanley, based in Alpharetta, GA, and has 26 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Kinney serves on the Finance Committee of the Northbrook UMC Preschool, a nonprofit organization in Roswell, GA. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and a structured discovery process.

Luke Donahue is a financial advisor with Edward Jones holding a Series 66 designation and currently based in Cumming, GA. He has one year of experience in the financial industry following a 20-year career in the United States Navy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Wilfred Cuthbert is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Morgan Stanley in Alpharetta, GA. Prior to joining Morgan Stanley, he worked at E*Trade Securities and E*TRADE Capital Management. Outside of his advisory role, he provides private music lessons and leads worship through songwriting and performance. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment models.

Lavar Leak is a financial advisor at Morgan Stanley in Alpharetta, GA, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and agreements with employers.

Jeffrey Sulka is a CFP® certificant with 25 years of experience in the financial services industry. He has been with Edward Jones since 2000, serving clients from Gainesville, Georgia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Benjamin Marshall is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at E*Trade Securities and E*Trade Capital Management prior to joining Morgan Stanley in 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Juling Yang is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 licenses and having 10 years of industry experience. Prior to joining Morgan Stanley, Yang worked at E*TRADE Capital Management and E*TRADE Securities for several years. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, utilizing structured planning tools and firm‑approved methodologies to support client goals.

Samuel Jordan is a financial advisor at Primerica Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Scottrade, Inc. for 13 years before joining Primerica in 2020. His other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.