Joseph Richards is a financial advisor with Mass Mutual Investors Services, holding the CFA® designation along with Series 66 and Series 65 licenses. He has five years of industry experience and has worked with firms including Truist, Ardent Trust, and Investperity. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools.

Massod Jamshidi is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2022 to 2024. His earlier experience includes positions at E*TRADE Financial, where he worked as a Financial Consultant from 2017 to 2022, a Branch Service Representative from 2016 to 2017, and a Senior Financial Services Representative from 2015 to 2016. Throughout his career, Massod has focused on developing customized financial plans that align with his clients' unique needs and goals. He emphasizes close communication to monitor and update financial strategies as life events occur, aiming to help clients successfully reach their financial objectives.

Andrew Bowie is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Before joining Morgan Stanley in 2023, he worked at E*TRADE Securities and E*TRADE Capital Management from 2015 to 2023 and had a brief tenure at Merrill in 2015. Outside of his advisory role, he serves as Treasurer for the Hyde Park Homeowners Association, where he manages the collection of dues and payment of community bills. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Barrett Brightwell is a Wealth Management Advisor at Merrill Lynch Wealth Management who specializes in Private Wealth Management for families and Corporate Retirement Plans. He has over 17 years of experience in customizing wealth strategies, with expertise in areas such as family wealth management strategies, legacy planning, philanthropic and values-based investing, tax minimization, and services for endowments, foundations, and non-profits. Barrett holds multiple professional designations, including Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated from the University of Tennessee at Chattanooga with a double major in Finance and Economics, attending on a full athletic scholarship and lettering four years as a tight end on the football team. Residing in Buckhead with his wife Rachael and their two sons, Barrett actively participates in competitive tennis through the United States Tennis Association (USTA) and Atlanta Lawn Tennis Association (ALTA). In addition to tennis, his personal interests include football, golf, music, reading, running, skiing, soccer, and traveling. Barrett emphasizes a holistic approach to financial advising with a focus on connecting all aspects of clients’ financial lives to help prioritize and pursue their most important goals.

James Krantz is a Certified Financial Planner® with 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following earlier roles at Bank of America and Merrill. Outside of his advisory work, he owns a rental property in Park City, Utah. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and focuses on advisory services without providing individual security recommendations as part of its standalone planning offerings.

Hayley Norton is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Primerica in 2024, she worked in various roles including legal and administrative positions at firms such as Kaye Lembeck Hitt and French Family Law Firm and the HELP Clinic. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm employs model-driven investment strategies and operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management.

Brian Meyer is a financial advisor with Robert W. Baird & Co. in Alpharetta, GA, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Robert W. Baird since 2005. Outside of his advisory role, he owns A Frozen Creation, a business focused on sales, marketing, and service operations, and serves as a brand ambassador for Engage Pickleball. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Donna Litty is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has worked at multiple Cetera affiliates since 2025 and spent eight years at Triad Advisors, Inc. prior to that. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals across wealth levels, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Mark Silva is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and 65 credentials and possessing 34 years of industry experience. His prior work includes roles at Prospera Financial Services and Triune Capital Advisors, LLC. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide advisor network.

Stephen Marcopulos is a financial advisor with Charles Schwab, holding a Series 66 designation and having 10 years of industry experience. He has worked at Charles Schwab since 2015 and Charles Schwab Bank since 2017. 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 guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Paul Fernandez is a financial advisor at Edward Jones in Canton, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the United States.

Russell Clemmer IV is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation, bringing 11 years of industry experience. Prior to his current role beginning in 2019, he worked with Kestra Financial Services and has been associated with Legacy Advisory Partners since 2014. He serves as a committee member on the finance committee at First Baptist Church Alpharetta. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies under the Founders Gate Capital brand.

Joshua Wright is a financial advisor with Edward Jones in Cumming, GA, holding the ChFC® designation and Series 66 license. He has three years of industry experience and previously served 26 years in the United States Army. In addition to his advisory role, he works part-time as a simulated brigade combat team commander for Valiant Integrated Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Gregory Rose is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to clients and through corporate financial planning agreements.

Feng Liu is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Massachusetts Mutual Life Insurance and American National Insurance Company. Liu is based in Alpharetta, GA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative manager research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Stephen Mckinley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since August 19, 2013. Stephen holds several professional designations, including Certified Portfolio Manager (CPM), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is registered with FINRA-Series 7 and 66. Stephen earned his Bachelor's and Master's degrees from The University of Alabama, obtaining a Master's degree in Applied Economics from its Manderson Graduate School of Business with honors. His expertise focuses on delivering wealth management services that address complex financial decisions and simplify clients' lives to help them achieve their financial goals and desired lifestyles before and during retirement. His client focus areas include College Education Planning, Corporate Executive Services, Executive Compensation, Equity Compensation Services, Family Wealth Management Strategies, Legacy Planning, LGBT Wealth Planning, Managing New Wealth, Personal Retirement Planning, and Women and Wealth. Stephen lives in Brookhaven with his wife Katie and their family. Outside of his professional work, he enjoys adventure sports, boating, football, golfing, music, skiing, and spending time with his family. In 2023, he was named to the Forbes "Best-in-State Wealth Management Teams" list as a member of The Snider Team.

John Mchale is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc from 2014 to 2023 before joining Wells Fargo Advisors. He is involved with several investment-related private companies, including JECU LLC, Mchale Group LLC, and 1858 Haven Private Wealth LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory with other financial product sales and referral channels.

Michael Bates is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He has been serving as a financial advisor since 2000, bringing over two decades of experience to his role. Prior to joining Merrill Lynch, he spent ten years working in the Commercial Insurance brokerage industry. Michael specializes in planning-based asset management with a focus on retirement, educational savings, and estate planning for high net worth individuals and families. His expertise includes legacy planning, liquidity management, personal retirement planning, portfolio management services, and retirement income. He provides personalized financial strategies developed through one-on-one consultation designed to help clients pursue their long-term goals. He holds a Bachelor's Degree from the University of Tennessee and carries the Personal Investment Advisor (PIA) designation. Michael is also involved in the community through his participation in the Rotary Club of Forsyth County and Habitat for Humanity. He resides in Cumming with his wife Susan and enjoys running, tennis, and spending time with his family.

Jimmy Laffiteau is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63, Series 65, and Series 66 licenses and seven years of industry experience. He has worked at Morgan Stanley since 2023 and previously spent five years with Prudential Insurance Company and PRUCO Securities. Outside of his advisory role, he is a sole proprietor of a consulting business and active in online retail sales through membership in Poshmark. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both independently and through corporate financial planning agreements.

William Nichols is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2013. He has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Nichols teaches a financial planning course titled "Blueprint for Financial Success" at Emory University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.