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.

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 credentials and bringing 10 years of industry experience. Prior to joining Morgan Stanley, Yang worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through directly contracted advisors as well as corporate financial planning agreements.

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.

Travis Doyle is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2026, he worked at UBS Financial Services for 26 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that incorporate structured discovery processes and firm-approved tools.

Jennifer Langwell is a financial advisor at Merrill with six years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2019. Outside of her advisory role, Langwell is the owner of two small businesses, including one focused on the production of chocolate and confectionary items. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Heath is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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, operating under a fiduciary standard.

David Jackson is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding a Series 63 designation and 26 years of industry experience. He has been with Primerica Financial Services since 2012. His other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading and implementation responsibilities to BNY Mellon Advisors.

Jonathan London is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Primerica Advisors and previously worked at Cetera Advisors LLC and Green Financial Resources, LLC. Outside of financial services, he has worked as a tournament employee in the golf shop at the Masters Tournament. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services primarily through model-driven investment strategies.

Chandler Wood is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Lindsey Flynn is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a variety of advisory programs. The firm’s financial planning process includes structured discovery conversations and firm-approved tools, utilizing modeling techniques such as Monte Carlo simulations.

William May II is a financial advisor at Morgan Stanley with 12 years of industry experience. He has held roles at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. He holds a Series 66 designation and is based in Alpharetta, GA. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

William Gamel is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. In addition to his advisory role, he 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 discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Glen Romm is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Christopher Baudhuin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He previously worked at E*Trade by Morgan Stanley for 10 years before joining J.P. Morgan in 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.