Adam Ibrahim is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo’s various advisory and clearing divisions since 2012. Outside of his role at Wells Fargo Advisors, he has ownership interests in Alpha Wealth Advisors, LLC, and AI9 LLC, both financial practices based in Alpharetta, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, using Wells Fargo research and tools to develop tailored recommendations delivered through both meetings and written summaries.

Steven Harvey is a financial advisor at Morgan Stanley with 18 years of industry experience. His prior work includes roles at E*TRADE Capital Management LLC and E*Trade Securities LLC beginning in 2012. He also serves in the United States Army Reserve as an observer coach and trainer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools.

Samuel Allee is a financial advisor at Edward Jones in Lawrenceville, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Parker Hannifin and has had diverse roles including positions in the food service and retail sectors. He also operated a social kitchen and garden business. 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 with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Sherry Murphy is a financial advisor with Ameriprise in Buford, GA, holding a Series 66 designation and bringing 20 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Justin Field is a financial advisor at Morgan Stanley in Alpharetta, GA, with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Florida Financial Advisors, Jeff Field & Associates, Office Depot, HomeSmart Realty Partners, Georgia Gwinnett College, and NinjaKour. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm uses structured discovery conversations and firm-approved planning tools to develop plans, managing approximately $2.74 trillion in client assets.

Joan Phillips is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Philpott is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cetera Advisors LLC since 2014. Outside of advising, he serves as an executor and trustee for family estates and is involved in timberland ownership and management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Pamela Hoppe is a ChFC® with 39 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. She previously worked at MetLife Securities Inc. from 2015 to 2017 and has been affiliated with MassMutual Life Insurance Company since 2016. Outside of her advisory role, she is involved in insurance brokerage, specializing in individual life, health, and Medicare products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with an emphasis on collaborative, goal-oriented planning and a range of event-driven services.

Michael Antonio is a financial advisor with LPL Financial in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes nine years at Wells Fargo Advisors Financial Network LLC and nearly three decades with Haymond Antonio Wealth Advisory Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Steven Kaufman is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Christopher Reynolds is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2020. His earlier career includes roles at The Reliable Automatic Sprinkler Co., Inc. and Providence College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and models to help guide client decision-making.

Emily Elliott is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Her prior roles include positions at Marcus & Millichap Investment Sales and NAI Global, as well as work with the Mote Marine Center for Coral Reef Restoration. Morgan Stanley Wealth Management serves both individual and institutional clients, offering various advisory programs and tailored financial planning supported by firm-approved tools and market simulations.

Rachel Wight is a financial advisor with Merrill in Alpharetta, GA, holding a Series 66 designation and six years of industry experience. She has worked at Merrill since 2019 and previously held roles in fitness and orthotics. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Shazia Punjwani is a financial advisor at Merrill with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Merrill since 2020. Prior to that, she held various roles at SunTrust entities from 2011 to 2019. Merrill, together 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Constance Collins is a financial advisor with Merrill in Alpharetta, GA, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Terry Bell is a Series 66-licensed financial advisor with Edward Jones in Dacula, GA. He joined Edward Jones in 2025 and has prior experience at Mammoth Holdings, Inc, Enterprise Holdings, and as a self-employed individual. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

David Siegel is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is involved in management and operations related to investment products and works as an insurance salesman. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers for portfolio implementation and employs a tiered wrap-fee structure.

Joy Baxley is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Morgan Stanley, she worked at E*Trade Securities and held roles in education at Cherokee County School District and First Presbyterian Day School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and strategic modeling. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

Keith Delaporte is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Primerica Advisors and Primerica Financial Services, where he has worked since 2015. His prior experience includes roles at Alpha Financial and PFS Investments Inc. Delaporte is also involved in the management and operations of investment-related products. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party asset managers and execution service providers.

John Nemeth is a financial advisor with Cetera in Alpharetta, GA, holding a Series 66 credential and 18 years of industry experience. He has been with Cetera and associated entities since 2014. Outside of his advisory role, he also works as a ticket taker at the Verizon Amphitheater, an outdoor music and entertainment venue. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.