Thomas Kikly is a financial advisor with Merrill in Alpharetta, GA, holding a Series 66 designation and over 21 years of industry experience. He has worked at Merrill and Bank of America since 2018 and previously held positions at Accumulation Wealth Strategies, Inc. and Principal Securities. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Anthony Maxwell is a financial advisor with Primerica Advisors in Auburn, GA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Primerica Financial Services since 2003. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Alexander Lindsey is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He has three years of industry experience and has previously worked at E*Trade Securities and Paradigm Security. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and serves clients through customized planning and broader financial solutions.

Dawnell Simms Codrington is a financial advisor at Morgan Stanley in Alpharetta, GA, with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, she worked at Fulton County schools. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved tools to support personalized financial plans.

Kyle Cushion is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. His career includes roles at Primerica Financial Services and The Leonard Firm, among others. Outside of advising, he is involved in management and operations related to investment products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure.

Stephanie Groff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Robert Gahwiler is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023, following roles at E*TRADE Securities and Wells Fargo. Prior to his financial career, he was employed by Kaldi's Coffee Company and attended Emory University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Cedric Haynes is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at Wells Fargo Clearing Services since 2018 and Wells Fargo Bank NA since 2013. 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.

Janina Morello is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 12 years of industry experience. She previously worked at Raymond James & Associates and Merrill, as well as Bank of America, N.A. Janina is based in Duluth, Georgia. 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.

Jeffrey Staley is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2007 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Natalie Hammond is a financial advisor at Primerica Advisors with 30 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at firms including Northwestern Mutual Investment Services LLC and Alex Beilin. Her background includes long-term roles spanning more than a decade in various financial services positions. 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 utilizes model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Elizabeth Seabolt is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2013. Additionally, she is associated with Creative Financial Team, LLC, where she performs operations support. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs, with notable capabilities in municipal advisory and specialized retirement plan services.

Noel Updyke is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at National Life Group through A.P.O.Gee Financial Partners. Outside of finance, his background includes roles in the food service industry and self-employment as a DoorDash delivery driver. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on portfolios including mutual funds, ETFs, and ETPs.

Ryan Ogden is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*Trade Securities, LLC. 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, including tailored financial planning and estate planning services, managing approximately $2.74 trillion in client assets.

Rishab Singh is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities and developing strategies tailored to their short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unforeseen financial needs, providing clients with comprehensive financial advice and access to Bank of America specialists across various banking and financing solutions. Singh holds professional designations as an Accredited Wealth Management Advisor (AWMA) and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of South Carolina and a High School Diploma from Green Hope High School. He is also affiliated with the professional organization Phi Delta Theta. In addition to his professional work, Singh participates in community activities such as Habitat for Humanity.

Thomas Davis is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, following prior roles at Wells Fargo Bank and Wells Fargo Clearing Service. He practices within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Nathan Mckissick is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and possessing 14 years of industry experience. He previously worked with E*TRADE Securities LLC and E*TRADE Capital Management LLC for nine years before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and proprietary tools but does not offer individual security recommendations as part of standalone financial plans.

Kelly Smith is a financial advisor at Wells Fargo Clearing with eight years of industry experience. Smith holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018. Prior to that, Smith held positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and Customers Bank. Outside of financial services, Smith owns and operates an auto repair business in Lithonia, Georgia. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broader set of financial products including insurance-related vehicles and bank deposit sweep options.

John David Ballance is a Senior Financial Advisor and Managing Director based in Alpharetta, Georgia, affiliated with Merrill Lynch Wealth Management. He has been in the financial services industry since 1997, with prior experience at Wachovia Securities before joining Merrill in 2008. John specializes in providing comprehensive financial guidance, including portfolio management through personalized or defined strategies that may incorporate individual stocks, bonds, Merrill model portfolios, and third-party investment options. John and his team follow a "client first" approach, developing tailored financial strategies tailored to each client's unique needs and life stages. They assist clients throughout their financial life cycle by evaluating financial situations, setting goals, implementing strategies, and conducting regular reviews. His expertise encompasses family wealth management, liquidity management, retirement planning, small business strategies, and retirement income solutions. He also collaborates with professionals to support clients with trusts, complex retirement strategies, and estate planning services. John holds a Bachelor's Degree from the University of Georgia and is a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved in his community through Northpoint Church and serves as a youth football coach. His approach emphasizes relieving clients of financial stress to help them lead fulfilling and successful lives.

Renee Houser is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services for business-owner transitions, sports and entertainment, special needs, and divorce planning.