Lethon Flowers IV is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He has two years of industry experience and previously worked at E*Trade Securities and the Brion Ross Law Group. Outside of finance, he is the owner and head coach of Flow Football Performance, a personal training business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a broad range of investment and brokerage services.

Naveed Lalani is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes positions at UBS and Cambridge Investment Research, among others. Outside of his advisory role, he is involved in healthcare operations and data analysis with Sentara. Raymond James & Associates, Inc. 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 municipalities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships supported by research and a range of portfolio management styles.

Jean Louis Sankale is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses. He has experience working with PFS Investments Inc. and Primerica Financial Services since 2026, and previously worked at PDTi [Pasaca Capital Inc.] in 2022. He is also involved with Globomics LLC, a role he has held since 2009. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of financial advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

Charles White is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. He co-owns Atlanta Wealth Partners, LLC, a support company based in Suwanee, GA. White has been with Raymond James Financial since 2010 and has prior experience with White Baker Holdings LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Richard Pace is a financial advisor at Morgan Stanley with 18 years of industry experience. He previously worked at E*TRADE Securities LLC from 2007 to 2020 before joining Morgan Stanley in 2023. Outside of his advisory role, Pace coaches group fitness classes at CrossFit North Fulton and CrossFit 1440. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and broad advisory programs.

Steven Tholen is a Senior Financial Advisor based in Alpharetta, Georgia, and a member of The Snider Team at Merrill Lynch Wealth Management. He brings more than 35 years of experience in the financial services industry. Steven began his career as a Financial Advisor at Merrill before spending 21 years in the asset management industry in senior leadership roles. Prior to returning to Merrill Lynch Wealth Management, he founded and led a consulting firm offering strategic advisory services to asset management companies. His investment expertise includes traditional equity and fixed income strategies as well as alternative investments such as hedge funds, fund-of-funds, and private equity across multiple asset classes. Steven and his team provide concierge-level wealth planning and investment management services focused on privately held business owners, current and former corporate executives, and their families. They are currently accepting new clients who can benefit from their experience and the resources of Merrill and Bank of America. Steven holds a Bachelor's Degree from The Citadel and has earned the Certified Portfolio Manager (CPM) and Personal Investment Advisor (PIA) designations. He is a member of the Citadel Alumni Association and a USMC Veteran. Outside of work, Steven enjoys cooking, fishing, hunting, and traveling. He also participates in community volunteer activities consistent with Merrill's tradition of community involvement.

James Bortak II is a CFP® credentialed financial advisor with 29 years of industry experience, currently with Wells Fargo Advisors since 2025. His prior roles include positions at Wells Fargo Clearing from 2002 to 2025 and Truist Investment Services in 2007. He serves as a Design Review Board Committee member for the Stonecrest Homeowners Association in Buford, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and tools, integrating advisory solutions with multiple financial product offerings.

Bianka Guzman is a financial advisor at Fidelity with 10 years of industry experience and holds a Series 66 designation. She has worked at Fidelity Investments since 2025 and previously spent five years at Merrill. Outside of her advisory role, she is a partner in MBD Rental Solutions, LLC, where she manages rental payment collections and property maintenance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Lawrence Roemer is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Cetera and has held roles at firms including LPL Financial and Infinity CPA Network. In addition to his advisory work, he is involved in tax and accounting consulting for business owners and owns an insurance wholesaler business focused on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Andrew Gullion is a CFP® with 14 years of experience in financial advising. He currently works at Edelman Financial Engines in Alpharetta, GA. His previous experience includes roles at Fidelity and Financial Engines Advisor Center, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace retirement solutions, planner-led wealth management, and online advice, emphasizing diversified model portfolios and a long-term investment approach.

Taylor Miller is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including JPMorgan Chase Bank, N.A., Purshe Kaplan Sterling Investments, and Phase Line Capital. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework where applicable.

Ying Piao is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, Ying worked at Bank of America from 2023 to 2025 and was involved with Natsu Sushi Bar & Ocean Grill for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Jordan Fidanza is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his career in finance, he worked at Waffle House, Inc. from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Warren Bray is a financial advisor at Morgan Stanley with 7 years of industry experience. He holds a Series 66 designation and has previously worked with firms including E*TRADE Capital Management, Wells Fargo, Merrill, and Bank of America. Outside of his advisory role, Bray serves as treasurer for the IVYS HOA in Atlanta, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured discovery processes and firm-approved planning tools.

Peipei Ding is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, she held roles at Modingo International LLC, where she is an owner, and worked in various positions including at Georgia Tech and CITIC Capital. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Smith is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, Smith serves on the boards of Cafe 1040, an organization supporting missionary immersion experiences, and The Fort Foster Care, which provides support for foster children in Forsyth County. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial analyses across various planning areas without including implementation. The firm emphasizes a separation between planning and managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Kevin Mayer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC for nearly a decade. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based financial planning agreements.

Heather Blount is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, following roles at Edward Jones and South State Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process uses centralized due diligence with both quantitative and qualitative research, and they offer unique capabilities including futures and security-based swap dealer registrations.

Jerry King is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has previously worked at E*TRADE Capital Management, Bank of America, Merrill, JPMorgan Chase Bank, and JP Morgan Securities. Outside of finance, he owns and operates a pressure washing company based in College Park, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Heather Sheats is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Primerica Financial Services since 2006. Her other business activities include management and operations related to investment products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and select separately managed account options for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.