Nathaniel Brown is a financial advisor with Primerica Advisors located in Duluth, GA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Primerica Financial Services since 1998. His other business activities include management and operations of investment-related products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors who provide model-based portfolio recommendations supported by third-party asset managers and custodial services.

Scott Englehardt is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Stifel Nicolaus & Co Inc, Raymond James & Associates, Morgan Keegan & Company, LLC, and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing 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 offerings with other financial products and referral channels.

Ryan Squibbs is a financial advisor with Morgan Stanley Wealth Management based in Alpharetta, GA. He holds Series 66 and Series 63 licenses and has 19 years of industry experience. Prior to joining Morgan Stanley in 2022, Squibbs worked at E*Trade Securities and E*TRADE Capital Management from 2016 to 2022, as well as Harrisdirect LLC from 2014 to 2023. He serves as an officer on the board of the Canterbury Farms Property Owners Association, where he is involved in financial oversight and neighborhood management. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach employs structured discovery conversations and planning tools, and serves a broad range of retail and institutional investors.

Lawrence Widener is a financial advisor at Edward Jones in Peachtree Corners, GA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones, he worked at Invesco for two years and held roles at Zoom Video Communications and Gartner. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,000 branch offices.

David Jones is a Series 66-licensed financial advisor with three years of industry experience, currently practicing at Wells Fargo Clearing since 2026. His prior experience includes roles at Bank of America and Merrill. Outside of finance, he is involved in music recording, performance, and songwriting through his ownership of Regal Jones Enterprises LLC. 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 a combination of brokerage and advisory solutions supported by comprehensive research and analytics.

Wesley Trunell is a financial advisor with Ameriprise in Cumming, GA, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for six years and Phelan Hallinan Diamond & Jones PLLC for seventeen years. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, supported by algorithmic automation and oversight committees.

Gregory Wassey is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at LPL Financial since 2015 and previously spent nine years at Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Kelly Goldsmith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and over 21 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2004. Outside of her advisory role, she serves as Treasurer for the Southeast Gwinnett Cooperative Ministry and volunteers on the Social Ministry Committee at Oak Road Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Joseph Coffee is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Viking Alchemist Meadery for five years. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include structured discovery conversations and scenario modeling.

Sharon Miller is a financial advisor with LPL Financial in Tucker, GA, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She worked at INVEST Financial Corp. for 32 years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, model portfolio programs, and institutional platforms. The firm supports advisors with research tools and allows for both discretionary and non-discretionary investment strategies, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Matthew Molnar is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He has worked at Baird since 2019 and spent the previous 17 years at UBS Financial Services. Molnar holds the Series 66 designation. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and manages approximately $394 billion in regulatory assets under management.

Mark Kopkin is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co Inc, Raymond James & Associates, and Morgan Keegan & Company. Kopkin serves on the board of directors for JELF, a nonprofit that assists college students with college loans. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer strategies. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through client meetings and summary letters.

Jeffrey Stewart is a CFP® and Series 66 registered financial advisor with Wells Fargo Clearing, based in Alpharetta, GA. He has 10 years of industry experience, all of which has been with Wells Fargo Clearing since 2016. 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 uses research-driven investment approaches and offers both brokerage and advisory solutions through a large network of over 14,000 financial advisors.

George Diamantis is a financial advisor at LPL Financial with over 41 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bay Financial Advisors, Inc. and Equitable Advisors. His other business activities include involvement in non-variable insurance related to life, health, disability, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. It offers a range of financial planning and investment management services through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Anson Kanjira is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has a work history that includes Bank of America, where he was employed for 15 years before joining Merrill. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Michael Sheen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and two years of industry experience. He has held roles at Charles Schwab & Co., Inc. since 2022 and previously worked at Itential, Priority Technology Holdings, Corida Insurance, and RaceTrac Petroleum. 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 management, combining scaled client service with integrated brokerage, custody, and advisory capabilities.

Brian Blough is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Raheem Karim is a financial advisor at Cetera with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Primerica and Foundation Investment Group. Outside of his advisory work, he owns a podcast company and a graphic and web design business and serves as treasurer and grant writer for a nonprofit focused on education and entertainment programs for children. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Jeffery Jordan is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at E*TRADE Securities and E*TRADE Capital Management for over eight years before joining Morgan Stanley. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, with plans that incorporate the Global Investment Committee’s return estimates and Monte Carlo simulations.

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.