Jennifer Burmeister is a financial advisor with LPL Financial in Brookhaven, GA, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2021, she worked at Raymond James Financial Services and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

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 licenses and having 10 years of industry experience. Prior to joining Morgan Stanley, Yang worked at E*TRADE Capital Management and E*TRADE Securities for several years. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, utilizing structured planning tools and firm‑approved methodologies to support client goals.

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 with Morgan Stanley, holding Series 63 and Series 66 credentials and 27 years of industry experience. He worked at UBS Financial Services for 26 years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning using structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that range from retail investments to institutional solutions.

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.

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.

Christopher Rumble is a financial advisor with Edward Jones in Grayson, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Chandler Wood is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank NA since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Henra Chennault is a financial advisor at LPL Financial with 12 years of industry experience. His prior roles include positions at Edward Jones, Wells Fargo Advisors, and JP Morgan Securities. In addition to his advisory work, he is involved with Park Avenue Baptist Church in a pastoral capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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 in Alpharetta, GA, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and emphasizes advisory services through a large network of financial advisors.

Glen Romm is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Merrill and Banc of America Investment Services before joining Wells Fargo Bank NA in 2011 and Wells Fargo Clearing in 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to guide investment selection.

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.

Ann Wall is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing for 10 years. Outside of her advisory role, she participates as a professional Mrs. Claus character for events and photography sessions. 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 supported by research and analytics.