Michael Breit is a financial advisor at Edward Jones in Alpharetta, GA, holding the CFP®, ChFC®, and Series 66 designations with six years of industry experience. He has been with Edward Jones since 2020 and previously worked at Active Staffing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a variety of advisory strategies including discretionary and non-discretionary wrap fee programs and separately managed accounts.

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.

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.

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.

Christopher Baudhuin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at E*Trade by Morgan Stanley and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process incorporates centralized due diligence and a combination of quantitative and qualitative research.

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.

Karl Schiefer is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of his advisory role, he serves as an assistant tennis coach at St. Andrew's School in Savannah, GA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies that include Monte Carlo simulations and secular return estimates.

Jennifer Johnston is a CFP® professional with 23 years of industry experience, currently affiliated with OSAIC since 2024. Prior to joining OSAIC, she worked at Triad Advisors, Inc. for 21 years and continues her involvement with Farnsley Financial Consultants. She is also president of genFinance, LLC, a financial services firm. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization.

Jody Smith is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2026, Smith worked at Wells Fargo Advisors for 13 years and Merrill for 10 years. Outside of advising, Smith serves as a notary public in the state of Georgia. LPL Financial is a national broker-dealer and registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning, asset management, and institutional platforms, with advisory services delivered through a large network of professionals using both proprietary and third-party strategies.

John Plowman is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he assists clients in managing their wealth by creating personalized strategies that align with their individual priorities and the changing market conditions. He collaborates with clients to develop plans centered around their families, goals, and aspirations. John has access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients' financial needs. Since 2018, John has worked extensively with clients, focusing on transforming liquidity events into lasting generational wealth. His expertise includes strategic pre-exit planning and developing tax-efficient pathways that help business owners maximize their exit and transition on their own terms. He holds the Personal Investment Advisor (PIA) designation. John earned a high school diploma from Blessed Trinity Catholic High School, attended Texas AandM University System without conferring a degree, and holds a bachelor's degree from East Carolina University. He participates in community activities through involvement with Wilderness Works. Outside of his professional work, John enjoys camping, fishing, football, golfing, music, pickleball, running, and spending time with his family.

Andrew Miller is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he works with individuals, families, and business owners to develop personalized financial strategies and plans that align with their goals and priorities. Andrew has extensive experience in the financial services industry, having held various roles including Financial Consultant at Fidelity Investments, Financial Consultant at E*TRADE Securities, Senior Financial Consultant at TD Ameritrade, Wealth Management Client Advisor at Fidelity Bank, Wealth Manager at Sheets Smith Wealth Management, Wealth Manager at USAA, and Financial Consultant at E*TRADE Securities. His career spans from 2008 to the present, demonstrating a long-standing commitment to helping clients with their financial needs.

Bradley Chapman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and held roles at JPMorgan Chase Bank and Wells Fargo prior to that. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative analysis, with a range of affiliated implementation services and a notable capacity in derivatives and commodities trading.

Jeffrey Brown is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2002. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ethan Pino is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses and having one year of industry experience. Prior to joining Morgan Stanley, he held roles at Mimi's Table, University Park Country Club, PetSuites of America, and in education at Braden River High School and Saint Joseph Catholic School. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers its services through a structured planning process without providing individual security recommendations as part of standalone planning.

Matthew Russell is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked in technology and association roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.