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.

Michael Sullivan is a financial advisor with Edward Jones in Lawrenceville, GA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, Sullivan serves as Vice President of the Northcrest Swim/Tennis Club in Atlanta and performs as a rock musician in local bands. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

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.

Graham Reynolds is a CFP® with three years of industry experience, currently working at LPL Financial in Atlanta, GA. He previously held advisory roles at BluePath Capital, LLC and SignatureFD, and has a background that includes a brief tenure with the Atlanta Falcons. In addition to his advisory work, he is a licensed insurance agent advising clients on insurance-based investment products and long-term care solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

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.

Christopher Cobb is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including advisory for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Jayson Im is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. His prior positions include roles at Wells Fargo Clearing, Wells Fargo Bank, and Truist. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutional investors.

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.

Warren Hamilton 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 Citigroup Global Markets and various Wells Fargo entities. He is involved with two wealth management firms where he holds ownership interests and actively participates in their operations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and financial planning services across a broad range of areas, using firm research and planning tools to develop tailored recommendations.

T. Bruce Nelson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over three decades of experience to his role. He specializes in delivering tailored wealth management strategies, focusing on areas such as divorce transition planning, education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Bruce works closely with a select group of business owners, executives, families, individuals, and organizations across the country, aiming to support their financial objectives through strategic, client-centered advice. Bruce's approach integrates collaboration with clients' accountants, attorneys, and tax professionals, ensuring comprehensive financial planning that aligns with clients' goals, risk tolerance, and time horizons. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Bruce earned his bachelor's degree from Fordham University in 1982. Beyond his professional commitments, Bruce is active in ministry opportunities and is involved with organizations such as Bill Glass Ministries and the National Association of Plan Advisors. He resides in Marietta with his wife Hallie and values family deeply, considering his clients as part of an extended family network.

Ki Shin is a financial advisor with Ameriprise in Duluth, GA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MetLife Securities. Outside of advisory work, he operates a CPA office and serves as CFO of a pediatric practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a retirement income service that provides annual planning advice focused on income sources and tax-aware withdrawal strategies.

William Leader is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Equitable Advisors, and Gotcha Mobility. He has also been involved with The University of Alabama and Hinsdale Swim Club. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Arturo Rodriguez is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, Invitations Plus, Inc., and Peter the Printer, Inc. Outside of his advisory work, he owns and operates The Art of Impressions LLC, a graphic design and printing business. 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 and analytics to evaluate investment options and offers both brokerage and advisory solutions across a large platform with over $671 billion in assets under management.

Lindsey Cook Doss is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial before joining Raymond James in 2016. Outside of her advisory role, she serves as Chapter Co-President and Board Member for the Ellevate Network, a professional organization focused on advancing women in business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research and a variety of portfolio management options.

Jennifer Scott is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management in Alpharetta, Georgia. She began her career at Merrill Lynch in 1995 and serves high net worth individuals and families, successful business owners, and corporate executives. Her practice focuses on wealth management planning, including portfolio management, retirement, tax minimization, wealth transfer, and legacy planning strategies. Jennifer holds a Bachelor's Degree from San Diego State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CHARTERED FINANCIAL CONSULTANT (ChFC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She particularly enjoys providing advice and guidance to clients transitioning into retirement. Residing in Alpharetta with her husband of over 30 years, Jennifer spends her spare time entertaining, traveling, and being with her three sons and two dogs.

Vittorio Valentine is a financial advisor at Morgan Stanley in Alpharetta, GA, holding the Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Atrium Staffing and Capstone Financial, among other roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process utilizing firm-approved tools and models.