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.

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.

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.

Jeffery Beamer is a financial advisor with Edward Jones in Marietta, 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, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

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.

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.

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.

Robert Boisvert is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley Private Bank and Bank of America. He is based in Roswell, GA. 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.