Sherry Warren is a financial advisor with Edward Jones in Kennesaw, GA, holding a Series 66 designation and 13 years of experience with the firm since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Adrian Ganson is a financial advisor with Ameriprise in Roswell, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Ganson coaches youth and high school soccer, including positions at the Last Defense Goalkeeping Academy and Centennial High School. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing tailored, non-discretionary recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Thomas Kikly is a financial advisor with Merrill in Alpharetta, GA, holding a Series 66 designation and over 21 years of industry experience. He has worked at Merrill and Bank of America since 2018 and previously held positions at Accumulation Wealth Strategies, Inc. and Principal Securities. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Headlee Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Grove Point Investments, H. Beck, and Nationwide Securities. He is involved with Vision Planning Services, a business related to his LPL activities. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jason Barrett is a financial advisor with Morgan Stanley in Woodstock, GA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has previously worked at E*TRADE Securities LLC and The Connection at Athens. Barrett’s career includes roles focused on financial services across multiple firms since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services. The firm emphasizes a structured planning process utilizing firm-approved tools and analytics, managing approximately $2.74 trillion in client assets.

Alexander Lindsey is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He has three years of industry experience and has previously worked at E*Trade Securities and Paradigm Security. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and serves clients through customized planning and broader financial solutions.

Dawnell Simms Codrington is a financial advisor at Morgan Stanley in Alpharetta, GA, with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, she worked at Fulton County schools. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved tools to support personalized financial plans.

Adam Stowell is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.

Robert Gahwiler is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023, following roles at E*TRADE Securities and Wells Fargo. Prior to his financial career, he was employed by Kaldi's Coffee Company and attended Emory University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Peter Levy is a ChFC® credentialed financial advisor with Ameriprise in Canton, GA, bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Levity Wins LLC, a business related to his financial advisory practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Andrew Johnson is a financial advisor with Primerica Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at PFS Investments Inc. and AHS Trucking Inc., and he is currently involved with Radian Church. He also engages in sales of investment-related products and receives compensation for referrals related to home security and mortgage products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based strategies managed by unaffiliated asset managers and operates on a large scale with approximately $15.5 billion in assets under management.

Elizabeth Seabolt is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2013. Additionally, she is associated with Creative Financial Team, LLC, where she performs operations support. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs, with notable capabilities in municipal advisory and specialized retirement plan services.

Noel Updyke is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at National Life Group through A.P.O.Gee Financial Partners. Outside of finance, his background includes roles in the food service industry and self-employment as a DoorDash delivery driver. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on portfolios including mutual funds, ETFs, and ETPs.

Ryan Ogden is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes positions at E*Trade Securities LLC and Harrisdirect LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and serves clients through both direct and corporate financial planning agreements.

Rishab Singh is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities and developing strategies tailored to their short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unforeseen financial needs, providing clients with comprehensive financial advice and access to Bank of America specialists across various banking and financing solutions. Singh holds professional designations as an Accredited Wealth Management Advisor (AWMA) and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of South Carolina and a High School Diploma from Green Hope High School. He is also affiliated with the professional organization Phi Delta Theta. In addition to his professional work, Singh participates in community activities such as Habitat for Humanity.

Ahmer Shah is a Series 66-registered financial advisor with Morgan Stanley in Alpharetta, GA, and has six years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as prior experience with Bank of America and Merrill. Before entering financial services, he spent over two decades at Telenet USA Corporation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm employs structured planning tools and a broad suite of investment services, managing approximately $2.74 trillion in client assets.

Nathan Mckissick is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and possessing 14 years of industry experience. He previously worked with E*TRADE Securities LLC and E*TRADE Capital Management LLC for nine years before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and proprietary tools but does not offer individual security recommendations as part of standalone financial plans.

Sean Phillips is a Certified Financial Planner (CFP®) with 24 years of industry experience. He currently works at Raymond James & Associates and has previously held roles at RBC Capital Markets, Wells Fargo, and Merrill. In addition to his financial advisory career, he has operated a home cleaning service business since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management strategies.

John David Ballance is a Senior Financial Advisor and Managing Director based in Alpharetta, Georgia, affiliated with Merrill Lynch Wealth Management. He has been in the financial services industry since 1997, with prior experience at Wachovia Securities before joining Merrill in 2008. John specializes in providing comprehensive financial guidance, including portfolio management through personalized or defined strategies that may incorporate individual stocks, bonds, Merrill model portfolios, and third-party investment options. John and his team follow a "client first" approach, developing tailored financial strategies tailored to each client's unique needs and life stages. They assist clients throughout their financial life cycle by evaluating financial situations, setting goals, implementing strategies, and conducting regular reviews. His expertise encompasses family wealth management, liquidity management, retirement planning, small business strategies, and retirement income solutions. He also collaborates with professionals to support clients with trusts, complex retirement strategies, and estate planning services. John holds a Bachelor's Degree from the University of Georgia and is a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved in his community through Northpoint Church and serves as a youth football coach. His approach emphasizes relieving clients of financial stress to help them lead fulfilling and successful lives.

James Murphy is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Primerica Financial Services and Foresters Financial Services prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.