Alexander Lee is a financial advisor at Morgan Stanley in Alpharetta, GA, with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Trinity Wealth Securities, LLC, and Florida Financial Advisors. Prior to entering financial services, Lee was employed at Auburn University and Mt. Paran Christian School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering financial planning and estate planning through dedicated groups backed by extensive firm resources and tools.

Allston Lewis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America Merrill Lynch and has held various roles including positions at Texas Christian University and Camp Greystone. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cary Smith is a financial advisor at Primerica Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Primerica Advisors since 1982. Smith also operates Cary D. Smith & Associates, Inc., an entity focused on investment-related activities and other home service referrals. Primerica Advisors offers a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a network of nearly 3,700 advisors, utilizing model-based investment strategies managed by third-party asset managers.

Benjamin Casebolt is a financial advisor with Charles Schwab in Alpharetta, GA, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has been with Charles Schwab since 2003 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios with strategic asset allocations supported by in-house research.

Matthew Dion is a financial advisor at LPL Financial with 19 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He also owns and operates MATT DION LLC, a financial practice based in Roswell, GA. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Marisa Junkins is a Series 66-licensed financial advisor at Merrill with 9 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Beau Buisson is a financial advisor with Primerica Advisors based in Gainesville, GA. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. Buisson has been associated with Primerica Financial Services and affiliated firms since 2006. Outside of advisory work, he is a co-owner of Buisson, LLC, created for Primerica business purposes, and engages in the sale of loan products and home security referrals through related companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-based strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Abdul Ayanwale is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Morgan Stanley, he held roles at several companies, including Suboy Auto Enterprise, where he was also the sole proprietor of an automotive sales and marketing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets using structured planning tools and models developed by its Global Investment Committee.

Frederick Vanpatten is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with Axa Advisors. Outside of his advisory role, Vanpatten volunteers at the Qualified Plan Southeast Conference and serves as an honor ambassador promoting community involvement with local police and first responders. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach integrates third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Claudia Pineda Padilla is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at multiple firms including Avantax Advisory Services and Grace M. Williams CPA, PC. In addition to her advisory role, she works as an independent contractor for Instacart. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery investment strategies developed by third-party managers and oversees account custody and trade execution through Pershing.

David Halpern is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 43 years of experience in the financial services industry. He has been with Merrill Lynch for 25 years, currently based in the Atlanta/Buckhead office, where he serves high net worth individuals, families, and nonprofit organizations. Prior to Merrill Lynch, David spent 18 years with New York Life Insurance Company focusing on estate, charitable, financial, retirement, and investment planning for business owners and high net worth clients. David holds a Bachelor of Science degree in Business Administration from The Ohio State University. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a former President of the National Association of Insurance and Financial Advisors (NAIFA), Atlanta Chapter, and is a member of the National Association of Plan Advisors and the National Defense Industrial Association (NDIA). David and his wife, Jody, live in Milton, Georgia, and have four children. He is actively involved in community service, volunteering and fundraising for organizations focused on heart, cancer, and brain health research. Outside of work, David enjoys basketball, music, and spending time with his family.

Jesus Huallanca is a financial advisor at Merrill with Series 66 credentials and six years of industry experience. He has worked at Bank of America and Merrill since 2013. Merrill, together 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 for individuals, high-net-worth clients, and various institutional investors.

Isaac Gowin is a financial advisor with LPL Financial in Roswell, GA, holding Series 63 and Series 66 registrations and 24 years of industry experience. He has worked with Linsco/Private Ledger Corp since 2004. Additionally, he operates a non-variable insurance business under the name Gowin Financial Services, offering term and whole life insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nancy Tice is a Series 66-registered financial advisor at Merrill with 10 years of industry experience. She has held positions at Merrill since 2012, with a brief tenure at RBC Capital Markets from 2019 to 2021, and prior experience at IMG Sports Marketing. Nancy is based in Alpharetta, GA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Todd Goldman is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at E*Trade Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 offers both direct and employer-based financial planning services.

Chris Stewart is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 63 designation and has worked with various Morgan Stanley entities since 2009. Outside of his advisory role, he is the sole proprietor of Treebeard, LLC, a non-investment-related business based in Marietta, GA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by firm-approved tools and serves clients through both direct and employer-based financial planning agreements.

Jessica Higgins is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Merrill since 2017. Prior to joining Merrill, she worked at the University of Georgia for five years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Holthouse is a Financial Consultant currently working at Fidelity Investments since 2023. He collaborates with individuals, families, and business owners to develop tailored long-term planning strategies based on unique financial goals. He has 19 years of experience in the financial consulting field, having held positions at E*TRADE Securities from 2011 to 2023, Cambridge Financial from 2008 to 2011, and Ameriprise Financial Services from 2007 to 2008.

Charles Lister is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Adams is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Morgan Stanley, J.P. Morgan Securities LLC, and Bank of America. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, along with a range of integrated brokerage, custody, and cash-sweep services.