Paul Kerbey is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting services through various specialized programs and a range of portfolio management styles.

Richard Levine is a Series 66-licensed advisor with Ameriprise Financial Services, LLC, where he has worked since 2001, accumulating 25 years of industry experience. He is based in Suwanee, GA, and has spent his entire advisory career at Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing tax-aware retirement income planning.

Harshil Patel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank NA since 2013. Outside of his advisory role, he serves as a board member of the Derrick Landing Homeowners Association in Savannah, GA. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services supported by research from Wells Fargo Investment Institute and third-party data.

James Foley is a financial advisor at Ameriprise Financial Services with 41 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Ameriprise since 2019, with prior roles at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory work, he teaches at Emory University and coaches basketball at Marist School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Lynda Parker is a financial advisor with Raymond James Financial in Atlanta, GA, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2000 and Raymond James Financial since 2009. Outside of her advisory role, she serves as trustee of a family charitable lead trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Maria Rojas is a financial advisor at Primerica Advisors with six years of industry experience. She holds the Series 66 designation and has worked at Primerica Financial Services since 2019. Her background includes a period of full-time education prior to entering the financial industry. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with thousands of advisors and offices, using model-delivery strategies managed by unaffiliated asset managers and offering a range of investment approaches including strategic and tactical models.

Sebastian Salazar is a financial advisor at Edward Jones with 11 years of industry experience. Before joining Edward Jones in 2026, he spent 10 years at JPMorgan Chase Bank, NA. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Soukup is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and Sullivan and Schlieman Wealth Management, LLC in 2025, his work history includes roles outside the financial services industry. 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 and access to model portfolios and third-party asset management.

Jay D'meza is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Wells Fargo Advisors in 2022. D'meza has ownership interests in two investment-related businesses, Alpha Wealth Advisors LLC and Jata Wealth LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds, utilizing Wells Fargo’s research, planning tools, and multiple service channels.

William Castro Chacon is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2019. Prior to his current role, he worked at Primerica Financial Services and has experience outside the financial industry, including a position at Pepes Mexican Bar and Grill. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm utilizes third-party asset managers and provides a wrap-fee solution with a tiered fee structure.

Dorian Piekarz is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Before joining LPL Financial in 2026, he worked at Edward Jones for four years and Backbone International for one year. Outside of advising, he has participated occasionally in disaster relief efforts by transporting supplies to areas affected by natural disasters and has assisted community members with setting up LLCs and business licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of investment adviser representatives.

Guy Rush is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include a multi-year tenure at E*TRADE Capital Management and E*TRADE Securities, as well as over a decade with Publix Super Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, with a focus on tailored financial planning and a range of retail and institutional investment services.

Chance Hutto is an Investment Solutions Representative III at Fidelity Investments, where he supports clients in achieving their financial goals by tailoring strategies to their unique circumstances. He has progressed through several roles at Fidelity, including Investment Solutions Representative II and I, Stock Plan Associate, and Customer Relationship Advocate since joining the firm in 2022. Prior to his current position, Chance gained experience as a Senior Loan Officer at New American Funding and as a Home Advisor at Mr. Cooper. He also completed an internship at Enterprise Investment and Planning in 2018. His professional background encompasses client relationship management and financial solutions. Outside of his professional career, Chance has interests in cars, food, movies, and reading.

Courtland Seeger is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent two years at PwC. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Edward Wood is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of finance, he is involved in baseball instruction in Kennesaw, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, utilizing structured planning tools and comprehensive asset management.

Larry Ayer III is a financial advisor with Edward Jones in Atlanta, GA. He holds the Series 66 designation and has been with Edward Jones since 2026. His prior experience includes time at Dartmouth College and Wheaton College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Philip Barnes is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, Truist, Alex Quilis State Farm, and E*Trade Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by comprehensive research and analytics.

Stephen Trammell is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Shannon Sullivan is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2008. Prior to joining LPL Financial, she worked at Truist Investment Services, Inc. for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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, supported by a large network of investment adviser representatives.

Mark Hitt is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 registrations and 19 years of industry experience. His prior roles include positions at E*TRADE Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and proprietary tools without offering individual security recommendations as part of standalone plans.