Rory Williams is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Primerica Advisors since 2018 and previously held roles at HSBC Securities (USA) Inc, HSBC Bank USA, N.A., and PFS Investments Inc. Outside of his advisory work, Williams owns Wisdom & Wealth Partners LLC, a non-investment-related business in Lawrenceville. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Tim Davis is a financial advisor at Morgan Stanley in Alpharetta, GA, with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*TRADE Securities LLC. Outside of financial advising, he owns and operates Chop Chop Yards, a landscaping services business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and a structured planning process.

Victor Fermin is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Wells Fargo Bank NA since 2011. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Edmonds is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 13 years of industry experience. His professional background includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial planning through dedicated advisors and its Estate Planning Strategies Group.

Janet Reynolds is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Henriques IV is a financial advisor with Primerica Advisors in Ball Ground, GA, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Primerica Advisors since 1997 and with Primerica Financial Services since 1996. Outside of advising, he is the owner of R&M Henriques Enterprises LLC, an entity established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed account options. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

John Michael Brunetti is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Kovack Advisors and Kovack Securities for 11 years. Outside of his advisory work, he is a silent partner in several restaurant businesses including Rock 'N' Taco Holdings and Cypress Street LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with a range of strategies and operational tools.

Colin Luke is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL in 2021, he worked with Waddell & Reed, Inc. and various insurance carriers from 2008 to 2021. He is also involved with Sumac Wealth Management Inc., a business entity for tax and investment purposes. 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 a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and extensive operational tools.

Brian Dyndur is a financial advisor with LPL Financial in Marietta, GA, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Merrill and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of offerings, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Leidy Passow is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Wells Fargo, as well as in oral surgery and dental implant centers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Matthew Brown is a financial advisor with J.P. Morgan Securities in Alpharetta, GA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Sarah Glover is a financial advisor with Charles Schwab in Alpharetta, GA, holding a Series 63 designation and 28 years of industry experience. She has been with Charles Schwab and its affiliated Charles Schwab Bank since 1997. 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 both non-discretionary and discretionary investment options supported by centralized supervision, custody, and research resources.

Guillermo Parra is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He has been with Fidelity Investments since 1995, advancing through various roles including Financial Consultant, Investments Representative, Retirements Specialist, and Mutual Fund Representative. Over his more than three decades at Fidelity Investments, Parra has focused on managing the complex financial needs of high-net-worth individuals and families. His professional efforts are aimed at bridging the gap between clients' personal goals and Fidelity's resources, developing and maintaining disciplined frameworks for retirement, income, and wealth preservation. Outside of his professional work, Parra enjoys family activities and tennis.

Andre Vanhorn is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He previously worked at UBS Financial Services Inc for 15 years before joining Wells Fargo Advisors in 2023. Outside of advisory work, he is involved in several business ventures, including ownership interests in multiple financial practices and investment-related companies. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and planning tools, delivering tailored recommendations through meetings and written summaries.

Derek Peterson is a financial advisor with Thrivent Investment Management in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic analyses and allows clients to combine planning with managed-account programs while keeping these services separate.

Ben Rutledge is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds the Series 66 designation and previously worked for Anheuser-Busch Commercial Strategy for over two decades. Rutledge is involved in an entrepreneurial venture, serving as registered agent and bookkeeper for Unique Remodel Concepts, LLC. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individuals, institutions, pension funds, and charitable organizations. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Steven Shinn is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with recommendations tailored to client needs and optional implementation through various brokerage or advisory programs.

Glenn Frank is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Raymond James & Associates, Morgan Keegan & Company, LLC, and UBS Financial Services. Outside of his advisory work, he is the sole owner of JBC Greenpoint LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options that address diverse client needs, utilizing Wells Fargo research and tools to deliver tailored recommendations.

Joshua Lewis is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.

Thomas Ellis is a financial advisor with LPL Financial, holding a Series 66 designation and currently beginning his career in the industry. His work history includes experience at Sullivan & Schlieman Wealth Management, BIP Wealth, and Pointe North Insurance Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.