Michael Smith is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, Smith serves on the boards of Cafe 1040, an organization supporting missionary immersion experiences, and The Fort Foster Care, which provides support for foster children in Forsyth County. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial analyses across various planning areas without including implementation. The firm emphasizes a separation between planning and managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Kevin Mayer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC for nearly a decade. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based financial planning agreements.

Heather Blount is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and seven years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, following prior roles at Edward Jones and South State Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions as both a broker-dealer and investment adviser.

Jerry King is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has previously worked at E*TRADE Capital Management, Bank of America, Merrill, JPMorgan Chase Bank, and JP Morgan Securities. Outside of finance, he owns and operates a pressure washing company based in College Park, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Benjamin Dreaden is a financial advisor with Wells Fargo Clearing in Cumming, GA, holding Series 63 and Series 66 licenses with six years of industry experience. His work history includes positions at Bank of America, Merrill, and E*TRADE Securities, as well as roles outside finance at Apple and Georgia State University. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Heather Sheats is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Primerica Financial Services since 2006. Her other business activities include management and operations related to investment products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and select separately managed account options for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Branden Collins is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Morgan Stanley. Outside of his advisory role, Collins works as a physical therapy assistant at CenterWell Home Health. 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 range of financial planning and investment management services, including model portfolios and third-party asset management, and supports its advisors with technology tools and extensive financial products.

Harsh Jayaswal is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 20 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is the sole proprietor of Jayaswal Properties LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, using structured financial planning tools and investment models, and manages approximately $2.74 trillion in client assets.

Renee Gauthier is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and E*Trade. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning that incorporates firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Ed Hoosh is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Gerber is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 65 credentials and having one year of industry experience. His work history includes roles at Wells Fargo Bank, Trinity Wealth Securities, and Florida Financial Advisors. 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 supports clients through research-driven investment strategies and a broad range of financial products.

Nathan Rachels is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at The Pacific Financial Group, Inc. for seven years before joining LPL Financial in 2024. Outside of his advisory role, he is involved with B & N Whitetail LLC, a business entity for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

Fergus Ambe is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Primerica Advisors since 2022 and has been associated with Primerica Financial Services since 2010. Outside of his advisory role, he serves as CEO, President, Partner, and Co-Founder of Noah's Ark Immunology Corp., a nonprofit organization focused on medical research. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

David How is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Prim Financial Services since 2001. Outside of his advisory role, he works as an Uber Eats delivery driver. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers and offers discretionary separately managed account options.

James Page is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Duluth, GA, and has 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wachovia Bank and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Trevor Pace is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his advisory career, he held positions in construction and other fields, including UTEC Construction Inc and ROCO Construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Laila Zaki is a financial advisor with Cetera, holding a Series 66 credential and two years of industry experience. Prior to her current role, she worked at Avantax Advisory Services and Avantax Investment Services Inc. Outside of advising, she is president of a small woodworking and craft business that has operated an Etsy store. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with various portfolio management and financial planning services through a nationwide network of independent advisors.

Frederick Minot is a financial advisor at Primerica Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services since 2021. His prior experience includes 11 years at GWFS Equities, Inc./Great West Life & Annuity Insurance Company. He is involved in the management and operations of investment-related products outside his advisory role. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Samuel Calixte is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2016, with a one-year tenure at E*Trade Securities in between. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and methodologies.

Michael Nguyen is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with eight years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management and E*TRADE Securities from 2019 to 2021, and at Atlanta Financial Associates from 2016 to 2018. Outside of his advisory role, he is a commissioned Notary Public involved in notarizing legal documents. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.