Cody Moore is a financial advisor with LPL Financial in Alpharetta, GA, holding a Series 66 designation and five years of industry experience. He previously worked at Wealth Enhancement & Preservation and Triad Advisors. Moore is also associated with BCM Capital, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Karen Reed is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo since 2018. Prior to her financial services career, she spent 21 years as a homemaker. 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 roughly $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Richard Thompson is a CFP®-designated financial advisor at LPL Financial with 48 years of industry experience. He previously spent 25 years at Crown Capital Securities, L.P. and has operated Thompson Associates CPA's, LLC, a tax preparation and accounting firm, for over 27 years. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Terrell Bradley Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. for a combined 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and third-party research.

Cristy Speer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 63 designation and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and also has tenure at Citigroup Global Markets Inc. since 2008. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, serving clients through personalized planning and broader investment services.

Tariq Jackson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Merrill, Bank of America, and Wells Fargo in various capacities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Bradley Godfrey is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at MML Investors Services LLC, MassMutual Life Insurance Co, and Edward Jones. His other business activities include work in outside insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client services.

Christopher Wallace is a Series 66 licensed financial advisor with LPL Financial, based in Woodstock, GA, and has two years of industry experience. Prior to joining LPL Financial in 2024, his background includes roles in education and hospitality. He also coaches at King's Academy in Woodstock outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

Stephen Streets is a financial advisor with Primerica Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Primerica Financial Services since 2014. His other business activities include management and operations related to investment products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Darrin Cohen is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Red Triangle, LLC, Infinite Asset Management, and Triad Advisors, Inc. Outside of his financial services career, he owns several non-investment businesses, including Feed the Well BBQ and Cat Security. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a wide range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

Peter Ritten is a Series 66-licensed financial advisor with 24 years of industry experience. He has been with UBS Financial Services in Atlanta, GA since 2005. Outside of his advisory role, he is a 25% partner and owner in two S-corporations involved in real estate investments in Mississippi. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans for clients based on their goals and risk tolerances.

Isaiah Oh is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018, following prior roles at JPMorgan Chase Bank and Best Buy. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jason Rothfarb is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with experience spanning roles at Morgan Stanley Private Bank, Morgan Stanley, Jackson and Coker LLC, and prior positions in education. His background includes four years at Jackson and Coker LLC and a combined seven years in educational roles at The University of Alabama and Johns Creek High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Matthew Simmons is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with Charles Schwab and Co., Inc., having previously worked at TD Ameritrade Investment Management, LLC and Scottrade, Inc. His career includes roles at both Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2022. 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 discretionary separately managed accounts and employs multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Rajesh Jyotishi is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Dempsey Lord Smith and Shalin Financial Services, where he serves as President. Outside of his advisory role, he is writing a book on retirement and estate planning for Indian Americans and is involved in several business ventures including a marketing company and an insurance website. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to institutional retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services through a large network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and third-party referrals, with a range of discretionary and non-discretionary services tailored to client objectives.

Carter Breeling is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Citizens Bank and has experience across several other service and hospitality roles. He has also been affiliated with educational institutions including EM Strasbourg Business School and Louisiana State University. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that incorporates firm‑approved tools and broad investment resources.

Ruth Mixon is a financial advisor with Primerica Advisors in Loganville, GA, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Primerica Financial Services since 2008. Outside of her advisory role, Mixon is involved in management and operations at Mixon and Associates Inc. and owns an online digital marketing business focused on weight loss and nutrition. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure rather than fixed fees.

Adil Ali is a financial advisor at Charles Schwab in Buford, GA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He previously worked at Scottrade, Inc. for 16 years and had a brief tenure at Synovous Bank before joining Schwab in 2019. 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 SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jonathan Brinson is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 18 years of industry experience. He worked at UBS for 12 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Marvin Christian is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked with several firms, including SVB Wealth LLC and Wells Fargo Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.