Michael Allee is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages rental properties in Georgia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm is recognized for its extensive advisor and branch network and offers various discretionary and non-discretionary investment strategies under a fiduciary standard.

Sophia Johnston is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Bank of America, Merrill, and several years at Auburn University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm integrates structured discovery conversations and firm‑approved planning tools to support tailored financial plans.

Collen Keifer is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and E*TRADE Securities LLC. His background also includes roles outside the financial sector, such as positions at English American Tailoring and Falls Road Animal Hospital. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning using firm-approved analytical tools.

Jonathan Seidel is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior experience includes roles at UBS Financial Services and Morgan Stanley Dw Inc. He also engages in fiduciary activities as an executor. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Joseph Tortora is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at National Financial Services LLC and Kohl's Corporation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and delivers model portfolios to intermediary platforms.

Christian Mc Mains is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials with four years of industry experience. His prior roles include positions at E*TRADE Securities LLC, Trinity Wealth Securities, and Wells Fargo, as well as diverse experience outside finance including work with GoPuff and Oreillys Irish Public House. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing financial planning with firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Mark Tuller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with UBS Financial Services from 2003 to 2009. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 advisors and provides both brokerage and advisory solutions with an emphasis on research-driven portfolio management and a range of financial products.

Armand Glassman is a CFP®-certified financial advisor with 16 years of industry experience, currently affiliated with LPL Financial. He previously worked with Infinite Asset Management and Triad Advisors, Inc., and has led Glassman Consulting Services for over three decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms.

Robert Wade is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 credentials and has been in the industry since 2024, with prior experience including roles at Equitable Advisors and Gleneagles Country Club. He has also been involved with Lawson Event Rentals and the UT Dallas SPN Wellness Center. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

David Rath is a financial advisor with LPL Financial in Suwanee, Georgia, holding a Series 66 designation and 21 years of industry experience. He previously worked at The Brand Banking Company for nine years and has been with LPL Financial since 2004. Outside of his advisory role, he is also licensed as a life insurance agent through Advantage Insurance Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various asset management platforms, supporting its network of over 22,800 advisors.

Kenneth Johnson is a CFP®-credentialed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at United Parcel Services for over three decades. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Eric Stuckey is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Cetera since 2022 and previously held roles at Ameriprise, INVEST Financial Corp., and Weeping Oaks Holdings, where he was CEO of a financial services business. Outside of his advisory work, he co-owns Weeping Oaks Farms in Hartwell, GA, where he is involved in raising cattle. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing multiple program structures and access to both affiliated and third-party money managers.

Cody Moore is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Before joining LPL Financial in 2023, he worked at Wealth Enhancement & Preservation and Triad Advisors. He is also involved with BCM Capital, 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Karen Reed is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been with Wells Fargo Bank NA and Wells Fargo Clearing since 2018. Prior to her advisory 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 approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Richard Thompson is a CFP® with 49 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. He previously worked for Crown Capital Securities, L.P. for 25 years and has operated Thompson Associates CPA's, LLC, a tax preparation and accounting firm, for over 27 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Terrell Bradley Jr. is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SunTrust Advisory Services and SunTrust Investment Services. 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 a broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced operational tools.

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 with J.P. Morgan Securities in Lawrenceville, GA, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Bradley Godfrey is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Co, and Edward Jones. He is also involved in outside insurance activities. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management programs, leveraging a range of firm-offered and third-party advisory solutions.

Christopher Wallace is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles, including education and hospitality, before joining LPL Financial. Outside of his advisory role, he coaches at King's Academy in Woodstock, GA. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across a variety of asset allocations.