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 Series 65 and Series 63 credentials and 24 years of industry experience. He has been with Prim Financial Services since 2001. Outside of his advisory work, he has engaged in delivery driving for Uber Eats since 2020. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, with model-driven investment strategies supported by third-party managers and custodians.

James Page is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has prior experience at Wachovia Bank, Merrill, and Banc of America Investment Services. James is based in Duluth, GA. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

John Bolen is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2017. Prior to this, he was employed at SunTrust Advisory Services and Truist Investment Services. Bolen is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through a large network of financial professionals and offering multiple platforms and proprietary model strategies.

Margarita Alvarado Hernandez is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Merrill, and American Express. Her background also includes diverse roles in landscaping, painting, and community-related positions. 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

James Johnson is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 registrations with nine years of industry experience. His prior experience includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, PFS Investments Inc., Primerica Financial Services, and TJ Distribution. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and corporate financial planning agreements.

Michael Agol is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Hilltop Securities Inc. and Burrows Capital Advisors, among others. Outside of advisory work, he serves as an elected board member for the College of the Mainland Foundation and owns a roofing company. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

John Masinko is a financial advisor with LPL Financial in Duluth, GA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior work includes roles at CUNA Mutual Group, CUNA Brokerage Services, LGE Community Credit Union, Wells Fargo Clearing, and Fidelity. 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 range of financial planning and investment management options, utilizing model portfolios, third-party subadvisors, and customized strategies across both discretionary and non-discretionary accounts.

Leeann Gregg is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Ameriprise Financial Service, LLC since 2009. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized retirement-income consulting team.

Nicholas Ballance is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping clients navigate complex financial decisions by developing personalized strategies that align with their unique goals and priorities. His areas of expertise include liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He also has experience working with clients in sports and entertainment sectors. Nicholas holds a Bachelor’s Degree from the University of Georgia and maintains the Professional Investment Advisor (PIA) designation. He and his team utilize a Personal Wealth Analysis® approach to provide clients with financial certainty while minimizing risk. Nicholas aims to simplify the investing process and support clients through important life stages such as funding education, planning retirement, and managing wealth. Outside of his professional work, Nicholas enjoys spending quality time with his family and has interests that include basketball, cooking, football, music, pickleball, reading, tennis, and watching movies.

Rodney Hill is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent since 2018. Outside of his advisory role, Hill is involved in product development for gaming markets and serves as a director consultant for Business Networking International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers an integrated approach that allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Christopher Birozes is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with five years of industry experience. His prior experience includes roles at Bank of America, Merrill, and the Diocese of Charlotte. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process employs structured discovery conversations and firm-approved tools to model outcomes, with clients responsible for plan implementation and updates.

Steven Domenico is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at several Morgan Stanley entities since 2002, including the Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Mark Diver is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. He has worked with Cambridge Investment Research Advisors since 2022 and is also involved with Nettuno Group since 2014. Outside of his advisory role, he is an independent insurance agent for various agencies. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and offering a range of account platforms and proprietary model strategies.

Sylvie Raffray is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Wells Fargo Bank NA since 2019 and has been with Wells Fargo Clearing Services, LLC since 1988. 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 research from Wells Fargo Investment Institute and third-party analytics.