Christopher Burns is a financial advisor at Edward Jones in Cumming, GA, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he serves on the Board of Directors for the Kiwanis of Cumming and is involved in preaching at Berea Baptist Church in Commerce, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a comprehensive range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Arturo Aviles is a financial advisor with Charles Schwab, holding a Series 66 designation and 17 years of industry experience. His background includes roles at TD Ameritrade, SCOTTRADE, and J.P. Morgan Securities. He has worked with Charles Schwab and its related entities since 2022. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and integrated operational support.

Jimison Johnson is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses and 30 years of industry experience. His prior roles include positions at J.D. Mellberg Financial, Cetera, and Regions Bank. Outside of financial advising, he is a licensed real estate agent engaged in part-time sales under The Jimison Group and also participates in mortgage and home security product referrals. Primerica Advisors serves primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers and supported by discretionary management and custodial services.

Lubna Javaid is a Series 65-licensed financial advisor with Primerica Advisors in Atlanta, GA, bringing 23 years of industry experience. She has been with Primerica Financial Services since 2011. Her other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a curated selection of third-party asset managers and employs a tiered wrap-fee structure.

Gregory Lester is a financial advisor with Raymond James Financial Services Advisors Inc. in Peachtree Corners, GA, holding Series 63 and Series 65 credentials and totaling 46 years of industry experience. He has been with Raymond James since 2014. Outside of his primary role, he is also engaged as a financial advisor with Insight Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Elizabeth Richardson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She previously worked at American Wealth Management, Inc. for 16 years and is also the CEO of The Wilder Group, LLC, a company focused on accounting and payroll services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting.

Kenneth Zielmanski Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2016 and at Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

Andrew Stone is a CFP®-certified financial advisor with 16 years of industry experience, currently affiliated with LPL Financial. His prior work includes positions at Waddell & Reed and various insurance carriers. He is also involved with Newtown Group Inc., where he manages recordkeeping and bookkeeping responsibilities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and multiple portfolio options.

Jerson Maldonado is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Morgan Stanley in 2024, his diverse work history includes roles at DoorDash, New York Life Insurance, and various other businesses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and analytical tools but does not include individual security recommendations as part of standalone plans.

Robert Solley is a financial advisor at Cetera with 35 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Cetera and its affiliated firms since 2011. He is also the owner of Solley Financial Services, which he started in 2003. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

James Richardson is a financial advisor at Raymond James Financial Services Advisors, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior experience includes roles at The Wilder Group, LLC and American Wealth Management, Inc., as well as positions in media at Warner Media and CNN Sports. He also serves as a power of attorney for healthcare matters for a family member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and uses advanced modeling tools to support client goals, while also offering municipal and public-finance advisory services uncommon among large institutional advisors.

Wesley Brumfield is a CFP®-certified financial advisor with 42 years of industry experience, currently serving at Raymond James & Associates since 2013. Based in Alpharetta, GA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in rental real estate through Blue Bear Ridge. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional clients, and municipal entities—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Gerald Sentell is a Series 66 licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he held positions at several companies including Conklin Metal Industries, Jekyll Brewing, and Fiserv. He attended Washington and Lee University from 2020 to 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Lawrence Erickson III is a financial advisor at Edward Jones in Roswell, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Derek Giddings is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with various divisions of Morgan Stanley since 2007, including 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 range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Charles Shakar is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he is a partner in CWS Ventures LLC, a construction and engineering business based in Alpharetta. 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 utilizes structured planning tools and scenario modeling as part of its advisory process.

Katlyn Bradach is a Series 66-credentialed financial advisor with Morgan Stanley in Alpharetta, GA, and has six years of industry experience. She has been with Morgan Stanley since 2020 and previously focused on family life as a stay-at-home mom for eight years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured tools and firm research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Nathaniel Barrott is a Series 66-licensed financial advisor at Primerica Advisors with two years of industry experience. His prior work includes roles at Primerica Financial Services, The Impact Partnership, LLC, and the Moebes Law Firm. In addition to advising, he is involved in the management and operations of investment-related products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offers advisory services through model-delivery strategies created by unaffiliated asset managers.

Jaedon Hands is a Series 66-licensed financial advisor with Morgan Stanley in Alpharetta, GA, with one year of industry experience. Prior to his current role, he was employed at Fidelity Investments for two years and has held multiple positions including work with Year Up and Georgia Southwestern State University. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of individual and corporate financial planning arrangements.

Robert Agnone II is a financial advisor with Morgan Stanley in Duluth, GA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America, N.A., and Merrill before joining Morgan Stanley in 2019. Outside of his advisory role, he is involved in managing rental properties in Atlanta, GA, and New Cumberland, PA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services that utilize firm-approved tools and methodologies to model investment outcomes.