Alexander Templeton is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Fidelity Investments, E*TRADE Capital Management, and Salesforce. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory services.

John Degeronimo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Merrill and Global Atlantic Distributors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process includes investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Roberts is a financial advisor at Merrill Lynch Wealth Management. He serves as the first point of contact and trusted confidant for clients, managing all aspects of their financial lives with a focus on delivering a comprehensive service experience. Matthew approaches wealth management with a commitment to collaboration, intentionality, and integrity, working closely with individuals and families to simplify complex financial decisions while prioritizing clients' interests. Matthew is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree in Economics with minors in Business Administration and Spanish from the University of South Carolina. During his college years, he competed on the Carolina Club Tennis travel team and held the position of Lead Trumpet Section Leader for the Carolina Band. His professional career includes experience at The Vanguard Group, where he developed skills in disciplined investing and client-focused advice before joining Merrill Lynch in Charlotte, North Carolina. Outside of his professional work, Matthew enjoys tennis, table tennis, and pickleball, along with supporting local musicians at small-venue concerts. He listens to cinematic scores, particularly those composed by John Williams and Hans Zimmer, as part of his personal interests.

Charles Cole is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank NA since 2014. 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 supported by research and analytics.

Sam Snider is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Snider Team, recognized on the 2023 Forbes Best-in-State Wealth Management Teams list. He specializes in college education planning, personal retirement planning, and women and wealth. Sam works closely with clients to build confidence in their financial futures by creating personalized life plans that address their most important goals. Sam holds a bachelor's degree from the University of Alabama and has earned the Certified Portfolio Manager (CPM) and Personal Investment Advisor (PIA) designations. His professional affiliations include the Kiwanis Club of Atlanta and the Pi Kappa Alpha Atlanta Alumni Association. Outside of his work, Sam participates in community activities through organizations such as the Winship Cancer Institute's Friends of Winship and Hillside Inc. He enjoys boating, football, golfing, skiing, tennis, and yoga.

Brian Owens is a CFP® professional with 16 years of experience, currently serving at J.P. Morgan Securities in Woodstock, GA. He has been with J.P. Morgan Chase Bank and affiliated entities since 2011, including a decade at J.P. Morgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates systematic quantitative screens and qualitative research to support its recommendations and incorporates ESG criteria within its investment approach.

Joshua Katz is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2023. Prior to his advisory role, he had positions at the University of Georgia, Emory University, and was involved with Blue Moon Pizza and 643 DP Athletics. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brian Weigle is a Series 65-licensed financial advisor with Primerica Advisors in Lilburn, GA, where he has worked since 2000. He has 22 years of industry experience. 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 a limited number of discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jay Pickett is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Deutsche Bank Securities Inc., and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee resources.

Alan Woodby is a financial advisor at Edelman Financial Engines with a Series 65 designation. He has worked in the financial services industry since 2020, including roles at Northwestern Mutual and Plains Capital Bank. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Trenton Austin is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management and E*TRADE Securities. Before entering the financial sector, he was employed at P.F. Chang's China Bistro for ten years. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and does not provide individual security recommendations as part of its standalone planning services.

John Carter is a financial advisor with LPL Financial in Cumming, GA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Merrill for seven years and Morgan Stanley & Co. LLC for one year. He is associated with Prudent Wealth Advisors, LLC, an entity used for tax and investment purposes. 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 institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting both discretionary and non-discretionary account management.

Muhammad Salahuddin Khan is a financial advisor with J.P. Morgan Securities in Alpharetta, GA, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Transamerica Financial Advisors and JPMorgan Chase Bank. Outside of his advisory work, he is also a licensed real estate agent. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, with an emphasis on client decision-making and access to broader derivatives and commodities capabilities.

Clayton Rimmer is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at E*Trade Securities and Ameriprise. Outside of his advisory role, he is involved with Cinderfella's Residential & Commercial Cleaning Atlanta, LLC, a cleaning business where he assists with bookkeeping and tax-related duties. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and services supported by its Financial Advisors and Estate Planning Strategies Group.

Deborah Miller is a financial advisor with Primerica Advisors in Roswell, GA, holding Series 63 and Series 65 licenses and with 18 years of industry experience. She has been with Primerica Life since 2007 and serves as chair of the Primerica, Inc. Political Action Committee. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of model offerings.

Josue Levis Jr. is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials. He has been with Morgan Stanley since 2024 and has prior experience working in education and retail. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and delivering services through its Financial Advisors and Estate Planning Strategies Group.

Kevin Hyland is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he serves on the Planned Giving Advisory Committee for Wellstar Health Systems Foundation and is a member of Wellstar Health Systems. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Michael Witt is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2014. 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, institutions, pension plans, and charitable organizations, offering tailored financial planning and consulting with a range of portfolio management styles and affiliated research.

Talyia Bradshaw is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, she held roles at the Center on Budget and Policy Priorities, The White House, and Securing America’s Future Energy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside the Global Investment Committee’s return estimates to support client planning.

Nirmala Sarju Wulfers is a financial advisor at Raymond James Financial with 11 years of industry experience. She previously worked at Edward Jones before joining Raymond James in 2025. Outside of her advisory role, she is a vice president and co-owner of Luxury Wealth Advisors, where she manages client investments and office operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and also offers specialized services such as municipal advising and SIMPLE IRA employer consulting.