Edward Gordon is a CFP® professional with 20 years of industry experience. He has worked at Wells Fargo Advisors since 2025 and previously spent two decades at Edward Jones. He also teaches an investment module for CFP® classes at the University of Georgia. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations.

Johnathan Etherly is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC and maintains a long-term role at Ingles Markets Inc. outside the financial industry. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research.

Shane Wilson is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jay Gentry is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior roles include positions at Wells Fargo Advisors, OppenheimerFunds, and Russell Investments. Gentry serves as treasurer of a local homeowners association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Ernest Madyun is a financial advisor at Morgan Stanley with six years of industry experience. Before joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2018 to 2023. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer-sponsored financial planning agreements.

Joshua Windham is a financial advisor with Wells Fargo Clearing in Marietta, GA, holding Series 65 and Series 63 licenses and two years of industry experience. His prior experience includes roles at Ameriprise and Trinity Wealth Securities, along with other financial and non-financial positions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Alexander Lee is a financial advisor at Morgan Stanley in Alpharetta, GA, with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Trinity Wealth Securities, LLC, and Florida Financial Advisors. Prior to entering financial services, Lee was employed at Auburn University and Mt. Paran Christian School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering financial planning and estate planning through dedicated groups backed by extensive firm resources and tools.

Allston Lewis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America Merrill Lynch and has held various roles including positions at Texas Christian University and Camp Greystone. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Casebolt is a financial advisor with Charles Schwab in Alpharetta, GA, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has been with Charles Schwab since 2003 and Charles Schwab Bank since 2005. 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 separately managed accounts and offers multi-asset model portfolios with strategic asset allocations supported by in-house research.

Matthew Dion is a financial advisor at LPL Financial with 19 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He also owns and operates MATT DION LLC, a financial practice based in Roswell, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Marisa Junkins is a Series 66-licensed financial advisor at Merrill with 9 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Kathryn Davis is a Series 66-licensed financial advisor with Wells Fargo Advisors in Marietta, GA, and has three years of industry experience. Her prior roles include positions at Edward Jones and John Ulmer CPA / LPL Financial, as well as a background in real estate with Long and Foster. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop tailored client recommendations.

Abdul Ayanwale is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Morgan Stanley, he held roles at several companies, including Suboy Auto Enterprise, where he was also the sole proprietor of an automotive sales and marketing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets using structured planning tools and models developed by its Global Investment Committee.

David Halpern is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 43 years of experience in the financial services industry. He has been with Merrill Lynch for 25 years, currently based in the Atlanta/Buckhead office, where he serves high net worth individuals, families, and nonprofit organizations. Prior to Merrill Lynch, David spent 18 years with New York Life Insurance Company focusing on estate, charitable, financial, retirement, and investment planning for business owners and high net worth clients. David holds a Bachelor of Science degree in Business Administration from The Ohio State University. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a former President of the National Association of Insurance and Financial Advisors (NAIFA), Atlanta Chapter, and is a member of the National Association of Plan Advisors and the National Defense Industrial Association (NDIA). David and his wife, Jody, live in Milton, Georgia, and have four children. He is actively involved in community service, volunteering and fundraising for organizations focused on heart, cancer, and brain health research. Outside of work, David enjoys basketball, music, and spending time with his family.

Isaac Gowin is a financial advisor with LPL Financial in Roswell, GA, holding Series 63 and Series 66 registrations and 24 years of industry experience. He has worked with Linsco/Private Ledger Corp since 2004. Additionally, he operates a non-variable insurance business under the name Gowin Financial Services, offering term and whole life insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nancy Tice is a Series 66-registered financial advisor at Merrill with 10 years of industry experience. She has held positions at Merrill since 2012, with a brief tenure at RBC Capital Markets from 2019 to 2021, and prior experience at IMG Sports Marketing. Nancy is based in Alpharetta, GA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Todd Goldman is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at E*Trade Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Chris Stewart is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 63 designation and has worked with various Morgan Stanley entities since 2009. Outside of his advisory role, he is the sole proprietor of Treebeard, LLC, a non-investment-related business based in Marietta, GA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by firm-approved tools and serves clients through both direct and employer-based financial planning agreements.

Angela Bloom is a financial advisor at Fidelity with 20 years of industry experience and holds a Series 66 designation. She has worked at Fidelity Investments since 1995, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios, and it serves a notable role in advising multiple registered investment companies and delivering model portfolios for Fidelity Institutional Wealth Adviser.

Jeffrey Goldstein is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA. He holds a Series 66 designation and has 23 years of industry experience, including roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of advising, he is involved in structured settlements and individual life insurance referrals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to support collaborative, goal-driven planning.