David Taylor is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds a Series 63 designation and has worked with Mass Mutual Investors Services since 2017, following over two decades at Metlife Securities Inc. In addition to his financial career, Taylor is an artist specializing in portraits and prints. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using a collaborative approach with firm-approved analytical tools.

Christopher Hampton is a financial advisor with Fidelity Investments in Roswell, GA, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. Prior to joining Fidelity in 2025, he worked at Morgan Stanley from 2018 to 2025. Outside of his advisory role, he engages in musical performance as a DJ streamer on Twitch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.

Erica Carson is a Series 66-licensed financial advisor with three years of industry experience, currently with Cetera since 2026. Prior to joining Cetera, she worked at Edward Jones for three years and held roles at Amazon Web Services, CommScope, and Fiserv. Outside of her financial career, she has operated a consignment business and engaged in retail arbitrage sales on eBay. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a wide range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors managing approximately $256 billion in assets.

David Hendricks is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2012 to 2016. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with services tailored to plan objectives and risk tolerances, and it includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Grace Aufleger is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Ameriprise in different roles. Aufleger is also the owner of GS Ventures, LLC, a business entity intended for future payroll management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach involves asset allocation and tax-aware strategies, with a distinctive enrollment criterion that requires a minimum level of investable assets.

Christian Lacquement is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in various roles across multiple industries, including education and service businesses. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through structured planning processes and broad investment offerings.

Shelby Hall is a CFP® with six years of experience in the financial industry, currently affiliated with Cetera. Prior to joining Cetera, Shelby worked at Morgan Stanley for six years. Outside of financial advising, Shelby is a member of Little Oaks Preschool LLC, a faith-based childcare center providing education for children ages 8 weeks to 4 years. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, operating through a large network of over 10,000 advisors.

Jason Kinley is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities, Wells Fargo Clearing, and Wells Fargo Advisors. He is based in Alpharetta, GA. 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, including tailored financial planning supported by structured processes and firm-approved tools.

Brendan Borowsky is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials, with one year of industry experience. His prior work history includes roles at several financial firms and involvement with Texas Christian University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Yung Lun Lo is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at T-Mobile USA in various roles and had brief stints at Target, True Food, and as a self-employed professional. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services that utilize structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Jeffrey Huenniger is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that addresses a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Michael Scott is a financial advisor with LPL Financial in Lawrenceville, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Invest Financial Corp., OSAIC, and Equitable Advisors. He is also involved with Wadley Financial Group, LLC, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning, portfolio management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive operational tools.

Ahmed Zaki is a CFP®-designated financial advisor with 24 years of industry experience, currently serving at Cetera since 2025. He has held roles at Avantax Advisory Services and Avantax Investment Services and manages his own CPA firm, Ahmed H. Zaki CPA, PC, specializing in tax preparation and accounting. Zaki also serves as president of Pinnacle Wealth Management, Inc. and acts as an executor for multiple estates. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform with various program structures and custodial relationships.

Rekevian Mathis is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors. He has one year of experience in the financial industry and has a background that includes service with the Cobb County Police Department. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using various portfolio and platform arrangements tailored to client objectives.

Benjamin Shapiro is a financial advisor at Morgan Stanley with two years of industry experience. He previously worked at Florida Financial Advisors DBA Georgia Financial Advisors and has held roles outside finance, including ownership of Icebox CoolStuff LLC and operating the Silver Dollar Bar. He studied at the University of Georgia 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 centered on financial planning and uses firm-approved tools and analyses to model outcomes for clients.

Jeffrey Thomas is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Cambridge Investment Research Advisors since 2019 and previously worked at Triad Advisors, Inc. from 2014 to 2019. Outside of advisory work, he is the CEO of J & N Thomas Inc., which manages income flow. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platforms tailored to client objectives.

James Dean is a CFP® certified financial advisor with 13 years of industry experience. He is currently with Morgan Stanley Wealth Management and previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Outside of his advisory roles, he is involved with Abridge Media. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling techniques.

Jennifer Skurpski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with Cambridge Investment Research Advisors and its related entities since 2024. Outside of her advisory role, she serves as a committee member for Mary Our Queen Catholic Church and is the captain of an ALTA tennis team. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Rhys Lutz is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 10 years of industry experience. Prior to Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. He also has experience with Caddie Services Inc. at Piedmont Driving Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and modeling tools, with clients responsible for implementing plans.

Mickael Lemoine is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Truist, SP Richards, SunTrust, and Kennesaw State University. Outside of finance, he is involved in the restaurant industry as an employee at La Petite Maison in Atlanta. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored 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 and through employer agreements.