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 at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2018, following a nine-year tenure at INVEST Financial Corp. He is also involved with Wadley Financial Group, LLC, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Andrew Lee is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop tailored portfolio strategies aimed at achieving those objectives. Andrew provides ongoing advice and adjusts portfolio plans to accommodate changes in clients’ personal and financial situations. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from The Ohio State University. Andrew is fluent in English and Korean and focuses on assisting clients with a wide range of financial priorities, including education funding, retirement planning, healthcare considerations, and caring for elderly family members.

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.

Amanda Mc Donald is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2020 and previously held positions at Georgia Perimeter, Chick-Fil-A, and Starbucks. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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® credentialed financial advisor with 12 years of industry experience. He is currently with Morgan Stanley in Alpharetta, GA, having joined the firm in 2023. Prior to Morgan Stanley, he worked at E*TRADE Capital Management and E*Trade Securities, and he has been involved with Abridge Media since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through designated groups. The firm employs structured planning tools and models to support its advisory process and manages approximately $2.74 trillion in client assets.

Jennifer Skurpski is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She holds Series 63 and Series 66 credentials and has been with Cambridge since 2024. Outside of her advisory role, she serves as a committee member at Mary Our Queen Catholic Church and is captain of a local 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 trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety 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.

James Dickson Jr. is a financial advisor with Raymond James Financial in Alpharetta, GA, holding Series 63 and Series 65 credentials and with 53 years of industry experience. He has worked with Raymond James and its affiliated entities since 2009 and also serves as an independent contractor with the Creative Financial Team, a branch support company. 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 institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

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.

Raymond Massa is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has previously worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies in its financial planning process.

Christa Ortwein is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2016 and Bank of America, N.A. since 2017. In addition to her advisory role, she serves as Secretary for Event Driven Corporation, a computer and IT services firm based in Alpharetta, GA. 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 plans, corporations, and charitable organizations.

Jen Meredith is the Vice President, Wealth Planner. She has experience in financial planning, having served as Financial Planning Director at Morgan Stanley from 2020 to 2024 and as a Financial Consultant at Fidelity Investments from 2019 to 2020. Jen focuses on creating comprehensive financial roadmaps that guide clients through retirement. Outside of her professional work, she has interests that include the beach, concerts, fitness, food, football, and volunteering.

Richard Jones is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at PFS Investments Inc. since 2015 and with Primerica Financial Services since 1998. Outside of advisory activities, he is co-owner of R. Jones Jr & Associates, LLC, formed for Primerica business purposes, and serves as Chief Executive Member of Jones5 Family Holding LLC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodians. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Kendall Redmon is a financial advisor at Merrill with Series 66 credentials and four years of industry experience. Prior to joining Merrill in 2021, Kendall worked at American Global LLC and has experience in education, including roles at the University of Alabama and The Woodlands High School. 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.

Corey Weese is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*TRADE Securities LLC and Millenium Security Services. Outside of his advisory role, he has served on the Cherokee County Board of Commissioners and has assisted with election-related activities. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

Damon Limberis is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1987, serving a diverse client base including corporate executives, retirees, business owners, successful professionals, athletes, and individuals with sudden wealth. Damon specializes in areas such as corporate executive services, executive compensation, legacy planning, personal retirement planning, philanthropic planning, portfolio management, special needs planning strategies, women and wealth, sports and entertainment, and tax minimization. He holds several FINRA registrations including Series 6, 7, 31, 63, and 65, and professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Damon earned a Bachelor of Science degree in Microbiology from the University of Florida. He worked for two years as a research biologist with Bayer Chemical before transitioning into wealth management. He is actively involved in professional organizations including The American Hellenic Educational Progressive Association and the University of Florida Regional Council. Damon contributes to his community through roles such as Secretary for AHEPA's One Housing Program in Atlanta and as an intake caseworker with the St. Vincent de Paul Society. He has also coached children's soccer for six years. Residing in Alpharetta with his wife Meredith and their three children, Damon applies his strong family orientation to his work, emphasizing customized financial strategies tailored to each client’s unique family dynamic and goals. Outside of his professional duties, he enjoys fishing, gardening, golfing, hiking, hunting, and skiing.