Jonathan Lewis is a financial advisor at Ameriprise with 23 years of industry experience. He previously worked at South State Bank and LPL Financial, LLC for ten years each. Outside of his advisory role, he owns Ultimate Racing Helmets, LLC, a retail business based in Jefferson, GA. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Scott Mackall is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005 and holds a Series 63 designation. Outside of his advisory role, he is involved in a business that provides expense management and personal services. Ameriprise serves clients primarily through its retirement-income planning service for individuals with substantial investable assets, offering tailored recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions.

Joseph Szathmary is a financial advisor at Charles Schwab with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab and its affiliated entities since 2017. Prior to that, he was with Newport Group, Inc. and Newport Group Securities, Inc. for a combined seven years. 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, using multi-asset model portfolios and centralized operational support.

Vincent Owens is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm’s financial planning approach relies on structured discovery, firm-approved tools, and modeling techniques such as Monte Carlo simulations.

Ashley Davy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2014 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and operates a trucking company and serves as treasurer for a local youth basketball organization. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Buhm Nam is a financial advisor at Mass Mutual Investors Services with 35 years of industry experience. He has previously worked at Metlife Securities Inc. for 28 years before joining Mass Mutual and holds a Series 63 designation. In addition to his advisory role, Nam is involved in insurance brokerage and serves as a managing partner at an insurance services firm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through structured, collaborative planning engagements.

Matthew Koerwer is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with 11 years of industry experience. He previously worked at E*TRADE Securities LLC from 2014 to 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market outcome modeling.

Alexander Dodd is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Morgan Stanley in 2023, he was involved in entrepreneurial ventures including A2Z Installations LLC and Mobile Assembly LLC. 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 financial planning uses structured discovery and proprietary tools, offering a range of investment and advisory services through its broad platform.

Cassey Adams Jr. is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with less than one year of industry experience. Prior to joining Morgan Stanley, Adams worked in various service and educational roles, including at Outback Steakhouse and Kennesaw State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Teyonna Harris is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including Merrill, Bank of America, Manning & Napier, and Wells Fargo. Outside of her advisory role, she is a partner in a decorative flooring company and serves as a guest instructor in substitute teaching. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Leeza Snyderman is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at The Farrell Law Firm, KPMG, and Poole Huffman, LLC. She is involved in the management and operations of investment-related products outside of her advisory work. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering model-based investment strategies supported by third-party asset managers and custody services.

Bekira Mark is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Wells Fargo Clearing Services since 2018 and has also worked with Wells Fargo Bank since 2016. 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 offers both brokerage and advisory solutions.

Mohamed Ali is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked for the United Arab Emirates Ministry of Education from 2015 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 approved tools to model outcomes without providing individual security recommendations as part of standalone plans.

Archie Williams is a financial advisor with Primerica Advisors, holding a Series 65 credential and four years of industry experience. He has worked at Primerica Financial Services from 2021 to 2024 and resumed in 2025. Outside of advising, he is involved in management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, delivering model-based strategies and a limited number of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a tiered wrap-fee structure and multiple investment approaches including Strategic, Tactical, Tax-Aware, and Income Distribution models.

Vrinda Pitre is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 credential and five years of industry experience. Prior to joining Morgan Stanley in 2021, she worked with Forsyth County Schools for three years and was a homemaker for six years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm’s financial planning process involves structured discovery and uses firm-approved tools and models to help clients plan, while clients are responsible for implementing and updating their plans.

Tatenda Sekeso is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Morgan Stanley, Sekeso worked at E*TRADE Securities LLC. 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 services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Phuc Le is a financial advisor with Cetera who holds the ChFC® designation and several securities licenses, bringing 38 years of industry experience. He has worked at firms including The Prudential Insurance Company of America and Securian Financial Services. In addition to his advisory role, he is the owner of Providential Legacy Group LLC, where he manages and develops financial professionals. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various program structures and investment strategies.

A. Mirza is a financial advisor with Cetera who holds a Series 63 designation and has 27 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services, Inc. for a combined 27 years. Outside of advising, he operates a CPA practice and is involved in property management and residential real estate renovation through separate business ventures. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Marshall Whitworth is a financial advisor at Morgan Stanley with 20 years of industry experience. He has previously held various roles at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2005 to 2023. Whitworth holds Series 63 and Series 66 credentials and is based in Alpharetta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Justin Ramaglia is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*Trade Securities and E*TRADE Capital Management. Ramaglia is based in Alpharetta, GA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Global Investment Committee’s Secular Return Estimates.