Justin Thai is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work experience includes roles at E*Trade Securities LLC and various positions outside finance, such as at Zaxby's and Chick-Fil-A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages a large asset base and employs structured planning tools that incorporate market return estimates and simulation models.

Mark Johnson is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 credentials and over 41 years of industry experience. His prior work includes roles at Next Financial Group Inc, Raymond James Financial Services, and Invest Financial Corporation. He is also involved in insurance sales related to his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advanced operational tools and a broad platform of non-advisory financial services.

Ebony Armstrong is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Primerica Advisors and Primerica Financial Services. In addition to her advisory role, Armstrong is employed at Resurgens Orthopedics. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides diverse investment solutions including financial planning, model portfolio programs, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary strategies.

David Feroleto is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation with 25 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, he is the sole proprietor of a real estate rental property business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Jessica Hensley is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of her advisory role, she is co-owner of R.W. Duren, CFP, LLC and owner of JBH Enliven, LLC, both investment-related businesses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Margaret Orson is a CFP®-certified financial advisor with 28 years of industry experience. She is currently with Wells Fargo Clearing in Atlanta, GA, where she has worked since 2016, and she also has a long tenure at Wachovia Bank, N.A. beginning in 2002. 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.

Frednesha Hamm is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and serves in a formal advisory role to multiple registered investment companies.

Michael Ferrara is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Cetera. His prior work history includes a 15-year tenure at AT&T. Outside of his advisory role, he serves as a financial mentor at Buckhead Church, teaching budgeting and financial literacy, and he is the founder of the Lone Wolfpack Running Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, corporate, and charitable clients through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services across multiple program structures, emphasizing a multi-manager platform with access to third-party money managers and bespoke investment strategies.

Nicole Avery is a Series 66 licensed financial advisor with 21 years of industry experience. She currently works at J.P. Morgan Securities in Atlanta, GA, where she has been employed since 2021. Her prior experience includes roles at Prudential Insurance and Pruco Securities, as well as operating Nic Avery Coaching, LLC from 2021 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory program delivers non-discretionary, written asset allocation advice supported by centralized due diligence and incorporates a range of investment options, including ESG-eligible strategies.

Bryan Scott is a CFP® professional with 26 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2019. His prior experience includes 15 years at FSC Security Corporation and time at Raymond James Financial Services. He also works as an independent insurance agent and operates Nettuno Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Rebekah Clough is a CFP®-designated financial advisor with LPL Financial in Atlanta, GA, bringing five years of industry experience. Her prior roles include work with IFG Advisory, LLC d/b/a Healy Wealth Management and Delta Community Credit Union, where she serves as a Trust Liaison Officer and Notary. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Bradley Leventhal is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining MassMutual Life Insurance Company and MML Investors Services in 2026, he worked at Foreside Fund Services, LLC and Angel Oak Capital Advisors, LLC from 2023 to 2026. He also has experience with Hospitality South LLC and was a full-time student from 2013 to 2020. MML Investors Services, LLC 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, employing firm-approved software and a collaborative planning approach to deliver written recommendations.

Matthew Rhodes is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 66, Series 63, and Series 65 licenses with two years of industry experience. His career includes prior roles at Wells Fargo Bank and Northwestern Mutual, along with running his own advisory practice. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Michael Dent is a financial advisor at Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation with 18 years of industry experience. His career includes long tenure at Morgan Stanley from 2006 to 2024, followed by a year at Alchemy Wealth Management LLC before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, including specialized offerings such as business-owner transition and sports & entertainment planning. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in implementation.

Christy Hooper is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Credit Suisse Securities and Pershing LLC. She serves as trustee or co-trustee for multiple family trusts and holds ownership interests in several family-related business entities. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm leverages research from Wells Fargo Investment Institute and third-party sources to support its investment approach and offers a broad range of brokerage and advisory solutions.

Jeremy Jones is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Prudential Insurance Company of America, AXA Advisors LLC, Morgan Stanley, and Wells Fargo Clearing. Equitable Advisors serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various program models and third-party managers.

Charles Scott III is a financial advisor with Charles Schwab in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at SunTrust Advisory Services and New England Securities. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Justin Scales is a financial advisor with Thrivent Investment Management in Atlanta, GA. He holds a Series 66 designation and has prior experience with StateFarm Insurance and HCL Technologies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based planning and offering a combination of planning with managed-account programs while keeping services separate.

Garrett Brundage is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His work history includes roles at Rockdale County Public Schools and PFS Investments Inc. He is also involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

Stephen Rhoney is a Series 66-licensed financial advisor with Ameriprise in Atlanta, GA, bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing several business ventures, including property management and consulting firms. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, offering detailed recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income guidance through a centralized consulting team.