Anthony Dye is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has worked with various Raymond James entities since 2013. Outside of his advisory role, Dye serves as Treasurer and Chair of the Finance Committee for the Georgia Mountains YMCA, a nonprofit organization. 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 consulting, utilizing risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

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.

Jonathan Hyland is the Vice President and Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored financial plans aimed at achieving their unique goals. He emphasizes building comprehensive financial plans, identifying aligned strategies, and maintaining open communication with clients. Jonathan has been with Fidelity Investments since 2020, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative before his current position. Prior to joining Fidelity, he held positions at Edward Jones and US Bancorp Investments, gaining experience as a Financial Advisor, Wealth Management Advisor, and Branch Intern. His professional background reflects a consistent focus on financial consulting and wealth management across multiple firms.

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.

Omprakash Singh is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 2001 and Bank of America, N.A. since 2009. Outside of his advisory role, he owns Singh Realty Group, which invests in commercial real estate. 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, pension plans, corporations, and charitable organizations.

Christian Lacquement is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, he has worked in various roles across multiple industries including education and service businesses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, supporting clients in implementing and updating their plans.

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.

John Weaver is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Truett McConnell University and Blessed Beyond Measure. He is also a notary public. 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 provides a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Brendan Borowsky is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at several firms, including Four Pillars Financial Group, Raymond James Financial Services, and Northwestern Mutual. Outside of finance, he has experience related to Mamaroneck Boats & Motors and has been involved with Fenway Golf Club and Fordham Preparatory School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm emphasizes structured financial planning supported by proprietary tools and offers a broad range of investment and planning services.

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.

Andrew Lee is a financial advisor with Merrill based in Alpharetta, GA, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He previously worked at Cambridge Investment Research, Inc. before joining Merrill and Bank of America in 2021. Outside of his advisory role, he serves as a power of attorney for several non-investment related entities. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes manager selection and monitoring through multiple program strategies and integrates tax-efficient capabilities and capital-markets support through its affiliation with Bank of America.

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® 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.