Arpit Shah is a financial advisor at Edward Jones in Milton, GA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at OPPOQUEST, Tech Mahindra, ADP, and FedEx. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Augustine Uzoh is a financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley, he worked at African Export Import Bank and Access Bank Plc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Michael Stevens is a financial advisor with Robert W. Baird & Co. in Milton, GA, holding a Series 66 designation and with 10 years of industry experience. He has been with Robert W. Baird & Co. since 2015. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

William Reilly is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 31 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services from 2004 to 2024 and operated Reilly Financial Group, Inc. from 2009 to 2024. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Alvaro Galvis Pineda serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He supports a diverse client base including business owners, executives, and individuals navigating life transitions, focusing on comprehensive wealth management plans, retirement benefits planning, and institutional investment consulting. Alvaro's expertise encompasses college education planning, corporate benefits, divorce transition planning, and services for defined benefit and contribution plans. He holds several professional designations including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Alvaro earned a Bachelor's Degree from Florida International University and is bilingual in Spanish and English. Beyond his professional commitments, Alvaro participates in various community organizations such as ASPPA, Big Brother Big Sister, Child Development Association, Meals by Grace, Pension Education Council of Atlanta (PECA), and United Way. His personal interests include cooking, dancing, golfing, horseback riding, spending time with family, and tennis.

Ryan Stoops is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities and E*TRADE Capital Management for over 14 years. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, including customized financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and investment research.

James Delahunt is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. 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, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by approved tools and market outlook models.

Arifa Maqbool is a financial advisor with UBS Financial Services in Alpharetta, GA, holding a Series 66 designation and bringing 19 years of industry experience. She has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm also integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Robert Walton is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses and three years of industry experience. His career includes roles at Morgan Stanley and E*Trade Securities, as well as various positions at The University of Alabama and several organizations prior to his advisory work. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning supported by firm-approved tools and methodologies.

Tracy Bradach is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. Bradach is based in Alpharetta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Dustie Kirley is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and over 28 years of industry experience. She has been with Merrill since 1995. 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, and institutional investors.

Joseph Kusmisz is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with 15 years of industry experience. He has previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and approved planning tools but generally does not provide individual security recommendations as part of standalone planning services.

Brian Terrell is a financial advisor with Morgan Stanley Wealth Management, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at E*Trade Securities, MassMutual, and AXA Advisors. Outside of financial advising, he is the owner of BAT Data Analytics, a technology-focused business, and is involved with the Southern Elite Officials Association in a recreational capacity. 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, including tailored financial planning supported by firm-approved tools and strategies.

Steven Cook is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes roles at Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, and Walmart, as well as a background in education. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and corporate agreements.

Edward Atherton is a financial advisor at Ameriprise in Alpharetta, GA, holding a Series 63 designation with four years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Securities LLC. Outside of finance, he has worked in the restaurant and retail sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that provides written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes restrictive enrollment criteria and integrates investment research, third-party data, and proprietary tools.

Richard Goldman is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Fidelity subsidiaries since 2008. 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. The firm is noted for its advisory role to multiple registered investment companies, use of AI in research, and formal governance procedures.

Jeffrey Gunter is a financial advisor at Cetera with a Series 66 credential and five years of industry experience. He has worked at Cetera and affiliated entities since 2025 and previously at Concourse Financial Group Securities and REO Partners. Outside of his advisory role, he serves on the board of a local pre-school and is a deacon at his church in Cumming, GA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Adam Carlock is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses and with 10 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC for several years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved analytical tools. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through corporate financial planning agreements.

Bryan Levy is a financial advisor with Primerica Advisors in Canton, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Primerica Advisors since 2019 and previously worked in roles including Closets by Design Atlanta and First Watch. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Kristin Pinyan is a CFP® with 26 years of industry experience. She is affiliated with Cetera and has been associated with Cetera Advisors LLC since 2013. In addition to her advisory role, she owns and operates Financial Assets, Inc., a financial services business, and is involved in landscape design. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, utilizing a range of program structures and manager options.