Colby Hutchings is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and bringing 12 years of industry experience. His prior work includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Harrisdirect LLC. Morgan Stanley Wealth Management offers a wide 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 uses structured planning tools and market modeling techniques to support clients’ financial plans while operating primarily in an advisory capacity.

Emanuel Valverde is a Series 66-registered financial advisor at Merrill with four years of industry experience. He has previously worked at Bank of America, N.A., Cintas, and several other companies across various roles. 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 and profit-sharing plans, corporations, and charitable organizations.

Robert Camp Jr. is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. from 2017 to 2022. He is also involved with Dave Camp & Associates, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 institutional platforms, supported by a broad network of investment adviser representatives.

Sarah Mvula is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has 13 years of industry experience. She previously worked at TIAA and TIAA-CREF for 10 years before joining Fidelity in 2023. Outside of her advisory role, she works as a personal shopper and an Uber Eats delivery driver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction within a systematic and long-term asset allocation framework.

Patrick Grey is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. His background includes roles at Morgan Stanley and work related to Camp Stanislaus and Georgia College & State University. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate advanced modeling techniques without offering individual security recommendations in standalone planning.

Keith Powell is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Morgan Stanley in 2023, he was with E*TRADE Capital Management and E*Trade Securities for over a decade. Outside of his advisory work, Powell is a partner in Automatic Goods LLC, a business involved in automotive, publishing, and retail sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include broad retail and institutional offerings as well as private funds and structured-product activities.

Leeza Shurtz is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. Prior to joining Primerica, she worked at Renaissance Regulatory Services for six years and held roles at the Florida Sports Foundation and Aramark. She is involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, using an independent due-diligence process and delegated trading through BNY Mellon Advisors.

Jason Vorhauer Jr. is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He has been with Morgan Stanley since 2024 and has prior experience in recreation and wellness at Auburn University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory and financial planning programs, managing approximately $2.74 trillion in client assets.

Mario Peruza is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Before joining Morgan Stanley, he worked in various roles including a position at Hudson River Park Trust and operated Peruz's Transportation & Contracting Services LTD. He also has a background in education, having worked at The University of the West Indies St. Augustine Campus. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning and employs structured planning tools to guide clients, while emphasizing an advisory role without providing individual security recommendations as part of its standalone planning services.

Adam Herndon is a Series 66 licensed advisor with Primerica Advisors, based in Braselton, GA, and has eight years of industry experience. He has worked at Primerica Financial Services since 2014. Outside of his advisory role, he is involved in the management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Alex Martinez is a Financial Advisor at Merrill Lynch Wealth Management, based in Duluth, Georgia, serving clients throughout the Greater Atlanta area. He works with individuals, families, business owners, and professionals to help them navigate important financial decisions with greater confidence and clarity. His focus includes retirement planning, wealth management, financial planning, workplace retirement plans, and helping clients organize their financial lives around what matters most to them. With over seven years of experience in the financial services industry, Alex specializes in areas such as education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds FINRA Series 7 and Series 66 registrations and the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Parkview High School and is fluent in English and Spanish. Outside of his professional role, Alex is involved in his community through Saint John Neumann Catholic Church, where he serves in ministries focused on youth and adult faith formation. He enjoys spending time with his family and partakes in activities such as billiards, bowling, cooking, hiking, music, and traveling.

Bradden Kluesner is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Notre Dame Academy from 2016 to 2017. Based in Peachtree Corners, GA, his current role is with a well-established full-service wealth management firm. Edward Jones serves over four million individual and institutional clients with a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Frederick Ctibor is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for nine years and is also employed by Georgia's Own Credit Union, where he serves as Marketing and Business Development Coordinator. 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 solutions, utilizing both proprietary and third-party strategies executed by a large network of investment adviser representatives.

Mandi Miglino is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at World Financial Group, Inc, Transamerica Financial Advisors, Inc, and Signator Investors, Inc. She also serves as a Compliance Operations Associate at Capitol Financial Solutions, assisting registered representatives with their business activities. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Diane Davis is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 designations and 25 years of industry experience. Her career includes positions at Wells Fargo Clearing since 2016, Wachovia Bank since 2005, and TD Ameritrade in 2004–2005. She is involved with the Tarik I Kindell Scholarship Fund, a scholarship foundation currently in the process of closing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Jared Hecox is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Peachtree Corners, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Hunt is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses and having 20 years of industry experience. He has worked at PFSI since 2006. Outside of his advisory role, he owns Dpa, LLC, a company focused on teaching groups about motivation and goal execution. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by unaffiliated asset managers. The firm operates at scale with over 3,600 advisors and approximately $15.5 billion in assets under management.

Ramsha Khan is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Edward Jones, Bank of America, Merrill, and JPMorgan Chase & Co. Outside of financial advising, she owns a music production business and is active as a social media influencer focused on marketing, fashion, and art. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Mamy Faye is a CFP® professional with 13 years of industry experience, currently advising at Edelman Financial Engines since 2026. Prior to joining Edelman Financial Engines, Faye worked at Financial Engines Advisors L.L.C. for 10 years and held positions at The Mutual Fund Store and Merrill. Outside of financial advising, Faye serves on the advisory boards of AdvisorCheck, an independent data and analytics company, and Our Legacy Foundation, a nonprofit supporting women’s agricultural businesses in Senegal and neighboring countries. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary committee-driven modeling with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment solutions.

Timothy Mc Gaha is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Securities LLC and GC&E Systems Group. Outside of his advisory role, he is involved in education as a securities instructor through Exam FX. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.