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.

Emily Morgan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2008. Her prior experience includes roles at Truist Investment Services. In addition to her advisory work, she holds a notary position. 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, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

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.

Randeep Dhanoa is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and JD Byrider. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Stephanie Hosier is a financial advisor with Ameriprise in Cumming, GA, holding a Series 66 designation and three years of industry experience. Her prior experience includes roles at Transamerica Financial Advisors and Wfgia, where she worked for 25 years. She is also a co-owner of 3 Siblings, LLC, an investment-related business. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement income planning.

Terry Cooper is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has previously worked with Concourse Financial Group Securities Inc and operated Legacy Financial Partners LLC. In addition to advisory services, he provides insurance services to clients on an as-needed basis through Milner Financial Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform that includes affiliated and third-party managers.

Nicole Rudd is a Series 66-licensed financial advisor with Morgan Stanley in Alpharetta, GA, bringing 27 years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016. Outside of her advisory work, she serves as an assistant women’s lacrosse coach at Oglethorpe University and Cambridge High School and is the board president of BrewAble LLC, a nonprofit organization. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Jennifer Skurpski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with Cambridge Investment Research Advisors and its related entities since 2024. Outside of her advisory role, she serves as a committee member for Mary Our Queen Catholic Church and is the captain of an ALTA tennis team. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Isidro Ramirez is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and five years of industry experience. He previously worked at Primerica Advisors, Primerica Financial Services, Compass Group USA, and Aramark Corp. Ramirez is also involved in several real estate ventures as a proprietor and co-owner. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and broad investment resources.