Zeeshan Dossani is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

James Tyson is a Series 66-credentialed financial advisor with nine years of industry experience. He has been with Ameriprise Financial Services since 2016, currently practicing in Roswell, GA. Outside of his advisory role, he owns and manages Cotton and Coal Collective, an investment-related business. Ameriprise Financial Services serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm emphasizes tax-aware withdrawal strategies and dependable income sources, with a retirement planning process supported by internal research and third-party data.

Cody Williams is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked at Protective Life and Proequities Inc from 2015 to 2020. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rebecca Cates is a CFP® with 15 years of industry experience, currently affiliated with Raymond James Financial. She has previously worked at Wells Fargo Advisors LLC and is an independent contractor for R. Thornton Cates Financial Group, where she focuses on financial planning and investment management. Raymond James Financial Services Advisors, Inc. offers financial planning and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools and tailored planning approaches, supporting a broad advisor network and maintaining specialized programs for municipal finance and employer retirement plans.

Eric Ortiz is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2023 and has prior experience with Regions Bank dating back to 2016. 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 a range of portfolio management and financial planning services, utilizing a multi-manager platform that allows advisors to implement various investment strategies across discretionary and non-discretionary accounts.

Vanessa Brown is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. She has 30 years of industry experience, including prior work at SunTrust Advisory Services from 2016 to 2020. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics from Wells Fargo Investment Institute with diversified investment principles to serve clients through brokerage and advisory solutions.

Timothy Holcombe is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked at UBS Financial Services Inc for ten years before joining Raymond James in 2018. Outside of his advisory role, he is involved with Dragonfly Farms LLC, an agricultural business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, drawing on various portfolio management styles and affiliated research resources.

Kevin Sechrist is a financial advisor at Edward Jones in Woodstock, GA, with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and JP Morgan Chase. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branches.

Jeremy Stafford is a financial advisor with Edward Jones in Alpharetta, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at LexisNexis Risk Solutions and UPS Capital. Outside of advising, he and his wife own a short-term vacation rental and are acquiring a home services business, where he manages financial reporting and online marketing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest retail advisor and branch networks in the industry.

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.

Milton Park III is a financial advisor with Robert W. Baird & Co. in Canton, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Robert W. Baird since 2007. Outside of his advisory role, he is involved as a vendor at the Antique Village Mall. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

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 in Cumming, GA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Truett McConnell University, Blessed Beyond Measure, and Crisson Gold Mine. He is also a commissioned notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, supported by diverse model portfolios and research.

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.

Kent Nuzum is a financial advisor with Raymond James Financial Services Advisors, Inc. in Roswell, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He is the owner of Nuzum Wealth Management and has prior experience with Wells Fargo Clearing. Nuzum also serves as Treasurer and Officer of the nonprofit Milton Veterans Memorial Markers. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public‑finance work through a unique affiliate arrangement.

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.

Emily Morgan is a financial advisor with LPL Financial in Alpharetta, GA, holding CFP® and Series 66 designations and 18 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she is a notary and is affiliated with additional business entities for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.