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.

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.

Gerry Hamill is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company since 1997. His business activities include serving as an agent offering traditional life insurance. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios for individual and institutional investors.

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.

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.

Seth Deitchman is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 license and bringing 19 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is president of Maximum Results Coaching, a coaching business focused on personal fulfillment and success. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and investment modeling techniques.

Rhys Lutz is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 10 years of industry experience. Prior to Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. He also has experience with Caddie Services Inc. at Piedmont Driving Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and modeling tools, with clients responsible for implementing plans.

James Dickson Jr. is a financial advisor with Raymond James Financial in Alpharetta, GA, holding Series 63 and Series 65 credentials and with 53 years of industry experience. He has worked with Raymond James and its affiliated entities since 2009 and also serves as an independent contractor with the Creative Financial Team, a branch support company. 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 analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Mickael Lemoine is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Truist, SP Richards, SunTrust, and Kennesaw State University. Outside of finance, he is involved in the restaurant industry as an employee at La Petite Maison in Atlanta. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer agreements.

Raymond Massa is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has previously worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies in its financial planning process.

Christa Ortwein is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2016 and Bank of America, N.A. since 2017. In addition to her advisory role, she serves as Secretary for Event Driven Corporation, a computer and IT services firm based in Alpharetta, GA. 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 plans, corporations, and charitable organizations.

Jen Meredith is the Vice President, Wealth Planner. She has experience in financial planning, having served as Financial Planning Director at Morgan Stanley from 2020 to 2024 and as a Financial Consultant at Fidelity Investments from 2019 to 2020. Jen focuses on creating comprehensive financial roadmaps that guide clients through retirement. Outside of her professional work, she has interests that include the beach, concerts, fitness, food, football, and volunteering.

Audrey Thorson is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Abbe Moss is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning utilizing structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Pefferly is a financial advisor at Charles Schwab in Kennesaw, GA, holding Series 63 and Series 66 designations with 25 years of industry experience. He worked at Scottrade, Inc. for 12 years before joining Charles Schwab in 2019. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a centralized operational structure.

David Tollin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved in tax preparation and accounting through Accounting Associates of GA, LLC, and has experience in fixed life insurance sales. 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 financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Sloan Becker is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than 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.

Kendall Redmon is a financial advisor at Merrill with Series 66 credentials and four years of industry experience. Prior to joining Merrill in 2021, Kendall worked at American Global LLC and has experience in education, including roles at the University of Alabama and The Woodlands High School. 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.