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.

Thomas Ryan Jr. is a CFP® professional with 20 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2019. He previously worked at SunTrust Investment Services, Inc. from 2008 to 2019. Ryan is also the owner of Evidential Wealth Advisors, LLC, a support company related to his Raymond James branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs, including municipal and public-finance work.

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.

Corey Weese is a financial advisor at Morgan Stanley with seven years of industry experience. He has held previous roles at E*TRADE Securities LLC and Millenium Security Services. Outside of his advisory work, he serves on the Cherokee County Board of Commissioners and assists with election polling activities. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

Damon Limberis is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1987, serving a diverse client base including corporate executives, retirees, business owners, successful professionals, athletes, and individuals with sudden wealth. Damon specializes in areas such as corporate executive services, executive compensation, legacy planning, personal retirement planning, philanthropic planning, portfolio management, special needs planning strategies, women and wealth, sports and entertainment, and tax minimization. He holds several FINRA registrations including Series 6, 7, 31, 63, and 65, and professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Damon earned a Bachelor of Science degree in Microbiology from the University of Florida. He worked for two years as a research biologist with Bayer Chemical before transitioning into wealth management. He is actively involved in professional organizations including The American Hellenic Educational Progressive Association and the University of Florida Regional Council. Damon contributes to his community through roles such as Secretary for AHEPA's One Housing Program in Atlanta and as an intake caseworker with the St. Vincent de Paul Society. He has also coached children's soccer for six years. Residing in Alpharetta with his wife Meredith and their three children, Damon applies his strong family orientation to his work, emphasizing customized financial strategies tailored to each client’s unique family dynamic and goals. Outside of his professional duties, he enjoys fishing, gardening, golfing, hiking, hunting, and skiing.

Jolene Abney serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. She collaborates with individuals, families, and organizations to provide financial advice centered on retirement planning, education funding, wealth transfer, and wealth preservation strategies. In her role, she utilizes Merrill's wealth planning tools to help clients manage investment risk and develop effective cash flow strategies focused on long-term financial goals. Jolene holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). She earned a master’s degree from the Oklahoma State University System and a bachelor’s degree from Southeastern University. Her client service areas include Corporate Executive Services, Divorce Transition Planning, Employee Benefits Planning, Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Small Business Strategies. Outside of work, Jolene enjoys biking, boating, fishing, football, golfing, hiking, running, scuba diving, soccer, and spending time with her family.

Joseph Montgomery is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2022. Outside of his advisory role, he rents his vehicle on the peer-to-peer platform Turo. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized custody and order-routing.

Tommy Cannon is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Lowe's Home Improvement, Straumann, and Xodus Medical before joining Morgan Stanley and its Private Bank division. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide 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 both direct and corporate financial planning agreements.

Raul Tiongson is a financial advisor at Edward Jones with 32 years of industry experience. His career includes over two decades at Charles Schwab & Co Inc and roles at New York Life Insurance Company, NYLife Securities LLC, and Premier Financial Alliance before joining Edward Jones. Outside of his advisory work, he has participated in ride-sharing as a driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and is distinguished by its extensive network of financial advisors and branch offices nationwide.

Jonathen Robinson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and six years of industry experience. He has previously worked at firms including Morgan Stanley, Edward Jones, and Truist Advisory Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Marcus Wallace is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2025. Marcus has experience in managing financial portfolios, having served as a Manager at Morgan Stanley from 2008 to 2015. He focuses on developing financial plans tailored to the unique needs of his clients, working closely with individuals from various backgrounds and financial situations to help them achieve their financial goals.

Joseph Benson is a financial advisor with Wells Fargo Clearing in Milton, GA, holding Series 63 and Series 66 licenses and totaling 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Benson is also involved in managing a rental property jointly owned with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a variety of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jonathan Papac is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has held positions at several firms including Fidelity Investments, J.P. Morgan, Wells Fargo, Voya Investment Management, Fifth Third Bank, and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured planning process.

Derrick Hayes is a financial advisor at J.P. Morgan Securities LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2016. Prior to his current role, he was involved with Therapy Lounge from 2010 to 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Eliana Perez is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill Lynch, Morgan Stanley, and Bank of America. 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 strategies for individuals, high-net-worth clients, and institutions.

Alexander Duhaime is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2016 and focuses on building trustworthy relationships with affluent families. He assists clients in developing holistic wealth plans centered around their short, intermediate, and long-term financial goals. His client focus areas include Personal Retirement Planning, Sports & Entertainment, and Retirement Income. Alexander holds a Bachelor's Degree in Mathematics from the University of West Georgia. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of his professional role, Alexander is involved with the Georgia English Bulldog Rescue. He also enjoys golfing, hiking, and running.

Howard Burke is a financial advisor with Equitable Advisors in Cumming, GA, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He has worked at Equitable Advisors since 2014 and previously at Axa Advisors LLC from 2014 to 2020. Additionally, he is involved in outside insurance brokerage activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a variety of advisory models, many implemented through third-party programs, and offers ERISA fiduciary services to qualified plans via credentialed investment adviser representatives.