Mason Kumiega is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials. He has served on the Advisory Board for the University of North Carolina at Chapel Hill's Kenan-Flagler Business School Center for Excellence in Investment Management, providing career advice to students. Prior to joining Morgan Stanley, his background includes experience with Face to Nails Etc., a day spa business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm’s financial planning process relies on structured discovery conversations and firm-approved tools, serving clients with tailored financial and estate planning solutions.

Hildegarde Parks is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and 23 years of industry experience. She has worked with Primerica Financial Services since 2013 and is also involved with American Realty Professionals as a realtor. Additionally, Parks serves as president of Parks Management Group LLC, which focuses on residential property management outside of securities trading hours. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure, using an operational model that includes oversight and due diligence for its investment offerings.

Michelle Davenport is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked with Wells Fargo Bank, Wells Fargo Advisors LLC, and Wells Fargo Clearing since 2002. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kerisha Stewart is a financial advisor at Osaic with one year of industry experience. She holds the Series 66 designation and has prior work history at Guardian Life and Park Avenue Securities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through a network of affiliated advisors and multiple platforms.

Andrew Band is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Fidelity from 2013 to 2019. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Juleigh Shinn is a Series 66-licensed financial advisor with Edward Jones in Snellville, GA, where she has worked since 2012. She has 14 years of industry experience. 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 through a nationwide network of more than 23,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products.

Richard Stokes is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for 10 years. Outside of finance, he has been involved with Lifetime Fitness since 2014. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through a broad range of retail and institutional services.

Andrew Irwin is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at TD Ameritrade and Scottrade. Andrew is currently based in Lawrenceville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Andrew Green is a CFP®-designated financial advisor with nine years of industry experience, currently practicing at Cetera in Duluth, GA. He has worked with Cetera and its affiliates since 2016 and also serves as an advisor and client service manager at Green Financial Resources LLC. Outside of his advisory work, Green sponsors the Dave Ramsey Financial Literacy Program, providing educational support to local high schools. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Joel Swaim is a financial advisor with LPL Financial in Buford, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corporation for 11 years and Investment Professionals, Inc. for one year. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jesse Frazier is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2020. Prior to that, he held positions at American Funds and Allied Insurance Advisors. He is also the managing member of Allied Investment Advisors, an LLC involved in marketing, prospecting, and sales of securities and insurance-related products. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by a broad network of affiliated advisers and multiple advisory platforms, utilizing a range of asset-allocation tools and third-party solutions.

Emanuel Mains is a financial advisor with UBS Financial Services in Peachtree Corners, GA, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with UBS Financial Services since 1987. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support client strategies.

Andrew Mercer is a CFP® with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax and Hamilton Financial, where he is also managing partner overseeing accounting and tax preparation services. Outside of his advisory work, he manages a family corporation that handles wage distribution for his minor children. 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 multi-manager platform with a variety of portfolio management options and program structures, supporting over 10,000 advisors and managing more than $256 billion in assets.

Luke Seepaul is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2020, as well as at TD Ameritrade, Scottrade, and Wells Fargo Bank in prior roles. Outside of his advisory work, he is part owner of Glasgow Trading Company LLC, which facilitates the sale of secondhand items on online marketplaces. Charles Schwab serves a large client base primarily composed of 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Robert Elwell is a financial advisor at Morgan Stanley in Alpharetta, GA, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Darion Adams is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for several years before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services spanning retail and institutional markets.

Mario Guerra is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Camden Vining is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation. He has one year of industry experience, beginning his career at Morgan Stanley in 2026. Prior to his financial advisory role, he served in the United States Military from 2020 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios to support its financial planning process.

Jeretha Tabor is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Rene Turner is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of Rit & Associates, Inc., an investment-related business formed for Primerica purposes, and serves as president of Mrkc Enterprises LLC. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by third-party asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.