Damon Ladd Thomas Sr. is a financial advisor with Cetera, holding a Series 66 designation and over 23 years of industry experience. He has held leadership roles including CEO of Johns Creek Advisors, Inc. and has worked at NEXT Financial Group, Inc. He also serves as chapter president of BNI-Up Johns Creek, a local networking organization. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and advisory services through a multi-manager platform.

Nam Nguyen is a financial advisor at Morgan Stanley in Alpharetta, GA, with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2023, he spent five years at E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm employs a structured financial planning process that incorporates firm-approved tools and modeling techniques while providing advisory services without individual security recommendations as part of standalone plans.

Cordelia Moragne is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience 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 with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and modeling techniques.

Joseph Serbinski is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Tom Inungu is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation. He joined Morgan Stanley in 2026 after working at Equitable Advisors and American Income Life. Prior to his financial services career, he spent five years at Uber. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.

Jason Arnold is a financial advisor with Edward Jones in Snellville, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brent Rhoades is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked extensively with E*TRADE Capital Management and E*TRADE Securities prior to his current role. Morgan Stanley Wealth Management serves individuals and institutions with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct individual services and plans through corporate financial planning agreements.

Joseph Yeganegi is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding a Series 63 designation and 34 years of industry experience. He previously worked at Metlife Securities Inc. for 29 years before joining Mass Mutual in 2016. Outside of his advisory role, he is involved in individual life, health, and group health insurance sales through a separate business activity. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software tools to develop written recommendations tailored to client goals.

Natalia Echeverri is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis methods.

Ruby Wise Cooper is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 63 and Series 65 registrations and 13 years of industry experience. Her work history includes roles at the Internal Revenue Service and PFS Investments Inc., alongside her longstanding affiliation with Primerica Financial Services. Outside of her advisory work, she has been involved in real estate as an agent with Virtual Properties Realty. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options in a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of strategic investment models.

Marcus Hunter is a financial advisor with Ameriprise in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise since 2009, including six years at the current firm location. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual advice that address asset allocation, withdrawal strategies, and Social Security options.

Johanna Kinney is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and three years of industry experience. She has been with Wells Fargo Bank since 2016 and transitioned to Wells Fargo Clearing Services in 2022. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Jonathan Wade 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 joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2023. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Ronald Mims is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Financial Services since 1993 and Primerica Advisors since 1997. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on retail clients rather than institutional or pension plan management.

Eddie Lusk is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023, previously spending several years 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 including tailored financial planning supported by firm-approved tools and structured discovery processes.

Roderick Trahan is a financial advisor at Edward Jones in Winder, GA, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary advisory programs, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Debalina Das is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera and its affiliates since 2016. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with various program structures and access to both affiliated and third-party managers.

Lehelle Yancey is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Her work history includes roles at Wellstar Kennestone, PFS Investments Inc., and American Realty Professionals, among others. Outside of her advisory role, she is involved in real estate brokerage through American Realty Professionals and has experience in airline catering procurement. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors using model-driven investment strategies managed by third-party asset managers.

Steven Spalding is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His prior experience includes extensive work at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and delivers services through financial advisors and specialized planning groups.

Richard Ness Jr. is a financial advisor at Cetera with 37 years of industry experience. He holds a Series 63 designation and has been with Cetera and its related entities since 2019. Prior to that, he worked at Summit Financial Group Inc. and Summit Brokerage Services Inc. Mr. Ness is also licensed as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, providing access to affiliated and third-party managers across multiple program structures.