Sarah Mvula is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has 13 years of industry experience. She previously worked at TIAA and TIAA-CREF for 10 years before joining Fidelity in 2023. Outside of her advisory role, she works as a personal shopper and an Uber Eats delivery driver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction within a systematic and long-term asset allocation framework.

Michael Hintz is a Financial Consultant currently with Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Platinum Relationship Manager at Morgan Stanley from 2023 to 2024 and was a Senior Financial Consultant at E*TRADE from Morgan Stanley between 2013 and 2023. He holds a California Insurance License. Michael's professional approach combines attentive listening with practical guidance to assist clients in making clear and confident financial decisions. His experience spans various aspects of financial consulting and relationship management. Outside of his professional work, Michael enjoys spending time at the beach, engaging in family activities, football, music, outdoor adventures, and caring for his pets.

Patrick Grey is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. His background includes roles at Morgan Stanley and work related to Camp Stanislaus and Georgia College & State University. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate advanced modeling techniques without offering individual security recommendations in standalone planning.

Keith Powell is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Morgan Stanley in 2023, he was with E*TRADE Capital Management and E*Trade Securities for over a decade. Outside of his advisory work, Powell is a partner in Automatic Goods LLC, a business involved in automotive, publishing, and retail sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include broad retail and institutional offerings as well as private funds and structured-product activities.

Leeza Shurtz is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. Prior to joining Primerica, she worked at Renaissance Regulatory Services for six years and held roles at the Florida Sports Foundation and Aramark. She is involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, using an independent due-diligence process and delegated trading through BNY Mellon Advisors.

Daisy Phelps is a financial advisor at Merrill with 18 years of industry experience. She holds Series 65 and Series 63 credentials and has been with Merrill since 2014. Merrill, together with 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.

Jason Vorhauer Jr. is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He has been with Morgan Stanley since 2024 and has prior experience in recreation and wellness at Auburn University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory and financial planning programs, managing approximately $2.74 trillion in client assets.

Mario Peruza is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include work with the Hudson River Park Trust and involvement with Peruz's Transportation & Contracting Services LTD, as well as academic experience at The University of The West Indies St. Augustine Campus. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies.

Adam Herndon is a Series 66 licensed advisor with Primerica Advisors, based in Braselton, GA, and has eight years of industry experience. He has worked at Primerica Financial Services since 2014. Outside of his advisory role, he is involved in the management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Alex Martinez is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners, assisting clients at various stages of wealth accumulation and helping them plan for what comes next. Alex provides guidance in areas including retirement planning, investment management, wealth accumulation, lending strategies through Bank of America, and multigenerational planning. He and his team utilize Merrill’s Personal Wealth Analysis® to develop customized financial strategies tailored to clients' goals. With over seven years in the financial services industry, Alex holds FINRA Series 7 and Series 66 registrations and the Personal Investment Advisor (PIA) designation. He earned a High School Diploma from Parkview High School and communicates fluently in English and Spanish. His approach emphasizes understanding each client's unique priorities, focusing on diversification, active portfolio management, and tax-efficient strategies. Outside of his professional role, Alex is active in his local church community in the Greater Atlanta area, contributing to youth and adult faith formation ministries including Life Teen Youth Religious Formation, OCIA Adult Religious Formation, and S.P.R.O.U.T.S K-5 Youth Religious Formation. He enjoys spending time with his family, bowling, cooking, hiking, music, and traveling.

Bradden Kluesner is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Notre Dame Academy from 2016 to 2017. Based in Peachtree Corners, GA, his current role is with a well-established full-service wealth management firm. Edward Jones serves over four million individual and institutional clients with a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Frederick Ctibor is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked at LPL Financial since 2022 and concurrently at Cuna Brokerage Services, Inc. and Georgia's Own Credit Union since 2013 and 2010, respectively. In addition to his advisory roles, he serves as a Marketing and Business Development Coordinator at Georgia's Own Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning services, and utilizes model portfolios and research to support diverse investment strategies.

Diane Davis is a financial advisor with Wells Fargo Clearing in Norcross, GA, holding Series 63 and Series 66 credentials and over 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Diane is the sole owner of the Tarik I Kindell Scholarship Fund LLC, a scholarship foundation that is currently in the process of closing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jared Hecox is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Peachtree Corners, GA. 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 under management and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Hunt is a financial advisor with Primerica Advisors based in Duluth, GA. He holds Series 65 and Series 63 licenses and has 20 years of industry experience, having worked with PFSI since 2006. Outside of his advisory work, Hunt owns Dpa, LLC, a company focused on teaching groups about motivation and goal execution. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based recommendations managed by unaffiliated asset managers.

Carol Alka is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Primerica Advisors and Primerica Financial Services in 2021, she worked at American Lawyer Media for ten years and had brief roles at Nalley Nissan and a period of retirement. Outside of advisory duties, she is involved in the sale of home-related products and loan services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-driven strategies and a limited range of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Ramsha Khan is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Edward Jones, Bank of America, Merrill, and JPMorgan Chase & Co. Outside of financial advising, she owns a music production business and is active as a social media influencer focused on marketing, fashion, and art. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.

Mamy Faye is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2016. Prior to this, Faye worked at Tmfs Advisors, LLC. Outside of advisory work, Faye serves on the advisory boards of AdvisorCheck, an independent data and analytics company, and Our Legacy Foundation, a nonprofit supporting funding for women’s agricultural businesses in Senegal and neighboring countries. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Timothy Mc Gaha is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Securities LLC and GC&E Systems Group. Outside of his advisory role, he is involved in education as a securities instructor through Exam FX. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Steven Hennig is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with E*TRADE Capital Management and E*TRADE Securities. Outside of finance, he was involved with Cinco's Mexican Cantina from 2010 to 2018. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client decision-making.