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.

Jennifer Skurpski is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. She has nine years of industry experience and has been with Cambridge Investment Research Advisors since 2024. Outside of her advisory role, she serves as a committee member at Mary Our Queen Catholic Church and is captain of an ALTA tennis team. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers access to multiple platforms and custodians and maintains proprietary model strategies under the Founders Gate Capital brand.

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.

Richard Jones is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at PFS Investments Inc. since 2015 and with Primerica Financial Services since 1998. Outside of advisory activities, he is co-owner of R. Jones Jr & Associates, LLC, formed for Primerica business purposes, and serves as Chief Executive Member of Jones5 Family Holding LLC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodians. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

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 holds the Series 66 and Series 63 licenses and has worked at Morgan Stanley since 2021, following prior roles at E*TRADE Securities LLC and Millenium Security Services. Outside of his advisory work, Corey assists with election polling and volunteering for the Cherokee County Board of Commissioners. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and investment advisory services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research to support tailored financial strategies.

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.

Cornelius Clark is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their financial situations and introduce solutions provided by Merrill and Bank of America. His position involves helping clients take control of their financial lives by selecting platforms and strategies suited to their current needs. Clark's expertise includes general investing, retirement planning, and preparing for unexpected financial events. He emphasizes the importance of understanding what matters to clients and their families to develop strategies aimed at pursuing their financial goals. He provides ongoing advice and guidance, adjusting to clients' evolving financial needs. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Kennesaw State University.

Quinton Green is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and 17 years of industry experience. He has worked with various Cetera entities since 2017 and also has experience with AIG Advisor Group. Outside of his advisory role, he is involved in food delivery as a Door Dash driver and manages a room rental business on Airbnb. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options and affiliations that support diverse investment strategies.