Cody Stimson is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 designations with five years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at John Hancock and John Hancock Distributors LLC from 2021 to 2024. He spent 19 years in full-time education before beginning his career in financial services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes a structured planning process supported by proprietary tools and provides various investment services through its extensive platform.

Gregg Corso is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has served since 2017. He holds the Certified Plan Fiduciary Advisor (CPFA) designation along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). In his role, he also functions as a Senior Portfolio Advisor, managing discretionary custom investment strategies and leveraging Merrill's model portfolios alongside third-party investment options. Gregg is a founding member of the Lea Corso Lee Group, focusing on working with closely held businesses, private equity firms, and non-profits. His expertise includes corporate retirement plans, cash management, liquidity events, and addressing challenges related to talent recruitment and retention, fiduciary liability, and plan administration. He emphasizes crafting personalized financial strategies tailored to client objectives through in-depth understanding and customized modeling analysis. His educational background includes a high school diploma from Marjory Stoneman Douglas High School and coursework at Santa Fe College and Florida Atlantic University. Outside of his professional responsibilities, Gregg volunteers with Habitat for Humanity of Northwest Metro Atlanta and enjoys cooking, football, hiking, and spending time with his family.

Jean Pasteur is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at PFS Investments Inc. since 2017 and has been affiliated with Primerica Life Insurance since 2015. Prior to his financial services career, Pasteur worked at United Parcel Service for 27 years. He also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-delivery investment strategies managed by third parties and supports trade execution and custody through established custodians, focusing on advisory services rather than institutional portfolio management.

Kristie Ingle is an Investment Consultant currently working at Fidelity Investments since 2026. Her role involves partnering with clients to provide clarity and assist them in making informed financial decisions. She collaborates with clients to create financial plans that help navigate major life events. Kristie has accumulated experience in the financial advisory field through various roles. She served as Director Retirement Planner at Fidelity Investments from 2025 to 2026 and as Central Relationship Manager at the same company between 2023 and 2025. Prior to this, she worked as a Client Service Advisor at Nicholas Wealth in 2023, a Branch Office Administrator at Edward Jones from 2021 to 2023, a Financial Advisor at AIG from 2020 to 2021, and at Edward Jones from 2019 to 2020. Outside of her professional responsibilities, Kristie has interests in beach activities, concerts, fitness, horseback riding, pets, and traveling.

Salvador Vargas is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Investments, Bank of America, Merrill Lynch, and Banner Bank. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Ana Torres De Pinho is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at E*Trade Securities LLC and Morgan Stanley Smith Barney LLC. 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, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Troy Jarman is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC since 2015. Outside of his advisory work, he is involved in selling retail goods through various platforms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by tools such as Monte Carlo simulations.

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.

Nathan Smith is a Series 66-licensed advisor at Charles Schwab with one year of industry experience. Prior to joining Schwab, he worked at Thomasville National Bank Financial and has a background that includes several years in full-time education and a role in network technology solutions. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance with multi-asset model portfolios and access to alternative investments, supported by a large-scale, integrated operational platform.

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.

Patricia Christian is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1983, also working with Bank of America N.A. since 2023. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

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.

Robert Dupree is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Thrivent in 2025, he worked at Morgan Stanley for three years and E*TRADE Securities for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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 credentials and bringing 28 years of industry experience. He previously worked at INVEST Financial Corporation for 11 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with Community Wealth Management, a separate business entity for tax and investment purposes. LPL Financial serves a broad range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house research, third-party subadvisors, and advanced technologies.