Andrew Stone is a CFP® professional affiliated with LPL Financial, based in Roswell, GA, with 16 years of industry experience. His prior work includes roles at Waddell & Reed and various insurance carriers. He is involved with Newtown Group Inc., where he manages financial recordkeeping. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jerson Maldonado is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Morgan Stanley in 2024, his diverse work history includes roles at DoorDash, New York Life Insurance, and various other businesses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and analytical tools but does not include individual security recommendations as part of standalone plans.

Robert Solley is a financial advisor at Cetera with 35 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Cetera and its affiliated firms since 2011. He is also the owner of Solley Financial Services, which he started in 2003. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Wesley Brumfield is a CFP®-certified financial advisor with 42 years of industry experience, currently serving at Raymond James & Associates since 2013. Based in Alpharetta, GA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in rental real estate through Blue Bear Ridge. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional clients, and municipal entities—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Gerald Sentell is a Series 66 licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he held positions at several companies including Conklin Metal Industries, Jekyll Brewing, and Fiserv. He attended Washington and Lee University from 2020 to 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Tom Ridge is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2022, he worked in the golf industry, including roles at Tom Ridge Golf and Bobby Jones Links Golf. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Lawrence Erickson III is a financial advisor at Edward Jones in Roswell, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Derek Giddings is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with various divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Charles Shakar is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he is a partner in CWS Ventures LLC, a construction and engineering business based in Alpharetta. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its advisory process.

Katlyn Bradach is a Series 66-credentialed financial advisor with Morgan Stanley in Alpharetta, GA, and has six years of industry experience. She has been with Morgan Stanley since 2020 and previously focused on family life as a stay-at-home mom for eight years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured tools and firm research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Jaedon Hands is a Series 66-licensed financial advisor with Morgan Stanley in Alpharetta, GA, with one year of industry experience. Prior to his current role, he was employed at Fidelity Investments for two years and has held multiple positions including work with Year Up and Georgia Southwestern State University. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, 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 services through a combination of individual and corporate financial planning arrangements.

Nawal Nahra is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 66 and Series 63 licenses. Prior to her current role, Nahra worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Steven Fincher is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory role, he sells life and health insurance products and participates in community activities including serving as social chairperson for his homeowners association and fundraising for a charitable foundation supporting children with illnesses. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Jonathan Masters is a financial advisor with Ameriprise in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He is also involved in independent insurance brokering, specializing in universal life insurance with New York Life. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Paul Jammeh is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked extensively with E*TRADE Capital Management and E*TRADE Securities. Outside of his advisory role, he serves as the president of United Kalorn America, a social and philanthropic organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and corporate financial planning agreements.

Phillip Wallace is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has worked at LPL Financial since 2007 and previously worked at Raymond James Financial Services from 2004 to 2007. He also operates a separate business, Wallace Financial Group, which sells directly to long-term care companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Doris Cheek is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds a Series 66 credential and previously worked at Edward Jones from 2010 to 2019. Cheek serves on the missions committee of Wieuca Road Baptist Church and holds board positions with Lifespan Resources and the Druid Hills Civitan, contributing to community and senior advocacy activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated WealthPlan billing option while maintaining separate service delivery.

Kyle Lacivita is a financial advisor at Charles Schwab with a Series 66 credential and four years of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., along with prior work outside the financial sector at Pauley's Original Crepe Bar and the University of Georgia. Charles Schwab & Co., Inc. serves a large client base, 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 advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Danica Rumney is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning both directly and through corporate agreements.

Andrew Yenn Batah is a financial advisor at Morgan Stanley Wealth Management with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Securities and MassMutual Investors Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies that utilize market modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly as well as through corporate financial planning agreements.