Brent Rhoades is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 25 years of industry experience. He has worked extensively with E*TRADE Capital Management and E*TRADE Securities from 2000 to 2023 before joining Morgan Stanley. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and advanced modeling tools, serving clients through both direct and 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 and holds Series 66 and Series 63 credentials. She has three years of industry experience and has been with Wells Fargo Bank and Wells Fargo Clearing Services for a combined total of ten years. 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 with over 14,000 financial advisors and offers both brokerage and advisory solutions.

John Anderson is a financial advisor with Ameriprise in Alpharetta, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendation reports through a centralized consulting team.

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.

Whitney Bryant is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Equitable Advisors in 2023, Whitney worked at Next Financial Group Inc and Financial Strategies of Georgia. Whitney serves as a board member of the Johns Creek Chamber of Commerce, contributing to community and nonprofit activities. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, offering access to multiple third-party asset managers and tailored advisory programs.

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 with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. His career includes multiple roles at E*TRADE Capital Management and E*TRADE Securities from 2013 to 2023 before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Stanley Lowenstein is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its related entities since 2014. Outside of his advisory role, he serves on the Board of Directors for the Jewish Educational Loan Fund and holds leadership positions on other nonprofit boards in the Atlanta area. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, written recommendations through a centralized consulting team.

Ridge Polk is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He is committed to helping individuals achieve their personal financial goals by providing guidance and creating a clear roadmap tailored to their needs. Ridge's approach focuses on collaboration and dedication to clients' financial plans. Before his current role, Ridge held several positions at Fidelity Investments, including Planning Consultant in 2025, Relationship Manager from 2024 to 2025, Financial Representative from 2023 to 2024, and Intern in 2022. These roles have contributed to his experience in financial consulting and client relationship management. Outside of his professional work, Ridge enjoys fitness, football, and participating in social events with friends.

Gina Holt is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in wealth planning and investment advisory. She works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals, emphasizing a comprehensive understanding of their full financial picture beyond just portfolio management. Gina's expertise includes college education planning, family wealth management, legacy and retirement planning, special needs planning, and wealth strategies for women and the LGBT community. She holds a Bachelor's Degree from Emory University and the Personal Investment Advisor (PIA) designation. Gina values a goals-based wealth planning process and prioritizes creating flexible strategies that align with clients’ priorities in changing market conditions. Outside of her professional role, she is engaged in her community through volunteer activities and enjoys spending time with her family, traveling, and following sports such as baseball and football.

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.

Dave Hutchings is a Financial Consultant at Fidelity Investments, where he has worked since 2014. He has been with the Alpharetta branch for 10 years and currently holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). His professional experience at Fidelity Investments includes roles as Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Dave focuses on helping clients make informed decisions about their financial futures, including retirement planning and investment guidance. Outside of work, Dave enjoys biking, playing board games, participating in family activities, and visiting museums.

Abigail Adeleke is a financial advisor at Charles Schwab with four years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2018. Outside of her advisory role, she owns two small businesses: a photography service called Shot By Adele and a vintage clothing resale operation. Charles Schwab serves a broad client base primarily comprised of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

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.