Shannon Perkins is a financial advisor with Ameriprise in Dunwoody, GA, holding a Series 63 designation and bringing 31 years of industry experience. Perkins has been with Ameriprise and its related entities since 1994. Outside of advisory work, Perkins serves on the Board of Directors for the nonprofit organization WarmHearts. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, primarily for clients with Ameriprise-managed accounts.

Benjamin Perlow is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and Uber. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses a multi-asset model portfolio approach supported by its Center for Financial Research.

Scott Keen is a CFP® and Series 66-credentialed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2017 and previously at Ingles Markets from 2010 to 2017. Outside of his advisory role, he manages rental property business activities in Blairsville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Cheryl Grava is a financial advisor at UBS Financial Services with one year of industry experience. She previously worked at Deloitte for 22 years before retiring in 2024. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Han Freimuth is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 credentials and has been with J.P. Morgan Securities since 2022. Prior to this, he worked at JPMorgan Chase Bank, N.A. and Language Line Solutions. 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 applying an ESG eligibility framework in its recommendations.

Erin Holmes is a financial advisor at Fidelity with 18 years of industry experience. She holds a Series 66 designation and has been with Fidelity in various capacities since 2010. Outside of advising, she works as an independent contractor performing secret shopping and reporting for local restaurants. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a formal advisory role for multiple registered investment companies.

Jonathan Mc Daniel is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 license and two years of industry experience. Prior to his current role, he has held positions at Georgia State University and was involved with BPI Photography. Outside of his advisory work, he is a self-publishing author. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary models to assist in financial plan development.

John Seay is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He previously led Seay Team, LLC and worked at The University of Alabama for seven years. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and scenario modeling.

Carl Palmer III is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. His prior work history includes roles at DoorDash, The Avenue Wealth Management, and AutoZone Inc. Outside of his advisory role, Palmer is a partner in a retail and online store business affiliated with Amway. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning using structured discovery processes and firm-approved planning tools.

Amina Adams is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of investment and planning solutions.

Abdoul Diallo is a financial advisor at Merrill with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Bank of America and Wells Fargo in various roles since 2017. He is currently based in Suwanee, GA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Steven Torres is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates as part of its process.

Blake Taylor is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with three years of industry experience. Prior to his tenure at Morgan Stanley Smith Barney LLC beginning in 2022, he held roles at Amazon, XPO Logistics, Sweet Hut, and Andy Frain Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Kirat Vyas is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 licenses. He has one year of industry experience, with prior roles at JP Morgan Chase, Panera Bread, and in education. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets and employing a structured planning process supported by firm-approved tools.

Timothy Rine is a financial advisor with LPL Financial in Buford, GA, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Charles Schwab and Wells Fargo Funds Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and advanced technology solutions.

Colby Hutchings is a financial advisor at Morgan Stanley with 12 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley since 2023 and was previously with E*TRADE Securities and E*TRADE Capital Management from 2016 to 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery and firm-approved tools, while also offering various investment and product solutions.

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.

Heather Murphy is a Series 66-registered financial advisor with Morgan Stanley in Cumming, GA, where she has worked since 2014. She has 13 years of industry experience. Outside of her advisory role, she serves as a referee for the Georgia High School Fencing League. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

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.

James Broadway Jr. is a financial advisor at Raymond James Financial with 11 years of industry experience. He has worked at Raymond James since 2018 and previously held a position at Wells Fargo Clearing from 2014 to 2018. In addition to his advisory role, he is involved with Roswell 4 Freedom, a nonprofit organization, where he dedicates significant time. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary planning and advisory solutions.