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.

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.

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.

Richard Young is a financial advisor with Ameriprise in Gainesville, GA, holding a Series 63 designation and 32 years of industry experience. Prior to joining Ameriprise in 2019, he worked at The Strategic Financial Alliance from 2016 to 2019. He is also the owner of Amelia Consultants, LLC, a business involved in life insurance and fixed annuity sales, and serves as a board member on the City of Gainesville Planning and Zoning Appeals Board. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corporation for 11 years and Investment Professionals, Inc. for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jesse Frazier is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2020. Prior to that, he held positions at American Funds and Allied Insurance Advisors. He is also the managing member of Allied Investment Advisors, an LLC involved in marketing, prospecting, and sales of securities and insurance-related products. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by a broad network of affiliated advisers and multiple advisory platforms, utilizing a range of asset-allocation tools and third-party solutions.

Wilbur Barber is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 credential and three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Curative Inc. and Cobb Douglas Public Health, among other positions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides its services through a structured planning process.

Emanuel Mains is a financial advisor with UBS Financial Services in Norcross, GA, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with UBS since 1987. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and data analytics through its platform.

Robert Elwell is a financial advisor at Morgan Stanley in Alpharetta, GA, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Mitchell Harris is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings a unique perspective to financial advising, having served as a Surface Warfare Officer in the U.S. Navy after graduating from the United States Naval Academy, followed by a professional baseball career as a pitcher with the St. Louis Cardinals in 2015. Harris was notably the first Naval Academy alumnus in nearly a century to reach the major leagues. Harris specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, sports and entertainment, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In addition to his professional commitments, Mitchell Harris is involved with the Chick-fil-a Peach Bowl as a member of the Board of Advisors and contributes as a Character Coach with the Fellowship of Christian Athletes. His personal interests include baseball, boating, golfing, hunting, spending time with his family, and traveling.

Darion Adams is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for several years before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services spanning retail and institutional markets.

Mario Guerra is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Morgan Stanley, he 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 both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Camden Vining is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation. He has one year of industry experience, beginning his career at Morgan Stanley in 2026. Prior to his financial advisory role, he served in the United States Military from 2020 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios to support its financial planning process.

Jeretha Tabor is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Christa Sutter is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 2017, with prior experience at Morgan Stanley and Bank of America. Outside of her advisory role, she teaches first-grade Bible study at Woodstock Jasper Church on Sundays. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Damon Ladd Thomas Sr. is a financial advisor with Cetera, holding a Series 66 designation and over 23 years of industry experience. He has held leadership roles including CEO of Johns Creek Advisors, Inc. and has worked at NEXT Financial Group, Inc. He also serves as chapter president of BNI-Up Johns Creek, a local networking organization. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and advisory services through a multi-manager platform.

Nam Nguyen is a financial advisor at Morgan Stanley with 10 years of industry experience. He previously worked at E*Trade Securities LLC from 2016 to 2023 before joining Morgan Stanley. He holds the Series 66 and Series 63 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a range of advisory programs.