Henry Sears III is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked in various roles including positions at Publix Super Markets and in real estate. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer managing approximately $2.74 trillion in client assets, providing advisory programs and tailored financial planning to both individual and institutional clients. The firm employs a structured planning process supported by firm-approved tools and modeling techniques.

Scott Englehardt is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Stifel Nicolaus & Co Inc and Raymond James & Associates. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet a net-worth threshold.

Ryan Squibbs is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 66 and Series 63 designations and possessing 19 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at E*Trade Securities and E*TRADE Capital Management from 2016 to 2022. Outside of his advisory role, Squibbs serves as an officer on the Canterbury Farms Property Owner's Association board in Atlanta, contributing to neighborhood improvement and management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling techniques.

Wesley Trunell is a financial advisor with Ameriprise in Cumming, GA, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for six years and Phelan Hallinan Diamond & Jones PLLC for seventeen years. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, supported by algorithmic automation and oversight committees.

Gregory Wassey is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with LPL since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

William Lam is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Cetera and its affiliated entity since 2003. Outside of his advisory role, he also sells health insurance on a part-time basis. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services delivered through a large nationwide network of independent advisors and a multi-manager platform.

Joseph Coffee is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Viking Alchemist Meadery for five years and held positions in public education within Gwinnett and Fulton County schools. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through various arrangements, including corporate financial planning agreements.

Nicholas Holguin is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior roles include positions at The Family Heritage Division of Globe Life, Hutchinson Automotive Group, State Farm, and GEICO Corporate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Renee Jenkins is a financial advisor with Primerica Advisors in Woodstock, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her work history includes roles at The Avenue Agency and the Georgia Department of Labor. Outside of financial advising, she is involved in acting, dedicating significant time monthly to this activity. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Matthew Molnar is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He has worked at Baird since 2019 and spent the previous 17 years at UBS Financial Services. Molnar holds the Series 66 designation. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and manages approximately $394 billion in regulatory assets under management.

Mark Kopkin is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co Inc for nine years and Raymond James & Associates for four years. Mark serves on the Board of Directors for JELF, a nonprofit organization that assists college students with college loans. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supporting clients with tailored recommendations through comprehensive research and planning tools.

Jacqueline Mc Kinney is a financial advisor at Edward Jones in Canton, GA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, she worked at American Airlines from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Stewart is a CFP® with 10 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2015 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Vincent Ruiz is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at E*Trade Securities, Empower Retirement, and PNC Bank. Ruiz has worked with Morgan Stanley since 2023. 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 uses structured planning tools and market modeling to support its financial planning process.

Jeffrey Wegner is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. His prior employment includes roles at Wells Fargo Clearing, Wells Fargo Bank, Bank of America, and Merrill. He is currently based in Cumming, Georgia. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across retirement, tax, estate, and other planning areas. The firm combines goal-based analyses with managed-account programs under its WealthPlan option, while maintaining separate planning and portfolio management services.

Theodore Arch is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. Prior to this, he worked at FSC Securities Corporation for 16 years. He is also an independent insurance agent representing various independent insurance companies. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and custody arrangements.

Michael Harper is a financial advisor at Edward Jones with 42 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at LPL Financial, United Community Banks Inc., and Invest Financial Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Harrison Adams is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2022, he worked at Charles Schwab and Professional Benefits Consulting, and has experience in both advisory and consulting roles. He also has a background in education, having been affiliated with Reinhardt University for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, along with access to model portfolios, third-party research, and various institutional solutions.

Jeffery Jordan is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at E*TRADE Securities and E*TRADE Capital Management for over eight years before joining Morgan Stanley. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, with plans that incorporate the Global Investment Committee’s return estimates and Monte Carlo simulations.

Thomas Kinney III is a Series 66-licensed financial advisor with Morgan Stanley, based in Alpharetta, GA, and has 26 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Kinney serves on the Finance Committee of the Northbrook UMC Preschool, a nonprofit organization in Roswell, GA. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and a structured discovery process.