Cordelia Moragne is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience 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 with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and modeling techniques.

Joseph Serbinski is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Tom Inungu is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation. He joined Morgan Stanley in 2026 after working at Equitable Advisors and American Income Life. Prior to his financial services career, he spent five years at Uber. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.

Fredric Mannheimer is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Metro Atlanta area. He is part of the MG Group, which serves individual investors and businesses seeking professional advice and personalized relationships through a team-based planning approach. The group specializes in wealth management services, working primarily with business owners, corporate executives, and high net worth investors. Mannheimer's expertise covers a range of areas including investment management, retirement planning, education funding, family wealth preservation, estate transfer strategies, as well as business retirement plans and corporate financial strategies. He holds several professional designations, such as Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned his Bachelor's Degree from Hofstra University. Outside of his professional work, Mannheimer has interests in basketball, football, music, reading, traveling, and spending time with his family.

Brent Rhoades is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked extensively with E*TRADE Capital Management and E*TRADE Securities prior to his current role. Morgan Stanley Wealth Management serves individuals and institutions with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct individual services and plans through corporate financial planning agreements.

Gary Harr is a financial advisor with Ameriprise in Gainesville, GA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Ameriprise since 2005, including its predecessor firm, and owns Harr & Associates Inc., a consulting and advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Ethan Davis is a financial advisor with LPL Financial in Cumming, GA, holding Series 63 and Series 65 credentials and having eight years of industry experience. Prior to his advisory role, he worked for four years at OneLife Fitness. Outside of finance, he is involved in creating children's coloring books through Clarke Creations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technology tools for operational and research assistance.

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 18 years of industry experience. Prior to joining Equitable Advisors, Bryant worked at Next Financial Group Inc and Financial Strategies of Georgia. Bryant serves as a board member of the Johns Creek Chamber of Commerce, participating in nonprofit activities and decision-making. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models, including third-party asset managers and LPL-sponsored programs, offering diversified investment solutions without sponsoring its own wrap fee program.

Austin Patton is a Financial Advisor with Merrill Lynch Wealth Management in Gainesville, Georgia. In his role as a Merrill Financial Solutions Advisor, he works closely with individuals and families to navigate important financial decisions, including general investing, retirement planning, and saving for unexpected events. He provides access to Bank of America specialists for a range of financial solutions, including banking, credit, home financing, and small business services. Austin holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma from City of Buford. He also attended institutions within the University System of Georgia. His approach involves building lasting relationships centered on understanding what matters to his clients and their families, allowing him to create personalized strategies to help them pursue their financial goals. Outside of his professional work, Austin is involved in his community as a member of a church worship team. His personal interests include camping, hiking, hunting, music, photography, singing, and spending time with his family.

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 at Morgan Stanley with 25 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities from 2013 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to develop tailored financial plans.

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.