Matthew Russell is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked in technology and association roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Warren Hamilton is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets and various Wells Fargo entities. He is involved with two wealth management firms where he holds ownership interests and actively participates in their operations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and financial planning services across a broad range of areas, using firm research and planning tools to develop tailored recommendations.

T. Bruce Nelson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over three decades of experience to his role. He specializes in delivering tailored wealth management strategies, focusing on areas such as divorce transition planning, education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Bruce works closely with a select group of business owners, executives, families, individuals, and organizations across the country, aiming to support their financial objectives through strategic, client-centered advice. Bruce's approach integrates collaboration with clients' accountants, attorneys, and tax professionals, ensuring comprehensive financial planning that aligns with clients' goals, risk tolerance, and time horizons. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Bruce earned his bachelor's degree from Fordham University in 1982. Beyond his professional commitments, Bruce is active in ministry opportunities and is involved with organizations such as Bill Glass Ministries and the National Association of Plan Advisors. He resides in Marietta with his wife Hallie and values family deeply, considering his clients as part of an extended family network.

William Leader is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Equitable Advisors, and Gotcha Mobility. He has also been involved with The University of Alabama and Hinsdale Swim Club. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Lindsey Cook Doss is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial before joining Raymond James in 2016. Outside of her advisory role, she serves as Chapter Co-President and Board Member for the Ellevate Network, a professional organization focused on advancing women in business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research and a variety of portfolio management options.

David Burg is a financial advisor with Raymond James Financial in Cumming, GA, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James Financial and its affiliate since 2009. Outside of his advisory role, Burg serves as president of 1st Harbor Financial Services, a support company he owns, and is vice president of the Creekside Professional Association, a nonprofit condo association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and a broad advisor network.

Jennifer Scott is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management in Alpharetta, Georgia. She began her career at Merrill Lynch in 1995 and serves high net worth individuals and families, successful business owners, and corporate executives. Her practice focuses on wealth management planning, including portfolio management, retirement, tax minimization, wealth transfer, and legacy planning strategies. Jennifer holds a Bachelor's Degree from San Diego State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CHARTERED FINANCIAL CONSULTANT (ChFC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She particularly enjoys providing advice and guidance to clients transitioning into retirement. Residing in Alpharetta with her husband of over 30 years, Jennifer spends her spare time entertaining, traveling, and being with her three sons and two dogs.

Vittorio Valentine is a financial advisor at Morgan Stanley in Alpharetta, GA, holding the Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Atrium Staffing and Capstone Financial, among other roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process utilizing firm-approved tools and models.

Kimberly Mc Donald is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for 24 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to model financial outcomes.

Cherie Beasley is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009, following prior roles at Citigroup Global Markets and Morgan Stanley DW Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning supported by structured processes and advanced modeling tools.

Robert Guerry is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and totaling 37 years of industry experience. His career includes roles at Merrill from 1992 to 2008 and Citigroup Global Markets Inc from 2008 to 2009 before joining Morgan Stanley Smith Barney in 2009. Since 2015, he has also been associated with Morgan Stanley Private Bank, National Association. 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, including tailored financial planning that utilizes structured discovery processes and firm-approved planning tools.

Alisa Eichinger is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides financial planning services through structured discovery processes and a broad spectrum of investment offerings.

Umaru Sow is a financial advisor at Morgan Stanley in Alpharetta, GA, with seven years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities LLC. Outside of his advisory role, he is a partner in an LLC aiming to establish a daycare facility. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, combining financial planning with sophisticated modeling tools, and manages approximately $2.74 trillion in client assets.

Kirk Stewart is a Senior Financial Advisor with Merrill Lynch Wealth Management, focusing on helping clients preserve and grow their assets by adapting strategies to evolving market conditions and life stages. He employs a disciplined approach grounded in Modern Portfolio Theory, utilizing customized timelines, tactical asset allocation, and tax-aware investing to support wealth accumulation, retirement planning, and estate needs. Kirk serves a diverse clientele, including closely held businesses, nonprofit organizations, corporate employees with concentrated stock positions, retirees, and affluent individuals and families. Kirk began his career as a Financial Advisor at Morgan Stanley Smith Barney before joining Merrill Lynch Wealth Management in 2010. He leverages Merrill’s open architecture platform and extensive research resources to assist clients in achieving their financial objectives through personalized strategies. His professional designations include Personal Investment Advisor (PIA) and Retirement Manager Advisor (RMA). A graduate of the J. Mack Robinson College of Business at Georgia State University, Kirk holds a bachelor's degree in business administration with a major in finance. He is active in his community through involvement with the Cystic Fibrosis Foundation. Outside of work, Kirk enjoys playing golf, fishing, skiing, and spending time with his wife and their twin sons.

Celeste Dinerman is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.

Jonathan Shepard is a CFP®-credentialed financial advisor with 11 years of industry experience. He has been with Charles Schwab since 2021 and previously worked at Life Time Asset Management, Commonwealth Financial Network, and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and a range of alternative investment options, supported by a large-scale, integrated operational platform.

Adam Worthy is a financial advisor with Ameriprise in Alpharetta, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Papa Johns and Alcon. Outside of his advisory role, Worthy is also associated with Meg Moore LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sustainability and tax-aware withdrawal strategies.

Baylis Gruber is a financial advisor at Morgan Stanley with over 51 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is president of a software company that designs and sells software programs and is an officer of a company that creates and sells children’s games. 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, including tailored financial planning supported by proprietary tools and research.

Timothy Mixon is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a director for the Georgia National Guard Family Support Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, employing structured planning tools and a range of advisory programs.

Milton Martin is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Financial Services since 1985 and Primerica Advisors since 1999. In addition to his advisory role, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plan clients.