John Allen Jr. is a financial advisor at Cetera with 43 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes roles at Cetera Wealth Services, VOYA Financial Advisors, and long-term ownership of Legacy Financial Advisors. He is also an independent insurance agent involved in fixed insurance sales. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, financial planning services, and access to third-party money managers.

Matthew Mc Grath is a financial advisor with Edward Jones in Dawsonville, GA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he manages a rental property in Gainesville, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Mario Guerra is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and having nine 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 2021, and at Bank of America from 2014 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by a structured planning process and firm-approved tools.

Jack Cohen is a financial advisor with Robert W. Baird & Co. in Atlanta North Point, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2000. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, using a combination of in-house and third-party managers across a range of investment strategies.

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.

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.

Richard Newcomb is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining LPL Financial in 2025, he was with Edward Jones for seven years and worked at UPS for 25 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, supporting both discretionary and non-discretionary management and utilizing model portfolios and research from multiple sources.

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 with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 25 years of industry experience. He has worked extensively with E*TRADE Capital Management and E*TRADE Securities from 2000 to 2023 before joining Morgan Stanley. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Daniel Bisese is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge since 2019, previously serving at FSC Securities Corp. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary and third-party model solutions, with an emphasis on tailored client approaches.

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.

Dennis Harmon is a Series 63 licensed financial advisor with 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. He is based in Atlanta, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alyson Burkett is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to this, she was involved in insurance agencies and Waddell & Reed, Inc., and has experience in commercial real estate and community activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

Patrick Hayes is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Merrill. Hayes is based in Alpharetta, GA. Morgan Stanley Wealth Management is an SEC-registered 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 a structured planning process supported by firm-approved tools and modeling techniques.

Ethan Davis is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at OneLife Fitness for four years. Outside of his advisory role, he is involved in a children’s coloring book business called Clarke Creations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting supported by research and multiple portfolio management strategies.

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.