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 17 years of industry experience. Prior to joining Equitable Advisors in 2023, Whitney worked at Next Financial Group Inc and Financial Strategies of Georgia. Whitney serves as a board member of the Johns Creek Chamber of Commerce, contributing to community and nonprofit activities. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, offering access to multiple third-party asset managers and tailored advisory programs.

Perry Holcombe is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding a Series 66 designation and eight years of industry experience. His background includes roles at UBS Financial Services and experience outside finance at The Porterhouse Grill and the University of Georgia. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

William May is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Eddie Lusk is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. His career includes multiple roles at E*TRADE Capital Management and E*TRADE Securities from 2013 to 2023 before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

William Grubbs III is a financial advisor with Ameriprise in Alpharetta, GA, holding a Series 66 designation and having 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with a consulting business, Meg Moore LLC, and serves on the Sustainability Committee of Promise 686. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, delivering detailed, non-discretionary recommendations that incorporate research and modeling to assist clients in managing income sources and tax strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Philip Stair is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2014. Outside of finance, Stair is involved in music through his activities with Grim Rooster and Rocket 350. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and does not offer individual security recommendations as part of standalone 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.

Gina Holt is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in wealth planning and investment advisory. She works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals, emphasizing a comprehensive understanding of their full financial picture beyond just portfolio management. Gina's expertise includes college education planning, family wealth management, legacy and retirement planning, special needs planning, and wealth strategies for women and the LGBT community. She holds a Bachelor's Degree from Emory University and the Personal Investment Advisor (PIA) designation. Gina values a goals-based wealth planning process and prioritizes creating flexible strategies that align with clients’ priorities in changing market conditions. Outside of her professional role, she is engaged in her community through volunteer activities and enjoys spending time with her family, traveling, and following sports such as baseball and football.

Debalina Das is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera and its affiliates since 2016. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with various program structures and access to both affiliated and third-party managers.

Minesh Amin is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Bb&T Securities. Amin is currently based in Alpharetta, GA, and has been with Morgan Stanley since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Dave Hutchings is a Financial Consultant at Fidelity Investments, where he has worked since 2014. He has been with the Alpharetta branch for 10 years and currently holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). His professional experience at Fidelity Investments includes roles as Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Dave focuses on helping clients make informed decisions about their financial futures, including retirement planning and investment guidance. Outside of work, Dave enjoys biking, playing board games, participating in family activities, and visiting museums.

Jeffrey Hylton is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Merrill and Bank of America, N.A. before joining Morgan Stanley in 2022. Outside of his advisory role, he is the sole proprietor of several real estate ventures in Gainesville, Georgia. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and advanced modeling tools to support financial planning and offers both direct and employer-based plans.

Abigail Adeleke is a financial advisor at Charles Schwab with four years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2018. Outside of her advisory role, she owns two small businesses: a photography service called Shot By Adele and a vintage clothing resale operation. Charles Schwab serves a broad client base primarily comprised of 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Stacy Hollinger is a Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. Prior to joining Morgan Stanley in 2020, Stacy worked at Stifel and Ameriprise Financial and has professional involvement with Anytime Fitness and the Young Women’s Christian Organization. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and methodologies.

Steven Spalding is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His prior experience includes extensive work at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and delivers services through financial advisors and specialized planning groups.

Richard Ness Jr. is a financial advisor at Cetera with 37 years of industry experience. He holds a Series 63 designation and has been with Cetera and its related entities since 2019. Prior to that, he worked at Summit Financial Group Inc. and Summit Brokerage Services Inc. Mr. Ness is also licensed as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, providing access to affiliated and third-party managers across multiple program structures.

Tae Kim is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2018. His previous experience includes over a decade at FSC Securities Corporation and multiple positions within Cetera-affiliated firms in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services supported by research and a variety of strategic investment options.

Christian Doom is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Voya Investment Management and E*TRADE Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers clients options to combine planning with managed-account programs under a consolidated billing system while maintaining separate planning and investment services.