James Ewing is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory work, he serves as a board member of the DeKalb Symphony Orchestra. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Nicholas Ray is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he serves as a primary point of contact for clients, providing personalized service tailored to individual needs and preferences. He facilitates discussions with Wealth Management Advisers when deeper wealth planning is required to ensure clients and their families receive comprehensive support. Nicholas has held various positions at Fidelity Investments, including Wealth Management Service Specialist, Planning Consultant, Relationship Manager, and Financial Representative, accumulating experience since 2021. His progression through these roles reflects his involvement in providing wealth management services and client support within the firm.

Jennifer Borus is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC from 2012 to 2021. She has been with Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Kirsten Clark is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She previously worked for 11 years at Credit Suisse Securities (USA) LLC before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics based on diversification principles and modern portfolio theory.

Courtney Griffith is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. In addition to her advisory work, she has nearly two decades of experience in full-time education. 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 and offers both brokerage and advisory solutions.

John Mclaren is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2017. His prior experience includes positions at Fidelity Bank and SunTrust Advisory Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Emily Bradshaw is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation. She joined Morgan Stanley in 2025 and has prior experience in real estate with CBRE and ran private chef services from 2021 to 2024. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning for individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, emphasizing advisory services without individual security recommendations in standalone plans.

Jason Halliburton is a Senior Financial Advisor and Senior Portfolio Advisor in the Global Wealth and Investment Management division at Merrill Lynch Wealth Management in Atlanta/Buckhead. He focuses on serving the wealth management needs of business owners, senior executives, and entrepreneurs, helping them navigate complex financial requirements to balance professional and personal goals. Halliburton and his team develop tailored strategies to pursue clients' investment objectives, utilizing Merrill and approved third-party investment managers’ strategies, funds, or portfolios. Before joining Merrill Lynch, Halliburton worked at an Atlanta-based boutique private equity firm specializing in acquiring and growing lower middle-market service companies with annual revenues between $50 and $250 million. His expertise includes executive compensation, family wealth management, legacy planning, liquidity management, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Halliburton holds a Bachelor's Degree from the University System of Georgia and carries the Personal Investment Advisor (PIA) designation. He is actively involved in professional and community organizations, including the Corporate Cabinet of The Woodruff Arts Center, Merrill’s NextGen Leadership Council (Digital Committee co-chair), and the 100 Black Men of Atlanta. He also serves as a Graduate Mentor at Georgia State University’s Robinson College of Business and is a Legacy Advisor for Children’s Healthcare of Atlanta.

Paul Griffin is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Joshua Krohne is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Clarity Wins, LLC, an independent advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Paula Gulich is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2009, following a brief period at Merrill in 2002. 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 and financial planning services supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Kurt Hirshman is a financial advisor at RBC Capital Markets based in Atlanta, GA, holding a Series 66 designation with 24 years of industry experience. He worked at UBS Financial Services for 23 years before joining RBC Capital Markets in 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and implemented through a combination of in-house and third-party investment managers.

Christopher Gannon is a financial advisor at Morgan Stanley in Atlanta, GA, with 26 years of industry experience. He has held roles at Morgan Stanley Private Bank, Jpmorgan Chase Bank, UBS Financial Services, and Deutsche Bank Securities. His credentials include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and the Global Investment Committee’s Secular Return Estimates to support financial plans.

Andrew Ghimpeteanu is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked at Santander, Extended Holiday, Auto Tech USA, and Capco, among other roles. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and financial planning services supported by firm-approved tools and comprehensive investment resources.

Ian Roth is a financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at Goldman Sachs for seven years and SunTrust Robinson Humphrey for three years. Roth holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Charmaine Sylvester is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and 66 credentials and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2007. Morgan Stanley Wealth Management serves individual and institutional clients, providing advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process with firm-approved tools and modeling techniques.

Raymond Mcgrew is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a 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 uses a structured planning process incorporating firm-approved tools and scenario modeling.

Reginald Brown Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and 38 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, as well as prior positions at Citigroup Global Markets and Truist Securities. He is also involved as Treasurer and Secretary of a private company, N19PE LLC. 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 models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Pierce Faragasso is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Amanda Ladue is a Financial Advisor at Merrill Lynch Wealth Management. She works with clients to develop financial strategies that align with their priorities, goals, and long-term vision. Her approach centers on meaningful conversations and thoughtful planning to support each client's unique financial needs. Amanda's expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and retirement income. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Amanda earned her Bachelor's Degree from the University System of Georgia. Outside of her professional role, she enjoys cooking, drawing and sketching, football, hiking, painting, photography, reading, spending time with her family, volleyball, and watching movies.