Kyle Evens is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds a Series 63 designation and has worked with firms including Wells Fargo Clearing. In addition to his advisory role, Evens is the owner of Evens Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services and supports municipal and public-finance work through a municipal advisor affiliation.

Vernon Unger III is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at Concourse Financial Group Securities Inc and Legacy Investment Advisors. Unger serves as Vice Commodore of the Lake Windward Yacht Club and is a board member for the Windward Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, providing investment management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to affiliated and third-party portfolio managers across various account structures and investment programs.

Dominique Davis is a financial advisor with Cetera, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. Davis has worked with multiple Cetera entities since 2021 and has prior experience with E*TRADE Securities and Triad Advisors. 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 and consulting services, utilizing a multi-manager platform with various investment strategies and program structures.

Ronald Nadel is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Morgan Stanley in 2016, he spent 32 years at Merrill. Outside of his advisory role, he is involved in a photography LLC that supports his daughter’s launch of a book publishing career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines traditional wealth management services with specialized offerings such as private funds and principal trading.

Jorge Mateo Aguilar is a Financial Advisor at Merrill Lynch Wealth Management. He integrates the resources of a global firm with a personalized approach to deliver financial planning services. Jorge works with clients from diverse backgrounds, including next-generation professionals, multigenerational households, the LGBTQ+ community, and Hispanic families, focusing on creating strategies that align with clients’ goals, values, and lifestyles. Jorge holds the SE-AWMA™ designation (Sports & Entertainment Accredited Wealth Management Advisor™) and a Personal Investment Advisor (PIA) credential. He completed the Accredited Certificate Program at Universidad San Ignacio de Loyola in Lima, Peru. This advanced training enables him to support executives, entrepreneurs, founders, and high-net-worth individuals with complex planning needs such as tax-efficient strategies and multi-entity structures, as well as professionals in sports, entertainment, and the creative economy. Based in Chelsea, New York City, Jorge is involved with the Bank of America NYC Business Council - LGBTQ+ Chapter and engages with community organizations including Out Pro - NYC and QNC. Outside of work, he enjoys dancing, swimming, cooking, music, photography, and traveling, embracing cultural experiences around the world.

Mitchell Harris is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings a unique perspective to financial advising, having served as a Surface Warfare Officer in the U.S. Navy after graduating from the United States Naval Academy, followed by a professional baseball career as a pitcher with the St. Louis Cardinals in 2015. Harris was notably the first Naval Academy alumnus in nearly a century to reach the major leagues. Harris specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, sports and entertainment, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In addition to his professional commitments, Mitchell Harris is involved with the Chick-fil-a Peach Bowl as a member of the Board of Advisors and contributes as a Character Coach with the Fellowship of Christian Athletes. His personal interests include baseball, boating, golfing, hunting, spending time with his family, and traveling.

Darion Adams is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for several years before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services spanning retail and institutional markets.

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.

Mario Guerra is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Morgan Stanley, he worked 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. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Camden Vining is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation. He has one year of industry experience, beginning his career at Morgan Stanley in 2026. Prior to his financial advisory role, he served in the United States Military from 2020 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios to support its financial planning process.

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.

Melissa Moss is a financial advisor with LPL Financial in Woodstock, GA, holding a Series 66 designation and six years of industry experience. She previously operated Melissa Moss, Inc. for five years and served at the American Foundation for Women's Health / StopAfib.org for twelve years. Outside of her advisory role, she is a guest educator in life coaching. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

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.

Brent Chadwick is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Morgan Stanley, Northwestern Mutual, and E*Trade Securities. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

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.