Dennis Mostyn is a financial advisor at Morgan Stanley in Atlanta, GA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models outcomes using Global Investment Committee estimates and Monte Carlo simulations.

Michael Podkulski is a CFP® with 28 years of industry experience, currently serving at J.P. Morgan Securities in Atlanta, GA. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2011. In addition to his advisory role, he is also employed by JPMorgan Bank, where he can offer certain banking products and services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jonathan Marcus is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets from 2002 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and serves clients through both direct and employer-based financial planning agreements.

Christopher Moseley is a financial advisor at Morgan Stanley in Atlanta, GA, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, previously holding positions at Citigroup Global Markets and J.P. Morgan Securities. Moseley serves as a board member of the Mountain Park Community Pool in Stone Mountain, Georgia. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, offering a range of financial products and services through its extensive network of advisors.

Timothy Johnson is a financial advisor with Edward Jones in Conyers, GA, holding Series 63 and Series 66 credentials. He has 16 years of industry experience and has worked with Edward Jones for 14 years. Outside of his advisory role, he owns a rental property business based in Monroe, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, access to separately managed accounts, and affiliated mutual funds.

Connor Esposito is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Securities America, Inc., the Professional Economic Growth Group, and a previous stint at Morgan Stanley. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, providing tailored financial planning supported by firm-approved tools and modeling techniques.

Chawandia Robson is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at E*Trade Securities LLC and Anthem Inc. before joining Morgan Stanley Smith Barney LLC in 2022. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Jodi McMahon is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. She has 35 years of industry experience, including over a decade at Cambridge Investment Research Advisors. Outside of her advisory role, she is involved in credit card processing sales through Progress Merchant Service Solutions, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing proprietary and third-party model strategies and multiple platform arrangements.

Katherine Jenkins is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and with 12 years of industry experience. She has been with Morgan Stanley since 2015 and currently works with Morgan Stanley Private Bank, N.A. In addition to her advisory role, she is involved in sales and marketing activities as a contractor for Nu Skin. 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, using structured discovery processes and firm-approved planning tools to support client goals.

Allen Jones is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 1991. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gary Neigeborn is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate since 2013. In addition to his advisory role, he is involved in fiduciary activities as a trustee. Ameriprise is an institutional firm offering a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations, while offering a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

C Woodruff is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets offerings.

William Lobb II is a financial advisor at Morgan Stanley with 48 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014. Outside of his advisory role, he serves as a board member of the Southeastern Horticultural Society, assisting with the implementation of horticultural events. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and analyses to model potential outcomes.

Jayson Best is a financial advisor at Morgan Stanley in Atlanta, GA, with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Edward Jones, Allen Mooney & Barnes, and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

William Browning III is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory work, he is involved as a partner in a real estate investment and modeling business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools to model financial outcomes while typically acting in an advisory capacity without offering individual security recommendations in standalone planning.

Angel Rivera is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2017. Prior to his advisory career, he was employed at Cali N Titos and attended the University of Georgia. 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 offers model-based and discretionary strategies managed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, and various institutional clients.

Andrew Hanna is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns a consulting business that handles office administration and staff payments. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies through a centralized team-supported process.

Antonio Elias Magana is a financial advisor at LPL Enterprise with five years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, Wells Fargo, J.P. Morgan Securities, Edward Jones, and other firms. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of financial planning and consulting services.

Stephen Caphton is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Gerald Lowe Jr. is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He holds Series 63 and Series 65 licenses. 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, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.