Dominique Davis is a financial advisor at Cetera with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various firms including UBS Financial Services, Northwestern Mutual Investment Management, and E*TRADE. Davis has been with Cetera since 2021 across several affiliated entities. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, operating as a multi-manager platform with over $256 billion in assets under management.

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.

Luke Wimmer is a financial advisor with UBS Financial Services in Alpharetta, GA. He holds a Series 66 designation and has been with UBS since 2026. Prior to joining UBS, his work experience includes roles at Williams Sonoma Inc, the University of Georgia Terry College of Business, and Smith + Howard PC, among others. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Mitchell Harris is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in guiding clients through family wealth management strategies, legacy planning, liquidity management, and personal retirement planning. With experience spanning a military career and professional sports, he brings a diverse perspective to wealth management that aligns financial resources with the evolving needs of clients and their families. He provides personalized wealth management plans tailored to clients' goals throughout their careers and into retirement. Harris graduated from the United States Naval Academy and served five years as a Surface Warfare Officer in the U.S. Navy. He then pursued a professional baseball career as a pitcher with the St. Louis Cardinals in 2015, marking the first time in nearly 100 years someone from the Naval Academy reached the major leagues. His tenure in sports ended following an elbow surgery after his single season in the major leagues. His military and sports experiences inform his approach to client service, emphasizing dedication and hard work. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is involved in professional organizations such as the Chick-fil-a Peach Bowl and the Fellowship of Christian Athletes, serving on the Peach Bowl Board of Advisors and as a Character Coach with the Fellowship.

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.

Matthew Mc Grath is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he manages a rental property in Gainesville, Georgia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with a nationwide network of advisors and affiliated financial services.

William Williams Jr. is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Merrill prior to his current role. Outside of advising, he is a 33% owner of Maxwill Investments LLC, where he participates in deal discussions and occasional closings. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

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.

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 24 years of industry experience. He has worked at firms including Merrill and Next Financial Group, Inc., and has been CEO of Johns Creek Advisors, Inc. since 2015. In addition to his advisory work, he serves as chapter president of BNI-Up Johns Creek, a local networking organization. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Nam Nguyen is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*Trade Securities LLC for five years. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, combining tailored financial planning with access to broad retail and institutional investment offerings.

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 registrations and 12 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Edward Jones from 2018 to 2025 and spent 25 years at UPS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Orantes Grant is a Series 66-registered financial advisor with Fidelity in Roswell, GA, bringing 10 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Trademark Capital Management, Hightower Securities, National Wealth Management, and Wells Fargo Advisors. He also serves as a notary public, providing signature notarizations in his local community. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

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.