Michael Cboski is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Morgan Stanley, he worked at E*Trade Securities LLC and Wells Fargo Co. He is also the sole proprietor of Eleven 11 Construction Group, a construction and engineering business. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Martha Takacs is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2011. Based in Atlanta, GA, her career spans a long tenure at a major wealth management firm. 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 with a financial planning process that uses firm-approved tools and methodologies to help clients develop tailored plans.

William Bearden is a financial advisor with MML Investors Services, LLC, a subsidiary of MassMutual, based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has four years of industry experience, including roles at MWA Financial Services, Modern Woodmen of America, Gwinnett County Public Schools, and the University of West Georgia. In addition to his advisory work, he is a partner and financial planner at Piedmont Strategic Advisors LLC. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools to analyze client goals and offers written recommendations through collaborative, annual planning engagements.

Candice Smith is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011, including her current role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Tyler Legault is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2020, progressing from Financial Representative to Investment Consultant before his current position. Tyler works with a diverse clientele including retirees, young professionals, and widows or widowers. His approach focuses on building confidence in financial plans to help clients navigate changing lifestyles and economic conditions. Tyler emphasizes the use of visual tools to educate clients, aiming to help them stay focused and organized during regular check-ins and plan reviews. He holds a California Insurance License, supporting his ability to advise on insurance matters. Outside of his professional responsibilities, Tyler has interests in baseball, football, movies, pets, traveling, and volunteering.

Maria Hawkins is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with UBS since 2012. Outside of her advisory role, she is the proprietor and owner of NicH Inversiones LLC, a company involved in real estate purchasing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Michael Kennair is a financial advisor at Morgan Stanley in Atlanta, GA, holding the CFP®, ChFC®, and Series 66 designations with 17 years of industry experience. He previously worked for UBS Financial Services for ten years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 emphasizes a structured planning process using firm-approved tools and models.

William Ponder is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines proprietary research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations primarily for assets managed within Ameriprise accounts.

Sandra Edwards is a Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in providing comprehensive investment guidance and wealth management strategies tailored to support her clients' current lifestyles, retirement income needs, and legacy goals. Sandra offers expertise in areas including divorce transition planning, employee benefits planning, executive compensation, equity compensation services, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. She works with a team of specialists to deliver an integrated approach to personal wealth management, drawing on the resources of Merrill Lynch Wealth Management and Bank of America. Sandra holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from the University of Tennessee Knoxville. Sandra has served in various leadership roles within the community, including as a Leadership Council Member for Zoo Atlanta and board member positions for the Arthritis Foundation of Georgia and the Georgia Pet Foundation. She is a member of several professional and community organizations such as the Annie Oakley Shooters, Atlanta Track Club, and Zoo Atlanta. Outside of her professional work, Sandra enjoys outdoor activities including biking, hiking, ice skating, photography, running, skiing, swimming, and traveling. She and her husband, Bob, enjoy spending time outdoors with their miniature schnauzer, Otto.

George Lipsey is a Series 63-licensed advisor at Raymond James & Associates with 29 years of industry experience. He has been with Raymond James since 1997. Lipsey is the owner of Lipsey Wealth Management LLC, an entity established to hold the real estate lease for his office and manage associated expenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves individuals, institutions, pension plans, and other entities, offering financial planning, non-discretionary investment consulting, municipal advisory services, and a range of portfolio management styles supported by affiliated research and model managers.

Daan Mutsaers is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 63 designation and has worked at several firms, including TrueWealth Management and Bluerock Wealth Management, before joining Raymond James and its affiliated entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, alongside specialized municipal and retirement plan advisory services.

Rodney Foster is a financial advisor with Equitable Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Foster is also the author of non-financial related material, publishing under the name REMEMBER WHEN PUBLISHING. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, delivering these services through a network of Investment Adviser Representatives and third-party program sponsors.

Maria Mccann is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support client outcomes.

Lenore Jenkins is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Merrill Lynch since 2000. Outside of her advisory role, she manages bookkeeping for a family-owned absentee automotive care service business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Harrison Evans is a financial advisor with J.P. Morgan Securities based in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His career includes positions at Truist Investment Services, Wells Fargo, and BB&T Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening with qualitative research, supported by specialized teams and a range of investment strategies including ESG considerations.

Johnathan Clark is a financial advisor at Edward Jones in Tucker, GA, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for City Schools of Decatur from 2015 to 2017. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Zhengbang Liu is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2014, he has been a key member of the Justice & Associates group, assisting clients in managing the complexities of their financial lives. His work focuses on family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, and portfolio management services. Before his current role, Zhengbang gained experience as a Specialist at Apple Inc. and as a Financial Services Representative with E-Trade Financial. He holds a Bachelor's Degree from Georgia State University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional commitments, Zhengbang enjoys boating, fishing, and golfing.

Jessica Shaughnessy is a financial advisor at Morgan Stanley in Atlanta, GA, with 24 years of experience in the industry. She holds a Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling in its financial planning process.

Leslie Castrejon is a financial advisor with Morgan Stanley in Atlanta, holding a Series 66 license and having seven years of industry experience. Before joining Morgan Stanley in 2017, Leslie worked at UBS Financial Services and was also employed at Kennesaw State University. Outside of finance, Leslie owns and operates a coffee shop called El Chisme LLC in Lawrenceville, Georgia. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, 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 through both direct and corporate financial planning arrangements.

Christopher Hampton is a financial advisor with Fidelity Investments in Roswell, GA, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. Prior to joining Fidelity in 2025, he worked at Morgan Stanley from 2018 to 2025. Outside of his advisory role, he engages in musical performance as a DJ streamer on Twitch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.