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.

Brent Rhoades is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked extensively with E*TRADE Capital Management and E*TRADE Securities prior to his current role. Morgan Stanley Wealth Management serves individuals and institutions with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct individual services and plans through corporate financial planning agreements.

Daniel Bisese is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge since 2019, previously serving at FSC Securities Corp. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary and third-party model solutions, with an emphasis on tailored client approaches.

Natalia Echeverri is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis methods.

Dennis Harmon is a Series 63 licensed financial advisor with 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. He is based in Atlanta, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kristin Hudson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 14 years of industry experience. She has worked with various divisions of Raymond James since 2011. 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 municipalities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Alyson Burkett is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to this, she was involved in insurance agencies and Waddell & Reed, Inc., and has experience in commercial real estate and community activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

Patrick Hayes is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Merrill. Hayes is based in Alpharetta, GA. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving 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 supported by firm-approved tools and modeling techniques.

Matthew Ellis is a Series 66-licensed financial advisor with Edward Jones in Canton, GA, where he has worked since 2008, accumulating 18 years of industry experience. He operates an LLC related to real estate outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with over $1 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

Ethan Davis is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at OneLife Fitness for four years. Outside of his advisory role, he is involved in a children’s coloring book business called Clarke Creations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting supported by research and multiple portfolio management strategies.

Anthony Tarabicos is a financial advisor with Wells Fargo Advisors in Roswell, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at Georgia Southern University for four years and at Fellowship Christian School for nine years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various financial needs and integrates advisory services with other financial products and referral channels.

John Anderson is a financial advisor with Ameriprise in Alpharetta, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendation reports through a centralized consulting team.

Jonathan Wade is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 10 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2023. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 offers services both directly and through employer-sponsored financial planning agreements.

Whitney Bryant is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Equitable Advisors, Bryant worked at Next Financial Group Inc and Financial Strategies of Georgia. Bryant serves as a board member of the Johns Creek Chamber of Commerce, participating in nonprofit activities and decision-making. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models, including third-party asset managers and LPL-sponsored programs, offering diversified investment solutions without sponsoring its own wrap fee program.

Perry Holcombe is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding a Series 66 designation and eight years of industry experience. His background includes roles at UBS Financial Services and experience outside finance at The Porterhouse Grill and the University of Georgia. 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—and offers financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

William May is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Eddie Lusk is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities from 2013 to 2023. 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 financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to develop tailored financial plans.

William Grubbs III is a financial advisor with Ameriprise in Alpharetta, GA, holding a Series 66 designation and having 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with a consulting business, Meg Moore LLC, and serves on the Sustainability Committee of Promise 686. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, delivering detailed, non-discretionary recommendations that incorporate research and modeling to assist clients in managing income sources and tax strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Philip Stair is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2014. Outside of finance, Stair is involved in music through his activities with Grim Rooster and Rocket 350. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and does not offer individual security recommendations as part of standalone plans.

Stanley Lowenstein is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its related entities since 2014. Outside of his advisory role, he serves on the Board of Directors for the Jewish Educational Loan Fund and holds leadership positions on other nonprofit boards in the Atlanta area. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, written recommendations through a centralized consulting team.