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.

James Tyson is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has been with Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2016. Tyson is also an owner of two business ventures related to his Ameriprise practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a combination of proprietary research and third-party data. The firm’s approach includes annual written recommendation reports and collaboration between a centralized service team and advisors.

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.

Rebecca Cates is a CFP® with 15 years of industry experience, currently affiliated with Raymond James Financial. She has previously worked at Wells Fargo Advisors LLC and is an independent contractor for R. Thornton Cates Financial Group, where she focuses on financial planning and investment management. Raymond James Financial Services Advisors, Inc. offers financial planning and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools and tailored planning approaches, supporting a broad advisor network and maintaining specialized programs for municipal finance and employer retirement plans.

Erica Carson is a Series 66-licensed financial advisor with three years of industry experience, currently with Cetera since 2026. Prior to joining Cetera, she worked at Edward Jones for three years and held roles at Amazon Web Services, CommScope, and Fiserv. Outside of her financial career, she has operated a consignment business and engaged in retail arbitrage sales on eBay. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a wide range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors managing approximately $256 billion in assets.

Vanessa Brown is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. She has 30 years of industry experience, including prior work at SunTrust Advisory Services from 2016 to 2020. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics from Wells Fargo Investment Institute with diversified investment principles to serve clients through brokerage and advisory solutions.

Timothy Holcombe is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked at UBS Financial Services Inc for ten years before joining Raymond James in 2018. Outside of his advisory role, he is involved with Dragonfly Farms LLC, an agricultural business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, drawing on various portfolio management styles and affiliated research resources.

David Hendricks is a financial advisor with Wells Fargo Clearing, holding the Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Banc of America Investment Services. He is based in Duluth, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Jeremy Stafford is a financial advisor at Edward Jones in Alpharetta, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at LexisNexis Risk Solutions and UPS Capital. Outside of his advisory role, he is involved with a short-term vacation rental property and is preparing to manage financial reporting and online marketing for a home services business he and his wife will acquire. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Jonathan Hyland is the Vice President and Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored financial plans aimed at achieving their unique goals. He emphasizes building comprehensive financial plans, identifying aligned strategies, and maintaining open communication with clients. Jonathan has been with Fidelity Investments since 2020, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative before his current position. Prior to joining Fidelity, he held positions at Edward Jones and US Bancorp Investments, gaining experience as a Financial Advisor, Wealth Management Advisor, and Branch Intern. His professional background reflects a consistent focus on financial consulting and wealth management across multiple firms.

Grace Aufleger is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley and Ameriprise in different roles. Outside of her advisory work, she is the owner of GS Ventures, LLC, a business entity she will use for future payroll purposes. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement‑income planning with tax‑aware withdrawal strategies and a written Recommendation Report. The firm’s approach includes proprietary research, third-party data, and algorithmic tools, with enrollment restricted to clients meeting minimum investable asset criteria.

Andrew Bacharach is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Fifth Third Bank for eight years and has been involved with Twin Farms since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management services, including access to model portfolios, third-party subadvisors, and institutional platforms.

Jacob Alba is a Series 66-licensed financial advisor at OSAIC with one year of industry experience. His prior roles include positions at Wicklander-Zulawski & Associates, First Community Mortgage, Amerisave Mortgage Corporation, and SecurAmerica. Outside of finance, Alba has experience coaching baseball and working as a Lyft driver. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, advisory services, and brokerage across varied programs. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with discretionary management options, third-party manager selections, and proprietary investment models.

Kristy Lungwitz is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services, Inc for 13 years. Outside of her advisory role, she serves as a Practice Relationship Manager for US Planning Group Inc. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and solutions across individual, retirement, and corporate segments.

Omprakash Singh is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 2001 and Bank of America, N.A. since 2009. Outside of his advisory role, he owns Singh Realty Group, which invests in commercial real estate. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christian Lacquement is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes positions across various industries such as education at Fort Hays State University and service roles at multiple small businesses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad 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 using firm‑approved tools and market-based modeling techniques.

Milton Park III is a financial advisor with Robert W. Baird & Co. in Canton, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Robert W. Baird since 2007. Outside of his advisory role, he is involved as a vendor at the Antique Village Mall. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Joshua Newman is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional investors, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jason Kinley is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019, with prior roles at Wells Fargo Clearing and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to support client planning needs.

John Weaver is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Truett McConnell University and Blessed Beyond Measure. He is also a notary public. 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 provides a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.