Michelle Davenport is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 designations. She has 32 years of industry experience, including over two decades at Wells Fargo Bank NA and ten years at Wells Fargo Clearing in Duluth, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Patricia Christian is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1983, also working with Bank of America N.A. since 2023. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Andrew Band is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Fidelity from 2013 to 2019. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Jennifer Stephens is a Series 66-licensed financial advisor with Morgan Stanley in Alpharetta, GA. She has 20 years of industry experience, including nine years at J.P. Morgan Securities LLC prior to joining Morgan Stanley in 2020. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers planning that incorporates firm-approved tools and market outlook models.

Robert Dupree is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Thrivent in 2025, he worked at Morgan Stanley for three years and E*TRADE Securities for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Richard Stokes is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for 10 years. Outside of finance, he has been involved with Lifetime Fitness since 2014. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through a broad range of retail and institutional services.

Richard Young is a financial advisor with Ameriprise in Gainesville, GA, holding a Series 63 designation and 32 years of industry experience. Prior to joining Ameriprise in 2019, he worked at The Strategic Financial Alliance from 2016 to 2019. He is also the owner of Amelia Consultants, LLC, a business involved in life insurance and fixed annuity sales, and serves as a board member on the City of Gainesville Planning and Zoning Appeals Board. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joel Swaim is a financial advisor with LPL Financial in Buford, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corporation for 11 years and Investment Professionals, Inc. for one year. 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.

Jesse Frazier is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining OSAIC in 2020, he worked at American Funds and Allied Insurance Advisors. Outside of his advisory role, he is the managing member of Allied Investment Advisors, an LLC that provides marketing, prospecting, and sales related to financial planning and securities. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supported by various analytical tools and multiple program options.

Emanuel Mains is a financial advisor with UBS Financial Services in Peachtree Corners, GA, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with UBS Financial Services since 1987. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support client strategies.

Michael Watson is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. His career includes roles at Northwestern Mutual Wealth Management Company and Merrill Lynch, among others. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Robert Elwell is a financial advisor at Morgan Stanley in Alpharetta, GA, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Bradley Sabo Jr. is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials. He joined the firm in 2026 and has prior experience in various roles outside the financial industry. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Vernon Unger III is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at Concourse Financial Group Securities Inc and Legacy Investment Advisors. Unger serves as Vice Commodore of the Lake Windward Yacht Club and is a board member for the Windward Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, providing investment management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to affiliated and third-party portfolio managers across various account structures and investment programs.

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.

Kaitlyn Mathis is a financial advisor with LPL Financial in Gainesville, GA, holding a Series 66 license and six years of industry experience. She has been affiliated with Sullivan & Schlieman Wealth Management since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with advisory and brokerage services. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.