Michael Jones is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 66 and Series 63 registrations. His career includes roles at Wachovia Bank, N.A. since 2009 and Wells Fargo Advisors LLC from 2009 to 2016. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Malloy is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves as an advisory board member for the Smyrna Grove Homeowners Association in Smyrna, Georgia. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized niche services.

Richard Battle is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in a family partnership created to hold life insurance policies. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market models.

Mark Delmonte is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership with Timberline Partners, LLC, a real estate holding company, and The 825 Group, LLC, which provides payroll and benefits services to Ameriprise financial advisors. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mark Walters is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, Nylife Securities, and New York Life Insurance. Outside of finance, he engages in rideshare driving with Lyft in Loganville, GA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Rebecca Glasgow is a CFP®-designated financial advisor at RBC Capital Markets with 21 years of industry experience. She previously worked at UBS Financial Services Inc. for 15 years before joining RBC in 2023. Glasgow serves as an officer on the executive committee of the ESOP Association New South Chapter and is a trustee of the Compromise Quinby Taylor Educational Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s capital markets and affiliated asset management capabilities.

Dawn Mcculloh is a Series 66 licensed financial advisor with 24 years of industry experience, currently with UBS Financial Services in Atlanta since 2013. She supports marketing efforts for her husband's business, Atomic Ice Cream Sandwich. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad set of capital markets and advisory services.

Sydnee Scruggs is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. Sydnee is based in Atlanta, GA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of services.

David Kroll is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to various model portfolios and third-party asset management programs through an integrated platform.

John Beane IV is a CFP® professional with 18 years of industry experience, currently serving at OSAIC since 2023. He previously worked at FSC Securities Corporation and Homrich Berg, among other firms. Outside of his advisory role, he owns an LLC focused on market research and due diligence for residential real estate investments. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors, providing integrated brokerage and advisory services. The firm employs a range of portfolio construction tools and supports multiple advisory platforms, combining in-house and third-party investment solutions.

Michael Steck is a financial professional with 43 years of industry experience, currently affiliated with LPL Enterprise since 2024. He holds the Series 63 and Series 65 designations and has an extensive career history including roles at Pruco Securities, LLC and Prudential Insurance Company of America. Steck is also a partner at Cornerstone Financial Partners, LLC, where he is involved in the sales and service of insurance and investment products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, delivered primarily by investment adviser representatives using LPL’s integrated platform.

Jackson Mc Monagle is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with less than one year of industry experience. His prior work background includes roles in various industries such as leasing, parking solutions, and education. He is currently affiliated with Auburn University. 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 using firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Micah Kanicki is a financial advisor with Morgan Stanley in Atlanta, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley, he worked at Woodstack BBQ Tavern and Reef Boutique, and he attended Valdosta State University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Preston Brinkley is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and previously worked for Bank of America, N.A. for 10 years before joining Wells Fargo Clearing. 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, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Timothy Hourihan is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America N.A. and Merrill from 2012 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and quantitative models as part of its advisory approach.

Robert Moore Jr is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has previously worked at Morgan Stanley, Merrill, and Ameriprise Financial Services. Outside his advisory role, he is involved in small business activities including website maintenance for a janitorial company and administrative duties with an automotive logistics firm. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and research-driven asset allocation tailored to clients’ goals and risk tolerances.

Eldon Lu is a financial advisor at Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Citizens Bank and has experience in education at the University of Tennessee, Knoxville, and McMinn County High School. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products through a large network of advisors.

Natasha Mathis is a financial advisor with Fidelity in Atlanta, GA, holding Series 66 and Series 63 credentials and 12 years of industry experience. She has been associated with various branches of Fidelity since 2015. Outside of her advisory role, Mathis is involved in real estate sales and operations management through her membership in SANMAR AND ASSOCIATES LLC and as a real estate agent with Metrobroker. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Ji Young Lee is a financial advisor with LPL Enterprise in Atlanta, GA. Lee holds a Series 66 designation and has recent experience at Prompt Owl, LLC and a prior 10-year career at Delta Airlines. Outside of financial services, Lee is involved with Prompt Owl, LLC, an entrepreneurial venture. LPL Enterprise serves a diverse client base—including individuals, retirement plans, charitable organizations, corporations, and institutions—offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels. The firm combines adviser programs with financial product sales and maintains integrated lending and referral relationships.

James Lewis is a financial advisor at Cambridge Investment Research Advisors with over 21 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior roles include positions at Raymond James & Associates, Clearwater Analytics, and LPL Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and employs a range of portfolio management approaches tailored to client objectives.