Zimanei Slocum is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2022, Slocum held roles at Lyft and Uber. Outside of advisory work, Slocum is involved with Uber in a customer service capacity. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and specialized planning groups.

Amanda Gibb is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. She has worked at Ameriprise since 2018, including her current role that began in 2020, and previously worked at RBC Capital Markets from 2014 to 2018. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice and offers a broad range of advisory, brokerage, and insurance solutions.

Alan Evans is a financial advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Securities America Advisors and Principal Financial. Additionally, he is an insurance agent with Sterling Wealth Management, focusing on disability renewals. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach that includes asset allocation and portfolio optimization, offering a range of advisory and brokerage services through multiple affiliated entities.

Robert Greisinger is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Merrill since 2009 and Bank of America, N.A. since 2011. He serves as a co-trustee for several entities outside of his advisory role. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple program strategies and extensive manager-constructed offerings, with an emphasis on tax-efficient implementation and integration with Bank of America’s broader financial platform.

Seamus Worsley is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked with Hospitality South LLC and Infusia Inc., and has experience with College Hunks Hauling Junk & Moving. Outside of his advisory role, he is employed with DoorDash in a non-investment capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and research to model outcomes.

Xuhan Song is a financial advisor with Merrill based in Alpharetta, GA. He holds Series 63 and Series 66 credentials and has one year of industry experience. His prior work experience includes roles at Bank of America, NYLIFE Securities LLC, New York Life Insurance Company, Macy's, and Bloomingdale's. 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, and institutional investors.

Mark Field is a financial advisor with Cetera, holding the CFP® and ChFC® designations and over 32 years of industry experience. He has worked with firms including Reliastar, VOYA Financial Advisors, and has been part owner of Legacy Financial Advisors since 2000. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including access to third-party money managers and bespoke strategies, supported by a nationwide network of over 10,000 advisors.

Jonathan Miller is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Cetera and Avantax Investment Services, and he also held a client service associate role at Legacy Capital Advisors. Miller’s background includes processing applications for annuities and alternative investments as well as supporting operational functions. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and investment advisory services, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.

Richard Henshaw III is a financial advisor at Merrill with Series 65 and Series 63 designations and eight years of industry experience. He has worked at Merrill and Bank of America since 2021 and previously at Prehmus Financial Partners, CANA Communications, and Telecom Network Solutions. 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 plans, corporations, and charitable organizations.

Rebecca Stauffer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she volunteers at Crabapple Martial Arts, an educational organization in Alpharetta. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Jared Nelson is a financial advisor with LPL Financial in Peachtree Corners, GA. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, Jared worked at Associated Credit Union and has experience in customer service roles at various companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Scott Englehardt is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Stifel Nicolaus & Co Inc, Raymond James & Associates, Morgan Keegan & Company, LLC, and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Ryan Squibbs is a financial advisor with Morgan Stanley Wealth Management based in Alpharetta, GA. He holds Series 66 and Series 63 licenses and has 19 years of industry experience. Prior to joining Morgan Stanley in 2022, Squibbs worked at E*Trade Securities and E*TRADE Capital Management from 2016 to 2022, as well as Harrisdirect LLC from 2014 to 2023. He serves as an officer on the board of the Canterbury Farms Property Owners Association, where he is involved in financial oversight and neighborhood management. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach employs structured discovery conversations and planning tools, and serves a broad range of retail and institutional investors.

Lawrence Widener is a financial advisor at Edward Jones in Peachtree Corners, GA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Edward Jones, he worked at Invesco for two years and held roles at Zoom Video Communications and Gartner. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,000 branch offices.

Samuel Armstrong is a financial advisor with Edward Jones in Marietta, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.

Paul Berry is a financial advisor with OSAIC in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with OSAIC since 1989 and has owned Berry Investment Group, LLC since 2003. Berry is also a licensed insurance agent, providing life insurance and servicing existing long-term care and medical plans. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing a range of tools and programs supported by its extensive affiliate network and scale.

Wesley Trunell is a financial advisor with Ameriprise in Cumming, GA, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for six years and Phelan Hallinan Diamond & Jones PLLC for seventeen years. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, supported by algorithmic automation and oversight committees.

Gregory Wassey is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at LPL Financial since 2015 and previously spent nine years at Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

William Lam is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Cetera and its affiliated entity since 2003. Outside of his advisory role, he also sells health insurance on a part-time basis. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services delivered through a large nationwide network of independent advisors and a multi-manager platform.

Joseph Coffee is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Viking Alchemist Meadery for five years. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include structured discovery conversations and scenario modeling.