Avika Parlecha is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2024, Avika held positions across various companies including Life Time, Inc., Office Max, and The Balanced Blueprint. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Wesley Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he leads clients through sophisticated wealth-management strategies aimed at growing, preserving, and transitioning assets across generations. He utilizes Merrill Lynch's global insights and resources to provide a comprehensive approach to wealth management. Wesley has experience advising a diverse range of clients, including executives, entrepreneurs, and multigenerational families. He helps clients navigate market cycles, significant financial milestones, and evolving long-term objectives. His expertise includes investment strategy, financial planning, and risk oversight. He holds a Bachelor's Degree from Georgia State University and holds professional designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC).

Edward Wise is a CFP® with 35 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He spent 21 years at Triad Advisors, Inc. prior to joining OSAIC. Outside of his advisory role, he owns E.F. Wise Planning LLC, an insurance sales and marketing business. OSAIC serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with a platform supported by both proprietary models and third-party managers.

Ray Dotson is a financial professional at Cambridge Investment Research Advisors with 28 years of industry experience. He holds the Series 63 designation and has been associated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2008, as well as Collner, Higgins & Anderson since 1999. Dotson operates under the business name Capital Planning and Investments in Powder Springs, GA. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals. The firm offers both discretionary and non-discretionary management across multiple platforms, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Michele Jackson is a financial advisor with Robert W. Baird & Co. in Atlanta North Point, GA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Robert W. Baird since 2001. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kimberly Fox Griffin is a financial advisor at Ameriprise with 33 years of industry experience. She has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 1993. In addition to her advisory work, she manages a business that tracks revenues and expenses related to her financial advisor activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research, algorithmic tools, and a defined service team to deliver non-discretionary recommendations within a structured investment framework.

Gregory Ewing is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by approved tools and offers a broad range of investment and financial solutions.

Luke Hedrick is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, as well as earlier work in education at Wesleyan School and Georgia Southern University. LPL Enterprise 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’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors, with additional services that include financial planning, consulting, and access to third-party asset managers.

Mason White is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at United Parcel Service, McDaniel College, and Austin's Restaurant Bar & Grill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs structured planning tools supported by its Global Investment Committee.

Olivia Jack is a financial advisor at Morgan Stanley in Alpharetta, GA, with one year of industry experience. She holds Series 65 and Series 63 licenses. Outside of her advisory role, Olivia is involved as an officer and director of sales and marketing for Pipoca Brazil, LLC, a retail and online store. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and a range of investment programs, serving a broad client base through multiple advisory arrangements.

Zach Kirby is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides personalized wealth management strategies designed to align with clients' individual goals, risk tolerance, liquidity needs, and broader life circumstances. He combines investment insights from Merrill with banking solutions from Bank of America to support clients through dynamic market conditions. Zach's expertise includes corporate executive services, executive compensation, family and international wealth management, liquidity and portfolio management, tax minimization, and services tailored to clients in sports and entertainment. His professional background spans business administration and psychology, professional athletics, entrepreneurship in technology startups, nonprofit operations, and corporate partnerships in professional sports. Zach holds a Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from Boston University, where he received an athletic scholarship, and completed a master's degree at Florida Atlantic University. Zach is bilingual in English and Spanish. Outside of work, he enjoys billiards, chess, cooking, reading, soccer, and spending time with his family.

Jillian Vasquez is a financial advisor at Morgan Stanley with 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2021. Prior to that, she worked in education at Gwinnett County Public School from 2017 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment research.

Steven Baardon is a financial advisor at OSAIC Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at several firms including IP Financial Services LLC, Innovation Partners LLC, Spartan Approach LLC, and Assured Partners of South Florida. Outside of his advisory role, Baardon operates Baardon Services, LLC, where he serves as a business growth advisor focusing on maximizing enterprise value as part of exit strategies. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a wide range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization tools, and a multi-advisor platform supported by broker-dealer and RIA relationships.

Alexandria Williams is a financial advisor at MassMutual Investors Services with four years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at MWA Financial Services Inc and Modern Woodmen of America. Williams serves on the boards of the Dawson County Rotary and the Dawson County Chamber of Commerce. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering various programs and educational seminars.

Anthony Van Gelder is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has seven years of industry experience, including prior work at Philips Electronics Australia Limited. He is involved in community organizations such as the Alpharetta Rotary Club, where he serves as Treasurer, and he is a board member of Futures Church. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports various management platforms and offers access to third-party advisers and proprietary model strategies.

Brian Mcgill II is a CFP® professional with 19 years of experience in the financial advisory industry. He is currently with LPL Financial and has previously worked at firms including Kestra Investment Services, Redwood Wealth Management, Fidelity, Merrill, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions with advisory and brokerage services. The firm offers a range of investment and financial planning solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support its network of over 22,900 advisors.

Nyasia George is a financial advisor at Edward Jones in Alpharetta, GA, with seven years of industry experience. She previously worked at J.P. Morgan Securities and Bank of America, and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary advisory strategies through a nationwide network of financial advisors and branch offices.

Kwanza Ellis is a financial advisor at Merrill Lynch Wealth Management, specializing in wealth management services for successful individuals and small businesses. She works with women and Sports and Entertainment professionals to help preserve their legacy. Kwanza's approach involves partnering closely with clients to understand their unique objectives and providing thoughtful guidance, disciplined planning, and ongoing support. Kwanza holds a Bachelor's Degree from the University of Florida and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is also a member of Sigma Lambda Gamma National Sorority Inc. Her expertise includes helping clients make informed decisions about their money and preserving their assets and estate. Outside of her professional work, Kwanza's personal interests include music, reading, and yoga. Her personal philosophy is to help clients uncover what matters to them and their families to create strategies that pursue their financial goals.

Brandon Cable is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 24 years of industry experience. He previously worked at E*TRADE Capital Management LLC and TD Ameritrade. 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, 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.

Nicohlas Porter is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to Morgan Stanley, he has worked at E*Trade Securities and has been employed by DoorDash in a non-investment capacity. Outside of his advisory role, Porter is involved in music as an artist. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and a broad selection of retail and institutional investment offerings.