Natalia Echeverri is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 a structured planning process supported by firm-approved tools and analysis methods.

Dennis Harmon is a Series 63 licensed financial advisor with 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. He is based in Atlanta, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ruby Wise Cooper is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 63 and Series 65 registrations and 13 years of industry experience. Her work history includes roles at the Internal Revenue Service and PFS Investments Inc., alongside her longstanding affiliation with Primerica Financial Services. Outside of her advisory work, she has been involved in real estate as an agent with Virtual Properties Realty. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options in a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of strategic investment models.

Marcus Hunter is a financial advisor with Ameriprise in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise since 2009, including six years at the current firm location. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual advice that address asset allocation, withdrawal strategies, and Social Security options.

Patrick Hayes is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Merrill. Hayes is based in Alpharetta, GA. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a 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 and modeling techniques.

Johanna Kinney is a financial advisor with Wells Fargo Clearing and holds Series 66 and Series 63 credentials. She has three years of industry experience and has been with Wells Fargo Bank and Wells Fargo Clearing Services for a combined total of ten years. 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 with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Ethan Davis is a financial advisor with LPL Financial in Cumming, GA, holding Series 63 and Series 65 credentials and having eight years of industry experience. Prior to his advisory role, he worked for four years at OneLife Fitness. Outside of finance, he is involved in creating children's coloring books through Clarke Creations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technology tools for operational and research assistance.

John Anderson is a financial advisor with Ameriprise in Alpharetta, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendation reports through a centralized consulting team.

Jonathan Wade is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 10 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2016 to 2023. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, 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 both directly and through employer-sponsored financial planning agreements.

Whitney Bryant is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Equitable Advisors, Bryant worked at Next Financial Group Inc and Financial Strategies of Georgia. Bryant serves as a board member of the Johns Creek Chamber of Commerce, participating in nonprofit activities and decision-making. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models, including third-party asset managers and LPL-sponsored programs, offering diversified investment solutions without sponsoring its own wrap fee program.

Perry Holcombe is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding a Series 66 designation and eight years of industry experience. His background includes roles at UBS Financial Services and experience outside finance at The Porterhouse Grill and the University of Georgia. 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, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

Ronald Mims is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Financial Services since 1993 and Primerica Advisors since 1997. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on retail clients rather than institutional or pension plan management.

William May is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Eddie Lusk is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities from 2013 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to develop tailored financial plans.

William Grubbs III is a financial advisor with Ameriprise in Alpharetta, GA, holding a Series 66 designation and having 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with a consulting business, Meg Moore LLC, and serves on the Sustainability Committee of Promise 686. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, delivering detailed, non-discretionary recommendations that incorporate research and modeling to assist clients in managing income sources and tax strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Philip Stair is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2014. Outside of finance, Stair is involved in music through his activities with Grim Rooster and Rocket 350. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and does not offer individual security recommendations as part of standalone plans.

Stanley Lowenstein is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its related entities since 2014. Outside of his advisory role, he serves on the Board of Directors for the Jewish Educational Loan Fund and holds leadership positions on other nonprofit boards in the Atlanta area. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, written recommendations through a centralized consulting team.

Ridge Polk is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He is committed to helping individuals achieve their personal financial goals by providing guidance and creating a clear roadmap tailored to their needs. Ridge's approach focuses on collaboration and dedication to clients' financial plans. Before his current role, Ridge held several positions at Fidelity Investments, including Planning Consultant in 2025, Relationship Manager from 2024 to 2025, Financial Representative from 2023 to 2024, and Intern in 2022. These roles have contributed to his experience in financial consulting and client relationship management. Outside of his professional work, Ridge enjoys fitness, football, and participating in social events with friends.

Gina Holt is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 15 years of experience in wealth planning and investment advisory. She works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals, emphasizing a comprehensive understanding of their full financial picture beyond just portfolio management. Gina's expertise includes college education planning, family wealth management, legacy and retirement planning, special needs planning, and wealth strategies for women and the LGBT community. She holds a Bachelor's Degree from Emory University and the Personal Investment Advisor (PIA) designation. Gina values a goals-based wealth planning process and prioritizes creating flexible strategies that align with clients’ priorities in changing market conditions. Outside of her professional role, she is engaged in her community through volunteer activities and enjoys spending time with her family, traveling, and following sports such as baseball and football.

Debalina Das is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera and its affiliates since 2016. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with various program structures and access to both affiliated and third-party managers.