Minesh Amin is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Bb&T Securities. Amin is currently based in Alpharetta, GA, and has been with Morgan Stanley since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Dave Hutchings is a Financial Consultant at Fidelity Investments, where he has worked since 2014. He has been with the Alpharetta branch for 10 years and currently holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). His professional experience at Fidelity Investments includes roles as Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Dave focuses on helping clients make informed decisions about their financial futures, including retirement planning and investment guidance. Outside of work, Dave enjoys biking, playing board games, participating in family activities, and visiting museums.

Jeffrey Hylton is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Merrill and Bank of America, N.A. before joining Morgan Stanley in 2022. Outside of his advisory role, he is the sole proprietor of several real estate ventures in Gainesville, Georgia. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and advanced modeling tools to support financial planning and offers both direct and employer-based plans.

Abigail Adeleke is a financial advisor at Charles Schwab with four years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2018. Outside of her advisory role, she owns two small businesses: a photography service called Shot By Adele and a vintage clothing resale operation. Charles Schwab serves a broad client base primarily comprised of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Stacy Hollinger is a Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. Prior to joining Morgan Stanley in 2020, Stacy worked at Stifel and Ameriprise Financial and has professional involvement with Anytime Fitness and the Young Women’s Christian Organization. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and methodologies.

Steven Spalding is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His prior experience includes extensive work at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and delivers services through financial advisors and specialized planning groups.

Richard Ness Jr. is a financial advisor at Cetera with 37 years of industry experience. He holds a Series 63 designation and has been with Cetera and its related entities since 2019. Prior to that, he worked at Summit Financial Group Inc. and Summit Brokerage Services Inc. Mr. Ness is also licensed as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, providing access to affiliated and third-party managers across multiple program structures.

Tae Kim is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2018, he worked with FSC Securities Corporation for 12 years and had brief tenures at various firms in 2017. 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 institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Dylan Strickland is a financial advisor at Wells Fargo Clearing in Duluth, GA, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Wells Fargo, he was associated with Florida Financial Advisors DBA Georgia Financial Advisors and has academic experience at Georgia State University and Georgia Institute of Technology. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Somerville is a financial advisor with Primerica Advisors, holding a Series 65 designation and 10 years of industry experience. He has worked at Primerica Financial Services since 2016 and had a prior role in food service as a delivery driver for Jimmy John's. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trading and custody through BNY Mellon Advisors and Pershing.

Christian Doom is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Voya Investment Management and E*TRADE Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers clients options to combine planning with managed-account programs under a consolidated billing system while maintaining separate planning and investment services.

Matthew Sinon is a financial advisor with Morgan Stanley in Duluth, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he serves as an advisory board member for OCA Georgia, a nonprofit organization, where he organizes and runs a mentorship program focused on leadership and communication skills for Asian Americans. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs and tailored financial planning using structured processes and firm-approved tools.

Jordan Neuburger is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and with two years of industry experience. Prior to joining Morgan Stanley, Neuburger’s background includes roles at The Container Store and Forsyth County Schools. Outside of his advisory work, he continues to be employed by The Container Store. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, emphasizing advisory services without individual security recommendations as part of standalone plans.

Steven Silvey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2017, following prior roles including a position at RBC Capital Markets, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Christy King is a Series 65-licensed financial advisor with Primerica Advisors, based in Auburn, GA, and has 13 years of industry experience. She has been with Primerica Financial Services since 2012. Her other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Vincenzo Coccoli is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Morgan Stanley since 2021 and previously at E*TRADE Securities LLC from 2016 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 using firm-approved tools and proprietary market simulations.

Kevin Hallam is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds a Series 66 credential and has worked previously at Triad Advisors, Inc. He serves as board treasurer for the Norcross Foundation for Excellence. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base through a network of independent Financial Professionals, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm provides various portfolio management solutions, including proprietary and third-party strategies, delivered across multiple custody platforms with both discretionary and non-discretionary options.

Christopher Holness is a financial advisor with J.P. Morgan Securities in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with J.P. Morgan since 2016 and is a partner in several digital content and property management ventures. Outside of his advisory role, he is involved as a passive partner in a digital content company and assists with property management through a separate business entity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized, non-discretionary advice.

Carole Tholen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, she worked for 1.800MD, LLC for ten years. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Weil is a financial advisor at Raymond James & Associates with 45 years of industry experience. He has been with Raymond James & Associates since 2002 and holds Series 63 and Series 65 designations. 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, institutional and pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.