Vittorio Pisciotta is a financial advisor at UBS Financial Services with 40 years of industry experience. He has held positions at UBS since 2013 and previously worked at Morgan Stanley from 2003 to 2005. He holds the Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Lethon Flowers IV is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He has two years of industry experience and previously worked at E*Trade Securities and the Brion Ross Law Group. Outside of finance, he is the owner and head coach of Flow Football Performance, a personal training business. 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 offers a broad range of investment and brokerage services.

Jean Louis Sankale is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses. He has experience working with PFS Investments Inc. and Primerica Financial Services since 2026, and previously worked at PDTi [Pasaca Capital Inc.] in 2022. He is also involved with Globomics LLC, a role he has held since 2009. Primerica Advisors sponsors 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 offers advisory services through a large network of financial advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

Richard Pace is a financial advisor at Morgan Stanley with 18 years of industry experience. He previously worked at E*TRADE Securities LLC from 2007 to 2020 before joining Morgan Stanley in 2023. Outside of his advisory role, Pace coaches group fitness classes at CrossFit North Fulton and CrossFit 1440. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and broad advisory programs.

Steven Tholen is a Senior Financial Advisor based in Alpharetta, Georgia, and a member of The Snider Team at Merrill Lynch Wealth Management. He brings more than 35 years of experience in the financial services industry. Steven began his career as a Financial Advisor at Merrill before spending 21 years in the asset management industry in senior leadership roles. Prior to returning to Merrill Lynch Wealth Management, he founded and led a consulting firm offering strategic advisory services to asset management companies. His investment expertise includes traditional equity and fixed income strategies as well as alternative investments such as hedge funds, fund-of-funds, and private equity across multiple asset classes. Steven and his team provide concierge-level wealth planning and investment management services focused on privately held business owners, current and former corporate executives, and their families. They are currently accepting new clients who can benefit from their experience and the resources of Merrill and Bank of America. Steven holds a Bachelor's Degree from The Citadel and has earned the Certified Portfolio Manager (CPM) and Personal Investment Advisor (PIA) designations. He is a member of the Citadel Alumni Association and a USMC Veteran. Outside of work, Steven enjoys cooking, fishing, hunting, and traveling. He also participates in community volunteer activities consistent with Merrill's tradition of community involvement.

Bianka Guzman is a financial advisor at Fidelity with 10 years of industry experience and holds a Series 66 designation. She has worked at Fidelity Investments since 2025 and previously spent five years at Merrill. Outside of her advisory role, she is a partner in MBD Rental Solutions, LLC, where she manages rental payment collections and property maintenance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Larry Adams is a financial advisor with LPL Financial in Cumming, Georgia, holding a Series 63 designation and 27 years of industry experience. He has worked at LPL Financial since 2014 and previously held positions at Raymond James Financial and A. G. Edwards & Sons. Adams serves as a board member and owner of Dawson County Wrestling Inc., a nonprofit organization that provides athletic equipment and hosts an annual wrestling tournament for children in North Georgia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with various investment platforms, including model portfolios and third-party management, and combines advisory services with non-advisory financial products across a large network of over 22,800 advisors.

Thomas Woddail is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley, Merrill Lynch, Bank of America, and E*TRADE. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts (SMAs) and offers a formal alternative-investment onboarding process.

Douglas Charles is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, as well as previous roles at Citigroup Global Markets Inc and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment committee insights.

Andrew Gullion is a CFP® with 14 years of experience in financial advising. He currently works at Edelman Financial Engines in Alpharetta, GA. His previous experience includes roles at Fidelity and Financial Engines Advisor Center, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace retirement solutions, planner-led wealth management, and online advice, emphasizing diversified model portfolios and a long-term investment approach.

Taylor Miller is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including JPMorgan Chase Bank, N.A., Purshe Kaplan Sterling Investments, and Phase Line Capital. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework where applicable.

Ying Piao is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, Ying worked at Bank of America from 2023 to 2025 and was involved with Natsu Sushi Bar & Ocean Grill for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Warren Bray is a financial advisor at Morgan Stanley with 7 years of industry experience. He holds a Series 66 designation and has previously worked with firms including E*TRADE Capital Management, Wells Fargo, Merrill, and Bank of America. Outside of his advisory role, Bray serves as treasurer for the IVYS HOA in Atlanta, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured discovery processes and firm-approved planning tools.

Bryan Polanski is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has held roles at Cetera Wealth Services, Cetera, and Prosperity Wealth Advisors. Outside of advisory work, he is the director of sales at American Health Imaging, a medical equipment company. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services, including access to third-party managers and multiple program structures.

Chase Hillenbrand is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, he worked at Equitable Advisors. Outside of his advisory role, he hand makes fishing lures sold on Facebook Marketplace and provides baseball and softball hitting lessons. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational services.

Michael Smith is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, Smith serves on the boards of Cafe 1040, an organization supporting missionary immersion experiences, and The Fort Foster Care, which provides support for foster children in Forsyth County. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial analyses across various planning areas without including implementation. The firm emphasizes a separation between planning and managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Kevin Mayer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC for nearly a decade. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based financial planning agreements.

Jerry King is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has previously worked at E*TRADE Capital Management, Bank of America, Merrill, JPMorgan Chase Bank, and JP Morgan Securities. Outside of finance, he owns and operates a pressure washing company based in College Park, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Benjamin Dreaden is a financial advisor with Wells Fargo Clearing in Cumming, GA, holding Series 63 and Series 66 licenses with six years of industry experience. His work history includes positions at Bank of America, Merrill, and E*TRADE Securities, as well as roles outside finance at Apple and Georgia State University. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Branden Collins is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Morgan Stanley. Outside of his advisory role, Collins works as a physical therapy assistant at CenterWell Home Health. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including model portfolios and third-party asset management, and supports its advisors with technology tools and extensive financial products.