Justin Ellis is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 65 and Series 63 licenses and having six years of industry experience. He has been with Wells Fargo Clearing Services since 2019 and also has worked with Wells Fargo Bank NA since 2016. Outside of his advisory role, he is a 50% owner of CHASE CARD COLLECTIBLES LLC, a trading card collectibles business based in Columbus, GA. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ting Chor Szeto is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at E*TRADE Securities LLC and FCS North America, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

William Belcher is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has worked at multiple firms including LPL Financial, Invest Financial Corporation, and Aviva USA Corporation. In addition to his role at Cetera, he provides financial advisory services through Infinity Wealth Management Group and is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to affiliated and third-party managers.

Angela Jude is an Investment Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2012, progressing through various roles including Planning Consultant, Relationship Manager, Financial Representative, Retirement Planner, Retirement Representative, Self Directed Brokerage Specialist, and Trader. Her experience encompasses retirement and income planning, strategic financial planning, and investment guidance. Angela is focused on empowering individuals to pursue financial security and long-term prosperity. Outside of her professional responsibilities, Angela has interests in movies, reading, and traveling.

Khanh Lam is a financial advisor with Merrill in Duluth, GA, holding a Series 66 designation and six years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2014, with a one-year tenure at the Social Security Administration from 2018 to 2019. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Jensen is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 credential with seven years of industry experience. His prior work includes roles at Edward Jones and E*TRADE Securities. 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 a structured planning process supported by proprietary tools and data analyses.

Alexander Allen is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Kimera Ventures and Florida Financial Advisors, as well as positions outside finance such as at Krispy Kreme and Chick-fil-A. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools.

Reid Mason is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2020. Prior to his current role, he was involved with Leverage Life Coaching and Adventures in Missions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses and written recommendations across various financial topics. The firm combines planning with managed-account programs under a consolidated billing option while keeping services separate and does not accept discretionary trading authority for its planning service.

Donald Delahunt is a financial advisor at Morgan Stanley with 36 years of industry experience. He has held roles at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association since 2007. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Mark Sargon is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at E*TRADE Securities LLC, E*TRADE Capital Management LLC, Saxony Capital Management, LLC, and Patrick Capital Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market forecasts.

Suzanne Rider is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017 and previously worked at RBC from 2014 to 2016. 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 utilizes structured planning tools and modeling techniques as part of its advisory services.

Aiko Baxter is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, Baxter worked at Valvoline and Amazon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research.

William Murphy III is a financial advisor with Primerica Advisors in Duluth, GA. He holds a Series 65 designation and has 14 years of industry experience, including 15 years with Primerica Financial Services. His 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 limited discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Justin Schneider is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at Florida Financial Advisors, PeoplesBank, and Big Y Foods Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Meng Mounga is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A., both from 2020 to 2022. He also has experience in the banking and education sectors. 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 integrates centralized due diligence with quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Elijah Levi Sheffield is a CFP® with two years of industry experience, currently affiliated with LPL Financial in Suwanee, GA. His prior roles include positions at Delta Community Credit Union and Cetera. 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 provides a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

John Coleman is a financial advisor with UBS Financial Services in Alpharetta, GA, holding Series 63 and Series 65 licenses. He has 41 years of industry experience, including 16 years at UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Jeremy Evans is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC and Primerica Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Jack Parker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in family timber land and land holding companies in Ludowici, Georgia. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets across more than 14,000 financial advisors.

Daud Hassan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has been with Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s advisory process 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.