Rodrigo Huarachi Cruz is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. His prior experience includes a position at Alliance Global Partners and a five-year tenure at Bluefield University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Luke Haymond is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for nine years and has operated the Haymond Antonio Group since 1997. His business activities include managing the Haymond Antonio Group and Haymond Antonio Wealth Advisory, both affiliated with his LPL practice. 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 broad range of advisory and brokerage services, integrating model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools, and oversees more than $819 billion in discretionary assets.

Carlos Dominguez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and Series 63 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, Dominguez is involved in several business ventures including commercial real estate ownership and serves on the finance and investment committees of the Quinlan Visual Arts Center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through its advisory programs and partnerships.

Stuart Novoselsky is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*TRADE Capital Management LLC and Harrisdirect LLC. Based in Alpharetta, GA, he has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Scott Mc Quilken is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Bluechip Wealth Advisors LLC, Arkadios Wealth Advisors, Bank of America, and Merrill. He is also president of SMA Advisors LLC, a non-investment related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools developed by its Global Investment Committee.

Jason Torres is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has previously worked for various divisions of E*TRADE from 2000 to 2024 before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning services.

Claudia Bingham is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Bank since 2018, and previously with Banksouth and Wells Fargo Bank. 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 grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Alexander Templeton is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Fidelity Investments, E*TRADE Capital Management, and Salesforce. 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 employs structured planning tools and investment models as part of its advisory services.

John Degeronimo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Merrill and Global Atlantic Distributors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process includes investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Cole is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank NA since 2014. 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 and employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Michael Schak is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, following a decade at Merrill. Outside of his advisory role, he is involved as an administrative and advisory consultant for a technology wholesale and distribution company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and structured processes.

Sam Snider is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Snider Team, recognized on the 2023 Forbes Best-in-State Wealth Management Teams list. He specializes in college education planning, personal retirement planning, and women and wealth. Sam works closely with clients to build confidence in their financial futures by creating personalized life plans that address their most important goals. Sam holds a bachelor's degree from the University of Alabama and has earned the Certified Portfolio Manager (CPM) and Personal Investment Advisor (PIA) designations. His professional affiliations include the Kiwanis Club of Atlanta and the Pi Kappa Alpha Atlanta Alumni Association. Outside of his work, Sam participates in community activities through organizations such as the Winship Cancer Institute's Friends of Winship and Hillside Inc. He enjoys boating, football, golfing, skiing, tennis, and yoga.

Joshua Schlieman is a CFP® professional based in Gainesville, GA, affiliated with LPL Financial. He has 24 years of industry experience, including five years at Truist Investment Services and 18 years at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with research, technology, and diverse investment strategies.

Joshua Katz is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2023. Prior to his advisory role, he had positions at the University of Georgia, Emory University, and was involved with Blue Moon Pizza and 643 DP Athletics. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brian Weigle is a Series 65-licensed financial advisor with Primerica Advisors in Lilburn, GA, where he has worked since 2000. He has 22 years of industry experience. His other business activities include management and operations related to investment products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jay Pickett is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Deutsche Bank Securities Inc., and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and 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 investment committee resources.

Alan Woodby is a financial advisor at Edelman Financial Engines with a Series 65 designation. He has worked in the financial services industry since 2020, including roles at Northwestern Mutual and Plains Capital Bank. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Trenton Austin is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management and E*TRADE Securities. Before entering the financial sector, he was employed at P.F. Chang's China Bistro for ten years. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and does not provide individual security recommendations as part of its standalone planning services.

John Carter is a financial advisor with LPL Financial in Cumming, GA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Merrill for seven years and Morgan Stanley & Co. LLC for one year. He is associated with Prudent Wealth Advisors, LLC, an entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting both discretionary and non-discretionary account management.

Muhammad Salahuddin Khan is a financial advisor with J.P. Morgan Securities in Alpharetta, GA, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Transamerica Financial Advisors and JPMorgan Chase Bank. Outside of his advisory work, he is also a licensed real estate agent. 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, with an emphasis on client decision-making and access to broader derivatives and commodities capabilities.