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.

Amy Rehn is a financial advisor at Cetera with 17 years of industry experience. She holds Series 65 and Series 66 designations. Prior to joining Cetera in 2024, she worked at Triad Advisors, Inc. from 2007 to 2024. Amy serves as a board member of Jambos Donates, a charitable organization, where she contributes to strategic vision and volunteer activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and program structures.

Jack Parker is a financial advisor with Wells Fargo Clearing in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in family timber land and land holding companies in Georgia. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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.

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.

Stuart Novoselsky is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Morgan Stanley since 2022 and previously held roles at E*TRADE Securities and E*TRADE Capital Management from 1999 to 2016. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning. The firm utilizes structured planning tools and models but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

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 with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior work includes roles at Fidelity Investments, E*TRADE Securities, and Salesforce. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, delivering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers advisory services alongside various investment products and institutional capabilities.

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 North Augusta, SC, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, with an advisory process driven by investment policy statements and grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment recommendations, performance reporting, and participant education, and is notable for including insurance-related vehicles and bank deposit sweep options within its broader investment offerings.

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 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 in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2025, following nearly a decade at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services that incorporate advanced modeling techniques without providing individual security recommendations within standalone planning programs.

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.