Sarah Mvula is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has 13 years of industry experience. She previously worked at TIAA and TIAA-CREF for 10 years before joining Fidelity in 2023. Outside of her advisory role, she works as a personal shopper and an Uber Eats delivery driver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction within a systematic and long-term asset allocation framework.

Michael Hintz is a Financial Consultant currently with Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Platinum Relationship Manager at Morgan Stanley from 2023 to 2024 and was a Senior Financial Consultant at E*TRADE from Morgan Stanley between 2013 and 2023. He holds a California Insurance License. Michael's professional approach combines attentive listening with practical guidance to assist clients in making clear and confident financial decisions. His experience spans various aspects of financial consulting and relationship management. Outside of his professional work, Michael enjoys spending time at the beach, engaging in family activities, football, music, outdoor adventures, and caring for his pets.

Ryan Woodard is a financial advisor with Wells Fargo Clearing in Marietta, GA, holding a Series 66 designation and nine years of industry experience. His prior work includes positions at Morgan Stanley, E*TRADE Securities, Bank of America, and Merrill. 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 brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets with over 14,000 financial advisors.

Patrick Grey is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. His background includes roles at Morgan Stanley and work related to Camp Stanislaus and Georgia College & State University. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate advanced modeling techniques without offering individual security recommendations in standalone planning.

James Broadway Jr. is a financial advisor at Raymond James Financial with 11 years of industry experience. He has worked at Raymond James since 2018 and previously held a position at Wells Fargo Clearing from 2014 to 2018. In addition to his advisory role, he is involved with Roswell 4 Freedom, a nonprofit organization, where he dedicates significant time. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary planning and advisory solutions.

Keith Powell is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Morgan Stanley in 2023, he was with E*TRADE Capital Management and E*Trade Securities for over a decade. Outside of his advisory work, Powell is a partner in Automatic Goods LLC, a business involved in automotive, publishing, and retail sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include broad retail and institutional offerings as well as private funds and structured-product activities.

Tripp Boyer is a financial advisor with Wells Fargo Advisors in Marietta, GA, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Boyer is a member of the Professional Advisors Network Committee at the Cobb Community Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

Christopher Hynek is a financial advisor at Edward Jones in Marietta, GA, holding the CFP® designation and Series 66 license with 15 years of industry experience. He worked at Merrill from 2011 to 2016 before joining Edward Jones, where he has been since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a large network of over 23,000 financial advisors and 15,000 branch offices nationwide.

Daisy Phelps is a financial advisor at Merrill in Alpharetta, GA, holding Series 65 and Series 63 credentials with 19 years of industry experience. She has worked at Merrill since 2014 and previously spent one year at Stifel. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maria Mancheno Norin is a financial advisor at Raymond James & Associates with 17 years of industry experience. She previously worked at FirsTrust LLC for seven years before joining Raymond James in 2024. Maria holds the Series 63 and Series 66 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, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research resources.

Jason Vorhauer Jr. is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He has been with Morgan Stanley since 2024 and has prior experience in recreation and wellness at Auburn University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory and financial planning programs, managing approximately $2.74 trillion in client assets.

Cole Cates is a financial advisor with Raymond James Financial in Roswell, GA, holding a Series 66 designation and beginning his financial advisory career in 2026. Prior to this, he worked at Northwestern Mutual and was involved with the Gates Tennis 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 using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Mario Peruza is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Before joining Morgan Stanley, he worked in various roles including a position at Hudson River Park Trust and operated Peruz's Transportation & Contracting Services LTD. He also has a background in education, having worked at The University of the West Indies St. Augustine Campus. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning and employs structured planning tools to guide clients, while emphasizing an advisory role without providing individual security recommendations as part of its standalone planning services.

Michael Ramirez is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior work includes eight years at SunTrust Robinson Humphrey, Inc. / Truist Securities and one year at HomeTrust Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that integrates investment research and third-party data to provide tailored recommendations within a defined investment framework.

Gregg Mahoney is a financial advisor at Osaic Wealth with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Sagepoint Financial, Inc. and American General Securities Incorporated. He is also the owner of The Mahoney Group, LLC, which sells life and health insurance. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various analytical tools and multiple program arrangements.

Bradden Kluesner is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Notre Dame Academy from 2016 to 2017. Based in Peachtree Corners, GA, his current role is with a well-established full-service wealth management firm. Edward Jones serves over four million individual and institutional clients with a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Stephen Frederick is a CFP®-designated financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Jeanne Blanchard is a financial advisor at Osaic with 11 years of industry experience. She holds the Series 66 designation and previously worked at Securities America Inc for nine years prior to joining Osaic in 2024. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing various strategies such as Unified Managed Accounts and third-party manager programs.

Jared Hecox is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Peachtree Corners, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Brashear is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her career includes roles at Citigroup Global Markets from 2007 to 2009 before joining Morgan Stanley in 2009, where she currently also works with Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment insights from a dedicated Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.