David Hilsman is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner at Old Corps Partners, LLC, an investment and finance firm based in Atlanta. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate firm-approved tools and analytics to model potential outcomes.

David Dillon is a CFP®-certified financial advisor with Raymond James & Associates, bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2018. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—as well as institutional, pension, charitable, and municipal clients, providing financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Debra Scott is a CFP® professional with 23 years of industry experience, currently affiliated with Cetera. Her career includes roles at Cetera Advisors LLC and the Atlanta Planning Group. She is a board member and deacon at Peachtree Christian Church, where she participates in church services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that supports various investment strategies and program structures.

Roderick Stovall is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of his advisory role, he is the owner of Financial Ascension Specialists, LLC, an entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trading and custody. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Tyrone Gibson is a financial advisor with Charles Schwab based in Atlanta, GA, holding a Series 63 designation and 34 years of industry experience. He has worked at Charles Schwab since 1994, including Charles Schwab Bank since 2005, with a brief tenure at TD Ameritrade in 2024. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house financial research.

Andrew Moore is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 63 designation and over 34 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1991. Outside of his advisory work, he owns a management consulting business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses data-driven tools to support collaborative, goal-oriented financial planning engagements.

Troy Strong is a financial advisor with LPL Financial holding a Series 66 designation and 15 years of industry experience. He has worked with Edward Jones for nine years and has been associated with LGE Community Credit Union and CUSO Financial Services, LP since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Mark Anheier is a financial advisor at Charles Schwab with 26 years of industry experience. He has held roles at Charles Schwab since 1998 and Charles Schwab Bank since 2005. Outside of his advisory work, he also works as a server at Chili's in Dallas, Texas. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a centralized operational structure that supports a high client coverage per advisor.

Lauren Riepenhoff is a financial advisor at RBC Capital Markets with 13 years of industry experience. She previously worked at UBS Financial Services for 12 years before joining RBC in 2024. Outside of her advisory role, Lauren works as a grocery delivery driver for Instacart. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customized investment strategies and portfolio management solutions.

Ashley Brown is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Morgan Stanley in 2019, Brown worked at E*TRADE Securities LLC and has one year of experience at Chick-Fil-A Calhoun. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling to support client financial plans.

Ronald Huck is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 26 years of industry experience. He previously worked for Cuna Mutual Group and Cuna Brokerage Services, Inc. for 21 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides diverse advisory programs, financial planning, and consulting services through a national network of investment adviser representatives.

Matthew Genco is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and having 22 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. 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 Newbury is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has worked at Sagepoint Financial and various insurance carriers for W&R Insurance Agencies. Newbury has managed his own advisory business, William Glen Newbury, since 2011. OSAIC serves a mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Daniel Molloy is a financial advisor with Ameriprise Financial Services in Atlanta, GA. He holds Series 65, Series 63, and Series 66 designations and has 25 years of industry experience. His prior roles include positions at Lincoln Financial Distributors and Colonial Life. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Maceo Sloan is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management. He has over 22 years of experience in wealth management planning and investment, having started his career in 2003 at AXA Advisors and subsequently working at Smith Barney before joining Merrill Lynch in 2009. Maceo holds Series 7 and Series 66 FINRA registrations, as well as Life, Accident, Health, and Variable Insurance licenses. He also holds the Personal Investment Advisor (PIA) professional designation. Maceo provides clients with access to investment insights from Merrill and banking services through Bank of America to address their investment management and planning needs. His expertise includes college education planning, family wealth management strategies, retirement and philanthropic planning, liquidity management, tax minimization, and services for endowments, foundations, and non-profits. He works with a diverse client base including business owners, retirees, professionals, and high net worth individuals, focusing on developing comprehensive plans to help them achieve their financial goals. He earned his bachelor's degree in business with an emphasis on marketing from Morehouse College and is a second-generation Morehouse graduate. Maceo has served on the boards of organizations such as Prevent Blindness GA, CSA Foundation, Economic Empowerment Initiative, Inc., and DDD Foundation, Inc. He has also mentored Morehouse College freshmen through the Citi/UNCF Fellows program and local high school seniors via the Youth Entrepreneurs of Atlanta. Born and raised in Durham, North Carolina, Maceo moved to Atlanta in 1993. He enjoys family, church, civic activities, sports, and riding his Harley-Davidson motorcycle.

Christopher Payne is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was employed at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its planning process.

Cory Sellers is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and having 12 years of industry experience. He has been with UBS since 2013 and is also involved with the Church of the Redeemer, where he works part-time. Additionally, he occasionally performs music locally, playing guitar and singing at various venues and private events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Daniel Kaufman is a Certified Financial Planner (CFP®) with 17 years of experience in the financial industry. He is currently affiliated with Morgan Stanley and has previously worked at Bank of America and Merrill Lynch. Kaufman is based in Atlanta, GA. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Adrian Powell is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, with prior experience at Citigroup Global Markets beginning in 2005. Outside of his advisory role, Powell coaches youth soccer for a nonprofit organization and serves as president of the board of directors for Camp Twin Lakes, a charitable foundation. He is also involved with Leadership Atlanta’s investment committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Laura Paul is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2005. She has 16 years of industry experience. Outside of her advisory role, she owns a rental property in Atlanta. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs that include tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a wide range of retail and institutional investment services.