Wei Wu is a financial advisor at Cetera with four years of industry experience and holds a Series 66 credential. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and Transamerica Financial Advisors. He is also the owner of HuiWei Wealth Management Inc., providing accounting, tax, and financial consulting services. Outside of advising, Wu consults for CarelonRx, a pharmacy benefit management company, assisting internal clients with managing medical and prescription drug costs. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Garrett Hentschel is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Hyland Software and Alfresco Software. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Emanuel Mains is a financial advisor with UBS Financial Services in Peachtree Corners, GA, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with UBS Financial Services since 1987. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support client strategies.

Robert Elwell is a financial advisor at Morgan Stanley in Alpharetta, GA, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Kyle Evens is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds a Series 63 designation and has worked with firms including Wells Fargo Clearing. In addition to his advisory role, Evens is the owner of Evens Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services and supports municipal and public-finance work through a municipal advisor affiliation.

Bradley Sabo Jr. is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials. He joined the firm in 2026 and has prior experience in various roles outside the financial industry. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering 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 using firm-approved tools and modeling techniques.

Vernon Unger III is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at Concourse Financial Group Securities Inc and Legacy Investment Advisors. Unger serves as Vice Commodore of the Lake Windward Yacht Club and is a board member for the Windward Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide, providing investment management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to affiliated and third-party portfolio managers across various account structures and investment programs.

Dominique Davis is a financial advisor at Cetera with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various firms including UBS Financial Services, Northwestern Mutual Investment Management, and E*TRADE. Davis has been with Cetera since 2021 across several affiliated entities. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, operating as a multi-manager platform with over $256 billion in assets under management.

Venus Justice is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Financial, she held positions at Capital City Bank, First Citizens Investor Services, and Truist, among others. She is also involved as a licensed branch employee at Capital City Bank in Marietta, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ronald Nadel is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Morgan Stanley in 2016, he spent 32 years at Merrill. Outside of his advisory role, he is involved in a photography LLC that supports his daughter’s launch of a book publishing career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines traditional wealth management services with specialized offerings such as private funds and principal trading.

Kevin Ruth is a CFA® charterholder with 14 years of experience in the financial services industry. He is currently with OSAIC, where he has worked since 2023, following roles at FSC Securities Corporation and Raymond James & Associates. Ruth also serves as a portfolio manager at BDL Advisors. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services integrated with various affiliated entities.

Jorge Mateo Aguilar is a Financial Advisor at Merrill Lynch Wealth Management. He integrates the resources of a global firm with a personalized approach to deliver financial planning services. Jorge works with clients from diverse backgrounds, including next-generation professionals, multigenerational households, the LGBTQ+ community, and Hispanic families, focusing on creating strategies that align with clients’ goals, values, and lifestyles. Jorge holds the SE-AWMA™ designation (Sports & Entertainment Accredited Wealth Management Advisor™) and a Personal Investment Advisor (PIA) credential. He completed the Accredited Certificate Program at Universidad San Ignacio de Loyola in Lima, Peru. This advanced training enables him to support executives, entrepreneurs, founders, and high-net-worth individuals with complex planning needs such as tax-efficient strategies and multi-entity structures, as well as professionals in sports, entertainment, and the creative economy. Based in Chelsea, New York City, Jorge is involved with the Bank of America NYC Business Council - LGBTQ+ Chapter and engages with community organizations including Out Pro - NYC and QNC. Outside of work, he enjoys dancing, swimming, cooking, music, photography, and traveling, embracing cultural experiences around the world.

Luke Wimmer is a financial advisor with UBS Financial Services in Alpharetta, GA. He holds a Series 66 designation and has been with UBS since 2026. Prior to joining UBS, his work experience includes roles at Williams Sonoma Inc, the University of Georgia Terry College of Business, and Smith + Howard PC, among others. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Mitchell Harris is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in guiding clients through family wealth management strategies, legacy planning, liquidity management, and personal retirement planning. With experience spanning a military career and professional sports, he brings a diverse perspective to wealth management that aligns financial resources with the evolving needs of clients and their families. He provides personalized wealth management plans tailored to clients' goals throughout their careers and into retirement. Harris graduated from the United States Naval Academy and served five years as a Surface Warfare Officer in the U.S. Navy. He then pursued a professional baseball career as a pitcher with the St. Louis Cardinals in 2015, marking the first time in nearly 100 years someone from the Naval Academy reached the major leagues. His tenure in sports ended following an elbow surgery after his single season in the major leagues. His military and sports experiences inform his approach to client service, emphasizing dedication and hard work. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is involved in professional organizations such as the Chick-fil-a Peach Bowl and the Fellowship of Christian Athletes, serving on the Peach Bowl Board of Advisors and as a Character Coach with the Fellowship.

Lyssa Berlinguette is a financial advisor at Fidelity with 28 years of industry experience. She has held various roles within Fidelity affiliated entities since 1997 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she owns Peace Love & Pickleball LLC, an online boutique. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed investment solutions.

Darion Adams is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for several years before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services spanning retail and institutional markets.

John Allen Jr. is a financial advisor at Cetera with 43 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes roles at Cetera Wealth Services, VOYA Financial Advisors, and long-term ownership of Legacy Financial Advisors. He is also an independent insurance agent involved in fixed insurance sales. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, financial planning services, and access to third-party money managers.

William Williams Jr. is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Merrill prior to his current role. Outside of advising, he is a 33% owner of Maxwill Investments LLC, where he participates in deal discussions and occasional closings. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Mario Guerra is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. 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 utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Camden Vining is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation. He has one year of industry experience, beginning his career at Morgan Stanley in 2026. Prior to his financial advisory role, he served in the United States Military from 2020 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios to support its financial planning process.