Richard Palhegyi is a financial advisor with Wells Fargo Clearing in Woodstock, GA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Banc of America Investment Services, Inc. for five years. 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 offers both brokerage and advisory solutions, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Andrew Band is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Fidelity from 2013 to 2019. Edelman Financial Engines provides technology-enabled investment advisory services primarily 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.

Jennifer Stephens is a Series 66-licensed financial advisor with Morgan Stanley in Alpharetta, GA. She has 20 years of industry experience, including nine years at J.P. Morgan Securities LLC prior to joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers planning that incorporates firm-approved tools and market outlook models.

Robert Smith Jr. is a financial advisor at Cetera with four years of industry experience. He holds a Series 65 designation and previously worked at Avantax Advisory Services. In addition to his advisory roles, he has operated Robert Smith CPA since 2011. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with various program options and custodial relationships.

Robert Dupree is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Thrivent in 2025, he worked at Morgan Stanley for three years and E*TRADE Securities for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Richard Stokes is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for 10 years. Outside of finance, he has been involved with Lifetime Fitness since 2014. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through a broad range of retail and institutional services.

Alexandria Williams is a Series 66-licensed financial advisor with four years of industry experience. She has worked at Wells Fargo Clearing since 2025 and previously spent seven years at Merrill. Prior to her financial services career, she held roles at Seasons 52, Darden Inc. 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.

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.

Jesse Frazier is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining OSAIC in 2020, he worked at American Funds and Allied Insurance Advisors. Outside of his advisory role, he is the managing member of Allied Investment Advisors, an LLC that provides marketing, prospecting, and sales related to financial planning and securities. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supported by various analytical tools and multiple program options.

Michael Watson is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. His career includes roles at Northwestern Mutual Wealth Management Company and Merrill Lynch, among others. LPL Enterprise LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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.

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.

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.

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.