Steven Reents is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial in Atlanta, GA since 2013. His prior experience includes roles at Financial Telesis Inc, Arista Investment Advisors, Invest-N-U, Southbridge, and Truist Investment Services. Outside of his advisory work, he has authored a short novel which he plans to self-publish on Amazon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Andrew Mercer is a CFP® with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax and Hamilton Financial, where he is also managing partner overseeing accounting and tax preparation services. Outside of his advisory work, he manages a family corporation that handles wage distribution for his minor children. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supporting over 10,000 advisors and managing more than $256 billion in assets.

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.

Luke Seepaul is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2020, as well as at TD Ameritrade, Scottrade, and Wells Fargo Bank in prior roles. Outside of his advisory work, he is part owner of Glasgow Trading Company LLC, which facilitates the sale of secondhand items on online marketplaces. 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 offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

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.

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.

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.

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.

Shin Woo is a financial advisor at Wells Fargo Advisors in Atlanta, GA, with 19 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing and a year at Citigroup Global Markets. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

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.

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.

Jack Cohen is a financial advisor with Robert W. Baird & Co. in Atlanta North Point, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Robert W. Baird & Co. since 2000. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, using a combination of in-house and third-party managers across a range of investment strategies.

Jeretha Tabor is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services. 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 advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Christa Sutter is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 2017, with prior experience at Morgan Stanley and Bank of America. Outside of her advisory role, she teaches first-grade Bible study at Woodstock Jasper Church on Sundays. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.