Jackson Mc Monagle is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with less than one year of industry experience. His prior work background includes roles in various industries such as leasing, parking solutions, and education. He is currently affiliated with 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 range of advisory programs and financial planning services using firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Micah Kanicki is a financial advisor with Morgan Stanley in Atlanta, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley, he worked at Woodstack BBQ Tavern and Reef Boutique, and he attended Valdosta State University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Preston Brinkley is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and previously worked for Bank of America, N.A. for 10 years before joining Wells Fargo Clearing. 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 from Wells Fargo Investment Institute and third-party sources.

Mitch Green is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, serving in various roles including Planning Consultant, Investor Center Relationship Manager, and Central Relationship Manager. Prior to joining Fidelity, Mitch worked as a Branch Office Administrator at Edward Jones from 2018 to 2021. In his current role, Mitch focuses on delivering personalized financial strategies that align with clients' unique objectives. He leverages Fidelity's tools and resources to assist clients throughout their financial journeys. Mitch's professional experience encompasses client relationship management and financial planning within the investment industry. Outside of his professional work, Mitch has personal interests that include cooking and baking, exploring food as a foodie, hiking, and traveling.

Timothy Hourihan is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America N.A. and Merrill from 2012 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients by offering 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 quantitative models as part of its advisory approach.

Robert Moore Jr is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has previously worked at Morgan Stanley, Merrill, and Ameriprise Financial Services. Outside his advisory role, he is involved in small business activities including website maintenance for a janitorial company and administrative duties with an automotive logistics firm. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and research-driven asset allocation tailored to clients’ goals and risk tolerances.

Eldon Lu is a financial advisor at Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Citizens Bank and has experience in education at the University of Tennessee, Knoxville, and McMinn County High School. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products through a large network of advisors.

Natasha Mathis is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2015. Outside of her advisory work, she is involved in real estate sales and operations management through her roles at Sanmar and Associates LLC and Metrobroker in Atlanta, GA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Ji Young Lee is an advisor with LPL Enterprise holding a Series 66 designation and based in Atlanta, GA. Lee has been with LPL Enterprise since 2026 and has prior work experience with Delta Airlines and as an owner of Prompt Owl, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment strategies and offers access to third-party asset managers, financial planning, and multiple affiliated services.

James Lewis is a ChFC® credentialed financial advisor with 22 years of industry experience. He currently works at Cambridge Investment Research Advisors and previously held roles at Raymond James & Associates, Clearwater Analytics, and LPL Financial. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions across multiple platforms with both proprietary and third-party strategies.

Luciano Trentoni is a Vice President and Financial Consultant currently working at Fidelity Investments since 2016. He has nearly two decades of experience in the financial industry, having also held the positions of Vice President Financial Consultant at Charles Schwab from 2012 to 2016, Assistant Vice President Financial Consultant at Bank of America Merrill Lynch from 2011 to 2012, and Wealth Banker at Wells Fargo Advisors from 2007 to 2011. Throughout his career, Luciano has focused on helping clients develop strong and well-executed financial plans, aiming to provide them with confidence to navigate unpredictable markets. He approaches his work with professionalism, transparency, and care, recognizing the responsibility involved in assisting clients to pursue their financial goals. Outside of his professional role, Luciano is interested in family activities, skiing, soccer, traveling, food, and volunteering.

Mitchell Boehm is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings a diverse background to his practice, drawing on experience as a former corporate executive at a Fortune 50 company and as a small business owner in industries ranging from technology to consumer products. Mitchell focuses on providing personalized wealth management strategies that help clients pursue their long-term financial goals. Mitchell holds a Bachelor's degree in Finance and Business from the University of Tulsa. He began his financial advising career with Edward Jones before transitioning his practice to Merrill Lynch Wealth Management. He maintains FINRA Series 7 and Series 6 registrations and holds the Personal Investment Advisor (PIA) designation. His client focus areas include personal retirement planning, small business strategies, and helping widowed or divorced women manage their financial futures. Outside of his professional life, Mitchell is married to a CPA and has three children. He is committed to ongoing learning and community involvement, volunteering with local organizations. His personal interests include baseball, chess, cooking, football, golf, table tennis, tennis, and spending time with his family.

Tory Hunter is a financial advisor with Primerica Advisors in Douglasville, GA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with PFS Investments Inc. since 2014 and has been affiliated with Primerica Financial Services since 2001. Outside of his advisory role, Hunter co-founded The Hunter Associates Group, where he is involved in motivational speaking and self-improvement life coaching. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Justin Thai is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. His background includes roles at E*Trade Securities LLC and experience in the food service industry prior to his financial career. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and broad investment programs. The firm manages approximately $2.74 trillion in client assets and includes specialized services such as estate planning and access to private funds.

Deborah Akers is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 63 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors from 2011 to 2016. Outside of her advisory role, she operates a wardrobe consulting business focused on personal shopping. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Bari Beilinson is a financial advisor at Charles Schwab with eight years of industry experience. She holds the CFP® and Series 66 designations and has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2017. Outside of her financial advisory role, she teaches first graders Hebrew and Jewish studies at Temple Sinai. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice, discretionary managed accounts, and integrated brokerage and custody services. The firm is notable for its scale and centralized operational structure across multiple advisory programs.

Grace Kennedy is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Her work history includes multiple periods at Morgan Stanley beginning in 2020, interspersed with roles in education and other sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning and a range of advisory programs using structured discovery processes and firm-approved tools.

Philip Pierre Louis is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Raymond James & Associates. His background also includes roles outside financial services, such as employment at Publix Super Markets and Longhorn Steakhouse. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Darrell James is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill, Bank of America, and JP Morgan Chase. Outside of his financial advisory work, he occasionally works as a part-time Uber Eats driver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research-driven and diversification-based approaches in its investment strategies.

Shafiq Virani is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He previously worked at Wachovia Bank, N.A. and has been involved with Ice Dreams Inc. dba Marble Slab Creamery. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering a range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and emphasizes diversified investment strategies supported by research from Wells Fargo Investment Institute and third-party sources.