Gregory Ewing is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by approved tools and offers a broad range of investment and financial solutions.

Luke Hedrick is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, as well as earlier work in education at Wesleyan School and Georgia Southern University. LPL Enterprise 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’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors, with additional services that include financial planning, consulting, and access to third-party asset managers.

Hunter Crain is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked in various roles including at UberEats and the University of North Georgia. Crain also has outside involvement managing an advisory business as a franchise advisor with Kevin L Murphy, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with a written recommendation report and ongoing advice.

Mason White is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at United Parcel Service, McDaniel College, and Austin's Restaurant Bar & Grill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs structured planning tools supported by its Global Investment Committee.

Olivia Jack is a financial advisor at Morgan Stanley in Alpharetta, GA, with one year of industry experience. She holds Series 65 and Series 63 licenses. Outside of her advisory role, Olivia is involved as an officer and director of sales and marketing for Pipoca Brazil, LLC, a retail and online store. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and a range of investment programs, serving a broad client base through multiple advisory arrangements.

Zach Kirby is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides personalized wealth management strategies designed to align with clients' individual goals, risk tolerance, liquidity needs, and broader life circumstances. He combines investment insights from Merrill with banking solutions from Bank of America to support clients through dynamic market conditions. Zach's expertise includes corporate executive services, executive compensation, family and international wealth management, liquidity and portfolio management, tax minimization, and services tailored to clients in sports and entertainment. His professional background spans business administration and psychology, professional athletics, entrepreneurship in technology startups, nonprofit operations, and corporate partnerships in professional sports. Zach holds a Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from Boston University, where he received an athletic scholarship, and completed a master's degree at Florida Atlantic University. Zach is bilingual in English and Spanish. Outside of work, he enjoys billiards, chess, cooking, reading, soccer, and spending time with his family.

Joseph Bryson is a financial advisor at Primerica Advisors in Duluth, GA, holding a Series 66 designation with 20 years of industry experience. His prior experience includes roles at FSC Securities Corporation and Wells Fargo Advisors. He is also involved in the sale of home security and automation products through affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and supports accounts with BNY Mellon Advisors and Pershing custody/clearing services.

Jillian Vasquez is a financial advisor at Morgan Stanley with 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2021. Prior to that, she worked in education at Gwinnett County Public School from 2017 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment research.

Steven Baardon is a financial advisor at OSAIC Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at several firms including IP Financial Services LLC, Innovation Partners LLC, Spartan Approach LLC, and Assured Partners of South Florida. Outside of his advisory role, Baardon operates Baardon Services, LLC, where he serves as a business growth advisor focusing on maximizing enterprise value as part of exit strategies. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a wide range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization tools, and a multi-advisor platform supported by broker-dealer and RIA relationships.

Anthony Van Gelder is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has seven years of industry experience, including prior work at Philips Electronics Australia Limited. He is involved in community organizations such as the Alpharetta Rotary Club, where he serves as Treasurer, and he is a board member of Futures Church. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports various management platforms and offers access to third-party advisers and proprietary model strategies.

Robert Mc Iver is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Primerica Advisors since 2017 and previously worked at Advanced Control Solutions from 2014 to 2017. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies supported by third-party asset managers and custodians.

Brian Mcgill II is a CFP® professional with 19 years of experience in the financial advisory industry. He is currently with LPL Financial and has previously worked at firms including Kestra Investment Services, Redwood Wealth Management, Fidelity, Merrill, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions with advisory and brokerage services. The firm offers a range of investment and financial planning solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support its network of over 22,900 advisors.

Tien Lecroy is a financial advisor at Wells Fargo Clearing with a Series 66 credential and four years of industry experience. Prior to joining Wells Fargo in 2025, Lecroy worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2022 to 2025, and at Merrill and Bank of America Corporation from 2017 to 2022. Outside of finance, Lecroy owns and operates LeCroy's Organic Photography, a photography service business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice rooted in modern portfolio theory. The firm serves institutional clients with an IPS-driven approach and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Raphael Angone is a financial advisor with Primerica Advisors, holding a Series 65 credential and four years of industry experience. His prior work includes positions at Primerica Financial Services and CVS. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors who deliver model-based investment recommendations and manages approximately $15.5 billion in assets under management.

Nyasia George is a financial advisor at Edward Jones in Alpharetta, GA, with seven years of industry experience. She previously worked at J.P. Morgan Securities and Bank of America, and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary advisory strategies through a nationwide network of financial advisors and branch offices.

Adis Cukovic is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at Florida Financial Advisors and has a background that includes roles outside of finance, such as work with MV Productions and teaching. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets across more than 14,000 advisors. The firm offers both brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute along with third-party data to evaluate investment options.

Kwanza Ellis is a financial advisor at Merrill Lynch Wealth Management, specializing in wealth management services for successful individuals and small businesses. She works with women and Sports and Entertainment professionals to help preserve their legacy. Kwanza's approach involves partnering closely with clients to understand their unique objectives and providing thoughtful guidance, disciplined planning, and ongoing support. Kwanza holds a Bachelor's Degree from the University of Florida and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is also a member of Sigma Lambda Gamma National Sorority Inc. Her expertise includes helping clients make informed decisions about their money and preserving their assets and estate. Outside of her professional work, Kwanza's personal interests include music, reading, and yoga. Her personal philosophy is to help clients uncover what matters to them and their families to create strategies that pursue their financial goals.

Brandon Cable is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 24 years of industry experience. He previously worked at E*TRADE Capital Management LLC and TD Ameritrade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Nicohlas Porter is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to Morgan Stanley, he has worked at E*Trade Securities and has been employed by DoorDash in a non-investment capacity. Outside of his advisory role, Porter is involved in music as an artist. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and a broad selection of retail and institutional investment offerings.

Larry Dennis Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Merrill, Bank of America, and PRUCO Securities. He is based in Dacula, GA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.