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 with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and one year of industry experience. Before joining Morgan Stanley, she was involved with Pipoca Brazil, LLC as an officer and director of sales and marketing, a retail and online store business. Olivia also has prior experience working at Fogo de Chão and other financial advisory roles. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and approved planning tools to guide financial planning without offering individual security recommendations as part of standalone plans.

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 with Primerica Advisors in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. His prior work includes 13 years at FSC Securities Corporation before joining Primerica Financial Services. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities, offering a tiered wrap-fee structure rather than fixed fees.

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 Nootbaar is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 credential and has worked at several firms, including IP Financial Services LLC, Innovation Partners LLC, and Assured Partners of South Florida. Outside of his advisory role, he serves as a Business Growth Advisor at Baardon Services, LLC, focusing on maximizing business value as part of exit strategies. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Anthony Van Gelder is a financial advisor with Cambridge Investment Research Advisors in Alpharetta, GA, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge, he worked at Philips Electronics Australia Limited for five years. Van Gelder serves as treasurer of the Alpharetta Rotary Club and is a board member of Futures Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

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 financial advisor with LPL Financial in Alpharetta, GA, holding a CFP® certification and Series 63 and 66 licenses. He has 18 years of industry experience, having previously worked with firms including Kestra Investment Services, Redwood Wealth Management, Fidelity, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by technology and a large network of investment adviser representatives.

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 was involved with MV Productions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a large network of financial advisors.

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 at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked at E*Trade Securities and has roles at DoorDash and as a music artist outside of his advisory work. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, focusing on tailored financial planning and employing firm-approved tools to support client outcomes.

Larry Dennis Jr. is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Merrill, Bank of America, and PRUCO Securities. He has been with J.P. Morgan since 2018, working within both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers a range of approved funds and strategies on a non-discretionary basis, with services delivered by a select group of Wealth Advisors.

Steven Naylor is a CFP®-designated financial advisor with 12 years of industry experience. He is currently affiliated with Morgan Stanley and has previously worked at E*TRADE Capital Management, Raymond James & Associates, and UBS Financial Services. Morgan Stanley Wealth Management delivers a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Robert Evely is a financial advisor with Wells Fargo Advisors in Norcross, GA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010 and owns BEAM Financial Services, LLC, a separate investment-related practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides comprehensive investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting certain net-worth criteria, integrating advisory services with other financial products and referral channels.

Yingyi Liu is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, Liu spent several years at the University of Georgia in various roles. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model potential outcomes.