Phuc Le is a financial advisor with Cetera who holds the ChFC® designation and several securities licenses, bringing 38 years of industry experience. He has worked at firms including The Prudential Insurance Company of America and Securian Financial Services. In addition to his advisory role, he is the owner of Providential Legacy Group LLC, where he manages and develops financial professionals. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various program structures and investment strategies.

Andrew DuHon is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2022 to 2023. His professional experience includes leadership roles such as Director of Capital Markets at Birchwood Healthcare Partners (2021-2022), Regional Director at Voya Investment Management (2019-2021), and Sales Director at Nesvick Trading Group (2017-2019). Andrew focuses on helping clients develop strong and flexible financial plans to manage the complexities of lifetime financial decisions. He aims to empower clients to make informed financial choices to reduce stress and anxiety related to their financial well-being.

A. Mirza is a financial advisor with Cetera who holds a Series 63 designation and has 27 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services, Inc. for a combined 27 years. Outside of advising, he operates a CPA practice and is involved in property management and residential real estate renovation through separate business ventures. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Marshall Whitworth is a financial advisor at Morgan Stanley with 20 years of industry experience. He has previously held various roles at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2005 to 2023. Whitworth holds Series 63 and Series 66 credentials and is based in Alpharetta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Christopher Sloan is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Alpharetta, GA, and has three years of industry experience. He previously worked at United Parcel Service for over three decades before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses without discretionary trading authority or institutional portfolio management.

Justin Ramaglia is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*Trade Securities and E*TRADE Capital Management. Ramaglia is based in Alpharetta, GA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Global Investment Committee’s Secular Return Estimates.

Joseph Gutierrez is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 13 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for 10 years. His previous broker activities included commissions from variable universal life and long-term disability insurance products, though he is no longer active in those roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes approved tools and modeling techniques without providing individual security recommendations in standalone plans.

Walter Jameson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of advisory work, he is involved in real estate as a partner and sole proprietor in several investment properties in North Carolina. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm combines structured discovery processes with analytical tools like Monte Carlo simulations to develop planning outcomes, managing approximately $2.74 trillion in client assets.

Christy Morrison is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her prior roles include positions at City National Bank, RBC Capital Markets, Bank of America, and Merrill. She serves as a director on the Woodward Academy alumni board, a nonprofit organization, where she dedicates time to fostering leadership among alumni. Raymond James & Associates is a large broker-dealer and investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by in-house research and affiliated sub-advisers.

David Sandstrom is a financial advisor with Ameriprise in Roswell, GA, holding the PFS™ and Series 63 designations and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns and manages a business entity related to his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to support income planning. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Kapinga Mukenge is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and with seven years of industry experience. Prior to joining Wells Fargo in 2022, Mukenge worked at J.P. Morgan Securities and JP Morgan Chase Bank N.A. from 2019 to 2022, and previously at Exertus Financial Services and World Financial Group. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Kusiel is a financial advisor at UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 designations with 37 years of industry experience. He has been with UBS Financial Services since 2009. Kusiel is currently the executor of a client estate, managing asset distribution according to the will. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Michael Petros is a financial advisor at Robert W. Baird & Co. with 38 years of industry experience. He has been with Robert W. Baird since 2001. He holds Series 63 and Series 65 designations. The DDK Group at Robert W. Baird’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both internal research and external partnerships to provide investment advice.

Kevin Johns is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, Wilmington Trust, and Wells Fargo Advisors LLC. Outside of his advisory work, he coaches a travel lacrosse team in Marietta, GA. 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. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Roger Doty is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding a Series 66 designation and bringing 28 years of industry experience. His prior roles include ten years at Wells Fargo Clearing and five years at Merrill. Outside of his advisory work, he has an ownership interest in a development company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning. The firm integrates advisory services with various financial products and referral channels through a large network of advisors.

Mark Tabak is a financial advisor with Ameriprise in Suwanee, GA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns Wireless Box Company, LLC, an electronics and telecommunications business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports through a centralized consulting team.

Ann Hintz is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding a Series 63 designation and 31 years of industry experience. She previously worked at Stifel from 2015 to 2017. Outside of her advisory role, she has been an independent consultant for Avon since 1993. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jayron Robinson is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior experience includes roles at Northwestern Mutual and logistics firms. Outside of his advisory work, he leads a volunteer team at Eagles Nest Bible Fellowship Church in Roswell, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Glen Wilk is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Merrill. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written retirement income plans and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Michael Stokes is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and has 8 years of industry experience. His prior work includes roles at E*TRADE Securities LLC and State Farm. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning that utilizes firm-approved tools and methodologies to model client outcomes.