Scott Mayer is a financial advisor at Morgan Stanley in Atlanta, GA, with 13 years of industry experience. He holds a Series 66 credential and has worked at UBS Financial Services, INC., Bank of America, N.A., and Merrill prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery and firm-approved tools.

Clint Maynard is a financial advisor at Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at E*TRADE Securities and various positions in staffing and trading firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Camilo Mayorga is a financial advisor with Cetera, holding Series 63 and Series 65 designations and seven years of industry experience. He has been with Cetera and its affiliated entities since 2019 and previously worked at A&A One Source Solutions LLC and Florida State University. He is also involved with CALTEX Financial Group LLC, operating under Cetera Business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party portfolio managers across various program structures.

Virgil Dortch is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as an assistant instructor in martial arts. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a broad range of financial products.

Carla Wright is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Bank of America and Merrill from 2015 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Angelique Deleva is a CFP®-certified financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a broad range of advisory programs, including 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 financial planning process supported by firm-approved tools and economic modeling.

Richard Thompson is a CFP®-designated financial advisor at LPL Financial with 48 years of industry experience. He previously spent 25 years at Crown Capital Securities, L.P. and has operated Thompson Associates CPA's, LLC, a tax preparation and accounting firm, for over 27 years. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Shwe Waddy is a financial advisor at Morgan Stanley in Atlanta, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Waddy worked at Goldman Sachs and has diverse experience including roles at Gyi Industries Ltd., Residence G Service Apartments, and Emory University. Waddy also has a background connected to educational and cultural institutions, having worked at the Michael C. Carlos Museum and the International School Yangon. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

William Jameson is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and over 10 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2015 and Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory role, he is the sole proprietor of Morningside Management, LLC, a property management business based in Atlanta. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process and integrates various investment and risk modeling tools as part of its services.

William Clanton is a financial advisor with Charles Schwab in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves a large client base, primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation, supported by centralized supervisory, custody, and order-routing arrangements.

Whitney Delaney is a financial advisor at Cetera with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously with Avantax Advisory Services and Avantax Insurance Agency. Outside of her advisory role, she serves as president of Kingsley Racquet & Swim Club, managing board activities and budgeting. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management through a multi-manager platform that includes affiliated and third-party strategies.

Hermon Mason is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He has held positions at Thrivent Financial, Pruco Securities, LLC., and COUNTRY FINANCIAL. Mason serves as an alumni board member for Averett University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning addressing a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Karen Paolozzi is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and previously worked at Druid Hills Golf Club from 2014 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 wider range of financial products such as insurance-related vehicles and bank deposit sweep options.

Whitney Rife is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds the Series 66 designation. Based in Atlanta, GA, she provides advisory services through a well-established firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Michael Spector is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked with Morgan Stanley since 2009 and is currently associated with Morgan Stanley Private Bank, N.A. since 2017. Outside of his advisory role, he serves on the golf committee at Ansley Golf Club in Atlanta. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and serves both direct clients and corporate financial planning agreements without providing individual security recommendations as part of standalone plans.

Amita Webb is a financial advisor at Charles Schwab in Atlanta, GA, holding Series 63 and Series 65 licenses. She has prior experience at Morgan Stanley and Sagicor Investments JA LTD, among other roles. Charles Schwab & Co., Inc. serves primarily 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 a mix of non-discretionary and discretionary investment solutions, supported by comprehensive research and a large-scale, integrated operational platform.

Joshua Curran is a CFP® with 33 years of industry experience, currently advising at Wells Fargo Clearing since 2024. He previously worked for Raymond James & Associates for 11 years. Outside of his advisory role, he teaches retirement planning classes at Oglethorpe University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Leigh Holbrook is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has worked at Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Haygood Seawell is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing from 2016 to 2025 and WELLS FARGO Advisors, LLC from 2012 to 2016. He also has a 50% ownership interest in Deepwater Wealth Management LLC, an independent financial practice based in Atlanta. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as niche services requiring specific credentials.

Harris Konter is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James since 2006. Outside of his advisory role, he is the owner and proprietor of Manifesting Destiny LLC, where he is writing and publishing a children's book. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.