Richard Lebel Jr. is a financial advisor with LPL Financial in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Magellan Planning Group, Inc. He also works as an independent agent for non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and various portfolio management tools.

Omprakash Singh is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 2001 and Bank of America, N.A. since 2009. Outside of his advisory role, he owns Singh Realty Group, which invests in commercial real estate. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christian Lacquement is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, he has worked in various roles across multiple industries including education and service businesses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, supporting clients in implementing and updating their plans.

Milton Park III is a financial advisor with Robert W. Baird & Co. in Canton, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Robert W. Baird since 2007. Outside of his advisory role, he is involved as a vendor at the Antique Village Mall. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Joshua Newman is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jason Kinley is a financial advisor at Morgan Stanley in Alpharetta, GA, with 25 years of industry experience. His prior roles include positions at E*TRADE Securities, Wells Fargo Clearing, and Wells Fargo Advisors LLC. He holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its process.

Michael Terry is a financial advisor with Raymond James Financial in Marietta, GA, holding Series 63 and Series 65 designations and having 32 years of industry experience. He has been associated with Raymond James Financial and its related entities since 2002 and is also involved with Terry Investment Group, Inc., a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical and risk profiling tools and supports municipal and public finance work through an affiliated municipal advisor.

John Weaver is a financial advisor with LPL Financial in Cumming, GA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Truett McConnell University, Blessed Beyond Measure, and Crisson Gold Mine. He is also a commissioned notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, supported by diverse model portfolios and research.

Brendan Borowsky is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at several firms, including Four Pillars Financial Group, Raymond James Financial Services, and Northwestern Mutual. Outside of finance, he has experience related to Mamaroneck Boats & Motors and has been involved with Fenway Golf Club and Fordham Preparatory School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm emphasizes structured financial planning supported by proprietary tools and offers a broad range of investment and planning services.

Kent Nuzum is a financial advisor with Raymond James Financial Services Advisors, Inc. in Roswell, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He is the owner of Nuzum Wealth Management and has prior experience with Wells Fargo Clearing. Nuzum also serves as Treasurer and Officer of the nonprofit Milton Veterans Memorial Markers. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public‑finance work through a unique affiliate arrangement.

Yung Lun Lo is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at T-Mobile USA in various roles and had brief stints at Target, True Food, and as a self-employed professional. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services that utilize 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.

Jeffrey Huenniger is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. 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 financial planning that addresses a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Michael Scott is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2018, following a nine-year tenure at INVEST Financial Corp. He is also involved with Wadley Financial Group, LLC, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ahmed Zaki is a CFP®-designated financial advisor with 24 years of industry experience, currently serving at Cetera since 2025. He has held roles at Avantax Advisory Services and Avantax Investment Services and manages his own CPA firm, Ahmed H. Zaki CPA, PC, specializing in tax preparation and accounting. Zaki also serves as president of Pinnacle Wealth Management, Inc. and acts as an executor for multiple estates. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers a range of portfolio management and retirement services through a multi-manager platform with various program structures and custodial relationships.

Emily Morgan is a financial advisor with LPL Financial in Alpharetta, GA, holding CFP® and Series 66 designations and 18 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she is a notary and is affiliated with additional business entities for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Andrew Lee is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop tailored portfolio strategies aimed at achieving those objectives. Andrew provides ongoing advice and adjusts portfolio plans to accommodate changes in clients’ personal and financial situations. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from The Ohio State University. Andrew is fluent in English and Korean and focuses on assisting clients with a wide range of financial priorities, including education funding, retirement planning, healthcare considerations, and caring for elderly family members.

Taneil Brown Prudence is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Morgan Stanley, Taneil worked at E*Trade Securities and has a varied background including roles at FedEx Ground, Door Dash, and other companies. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses firm-approved tools and models outcomes without offering individual security recommendations as part of standalone planning.

Grace Harris is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at JP Morgan Chase Bank, N.A., JP Morgan Securities, LLC, and Bank of America, N.A. Her career at Merrill spans two periods, from 2013 to 2018 and from 2022 to the present. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Shapiro is a financial advisor at Morgan Stanley with two years of industry experience. He previously worked at Florida Financial Advisors DBA Georgia Financial Advisors and has held roles outside finance, including ownership of Icebox CoolStuff LLC and operating the Silver Dollar Bar. He studied at the University of Georgia from 2020 to 2024. 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 centered on financial planning and uses firm-approved tools and analyses to model outcomes for clients.

Randeep Dhanoa is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and JD Byrider. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.