David Lee is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at Danko Education and Cruz Noellien & Associates, LLC, and spent eight years at Chef Lee's, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Amanda Mc Donald is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2020 and previously held positions at Georgia Perimeter, Chick-Fil-A, and Starbucks. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Thomas is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Cambridge Investment Research Advisors since 2019 and previously worked at Triad Advisors, Inc. from 2014 to 2019. Outside of advisory work, he is the CEO of J & N Thomas Inc., which manages income flow. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platforms tailored to client objectives.

James Dean is a CFP® credentialed financial advisor with 12 years of industry experience. He is currently with Morgan Stanley in Alpharetta, GA, having joined the firm in 2023. Prior to Morgan Stanley, he worked at E*TRADE Capital Management and E*Trade Securities, and he has been involved with Abridge Media since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through designated groups. The firm employs structured planning tools and models to support its advisory process and manages approximately $2.74 trillion in client assets.

Christopher Hartnett is a financial advisor with UBS Financial Services in Atlanta, Georgia, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Bank of America, N.A. and Merrill Lynch Pierce Fenner & Smith Incorporated. Outside of his advisory work, he advises his wife on business planning for her interior design company, Markey Design Co. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and uses proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

William Kennon is a Series 66–licensed financial advisor with 11 years of industry experience. He is currently with UBS Financial Services in Atlanta, GA, where he has worked since 2023. Prior to UBS, he was employed at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of services supported by proprietary research and comprehensive capital markets platforms.

Stephanie Hosier is a financial advisor with Ameriprise in Cumming, GA, holding a Series 66 designation and three years of industry experience. Her prior experience includes roles at Transamerica Financial Advisors and Wfgia, where she worked for 25 years. She is also a co-owner of 3 Siblings, LLC, an investment-related business. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement income planning.

Gerry Hamill is a financial advisor with OSAIC who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has previously worked at The Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation. Hamill also serves as an insurance agent offering traditional life insurance through Lincoln Financial Advisors. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services with access to multiple advisory platforms and third-party money managers.

Jesse Walton Jr. is a Certified Financial Planner (CFP®) with 25 years of industry experience, currently serving at Morgan Stanley in Atlanta, GA. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is a member of the Finance Committee at The Walker School in Marietta, Georgia, where he participates in financial decision-making and fundraising activities. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, offering tailored financial planning supported by advanced modeling tools and a substantial client asset base.

Terry Cooper is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has previously worked with Concourse Financial Group Securities Inc and operated Legacy Financial Partners LLC. In addition to advisory services, he provides insurance services to clients on an as-needed basis through Milner Financial Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform that includes affiliated and third-party managers.

Nicole Rudd is a Series 66-licensed financial advisor with Morgan Stanley in Alpharetta, GA, bringing 27 years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016. Outside of her advisory work, she serves as an assistant women’s lacrosse coach at Oglethorpe University and Cambridge High School and is the board president of BrewAble LLC, a nonprofit organization. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Jennifer Skurpski is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She holds Series 63 and Series 66 credentials and has been with Cambridge since 2024. Outside of her advisory role, she serves as a committee member at Mary Our Queen Catholic Church and is captain of a local ALTA tennis team. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.

Isidro Ramirez is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and five years of industry experience. He previously worked at Primerica Advisors, Primerica Financial Services, Compass Group USA, and Aramark Corp. Ramirez is also involved in several real estate ventures as a proprietor and co-owner. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and broad investment resources.

Seth Deitchman is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 license and bringing 19 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is president of Maximum Results Coaching, a coaching business focused on personal fulfillment and success. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and investment modeling techniques.

Rhys Lutz is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 10 years of industry experience. Prior to Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. He also has experience with Caddie Services Inc. at Piedmont Driving Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and modeling tools, with clients responsible for implementing plans.

James Dickson Jr. is a financial advisor with Raymond James Financial in Alpharetta, GA, holding Series 63 and Series 65 credentials and with 53 years of industry experience. He has worked with Raymond James and its affiliated entities since 2009 and also serves as an independent contractor with the Creative Financial Team, a branch support company. 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 analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Mickael Lemoine is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Truist, SP Richards, SunTrust, and Kennesaw State University. Outside of finance, he is involved in the restaurant industry as an employee at La Petite Maison in Atlanta. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer agreements.

Colin Caldarera is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Co since 2016. In addition to his advisory role, he provides instruction for new representatives through Candler Claire Financial and works as an insurance agent offering individual life and fixed annuity products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented investment strategies.

Raymond Massa is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has previously worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies in its financial planning process.

Christa Ortwein is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2016 and Bank of America, N.A. since 2017. In addition to her advisory role, she serves as Secretary for Event Driven Corporation, a computer and IT services firm based in Alpharetta, GA. Merrill, along 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 plans, corporations, and charitable organizations.