Augustine Uzoh is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at African Export Import Bank and Access Bank Plc. Outside of his advisory role, he is involved in real estate as a property owner in Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models as part of its advisory process.

Jennifer Moseley is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has worked with Avantax Investment Services, Avantax Advisory Services, and operates TimeWise Financial LLC, through which she provides retirement planning and client advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning options through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Michael Stevens is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2015. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing manager-traded and model-traded strategies along with ongoing manager selection and internal research tools.

William Reilly is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, with overlapping tenures from 2004 to 2024, and operated Reilly Financial Group, Inc. for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools and overseeing over $819 billion in discretionary assets.

Edward Scherer is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 11 years before joining Raymond James in 2026. Raymond James & Associates is a 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 entities, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Alvaro Galvis Pineda is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients achieve their personal and family financial goals through comprehensive wealth management strategies. His work involves planning for college education, managing corporate benefits, advising on divorce transition planning, and providing institutional investment consulting among other specialized services. Alvaro holds a Bachelor's Degree from Florida International University and maintains several professional designations including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is bilingual in Spanish and English. He is active in various professional organizations such as the ASPPA Benefits Council of Atlanta, Pension Education Council of Atlanta, and participates in community involvement initiatives including Big Brother Big Sister, Meals by Grace, and United Way. Alvaro also engages in personal interests including cooking, dancing, golfing, horseback riding, spending time with his family, and tennis.

Ryan Stoops is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities and E*TRADE Capital Management for over 14 years. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, including customized financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and investment research.

Mark Hoover is a financial advisor with Raymond James Financial in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James Financial since 2009 and affiliated with its financial services division since 2003. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

James Delahunt is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide 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 planning process supported by approved tools and market outlook models.

Arifa Maqbool is a financial advisor with UBS Financial Services in Alpharetta, GA, holding a Series 66 designation and bringing 19 years of industry experience. She has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm also integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

James Madebach is a financial advisor with Wells Fargo Clearing in Augusta, GA, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member of the Westwood Property Owners Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dolford Layson is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 65 credentials and has 21 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. Outside of his advisory role, he is also active as a licensed agent in life, health, disability, and long-term care insurance sales. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning as annual, collaborative engagements using firm-approved analytical tools.

Robert Walton is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at E*Trade Securities and several engagements with The University of Alabama. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies to support client goals.

Tracy Bradach is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. Bradach is based in Alpharetta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Dustie Kirley is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and over 28 years of industry experience. She has been with Merrill since 1995. 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, and institutional investors.

Joseph Kusmisz is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with 15 years of industry experience. He has previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and approved planning tools but generally does not provide individual security recommendations as part of standalone planning services.

Brian Terrell is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 63 and Series 66 licenses and over five years of industry experience. Prior to joining Morgan Stanley, he worked at E*Trade Securities and MassMutual. Outside of his advisory role, Terrell is the owner of BAT Data Analytics, a technology business, and is involved with the Southern Elite Officials Association, a recreation-focused organization. Morgan Stanley Wealth Management provides a range of 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 offers tailored investment strategies through its Financial Advisors and Estate Planning Strategies Group.

Gregory Hyde is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63, 65, and 66 licenses and over 36 years of industry experience. His prior firms include Ameriprise, Edward Jones, and Calamos Advisors. He also has a licensed role in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services.

Dustin Paschal is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Nichols Cauley & Associates, LLC, Angel Oak Capital Advisors, and Tidwell Group, LLC. Outside of his advisory work, he serves as CFO and Treasurer of Paschal Properties, LLC, a family-owned business. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on matching clients to appropriate investment models and offering ERISA fiduciary services for qualified plans.

Steven Cook is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes roles at Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, and Walmart, as well as a background in education. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and corporate agreements.