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.

James Herndon III is a CFP® professional with seven years of experience at Edward Jones in Decatur, GA. Prior to joining Edward Jones in 2019, he spent over a decade at Emory University and was involved with the University of Michigan Debate team. He serves as the chair of the City Schools of Decatur Board, overseeing the superintendent, budget, and school operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices.

Rajesh Jyotishi is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has previously worked at Dempsey Lord Smith, LLC, and leads Shalin Financial Services. Outside of advising, he is writing a book on retirement and estate planning for Indian-Americans. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

John Minson is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at CDX Advisors and has experience in both banking and securities through his current roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Michael Spector is a financial advisor at Morgan Stanley with 29 years of industry experience. He has worked at Morgan Stanley since 2009, including a current role at Morgan Stanley Private Bank, N.A. since 2017. Outside of his advisory work, he serves on the golf committee of the Ansley Golf Club in Atlanta. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and services both direct clients and corporate financial planning agreements.

Rhonda Potter is a CFP® credentialed financial advisor with six years of industry experience, currently serving at J.P. Morgan Securities in Atlanta, GA. She previously worked for BNY Mellon Wealth Management for 12 years. She is a board member of the Atlanta Society of Finance and Investment Professionals Foundation, a nonprofit that promotes financial literacy in Atlanta. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative screening and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities.

Jonathan Brinson is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 18 years of industry experience. He worked at UBS for 12 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Kayla Mosley Jackson is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2015, following a one-year tenure at Edward Jones. Based in Atlanta, GA, she is part of a large advisory team serving a diverse client base. 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 designed for individuals, high-net-worth clients, and various institutional entities.

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.

Bonnie Passannante is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at Eagle Strategies, LLC and New York Life Insurance Company and its related securities firm, where she spent over two decades. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars.

Haygood Seawell is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior positions include roles at Wells Fargo Clearing, Oppenheimer, PFM Capital Management, Stanford Group Company, and Morgan Keegan & Company. He is also a 50% owner of Deepwater Wealth Management LLC, an independent financial practice. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include business-owner transition, special-needs, and divorce planning. Advisors develop tailored recommendations using firm resources, with implementation optional through brokerage or advisory programs.

Elizabeth Richardson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She previously worked at American Wealth Management, Inc. for 16 years and is also the CEO of The Wilder Group, LLC, a company focused on accounting and payroll services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting.

Kenneth Zielmanski Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2016 and at Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

Mitchell Nordstrom is a financial advisor with Raymond James & Associates holding a Series 66 designation and two years of industry experience. He has been with Raymond James since 2023 and is also involved with MJBC LLC. Prior to his advisory roles, he was engaged with McLean Presbyterian Church from 2019 to 2023. Raymond James & Associates, Inc. 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 and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Robert Runkle Jr. is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, and Morgan Stanley Private Bank, N.A. alongside Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

James Richardson is a financial advisor at Raymond James Financial Services Advisors, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior experience includes roles at The Wilder Group, LLC and American Wealth Management, Inc., as well as positions in media at Warner Media and CNN Sports. He also serves as a power of attorney for healthcare matters for a family member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and uses advanced modeling tools to support client goals, while also offering municipal and public-finance advisory services uncommon among large institutional advisors.

Robert Wang is a CFP® with 25 years of industry experience currently with Ameriprise Financial Services in Atlanta, GA. He has been with Ameriprise in various capacities since 2015 and previously worked at Equitable Advisors for 13 years. In addition to his advisory role, he engages in independent insurance brokering specializing in disability income. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing tax-aware withdrawal planning for clients approaching or in retirement.

AL Kasap is Vice President and Financial Consultant at Fidelity Investments, a position held since 2018. Before joining Fidelity Investments, Kasap worked as a Financial Consultant at AXA Advisors from 2010 to 2018. He has extensive experience in helping individuals and families protect and grow their financial well-being, with a focus on developing retirement strategies aligned with client goals. Kasap earned a Master's degree in Financial Management from National University in San Diego and holds a Bachelor's degree in Economics from Turkey. He grew up in Cyprus and relocated to San Diego in 2002. Outside of his professional work, Kasap enjoys beach activities, biking, hiking, visiting museums, and soccer.

Tremelle Lester is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he worked at Silicon Valley Bank/First Citizens Bank and Attentive Mobile. He holds the Series 66 designation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support its financial planning services.