Khanh Lam is a financial advisor with Merrill in Duluth, GA, holding a Series 66 designation and six years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2014, with a one-year tenure at the Social Security Administration from 2018 to 2019. 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 and profit-sharing plans, corporations, and charitable organizations.

Kathleen Ohara is a financial advisor at Edward Jones in Alpharetta, GA, holding a Series 66 designation with 15 years of experience at the firm. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cason Crenshaw is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at the University of Georgia and Alpharetta First Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services supported by a large network of investment adviser representatives.

Jeffrey Jensen is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 credential with seven years of industry experience. His prior work includes roles at Edward Jones and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and data analyses.

Alexander Allen is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Kimera Ventures and Florida Financial Advisors, as well as positions outside finance such as at Krispy Kreme and Chick-fil-A. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools.

Reid Mason is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2020. Prior to his current role, he was involved with Leverage Life Coaching and Adventures in Missions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses and written recommendations across various financial topics. The firm combines planning with managed-account programs under a consolidated billing option while keeping services separate and does not accept discretionary trading authority for its planning service.

Sung Kim is a financial advisor with LPL Enterprise in Atlanta, GA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he held roles at Intuition Employment, DLL Financial Services, and Hyundai Capital America. Outside of his advisory work, he is a business owner of PK COFFEE ROASTER LLC in Duluth, GA. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining brokerage and insurance products to serve a diverse client base.

Paul Peeler Jr. is a financial advisor with LPL Financial based in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Prior to joining LPL Financial in 2011, he worked at Securities America Advisors, Inc., Harrisdirect LLC, and Charles Schwab. He also sells fixed insurance products, including term, annuity, long-term care, and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Donald Delahunt is a financial advisor at Morgan Stanley with 36 years of industry experience. He has held roles at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association since 2007. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Mark Sargon is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at E*TRADE Securities LLC, E*TRADE Capital Management LLC, Saxony Capital Management, LLC, and Patrick Capital Markets. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market forecasts.

Suzanne Rider is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017 and previously worked at RBC from 2014 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 modeling techniques as part of its advisory services.

Aiko Baxter 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, Baxter worked at Valvoline and Amazon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research.

William Murphy III is a financial advisor with Primerica Advisors in Duluth, GA. He holds a Series 65 designation and has 14 years of industry experience, including 15 years with Primerica Financial Services. His other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Justin Schneider is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at Florida Financial Advisors, PeoplesBank, and Big Y Foods Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Wesley Mathis is a financial advisor at Osaic Wealth with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Fsc Securities Corp and National Planning Corp. Outside of his advisory role, he operates a sole proprietorship offering fixed insurance products and is a licensed notary. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services across multiple platforms, emphasizing model-based asset allocation and portfolio optimization supported by various tools and managed strategies.

Meng Mounga is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A., both from 2020 to 2022. He also has experience in the banking and education sectors. 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 integrates centralized due diligence with quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Glennis Rose II is a financial advisor with Primerica Advisors, holding Series 66 and Series 63 credentials and 34 years of industry experience. His career includes multiple periods with Primerica Advisors as well as roles at Nationwide Investment Services Corporation and LPL Financial. He is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by third-party asset managers and supports accounts with BNY Mellon Advisors and Pershing custody services.

Elijah Levi Sheffield is a CFP® with two years of industry experience, currently affiliated with LPL Financial in Suwanee, GA. His prior roles include positions at Delta Community Credit Union and Cetera. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

John Coleman is a financial advisor with UBS Financial Services in Alpharetta, GA, holding Series 63 and Series 65 licenses. He has 41 years of industry experience, including 16 years at UBS since 2010. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Jeremy Evans is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC and Primerica Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.