Alexandra Cogswell is a financial advisor at Morgan Stanley with 40 years of industry experience. She previously worked at UBS Financial Services for 12 years before joining Morgan Stanley Smith Barney LLC. Alexandra holds a Series 63 designation and is based in Atlanta, GA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and 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 analyses.

Howard Burke is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors LLC. Outside of his advisory role, he is involved in insurance brokerage activities. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing a range of program sponsors and third-party managers to deliver advisory and brokerage solutions.

Samuel Burton is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his current role, he worked at E*Trade Securities LLC and has a varied background including positions outside finance. Morgan Stanley Wealth Management offers a broad range of advisory programs serving both individual and institutional clients, utilizing structured financial planning tools and providing access to extensive investment resources.

Sibonee Pease is a financial advisor with Raymond James Financial Services Advisors Inc. in Atlanta, GA, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Raymond James in 2017, she worked at Fidelity Brokerage Services LLC for three years. Outside of her advisory role, she coaches clients in fitness and health through the BODi platform and operates Health is Wealth 360, providing health coaching services for busy mothers. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Marc Cohen is a financial advisor with Ameriprise in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Cohen is involved in business coaching and consulting through Mackall, Cohen and Associates, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jason Jansen is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various Fidelity businesses since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Daniel Nelson is a Private Wealth Advisor with Merrill Private Wealth Management. He leads the Nelson, Wood, Gosdin team within the Private Wealth Management group, directing the investment activities and overseeing portfolio development for clients. Daniel has specialized expertise in portfolio management, managing three proprietary portfolios with varying objectives, asset classes, timelines, and risk profiles. Daniel began his financial services career at Merrill Lynch Wealth Management in 1997. He holds multiple degrees from The University of Texas at Austin, including an M.B.A. and a B.A. in both Finance and Spanish. His professional designations include Certified Investment Management Analyst (CIMA), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He lives in San Antonio with his wife, Carla, and their three children, Sophia, Daniel, and Mateo. Outside of his professional work, Daniel enjoys fishing, golfing, hunting, and spending time with his family.

Tejash Shah is a Financial Consultant at Fidelity Investments, where he supports clients in progressing toward their financial goals through a disciplined approach. He has been with Fidelity Investments since 2021, holding various roles including Planning Consultant, Relationship Manager, and Investment Consultant before his current position starting in 2024. Prior to joining Fidelity, Mr. Shah worked as a Financial Solutions Advisor at Merrill Edge from 2020 to 2021, and as a Personal Banker at Bank of America from 2017 to 2020. This experience has contributed to his understanding of financial planning and client relationship management. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Casey Jones is an Investment Consultant at the Alpharetta Fidelity branch in Georgia. He has been in this role since 2025, focusing on educating and preparing clients for a financial future that meets their retirement needs and goals. Prior to this, he worked as a Relationship Manager at Fidelity Investments from 2024 to 2025 and served as a Retirement Planner at the same company from 2023 to 2024. From 2016 to 2023, Casey was a Financial Advisor at Wealth Integrity Financial. Casey has experience in investment consulting, relationship management, retirement planning, and financial advising. Outside of his professional work, he engages in family activities, fitness, social events with friends, golf, outdoor adventures, and traveling.

Michele Nielsen is a financial advisor at Morgan Stanley based in Atlanta, GA, with four years of industry experience. She holds a Series 66 designation and has previously worked at E*Trade Securities LLC and Morgan Stanley Smith Barney LLC, as well as six years at Starbucks. 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 analysis methods such as Monte Carlo simulations.

Jeff Dear is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Wells Fargo, MassMutual, and PNC Bank. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and approved tools, with a focus on advisory services rather than individual security recommendations.

Charles Nelson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Outside of his advisory role, he has ownership in Noslen Group LLC, involved in investment-related activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Shelly Beaulieu is a financial advisor at Merrill with 26 years of industry experience. She has held her current position since 1999 and holds Series 63 and Series 66 designations. Merrill, together 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 plans, corporations, and charitable organizations.

Mark Whatley is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds the Series 63 designation and has been with Raymond James since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Joseph Armenta III is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked in the hospitality industry at various establishments including Southern Roots Tavern and Eatery and Dingus Magees. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients both directly and through corporate financial planning agreements.

Charlton Bulkin is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding a Series 66 designation and 27 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with MassMutual Life Insurance Co and MetLife Securities Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Emily Ellis is a financial advisor with Ameriprise in Marietta, GA, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. She worked at Edward Jones from 1999 to 2017 before joining Ameriprise Financial Services in 2017, where she has been since. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver these services, with an emphasis on assets held within Ameriprise-managed accounts.

Kenneth Collett is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, incorporating economic modeling techniques to help clients evaluate potential outcomes.

James Tuenge is a financial advisor with Thrivent Investment Management in Johns Creek, GA. He holds a Series 66 credential and began his advisory career in 2025 after a 28-year tenure at Newell Brands. Outside of his advisory role, he participates in market research studies related to food product testing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary portfolio management. Their approach includes comprehensive written recommendations across various planning areas and allows clients to integrate planning with managed-account services through a consolidated billing option called WealthPlan.

Troy De Hoff is a financial advisor with Edward Jones in Woodstock, GA. He holds the CFP®, ChFC®, and Series 66 designations and has four years of industry experience. Prior to joining Edward Jones, he worked at Dow Chemical for nine years and took a one-year retirement before starting his current role. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.