Fred Miles is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His work history includes roles at Primerica Financial Services, PFS Investments Inc., Health Quest America, and Landmark Financial Group. Outside of advisory, he is involved in sales of investment-related products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Warren Mitchell II is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including JP Morgan Securities, Bank of America Private Bank, and Charles Schwab. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures and custodial relationships.

David Mills is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is a sole proprietor of a children’s book and is collaborating on a technology app focused on logistics. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Blake Callaway Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2019, following two years at Ernst & Young, LLP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Winston Walker is a financial advisor at Thrivent Investment Management in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Thrivent in 2025, he worked at Fidelity International Limited for 19 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jack Hoffman is a financial advisor at Morgan Stanley in Atlanta, GA, with one year of industry experience. He previously worked at Potomac Financial Consultants and has a background that includes roles with the Auburn Athletic Department and Auburn University. Hoffman holds the Series 66 designation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Rasheeda Zamudio is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and possessing 23 years of industry experience. She has been with Merrill Lynch and Bank of America since 2014. Outside of her financial advisory role, she works as a Zumba fitness instructor and an independent Mary Kay beauty consultant. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional plans.

Brian Buzun is a CFP® professional with 20 years of experience in the financial services industry. He has been affiliated with Wells Fargo Advisors and related entities since 2010. Outside of his work at Wells Fargo Advisors, he holds a 50% ownership interest in Deepwater Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet its net-worth requirements. The firm integrates advisory services with other financial products and referral channels to deliver customized recommendations.

Brett Benson is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2012. Outside of his advisory role, he organizes and captains a tournament fishing team known as Team Boaters Republic. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its financial advisory services.

John Ripoll is a financial advisor at Wells Fargo Clearing in Atlanta, GA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing and Wells Fargo Bank since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Radetsky is a financial advisor at Morgan Stanley with 39 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2025. He holds Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in Shieldox USA LLC, an investment LLC he established to fund private investments. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes tools such as Monte Carlo simulations and Secular Return Estimates to model financial outcomes.

Nathaniel Mostyn is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Oglethorpe University and Mill Springs Academy. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers its services both directly and through Corporate Financial Planning agreements.

Joanne Bryant is a financial advisor at Charles Schwab with 25 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank since 2005 and Charles Schwab & Co., Inc. since 2002. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm utilizes a client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational systems.

Aaron Newman is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2019. Outside of his advisory role, he is a 50% owner of Mommy Gut Fitness LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Sergio Villa is a financial advisor with Merrill in Marietta, GA, holding a Series 66 credential and seven years of industry experience. He has been associated with Bank of America and Merrill since 2007. Outside of his advisory role, he is a member of Project Cinco LLC, a company involved in purchasing, renovating, and selling residential properties. 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 for a range of clients including individuals, high-net-worth investors, and institutions.

Christopher Lingle is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of advising, he serves as a trustee for a family trust and holds power of attorney responsibilities for his parents. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andrew Masseo is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies designed by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Simon Young is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley in various capacities from 2009 to 2026 before joining Wells Fargo Clearing in 2026. Outside of his advisory role, Young is a baseball pitching instructor. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

James Gossett is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions at Bank of America and work with the Empire Mock Trial. 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.

Hafeeza Tyrell is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Regions Bank and Delta Community Credit Union. Outside of her advisory role, she has been involved with Tyrell Ventures LLC since 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.