Shu Zhang is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Zhang has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he owns and operates Helenairy, a retail and online store based in Marietta, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery and modeling tools to support clients in their financial decisions.

Joanne Hughes is a Series 66-credentialed financial advisor with Morgan Stanley in Atlanta, GA, with 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside diverse investment strategies.

Zachary Concha is a financial advisor with Thrivent Investment Management in Atlanta, GA, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Thrivent Financial and work experience at Georgia State University, Cold Stone Creamery, and North Cobb High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning areas. The firm’s approach separates planning from managed-account services and does not provide portfolio management or institutional adviser selection.

William Mccartney Jr. is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cetera in Atlanta, GA. His prior experience includes roles at Truist Bank, Regions Bank, LPL Financial, Spire Wealth Management, and Merrill. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through various program structures and third-party manager options.

Fanny Rivera Flores is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining LPL Financial, she worked at Delta Community Credit Union and the Rosen, Sokol & Clements Immigration Law Group. She is also the owner of The Solid Floor LLC, a business she founded in 2021. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by institutional research and model portfolios.

Morton Levey is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is a co-manager of The Cloud Blazer Photo LLC, a retail and online store based in Sandy Springs, Georgia. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by various analytical tools and offers diverse investment and financial product solutions.

Sebastian Russell is a financial advisor at Raymond James & Associates with three years of industry experience. He previously worked at Morgan Stanley and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he spends some time managing a cryptocurrency account and doing food delivery. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles along with firm research and affiliated sub-advisers.

James Morton is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with UBS since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Nathan Harries is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Quadrant Real Estate Advisors, and Goldman Sachs. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a 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 financial planning process supported by firm-approved tools and modeling techniques.

Quinton Green is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and 17 years of industry experience. He has worked with various Cetera entities since 2017 and also has experience with AIG Advisor Group. Outside of his advisory role, he is involved in food delivery as a Door Dash driver and manages a room rental business on Airbnb. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options and affiliations that support diverse investment strategies.

Christy Hooper is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as a trustee and co-trustee for multiple family trusts and holds ownership interests in several family-related business entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

James Smith III is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jeremy Jones is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Prudential Insurance Company of America, AXA Advisors LLC, Morgan Stanley, and Wells Fargo Clearing. Equitable Advisors serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various program models and third-party managers.

Gloria Barajas is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and US Auto Sales Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

An Tran is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 63 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions.

Megan Miller is a financial advisor at Morgan Stanley with 15 years of industry experience. She has held positions at Raymond James & Associates and Morgan Stanley, where she has worked since 2017. Miller holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Charles Scott III is a financial advisor with Charles Schwab in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at SunTrust Advisory Services and SunTrust Investment Services. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary and discretionary investment guidance, integrating multi-asset model portfolios with strategic asset allocation and access to alternative investments.

Brooke Sberna is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Alexander Freeland is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner with The RNF Group since 2024. He specializes in providing customized wealth strategies and integrated financial advice to individuals, families, founders, corporate executives, and business owners. Throughout his career, Alexander has focused on areas including succession planning, wealth transfer, corporate financing, philanthropy, investment management, college education planning, executive compensation, services for endowments, foundations and non-profits, defined benefit plans, legacy planning, retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. He employs advanced planning and proprietary modeling to help clients reduce risk, minimize taxes, and maximize results aligned with their priorities. Alexander holds a Bachelor's Degree from Auburn University at Montgomery and has earned the Personal Investment Advisor (PIA) designation. He is a member of the Atlanta Business Alliance and XPX Atlanta - Business Exit Planning Exchange. Alexander lives in Atlanta, Georgia with his wife, Lauren, and is involved in community support through volunteering with St. Jude Children's Research Hospital.

John Sewell is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Goldman Sachs for four years and has held positions at Duke University and within the White House. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses quantitative modeling and centralized due diligence, incorporating an ESG eligibility framework in its investment recommendations.