Andrew Ghimpeteanu is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked at Santander, Extended Holiday, Auto Tech USA, and Capco, among other roles. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and financial planning services supported by firm-approved tools and comprehensive investment resources.

Ian Roth is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining UBS in 2026, he worked at Goldman Sachs for seven years and at SunTrust Robinson Humphrey for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Charmaine Sylvester is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and 66 credentials and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2007. Morgan Stanley Wealth Management serves individual and institutional clients, providing advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process with firm-approved tools and modeling techniques.

Raymond Mcgrew is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with various Morgan Stanley entities since 2005, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Prior to that, he worked at Banc of America Investment Services for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 financial planning process supported by firm-approved tools and models.

Reginald Brown Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and 38 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, as well as prior positions at Citigroup Global Markets and Truist Securities. He is also involved as Treasurer and Secretary of a private company, N19PE LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Donovan Adams is a CFP® professional with 18 years of industry experience, currently serving as an investment adviser representative at LPL Financial. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for nine years. Adams is based in Sandy Springs, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms with a range of investment strategies.

Pierce Faragasso is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked at J.P. Morgan Securities since 2018 and previously at JPMorgan Chase Bank from 2016 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG frameworks and leveraging broader derivatives and commodities capabilities.

Amanda Ladue is a Financial Advisor at Merrill Lynch Wealth Management. She works with clients to develop financial strategies that align with their priorities, goals, and long-term vision. Her approach centers on meaningful conversations and thoughtful planning to support each client's unique financial needs. Amanda's expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and retirement income. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Amanda earned her Bachelor's Degree from the University System of Georgia. Outside of her professional role, she enjoys cooking, drawing and sketching, football, hiking, painting, photography, reading, spending time with her family, volleyball, and watching movies.

John Snodgrass is a financial advisor at Morgan Stanley in Atlanta, GA, with 42 years of industry experience. He has been with Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. He holds Series 63 and Series 65 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Dennis Mostyn is a financial advisor at Morgan Stanley in Atlanta, GA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models outcomes using Global Investment Committee estimates and Monte Carlo simulations.

Michael Podkulski is a CFP® professional with 28 years of industry experience, currently serving at J.P. Morgan Securities in Atlanta, GA. He has worked with UBS Financial Services from 2003 to 2011 before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC in 2011. In addition to his advisory role, he is also employed by JPMorgan Bank, where he offers certain deposit and credit products. 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 searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research, and incorporates an ESG eligibility framework.

Jonathan Marcus is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets from 2002 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and serves clients through both direct and employer-based financial planning agreements.

Thomas Lee is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. He has been with LPL Financial since 2018 and has prior experience working at the University of Georgia and the University of Tennessee. 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 financial planning and investment services, utilizing both proprietary and third-party strategies, supported by advanced research and operational tools.

Brock Balis is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at Morgan Stanley and E*TRADE Securities LLC. His credentials include Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research from its Chief Investment Office to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, futures commission merchant, and providing custody and capital markets services.

Christopher Moseley is a financial advisor at Morgan Stanley in Atlanta, GA, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, previously holding positions at Citigroup Global Markets and J.P. Morgan Securities. Moseley serves as a board member of the Mountain Park Community Pool in Stone Mountain, Georgia. 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’s planning process uses structured discovery conversations and firm-approved tools, offering a range of financial products and services through its extensive network of advisors.

Timothy Johnson is a financial advisor with Edward Jones in Conyers, GA, holding Series 63 and Series 66 credentials. He has 16 years of industry experience and has worked with Edward Jones for 14 years. Outside of his advisory role, he owns a rental property business based in Monroe, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, access to separately managed accounts, and affiliated mutual funds.

Connor Esposito is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Securities America, Inc., the Professional Economic Growth Group, and a previous stint at Morgan Stanley. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, providing tailored financial planning supported by firm-approved tools and modeling techniques.

Chawandia Robson is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at E*Trade Securities LLC and Anthem Inc. before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Maira Iqbal is a financial advisor at Ameriprise with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank NA, and SunTrust Bank. Based in Atlanta, GA, she has been with Ameriprise since 2021. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jodi McMahon is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license, with 35 years of industry experience. Prior to joining Cambridge in 2014, she worked at New England Securities for 11 years. Outside of her advisory role, she is involved in credit card processing sales through a small business venture. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.