Alfredia Lewis is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2011. Outside of her advisory role, she is an owner of F & L Investment Properties, Inc. and serves as a board member for Families First, a nonprofit organization focused on supporting families facing complex challenges. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Clements is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Cetera since 2025. He previously worked at Avantax Advisory Services and related entities for 28 years. Outside of his advisory work, he owns and operates a tax preparation and accounting business and manages a family-owned tree farm in Georgia. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a multi-manager platform for independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with portfolio management, financial planning, and access to third-party money managers. The firm offers a variety of discretionary and non-discretionary program options across multiple custodial relationships.

Katherine Jenkins is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and with 12 years of industry experience. She has been with Morgan Stanley since 2015 and currently works with Morgan Stanley Private Bank, N.A. In addition to her advisory role, she is involved in sales and marketing activities as a contractor for Nu Skin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured discovery processes and firm-approved planning tools to support client goals.

Sarah Harris is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes positions at Bank of America and DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers and provides trading, account administration, and custody support.

Allen Jones is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 1991. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mason Ware is a financial advisor at Edelman Financial Engines with one year of industry experience. He has held prior roles at Boomfish Wealth Group, LLC and has a background that includes work with Jefferson Parks and Recreation as well as an extended period as a student at Sewanee: The University of the South. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice with an emphasis on diversified portfolios and long-term investment strategies.

Gary Neigeborn is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate since 2013. In addition to his advisory role, he is involved in fiduciary activities as a trustee. Ameriprise is an institutional firm offering a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations, while offering a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Scott Smith is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the board of the Land Cruiser Heritage Museum and is involved with Offroad Training & Logistics LLC, a recreation and consulting business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market modeling.

C Woodruff is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets offerings.

William Lobb II is a financial advisor at Morgan Stanley with 48 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014. Outside of his advisory role, he serves as a board member of the Southeastern Horticultural Society, assisting with the implementation of horticultural events. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and analyses to model potential outcomes.

James Callaham is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Securities America Advisors, Inc. for one year. Outside of his advisory work, he is involved in buying and selling baseball cards and operates a related business called Springer Mountain Sports Cards. 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, supported by extensive operational and research tools.

Jayson Best is a financial advisor at Morgan Stanley in Atlanta, GA, with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Edward Jones, Allen Mooney & Barnes, and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

William Browning III is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory work, he is involved as a partner in a real estate investment and modeling business. 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 utilizes structured discovery and firm-approved tools to model financial outcomes while typically acting in an advisory capacity without offering individual security recommendations in standalone planning.

Thiesman Brown is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Valic Financial Advisors for nine years. 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 providers.

Angel Rivera is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2017. Prior to his advisory career, he was employed at Cali N Titos and attended the University of Georgia. 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 strategies managed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, and various institutional clients.

Tinamarie Bryant is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011, totaling 15 years at the firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model client outcomes.

Andrew Hanna is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he owns a consulting business that handles office administration and staff payments. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies through a centralized team-supported process.

Antonio Elias Magana is a financial advisor at LPL Enterprise with five years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, Wells Fargo, J.P. Morgan Securities, Edward Jones, and other firms. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of financial planning and consulting services.

Stephen Caphton is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning. 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.

Gerald Lowe Jr. is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.