Alvin Floyd II is a financial advisor with MassMutual Investors Services based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at MassMutual and MissionSquare Retirement. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved analytical tools to deliver written recommendations tailored to client goals.

Kenneth Brandenburg is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years and Ashworth & Sullivan Wealth Management Group, LLC for 11 years. He is also president of Brandenburg Wealth Advisors, where he manages and services investor investment accounts. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and employs a variety of asset-allocation tools and third-party solutions to manage portfolios.

Jason Walker is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 17 years. Walker is also involved with Three Pines LLC in Atlanta, where he spends limited time monthly. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and research from both in-house and third-party sources, along with various investment management and consulting services.

Rory Mckendrick is a financial advisor at LPL Financial with 20 years of industry experience and a Series 66 designation. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Fisher Investments. He also serves as a FINRA arbitrator and is involved with a transportation referral business, Sharco Express LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by discretionary and non-discretionary management, as well as research and technology resources.

Faizan Moosa is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term financial goals. His approach focuses on understanding each client's full financial picture to create adaptable wealth management plans tailored to changing market conditions. Moosa's expertise includes managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, women and wealth, sports and entertainment, tax minimization, and retirement income. He holds professional designations such as Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Moosa earned his Bachelor's Degree from Mercer University. In addition to his professional work, Moosa is actively involved in the community. He serves as the 2025 President of the Buckhead Business Association and is a member of the Board of Directors for Susan G. Komen, Atlanta. His community involvement spans organizations including the Alzheimer's Association, Atlanta Community Food Bank, Buckhead Business Association, Habitat For Humanity, and Susan G. Komen. Moosa is also multilingual, speaking English, Urdu, French, and Hindi.

Stephen Maloof is a financial advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2000 and holds a Series 63 designation. Based in Atlanta, GA, Maloof has spent over two decades serving clients through one of the largest financial institutions. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor solutions to clients' goals.

Spencer Curtis is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Frank Stanley II is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with RBC Capital Markets since 2018 and serves concurrently in the U.S. Army Reserves as a Military Infantry/Finance Officer. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers to align strategies with clients’ risk profiles.

John Boccaccio Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior work includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A., where he worked for six years, as well as a year at Carroll Organization. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Brian Frank is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 65 and Series 66 licenses and having 25 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in several investment-related business activities, including partnerships in real estate and lending ventures in Montana and Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenarios developed by its Global Investment Committee.

Leslie Lauer is a financial advisor with RBC Capital Markets in Atlanta, GA, holding a Series 66 credential and 20 years of industry experience. Prior to joining RBC in 2023, she spent 17 years at UBS. Outside of her advisory role, she serves on the board and several committees of Intervine Inc., a 100% ESOP-owned wine distributor. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and multiple advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services.

Robert Whitaker is a financial advisor at Edward Jones in Atlanta, GA, holding a Series 66 designation with seven years of industry experience. He joined Edward Jones in 2018 after working at Stresser & Associates, P.C. from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

John Gin is a CFP®-designated financial advisor with Ameriprise in Atlanta, GA, bringing 41 years of industry experience. He has been with Ameriprise since 2005, including its predecessor entities, and serves on the advisory board of ACE Louisiana. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Austin Wagoner is a financial advisor with Wells Fargo Clearing in Marietta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior firms include J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Bank of America, N.A., and Merrill. He has also been involved with Unwine'd & Tap/MTMT, LLC. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Raymond Nelson Jr. is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding CFP® and Securities Industry designations with 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent five years at MetLife Securities Inc. In addition to his advisory role, Nelson is licensed as an insurance agent and a mortgage loan originator. 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 provides ongoing financial planning and asset management through collaborative, annual engagements using firm-approved analytical tools.

Anthony Minella is a financial advisor with Morgan Stanley in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. His background includes roles at Morgan Stanley and Lead Strategy, as well as academic experience at the Georgia Institute of Technology. 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 and firm-approved tools.

David Paek is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual and service as an independent contractor for Uber providing food delivery. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Mary Topping is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2019. She has five years of industry experience and previously held positions at ChildPlus Software and several hospitality businesses. Outside of her advisory role, she is involved with Big Sky Buckhead, a food and bar service in Atlanta, where she works as a bartender. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and methodologies.

Shelley Davidson is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 15 years. Davidson is based in Atlanta, GA. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, along with integrated capital-markets and lending capabilities.

Brigid Mc Grath is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and five years of industry experience. Her prior work includes positions at RJ Pope and various roles outside finance, including at Crabapple Tavern and Taqueria Tsunami. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad platform that includes custody, underwriting, and capital markets services.