Constance Visco is a financial advisor at Morgan Stanley based in Atlanta, GA, with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2017, previously working at UBS Financial Services for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm emphasizes structured financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Theresa Fabbrini is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She holds the Series 66 designation and has worked in various roles including at Wells Fargo Clearing, Pulte Homes, and Auburn University. She is the owner of Fabbrini Enterprises, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

John Hoskins is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Merrill, Dort FCU, and served in the United States Army Reserve. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. 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 data.

Adam Kazinec is a financial advisor with Cetera Investment Advisers LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 18 years of industry experience, including 15 years with Prudential Insurance Company of America and its affiliated firms. Outside of his advisory work, he serves on the boards of the Jewish Federation of Greater Atlanta and the Jewish Fertility Foundation, contributing to their governance and community engagement efforts. Cetera Investment Advisers LLC operates as a multi-manager platform serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Kimberly Garland is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with 26 years of industry experience. She worked at Jefferies & Company, Inc. for 10 years before joining Morgan Stanley in 2017. Outside of her advisory role, Garland is involved in managing vacation rental properties in Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm employs structured planning tools and broad investment offerings while managing approximately $2.74 trillion in client assets.

Lauren Moore is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley, she held roles at a variety of organizations including the Shooting Star Jackson Hole Golf Club and Jackson Hole Mountain Resort. Outside of financial services, her background includes experience in retail and hospitality sectors. 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 employs a structured planning process using firm-approved tools and offers a broad range of investment and planning services.

Mark Bloom is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 credential and eight years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Edward Jones, among other firms. Outside of his advisory role, he serves as an independent director on the board of Georgia Soccer and co-founded a nonprofit organization to support youth sports access in Atlanta. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides access to a range of investment strategies and affiliated resources, managing over $256 billion in assets.

Alysia Van Beverhoudt is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at law firms and service positions at UberEats and Kroger. 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 supported by structured discovery and modeling tools.

Joseph Falzone is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Prudential Insurance Company of America, Pruco Securities LLC, and SunTrust. Outside of his advisory role, he volunteers as a baseball coach for a nonprofit organization in Johns Creek, Georgia. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Joel Barnett is a financial advisor at Edward Jones in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at LeaseQuery, ExecuSource, and Robert Half Finance & Accounting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Keven Davis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Jimmy Meadows is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing Services, LLC since 2017. Prior to that, he worked at Wells Fargo Bank NA starting in 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Daniel Lewis is a financial advisor with Wells Fargo Advisors in Atlanta, holding a Series 66 designation and beginning his advisory career in 2025. His prior roles include positions at Savills and Rise Property Group, as well as experience in sports representation and capital partnerships. Lewis also has multiple years of involvement with YMCA Camp Thunderbird. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and sports and entertainment planning, supported by Wells Fargo’s research and tools.

Michael Lowe is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved in agricultural and farming activities through Millpond Farm and Timber. 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 wide range of clients, including individuals, institutions, pension plans, charitable organizations, and governmental entities, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management strategies.

Christopher Brantley is a financial advisor at Morgan Stanley in Atlanta, GA, with 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as an executor for multiple estates and is sole proprietor of an agricultural business involving farmland in Georgia. 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 a range of advisory programs, managing approximately $2.74 trillion in client assets.

Timothy Evans is a CFP® professional with 39 years of industry experience, currently with Cambridge Investment Research Advisors since 2020. His prior roles include positions at Avantax Advisory Services, Cumberland Financial Group, and managing his own CPA and tax preparation practice. He is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management and platform arrangements.

Hollis Montgomery is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, and has 11 years of industry experience. He has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Montgomery serves as a general partner and officer in family limited partnerships and holding companies focused on investment and finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a wide range of retail and institutional services.

Frederick Webb II is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services, and is also involved with Georgia Military College and Fulton County Substitute Services. Outside of advisory work, he receives compensation for part-time referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies through third-party asset managers and providing trade execution and custody services via established custodians.

Paul Harrison is a Series 66 licensed financial advisor with Edward Jones in Atlanta, GA, where he has worked since 2006. He has 19 years of industry experience. Outside of his advisory role, he maintains a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Alex Cann Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 2002. Outside of his advisory role, he is associated with a private company, Mountain Folly LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and does not offer individual security recommendations as part of its standalone planning services.