Jeremy Adams is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63, Series 65, and Series 66 designations and 11 years of industry experience. His career includes roles at Merrill and Wells Fargo Bank NA, alongside a two-year period as a self-employed construction and remodeling professional. 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 uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a broad client base.

Steven Grosswald is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he serves as President of the Dunwoody Homeowners Association and participates on finance and investment committees for local nonprofit organizations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Dayna May is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2019. Prior to that, she was employed by J.P. Morgan Chase Bank and J.P. Morgan Securities LLC from 2012 to 2019. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including customized financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools to develop comprehensive financial plans.

Jonathan Lewis is a financial advisor at Ameriprise with 23 years of industry experience. He previously worked at South State Bank and LPL Financial, LLC for ten years each. Outside of his advisory role, he owns Ultimate Racing Helmets, LLC, a retail business based in Jefferson, GA. Ameriprise provides 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.

Scott Mackall is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005 and holds a Series 63 designation. Outside of his advisory role, he is involved in a business that provides expense management and personal services. Ameriprise serves clients primarily through its retirement-income planning service for individuals with substantial investable assets, offering tailored recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions.

Wyatt Duncan is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Morgan Stanley for three years and has held roles at Bank of America and CIBC Private Wealth US. Outside of finance, he has experience working in the restaurant industry at Mo'Nelisa Italian Restaurant and Pizzeria. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Walker is a financial advisor with Edward Jones in Alpharetta, GA, holding a Series 66 designation and 13 years of industry experience, all of which has been with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Charles Simon is a financial advisor at Edward Jones in Canton, GA, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Fran Jones is a financial advisor with Merrill, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Prior to joining Merrill in 2022, Fran worked at Ameriprise and Bank of America, N.A., and has experience in home furnishings and nonprofit work with the Princeton Education Foundation. 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.

Monica Demichele is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Her previous work includes a role at CARE DAILY AI and freelance work from 2016 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a broader range of financial products than typical large institutional advisers.

James Rohrer is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked at Earth Wall Products and held various positions in education and business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning engagements using firm-approved analytical tools.

Vincent Owens is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. 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’s financial planning approach relies on structured discovery, firm-approved tools, and modeling techniques such as Monte Carlo simulations.

Ashley Davy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2014 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns and operates a trucking company and serves as treasurer for a local youth basketball organization. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Buhm Nam is a financial advisor at Mass Mutual Investors Services with 35 years of industry experience. He has previously worked at Metlife Securities Inc. for 28 years before joining Mass Mutual and holds a Series 63 designation. In addition to his advisory role, Nam is involved in insurance brokerage and serves as a managing partner at an insurance services firm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through structured, collaborative planning engagements.

Bryson Jenkins is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2024 and is the founder of Founder Financial, LLC, a non-investment support company. Jenkins also holds a Property and Casualty insurance license related to a referral arrangement with a yacht broker. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, nonprofits, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers unique services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting programs.

Justin Cardon is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, serving previously as a Financial Consultant and Relationship Manager. Prior to joining Fidelity, Justin worked as a Senior Financial Advisor at Vanguard from 2017 to 2020 and as a Wealth Strategy Associate at UBS Private Wealth Management from 2013 to 2017. Justin is a CERTIFIED FINANCIAL PLANNER who emphasizes understanding clients' goals and values to develop tailored financial plans that integrate all areas of personal finance. He holds an Arkansas Insurance License, supporting his expertise in financial planning and related services.

Jeffrey Hollis is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2012 to 2022. Based in Ellijay, GA, he has been with Ameriprise since 2022. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized advice, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Matthew Koerwer is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with 11 years of industry experience. He previously worked at E*TRADE Securities LLC from 2014 to 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market outcome modeling.

Alexander Dodd is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Morgan Stanley in 2023, he was involved in entrepreneurial ventures including A2Z Installations LLC and Mobile Assembly LLC. 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 financial planning uses structured discovery and proprietary tools, offering a range of investment and advisory services through its broad platform.

Cassey Adams Jr. is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with less than one year of industry experience. Prior to joining Morgan Stanley, Adams worked in various service and educational roles, including at Outback Steakhouse and Kennesaw State University. 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 utilizes structured planning tools and modeling techniques to support its financial planning process.