Sarah Jun is a financial advisor with J.P. Morgan Securities in Duluth, GA, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with J.P. Morgan Securities since 2013 and also works with JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

John Kloecker is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Alpharetta, GA. He has been with Raymond James since 2005 and is also the owner and president of Creative Financial Team, LLC, a support company he founded. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary, tailored investment consulting supported by analytical tools and sponsors wrap-fee advisory programs.

Matthew Newall is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients with 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 offers comprehensive services through its Financial Advisors and Estate Planning Strategies Group.

Charul Bharat is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Their work history includes roles at Bank of America, N.A., and Merrill dating back to 2006. Outside of advising, Charul is a partner at Blue Mango Properties LLC, a company involved in property management. 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 various model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rodney Foster is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Equitable Advisors since 1999. Outside of his advisory role, he is an author of non-financial related material. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.

Maria Mccann is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1993. 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 and financial planning services supported by structured discovery processes and firm-approved tools.

H Farris is a Wealth Management Advisor at Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies aimed at pursuing long-term goals, focusing on areas such as corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Farris is committed to understanding each client's unique financial situation and works one-on-one to create flexible solutions that reflect their risk tolerance, time horizon, liquidity needs, and investment objectives. He holds several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Farris earned a Bachelor's Degree from Wittenberg University. His community involvement includes participation with the Boy Scouts of America. Outside of his professional role, Farris enjoys golfing, swimming, traveling, and spending time with his family.

Thomas Jones is a financial advisor with UBS Financial Services in Roswell, GA. He holds Series 63 and Series 65 licenses and has 45 years of industry experience, including 36 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research, model-based asset allocations, and institutional trading capabilities with wealth management services.

Delton Hudgens is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. His work history includes roles at Wells Fargo Bank, Thrivent Financial, International Business Machines, and State Farm. 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, relying on research and analytics from Wells Fargo Investment Institute and third-party sources.

Zeeshan Dossani is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Leslie Castrejon is a financial advisor with Morgan Stanley in Atlanta, holding a Series 66 license and having seven years of industry experience. Before joining Morgan Stanley in 2017, Leslie worked at UBS Financial Services and was also employed at Kennesaw State University. Outside of finance, Leslie owns and operates a coffee shop called El Chisme LLC in Lawrenceville, Georgia. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning arrangements.

James Tyson is a Series 66-credentialed financial advisor with nine years of industry experience. He has been with Ameriprise Financial Services since 2016, currently practicing in Roswell, GA. Outside of his advisory role, he owns and manages Cotton and Coal Collective, an investment-related business. Ameriprise Financial Services serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm emphasizes tax-aware withdrawal strategies and dependable income sources, with a retirement planning process supported by internal research and third-party data.

David Taylor is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds a Series 63 designation and has worked with Mass Mutual Investors Services since 2017, following over two decades at Metlife Securities Inc. In addition to his financial career, Taylor is an artist specializing in portraits and prints. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using a collaborative approach with firm-approved analytical tools.

Christopher Hampton is a financial advisor with Fidelity Investments in Roswell, GA, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. Prior to joining Fidelity in 2025, he worked at Morgan Stanley from 2018 to 2025. Outside of his advisory role, he engages in musical performance as a DJ streamer on Twitch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.

Rebecca Cates is a CFP® with 15 years of industry experience, currently affiliated with Raymond James Financial. She has previously worked at Wells Fargo Advisors LLC and is an independent contractor for R. Thornton Cates Financial Group, where she focuses on financial planning and investment management. Raymond James Financial Services Advisors, Inc. offers financial planning and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools and tailored planning approaches, supporting a broad advisor network and maintaining specialized programs for municipal finance and employer retirement plans.

Eric Ortiz is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2023 and has prior experience with Regions Bank dating back to 2016. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that allows advisors to implement various investment strategies across discretionary and non-discretionary accounts.

Erica Carson is a financial advisor with Edward Jones in Marietta, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she held positions at Amazon Web Services, CommScope, Populus Group, Strategic Link Consulting, and Fiserv. Outside of her advisory role, Erica operates an e-commerce venture selling items through eBay and participates as a consignor with Rhea Lana, a consignment business in Marietta. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated products with over $1 trillion in assets under management supported by a nationwide network of more than 23,000 advisors.

Vanessa Brown is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. She has 30 years of industry experience, including prior work at SunTrust Advisory Services from 2016 to 2020. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics from Wells Fargo Investment Institute with diversified investment principles to serve clients through brokerage and advisory solutions.

Timothy Holcombe is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked at UBS Financial Services Inc for ten years before joining Raymond James in 2018. Outside of his advisory role, he is involved with Dragonfly Farms LLC, an agricultural business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, drawing on various portfolio management styles and affiliated research resources.

Kevin Sechrist is a financial advisor at Edward Jones in Woodstock, GA, with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and JP Morgan Chase. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branches.