Kenneth Collett is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, incorporating economic modeling techniques to help clients evaluate potential outcomes.

James Tuenge is a financial advisor with Thrivent Investment Management in Johns Creek, GA. He holds a Series 66 credential and began his advisory career in 2025 after a 28-year tenure at Newell Brands. Outside of his advisory role, he participates in market research studies related to food product testing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary portfolio management. Their approach includes comprehensive written recommendations across various planning areas and allows clients to integrate planning with managed-account services through a consolidated billing option called WealthPlan.

Cory Robinson is a financial advisor with LPL Financial in Buford, GA, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years at Invest Financial Corporation. Robinson also owns Cory L Robinson CPA PC, a tax preparation and accounting firm he has operated since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Jesse Warshaw is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at UBS Financial Services and E*TRADE Securities and Capital Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured processes and firm-approved tools.

Luz Botero Lopez is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at E*TRADE Capital Management and E*TRADE Securities, as well as the Stern Law Firm and AVT Inc. Outside of her advisory work, she owns and operates an e-commerce business. 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 tailored financial planning services supported by structured discovery and firm-approved planning tools.

Charles Williams III is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2022. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, providing tailored investment solutions and acting as an ERISA fiduciary when advising clients.

Tok Son is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Bank of America NA and has experience in construction and retail sectors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Justin Cook is a financial advisor at LPL Financial in Alpharetta, GA, holding a Series 66 credential with six years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for six years and has held various roles in companies including Kimberly Clark and TireHub. Outside of his advisory role, he is involved with Crump Life Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting supported by research and model portfolios, providing both discretionary and non-discretionary management.

Henry Dodson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities for several years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Patrick Grant is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 28 years of industry experience. His career history includes roles at Dempsey Lord Smith, LLC and Mass Mutual Life Insurance. He is also involved in a referral business outside of his advisory work. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a variety of portfolio management options and employs both proprietary and third-party strategies tailored to client objectives.

Luke Snider is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since graduating from the Georgia Institute of Technology in 2009. He is a member of the Snider Team and has over 15 years of experience advising clients on wealth management strategies. Luke holds the Certified Private Wealth Advisor® (CPWA®) designation administered by the Investments & Wealth Institute and the Certified Portfolio Manager (CPM) designation from the Academy of Certified Portfolio Managers. His areas of focus include college education planning, international wealth management, personal retirement planning, portfolio management services, and retirement income. He has been recognized by Forbes on the 2023 list of "Top Next-Generation Wealth Advisors Best-in-State" and as a member of The Snider Team on the 2023 and 2024 Forbes "Best-in-State Wealth Management Teams" list. Outside of his professional work, Luke lives in Atlanta, Georgia with his wife Lilian and their three children. He is an active member of Buckhead Church and participates in the Georgia Tech community as a mentor. His personal interests include football, woodworking, yoga, and spending time with his family.

Alex Cunningham is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Primerica Financial Services since 2009. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a selection of discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Nathaniel Langley is a CFP® with 14 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2026. His prior experience includes roles at Commonwealth Financial Network, Avantax, and 1st Global Advisors. He is also a co-owner of Gwinnett Financial Services, a private entity facilitating securities, advisory, and insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations within a large advisor network.

Jaaymen Rochell is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial planning and investment management services to clients. He holds a Bachelor's Degree from the University System of Georgia. No additional information on experience, credentials, or personal interests was provided.

Erik Martinez is currently a Planning Consultant who collaborates with individuals and families to develop personalized financial plans designed to support the growth, protection, and transfer of their wealth. He has professional experience as a Relationship Manager and Central Relationship Manager at Fidelity Investments from 2022 to 2026, as well as a Business Development Associate at JPMorgan Chase from 2020 to 2021. Outside of his professional work, Erik's personal interests include baseball, family activities, fitness, and music.

Kelli Rogan is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, following prior roles at Bank of America and Merrill Lynch. Outside of her advisory work, Rogan serves as a trustee for an investment-related real estate entity and acts as power of attorney for a family member. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering planning solutions that include scenario modeling and tailored financial strategies.

Christopher Chance is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has worked at Cetera and its affiliates since 2020, with prior experience at Wells Fargo Advisors and Wells Fargo Clearing from 2015 to 2020. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, employer-sponsored plans, and institutional accounts, offering a range of program options from automated allocations to customized investment strategies.

Richard Reasoner is a financial advisor with Fidelity Investments, holding Series 65 and Series 63 designations and bringing 19 years of industry experience. His prior roles include positions at Merrill and Arkadios Wealth Advisors. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to both retail and institutional clients, including charitable and registered investment company clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Shallan Farmer is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 credential and has been with Edward Jones since 2016. Outside of her advisory role, she is associated with Advocare International, a health products business based in Plano, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fees, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexander Horgan is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities and held roles outside the financial sector including positions with Union City Chrysler Dodge Jeep and Alliance Inspection Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.