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.

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.

Luke Snider is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he is a member of the Snider Team. He began his career at Merrill Lynch in 2009 after graduating from the Georgia Institute of Technology. Luke has over 15 years of experience in wealth management, focusing on areas such as college education planning, international wealth management, personal retirement planning, portfolio management services, and retirement income. Luke holds a Bachelor's Degree from Georgia Institute of Technology and has earned professional designations including Certified Private Wealth Advisor (CPWA) from the Investments & Wealth Institute, Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA). 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" lists. Outside of his professional work, Luke is an active member of Buckhead Church and the GT Mentor Jackets. He resides in Atlanta, Georgia, with his wife Lilian and enjoys football, woodworking, yoga, and spending time with his family. He also serves as a small group leader and volunteer at Buckhead Church and maintains connections within the Georgia Tech community.

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.

Hang Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Wells Fargo, Nguyen worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for five years. 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 and third-party sources.

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.

Amanda Brooks is a financial advisor with Merrill, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1998. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients 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.

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 at Fidelity with Series 65 and Series 63 licenses and 20 years of industry experience. His prior roles include positions at Merrill, Arkadios Wealth Advisors, Arkadios Capital, ACG Wealth, Banc of America Investment Services, Truist Investment Services, and Citigroup Global Markets. He is based in Sugar Hill, Georgia. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, using a model-driven approach that includes multi-manager and fund-of-funds structures.

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.

William Flowers is a Series 66 licensed financial advisor with 18 years of industry experience. He currently works with LPL Financial and previously spent nine years at SunTrust Advisory Services and 17 years at SunTrust Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.

Michael Woods is a CFP® professional with 32 years of experience, currently serving at Mass Mutual Investors Services since 2005. He is also the president and owner of MMW Financial LLC, an entity he uses for business income and expense bookkeeping, and owns a small eBay sales venture that supports his son’s activities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations.

Benjamin Smith is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2011, with additional roles at Morgan Stanley Services Group, Solium Financial Services LLC, and E*Trade Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize firm-approved tools and modeling techniques.

Ji You is a Financial Services Advisor (FSA) at Merrill Lynch Wealth Management. With experience spanning banking and wealth management, Ji transitioned from a background in music to finance, bringing a diverse perspective to client service and financial guidance. Ji holds a Bachelor's degree from the University of Colorado System and two Master's degrees, one from the University of North Texas and another from Indiana University. Ji's academic journey reflects a strong foundation prior to entering the financial services industry. At Merrill Lynch Wealth Management, Ji focuses on assisting clients with their investment and financial planning needs, leveraging a Personal Investment Advisor (PIA) designation.