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.

Eric Hansen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is associated with Hartman Astor Investment Consultants in Cumming, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

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.

Steven Keener is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers financial planning through its Financial Advisors and Estate Planning Strategies Group and manages approximately $2.74 trillion in client assets.

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.

Mark Ramsey is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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.

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.

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.

Philip Downing is a financial advisor at Edward Jones in Alpharetta, GA, holding a Series 66 designation with two years of industry experience. His previous roles include positions at Base64.ai, Inc., NiX Software, Inc., and Arcos LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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.

Dominick Del Pozzo is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities and has experience in various roles including at Pharmacy Development Services and GovSpend. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services supported by firm-approved tools and analysis.

William Tallman Jr. is a financial advisor at Merrill with 27 years of industry experience. He holds a Series 66 credential and has been with Merrill since 1999, also working concurrently at Bank of America, N.A. since 2011. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Stephen Malone is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously spent six years at Bank of America and 41 years at Merrill. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and serves a broad range of clients through both direct and employer-sponsored plans.

Roberto Morejon Hernandez is a financial advisor at Morgan Stanley in Alpharetta, GA, with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2023. Prior to his financial services career, he held positions at the US Census, Dominos, Premier Rental Purchase, and Cracker Barrel. Outside of his advisor role, he is also active as a rideshare driver. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

Kristin Wint is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 12 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charities. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment preferences.

Craig Norton is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he serves as a member of the Orange Bowl Committee. 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 financial planning and investment consulting with a range of portfolio management styles supported by affiliated research and specialized services such as municipal advisory and employer consulting programs.