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 at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with 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 providing a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and strategies.

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 with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Morgan Stanley, he worked at the US Census, Domino's, and Premier Rental Purchase. Outside of his advisory role, he is also active as a rideshare driver for Uber. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

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.

Joseph Riggs is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and has worked previously at Mass Mutual Investors Services and MassMutual Life Insurance Company. Riggs is also an independent contractor financial planner with Founder Financial. 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 specialized affiliations.

Christopher Anderson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His work history includes roles outside the financial industry, such as with Jackson Healthcare LocumTenens.com and Your Pie Pizza. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, registered commodity pool operations, and advisory roles with multiple registered investment companies.

Scott Schoenberg is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. He holds the Certified Private Wealth Advisor® designation and has served in roles including Branch Manager and Wealth Management Advisor. Scott regularly works with strategic client management to help clients utilize firm resources and address financing and advisory needs for individuals and their businesses. Scott's expertise encompasses all aspects of wealth management, advisory, and banking. His background also includes working at IBM as a Co-Op during his college years, running for the Georgia House of Representatives, and working as a freelance writer. He has served on the Board of Directors for the Georgia Chamber of Commerce, Folds of Honor Georgia, and the Terry College Executive MBA program. He holds a Bachelor's Degree and a Master of Business Administration (MBA) from the University System of Georgia. Scott is committed to promoting financial literacy among young people. He and his wife, Stephanie, reside in Peachtree Corners, GA, and have three children.

David Houck III is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and previously worked at Google, Cisco Systems, and NCR Corporation. Outside of his advisory role, he serves as president of the Houck Foundation, a private family foundation that provides grants to nonprofit organizations such as the Atlanta Humane Society, Rotary, and Georgia Aquarium. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial plans without discretionary portfolio management. The firm emphasizes thorough planning on topics including retirement, estate, and tax issues, while keeping planning and managed-account services separate.

Corey Sheres is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously worked at E*Trade Securities LLC for 14 years before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

Ninya Bowman is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of her advisory role, she co-owns Custom Solar Solutions LLC, providing solar energy strategy advice and marketing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and develops tailored investment recommendations using proprietary research and tools.

Courtney Walls is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has held positions at firms including Bank of America, Stifel Nicolaus & Co Inc, JP Morgan Chase Bank, and Fidelity. Walls is based in Alpharetta, GA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jamie Klinnert is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2025. Prior to this role, he spent ten years at Wells Fargo Home Mortgage. He serves as a finance committee member for the United Way of Greater Atlanta, focusing on child well-being initiatives in the Atlanta area. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Patricia Winske is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2019. She is also involved with Nettuno & Associates as a Compliance Director and advisory representative. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Bryan Richards is a financial advisor at Edward Jones in Buford, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Mary Wollstein is a financial advisor at Morgan Stanley with 43 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill for 35 years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Patrick Rice Jr. is a financial advisor with LPL Financial in Suwanee, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked concurrently at Renasant Bank and LPL Financial since 2010 and previously held roles at Cherry Bekaert Wealth Management LLC and Synovus Securities, Inc. In addition to his advisory work, Rice serves as an officer of Renasant Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive non-advisory financial activities and oversight of over $819 billion in discretionary assets.

Edwin Mayer is a financial advisor at Ameriprise in Roswell, GA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.