Samuel Burton is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his current role, he worked at E*Trade Securities LLC and has a varied background including positions outside finance. Morgan Stanley Wealth Management offers a broad range of advisory programs serving both individual and institutional clients, utilizing structured financial planning tools and providing access to extensive investment resources.

Marc Cohen is a financial advisor with Ameriprise in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Cohen is involved in business coaching and consulting through Mackall, Cohen and Associates, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Charles Gorman is a financial advisor with Wells Fargo Clearing who holds the Series 66 designation and has one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Equitable Financial Life Insurance, and service as an infantryman in the Georgia Army National Guard. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting with a focus on research-driven, diversified investment approaches.

Casey Jones is an Investment Consultant at the Alpharetta Fidelity branch in Georgia. He has been in this role since 2025, focusing on educating and preparing clients for a financial future that meets their retirement needs and goals. Prior to this, he worked as a Relationship Manager at Fidelity Investments from 2024 to 2025 and served as a Retirement Planner at the same company from 2023 to 2024. From 2016 to 2023, Casey was a Financial Advisor at Wealth Integrity Financial. Casey has experience in investment consulting, relationship management, retirement planning, and financial advising. Outside of his professional work, he engages in family activities, fitness, social events with friends, golf, outdoor adventures, and traveling.

Jeff Dear is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Wells Fargo, MassMutual, and PNC Bank. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and approved tools, with a focus on advisory services rather than individual security recommendations.

Joseph Armenta III is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked in the hospitality industry at various establishments including Southern Roots Tavern and Eatery and Dingus Magees. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients both directly and through corporate financial planning agreements.

Emily Ellis is a financial advisor with Ameriprise in Marietta, GA, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. She worked at Edward Jones from 1999 to 2017 before joining Ameriprise Financial Services in 2017, where she has been since. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver these services, with an emphasis on assets held within Ameriprise-managed accounts.

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.

Troy De Hoff is a financial advisor with Edward Jones in Woodstock, GA. He holds the CFP®, ChFC®, and Series 66 designations and has four years of industry experience. Prior to joining Edward Jones, he worked at Dow Chemical for nine years and took a one-year retirement before starting his current role. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

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.

Justin Cook is a financial advisor with LPL Financial in Alpharetta, GA, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for six years and has held roles at several companies including Kimberly Clark and Halyard Health. In addition to his advisory role, Cook is involved with Crump Life Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party managers, and customized strategies.

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.

Audrey Croft is a financial advisor with Ameriprise in Acworth, GA, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate since 2005. In addition to her advisory role, she is involved with LegalShield, where she solicits memberships for legal service plans. Ameriprise offers retirement-income planning services targeting clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized consulting team in partnership with financial advisors like Croft.

Eric Hansen is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2013, he worked at Financial Telesis Inc, Invest-N-U, LLC, Arista Investment Advisors, LLC, and Citigroup Global Markets. He is also involved with Hartman Astor Investment Consultants. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

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.

Amy Webster is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 26 years of industry experience. Her prior roles include positions at Truist Investment Services, Fidelity Investments, Register Financial Associates, and Wells Fargo Advisors. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment strategies.

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.

Susan Lane is a financial advisor at Fidelity with 20 years of industry experience. Her prior roles include positions at Allstate Insurance Company and New York Life Insurance Company. She holds the Series 66, Series 63, and Series 65 designations. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of algorithmic methods including AI in its investment process.

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.