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 with Fidelity, holding Series 63, 65, and 66 licenses and 20 years of industry experience. Her previous roles include positions at Allstate Insurance Company and New York Life Insurance Company. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including advisory roles for registered investment companies and fund-of-funds.

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.

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.

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.

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.

Dominick Del Pozzo is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at E*TRADE Securities LLC and several positions in finance and other sectors. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach involves structured discovery conversations and firm-approved planning tools, with clients responsible for plan implementation and updates.

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.