David Somerville is a financial advisor with Primerica Advisors, holding a Series 65 designation and 10 years of industry experience. He has worked at Primerica Financial Services since 2016 and had a prior role in food service as a delivery driver for Jimmy John's. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trading and custody through BNY Mellon Advisors and Pershing.

Matthew Sinon is a financial advisor with Morgan Stanley in Duluth, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he serves as an advisory board member for OCA Georgia, a nonprofit organization, where he organizes and runs a mentorship program focused on leadership and communication skills for Asian Americans. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs and tailored financial planning using structured processes and firm-approved tools.

Philip Evers is a financial advisor at Fidelity with nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he owns a business providing snacks and drinks at events and participates as an amateur pool player in a local league. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Christy King is a Series 65-licensed financial advisor with Primerica Advisors, based in Auburn, GA, and has 13 years of industry experience. She has been with Primerica Financial Services since 2012. Her other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Vincenzo Coccoli is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at Morgan Stanley since 2023 and previously held positions at E*TRADE Securities LLC from 2016 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and methodologies such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Kevin Hallam is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. Prior to joining Cambridge in 2019, he worked at Triad Advisors and Resource Horizons Investment Advisory. He serves as board treasurer for the Norcross Foundation for Excellence and is CEO of H & H Assets. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Christopher Holness is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2016. Outside of his advisory role, he is a passive partner and owner in a digital content company and is involved in property management through a separate real estate business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Ryan Zielinski is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 registrations and has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and E*Trade Securities. Outside of his financial advisory work, he is the owner and operator of Beaver Run Land and Road Co. Ltd., a construction and engineering business based in Ball Ground, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory programs.

Christopher Buckley is a financial advisor with Cambridge Investment Research Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Waddell & Reed and has been involved in various insurance agencies. Outside of his financial advisory work, he is active as a musician, choir director, and concert promoter. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors by providing financial planning, investment management, and retirement advisory services. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Ha Do is a financial professional with seven years of industry experience currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo and Securian Financial Services. Outside of his advisory role, he serves as an elected board member of the Georgia Vietnamese American Chamber of Commerce and volunteers with BPSOS, a nonprofit assisting qualified Vietnamese families with tax filings. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform that includes portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Hipolita Garcia Piota is a financial advisor at Morgan Stanley with Series 66 and Series 63 credentials and two years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and has prior experience at PalmerHouse Properties, Keller Williams, and American Express. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Brandon Williams is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked at Primerica Financial Services since 2019 and previously held roles at Randstad and a parking management company. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third-party asset managers.

Steven Schwartz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Ameriprise Financial Services, INVEST Financial Corp., and Edward Jones. Outside of advisory work, he is a part-time employee with MAGID, a stock safety product vending machine company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by extensive operational and research tools.

Tamseel Fatema is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 66 and Series 63 credentials and has worked with JPMorgan Chase Bank, N.A. since 2018. Outside of her advisory role, she was involved with Nayaab Collections, LLC from 2019 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s investment process combines quantitative screens and qualitative research, incorporates ESG criteria, and reflects broader derivatives and commodities capabilities.

Spencer Short is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. His work history includes positions at Merrill Lynch and the Lynd Company. In addition to his advisory role, he serves on the advisory board of the Dwight and Marlene Short Legacy Fund, a religious-based charity. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Kevin Ashe is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade Securities, and Morgan Stanley. Outside of finance, he co-owns a commercial cleaning business with his daughter. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party data.

Dennis Contic is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 65 licenses and joined Morgan Stanley in 2025. Prior to his current role, he worked at BPG Designs from 2021 to 2025 and has experience as a self-employed individual and at United Parcel Service. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Cecilia Rozema is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Sacred Heart Model School for two years and has experience in education and retail. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate partnerships.

Daniel Dix is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019, and previously held roles at Bank of America and Merrill. He has been affiliated with Georgia Gwinnett College since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Jacqueline Lister is a financial advisor with Morgan Stanley in Duluth, GA, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she operates a handmade jewelry and home decor booth at community events and serves as an officer on the Scholarship Committee for P.E.O., a civic organization in Des Moines, Iowa. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.