Kelly Smith is a financial advisor at Wells Fargo Clearing with eight years of industry experience. Smith holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018. Prior to that, Smith held positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and Customers Bank. Outside of financial services, Smith owns and operates an auto repair business in Lithonia, Georgia. 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 grounded in modern portfolio theory, incorporating a broader set of financial products including insurance-related vehicles and bank deposit sweep options.

Renee Houser is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has worked within Wells Fargo affiliates since 2016. 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 investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Michael King is a Series 65-licensed financial advisor with Primerica Advisors in Smyrna, GA, where he has worked since 2016. He has nine years of industry experience. His other business activities include management and operations related to investment products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services supported by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Zhongqi Luo is a Financial Advisor with Merrill Lynch Wealth Management based in Orlando, Florida. He specializes in family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Zhongqi takes the time to understand clients’ unique financial goals to develop tailored short-, mid-, and long-term plans. With expertise in financial planning and investment management, Zhongqi supports clients through retirement planning, investment management, tax optimization, education savings, and asset preservation. As a native Mandarin speaker, he is well-positioned to serve clients from diverse cultural backgrounds, particularly Chinese families, offering clear and culturally informed financial advice. Zhongqi holds professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). Outside of his professional work, Zhongqi enjoys playing pickleball, skiing, and tennis. He is actively involved in the Orlando pickleball community, reflecting his engagement in local activities.

Rosalie Knop is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior work includes roles at Allstate Insurance Co, Compass Capital, Securian Financial Services, Minnesota Life Insurance Company, and Wells Fargo Bank NA. She is also involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm emphasizes a percentage-based, tiered wrap-fee structure and utilizes third-party asset managers with oversight and due diligence.

Angel Galan is a financial advisor with LPL Financial based in Atlanta, GA. He holds the Series 66 designation and has 20 years of industry experience. Prior to joining LPL Financial in 2018, he worked at several firms including United Community Banks, INVEST Financial Corporation, and Morgan Stanley. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Jeremy Hodges is a financial advisor with Cambridge Investment Research Advisors in Alpharetta, GA. He holds the CFP® and ChFC® designations, along with a Series 66 license, and has 19 years of industry experience. Prior to joining Cambridge Investment Research Advisors, he worked at Commonwealth Financial Network and MSI Financial Services, and he continues to own and operate MH Wealth Management, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and provides access to various third-party advisers and proprietary model strategies.

Bikram Chandhok is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to his current role, he worked extensively at E*TRADE Capital Management and E*TRADE Securities from 2015 to 2023. Outside of finance, he is involved with Fire Maker Brewing Co, a restaurant and bar in Atlanta, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Edward Wise is a CFP® with 35 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He spent 21 years at Triad Advisors, Inc. prior to joining OSAIC. Outside of his advisory role, he owns E.F. Wise Planning LLC, an insurance sales and marketing business. OSAIC serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with a platform supported by both proprietary models and third-party managers.

Kevin Latty is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and possessing 43 years of industry experience. He has been affiliated with Raymond James since 1990 and owns Latty Financial Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools and supports a broad advisor network with specialized municipal and public-finance services.

Gregory Ewing is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by approved tools and offers a broad range of investment and financial solutions.

Luke Hedrick is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, as well as earlier work in education at Wesleyan School and Georgia Southern University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors, with additional services that include financial planning, consulting, and access to third-party asset managers.

Mason White is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at United Parcel Service, McDaniel College, and Austin's Restaurant Bar & Grill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Olivia Jack is a financial advisor at Morgan Stanley in Alpharetta, GA, with one year of industry experience. She holds Series 65 and Series 63 licenses. Outside of her advisory role, Olivia is involved as an officer and director of sales and marketing for Pipoca Brazil, LLC, a retail and online store. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and a range of investment programs, serving a broad client base through multiple advisory arrangements.

Joseph Bryson is a financial advisor at Primerica Advisors in Duluth, GA, holding a Series 66 designation with 20 years of industry experience. His prior experience includes roles at FSC Securities Corporation and Wells Fargo Advisors. He is also involved in the sale of home security and automation products through affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and supports accounts with BNY Mellon Advisors and Pershing custody/clearing services.

Jillian Vasquez is a financial advisor at Morgan Stanley with 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2021. Prior to that, she worked in education at Gwinnett County Public School from 2017 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment research.

Steven Baardon is a financial advisor at OSAIC Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at several firms including IP Financial Services LLC, Innovation Partners LLC, Spartan Approach LLC, and Assured Partners of South Florida. Outside of his advisory role, Baardon operates Baardon Services, LLC, where he serves as a business growth advisor focusing on maximizing enterprise value as part of exit strategies. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a wide range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization tools, and a multi-advisor platform supported by broker-dealer and RIA relationships.

Robert Mc Iver is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Primerica Advisors since 2017 and previously worked at Advanced Control Solutions from 2014 to 2017. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies supported by third-party asset managers and custodians.

Brian Mcgill II is a CFP® professional with 19 years of experience in the financial advisory industry. He is currently with LPL Financial and has previously worked at firms including Kestra Investment Services, Redwood Wealth Management, Fidelity, Merrill, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions with advisory and brokerage services. The firm offers a range of investment and financial planning solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support its network of over 22,900 advisors.

Tien Lecroy is a financial advisor at Wells Fargo Clearing with a Series 66 credential and four years of industry experience. Prior to joining Wells Fargo in 2025, Lecroy worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2022 to 2025, and at Merrill and Bank of America Corporation from 2017 to 2022. Outside of finance, Lecroy owns and operates LeCroy's Organic Photography, a photography service business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice rooted in modern portfolio theory. The firm serves institutional clients with an IPS-driven approach and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.