Dylan Strickland is a financial advisor at Wells Fargo Clearing in Duluth, GA, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Wells Fargo, he was associated with Florida Financial Advisors DBA Georgia Financial Advisors and has academic experience at Georgia State University and Georgia Institute of Technology. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Somerville is a financial advisor with Primerica Advisors, holding a Series 65 designation and nine years of industry experience. He has been with Primerica Financial Services since 2016 and previously worked briefly in food service as a delivery driver. Outside of advising, he is involved in the management and operations of investment-related products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-driven investment approach supported by third-party asset managers and custodial services, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors.

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.

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 with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Morgan Stanley since 2021 and previously at E*TRADE Securities LLC from 2016 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and proprietary market simulations.

Kevin Hallam is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds a Series 66 credential and has worked previously at Triad Advisors, Inc. He serves as board treasurer for the Norcross Foundation for Excellence. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base through a network of independent Financial Professionals, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm provides various portfolio management solutions, including proprietary and third-party strategies, delivered across multiple custody platforms with both discretionary and non-discretionary options.

Christopher Holness is a financial advisor with J.P. Morgan Securities in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with J.P. Morgan since 2016 and is a partner in several digital content and property management ventures. Outside of his advisory role, he is involved as a passive partner in a digital content company and assists with property management through a separate business entity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized, non-discretionary advice.

Carole Tholen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, she worked for 1.800MD, LLC for ten years. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeff Hogan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2008 and joined Merrill Lynch in 2013. Jeff's work focuses on creating strategies and providing advice tailored to individuals, families, and businesses to help meet both their short- and long-term financial objectives. Jeff’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. He holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Jeff earned a bachelor's degree in Business Administration with a specialty in Finance from the University of Mississippi. Residing in Atlanta with his wife Kara and their three children, Jeff engages in baseball, basketball, biking, football, golfing, and spending time with his family. He is also involved in his community through Catholic Charities Atlanta and the Northside Youth Organization.

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 at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge since 2019, following three years at Waddell & Reed. Outside of his advisory work, Buckley is active in music as a guitarist, choir director, and concert promoter. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual, institutional, and retirement plan clients with a range of financial planning, investment management, and retirement advisory services. The firm employs multiple custody and platform options, offers proprietary and third-party model strategies, and supports both discretionary and non-discretionary investment management tailored to client objectives.

Terius Dolby is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2016, following a decade at Banc of America Investment Services, Inc. and Bank of America, N.A. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Ha Do is a financial professional with seven years of industry experience, currently associated with Cetera. He holds Series 63 and Series 66 credentials and has worked previously at firms including Wells Fargo and Securian Financial Services. Outside of his advisory role, Ha Do serves as an elected board member of the Georgia Vietnamese American Chamber of Commerce and volunteers with BPSOS, a nonprofit assisting Vietnamese families with tax filing. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Hipolita Garcia Piota is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at American Express and several real estate firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Brandon Williams is a financial advisor at Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses with five years of industry experience. He has been with Primerica Financial Services since 2019, following prior roles in management and operations at Randstad and a parking management company. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with a large network of advisors and employs model-delivery strategies managed by unaffiliated asset managers, offering a range of investment approaches including recently added cryptocurrency ETF models.

Brandon Hastings is a financial advisor with LPL Financial in Buford, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is a part-owner of multiple boat and RV storage businesses in the Buford area and holds a general contractor’s license through a home-based construction and remodeling business established for personal use. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including access to model portfolios and research, and supports both discretionary and non-discretionary management strategies.

Marc Walker is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Kestra Financial Services and over a decade with Legacy Executive Benefits, where he provides consulting for qualified and non-qualified clients and serves as Chief Investment Officer. Walker is also president of Momentum Financial Consulting of Georgia. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm uses a range of investment strategies and platform arrangements, combining proprietary models with access to unaffiliated strategists, and supports both discretionary and non-discretionary implementation tailored to client objectives.

Steven Schwartz is a financial advisor with LPL Financial in Buford, GA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Ameriprise Financial Services Inc. and INVEST Financial Corp. Outside the advisory business, he is a part-time employee of MAGID, a company operating stock safety product vending machines. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of model portfolios and access to research from multiple sources.

Tamseel Fatema is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2018 and JP Morgan Securities LLC since 2014. From 2019 to 2024, she was involved with Nayaab Collections, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Spencer Short is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Merrill Lynch and the Lynd Company. He serves on the advisory board of the Dwight and Marlene Short Legacy Fund, a religious-based charity that selects organizations to receive donations. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates firm-approved tools and considers broad market outlooks without recommending individual securities as part of standalone planning.