Brian Sims is a financial advisor with Wells Fargo Clearing in Roswell, GA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Wells Fargo Advisors LLC for seven years before joining his current firm in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Jordan Neuburger is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and with two years of industry experience. Prior to joining Morgan Stanley, Neuburger’s background includes roles at The Container Store and Forsyth County Schools. Outside of his advisory work, he continues to be employed by The Container Store. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, emphasizing advisory services without individual security recommendations as part of standalone plans.

Steven Silvey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2017, following prior roles including a position at RBC Capital Markets, LLC. 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.

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.

Erlina Ciraldo is a financial advisor at Edward Jones in Roswell, GA, with 18 years of industry experience. She has held her current position since 2014 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Richard Weil is a financial advisor at Raymond James & Associates with 45 years of industry experience. He has been with Raymond James & Associates since 2002 and holds Series 63 and Series 65 designations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional and pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Emily Schmutz is a financial advisor at Raymond James & Associates in Alpharetta, GA, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Fiserv and MarketSource. She also spent time as a full-time parent between 2021 and 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Dylan Haynes is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at E*TRADE Securities LLC and Farmers Insurance. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

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.

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 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.

Erin Raby is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. 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 a structured planning process that includes firm-approved tools and modeling techniques to support client financial plans.

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.