Citlaly Julian is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been with Morgan Stanley since 2016 and previously worked at E*Trade Securities for one year. Outside her advisory role, she volunteers with the Financial Planning Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including 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 diverse suite of investment products and services.

David Kroll is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades before joining LPL Enterprise. 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 largely model-driven, utilizing portfolios developed by internal and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and affiliated trust and insurance services.

John Fuller is a financial advisor at UBS Financial Services in Atlanta, GA, with 32 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Fuller serves on the board of the Kennesaw Girls Softball Association as a scheduler for a nonprofit youth softball organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Samuel Srochi is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 designations and 39 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Trinity Lawrence is a financial advisor at Ameriprise in Atlanta, GA, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Ameriprise, Lawrence worked at AlliantGroup and spent seven years at Brinker Nation - Chili's Bar and Grill. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team to deliver written, non-discretionary recommendations based on research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Steck is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked at LPL Enterprise since 2024 and was previously with Pruco Securities, LLC for 41 years. Steck is also a partner and financial professional at Cornerstone Financial Partners, LLC, where he is involved in the sales and service of insurance and investments. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of financial planning, consulting, and insurance services.

Jackson Mc Monagle is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with less than one year of industry experience. His prior work background includes roles in various industries such as leasing, parking solutions, and education. He is currently affiliated with Auburn University. 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 financial planning services using firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Ernest Moncrieff III is a financial advisor at UBS Financial Services in Atlanta, GA, with 45 years of industry experience. He has been with UBS since 1995. He holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Micah Kanicki is a financial advisor with Morgan Stanley in Atlanta, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley, he worked at Woodstack BBQ Tavern and Reef Boutique, and he attended Valdosta State University. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Mitch Green is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, serving in various roles including Planning Consultant, Investor Center Relationship Manager, and Central Relationship Manager. Prior to joining Fidelity, Mitch worked as a Branch Office Administrator at Edward Jones from 2018 to 2021. In his current role, Mitch focuses on delivering personalized financial strategies that align with clients' unique objectives. He leverages Fidelity's tools and resources to assist clients throughout their financial journeys. Mitch's professional experience encompasses client relationship management and financial planning within the investment industry. Outside of his professional work, Mitch has personal interests that include cooking and baking, exploring food as a foodie, hiking, and traveling.

Aidan Sullivan is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including Mercer Advisors and Prime Technical Services. Outside of his advisory role, he was involved with VocoVision in 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Jackson Harris is a financial advisor with Edward Jones in Grayson, GA. He holds a Series 66 designation and has experience working since 2017 across several firms, including The Hardy Group and Reeves Young. Harris joined Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Timothy Hourihan is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 14 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2020 and previously held roles at Bank of America N.A. and Merrill from 2012 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models to support its advisory services.

Robert Moore Jr is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has previously worked at Morgan Stanley, Merrill, and Ameriprise Financial Services. Outside his advisory role, he is involved in small business activities including website maintenance for a janitorial company and administrative duties with an automotive logistics firm. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and research-driven asset allocation tailored to clients’ goals and risk tolerances.

Leonard Mcreynolds IV is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Ji Young Lee is an advisor with LPL Enterprise holding a Series 66 designation and based in Atlanta, GA. Lee has been with LPL Enterprise since 2026 and has prior work experience with Delta Airlines and as an owner of Prompt Owl, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment strategies and offers access to third-party asset managers, financial planning, and multiple affiliated services.

Luciano Trentoni is a Vice President and Financial Consultant currently working at Fidelity Investments since 2016. He has nearly two decades of experience in the financial industry, having also held the positions of Vice President Financial Consultant at Charles Schwab from 2012 to 2016, Assistant Vice President Financial Consultant at Bank of America Merrill Lynch from 2011 to 2012, and Wealth Banker at Wells Fargo Advisors from 2007 to 2011. Throughout his career, Luciano has focused on helping clients develop strong and well-executed financial plans, aiming to provide them with confidence to navigate unpredictable markets. He approaches his work with professionalism, transparency, and care, recognizing the responsibility involved in assisting clients to pursue their financial goals. Outside of his professional role, Luciano is interested in family activities, skiing, soccer, traveling, food, and volunteering.

Roger Green is a financial advisor at Cetera with over 38 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with Cetera and its affiliates since 2004. In addition to his advisory work, Green teaches retirement planning courses at Gwinnett Technical College and serves as secretary of a local religious organization as well as chairman of the board for a nonprofit assisting deaf children. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through multiple program platforms and third-party money managers.

Karan Chainani is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2017, previously with Axa Advisors and Paramount Energy. Chainani serves as a board member for the Williamsburg neighborhood HOA, participating in community maintenance decisions. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm leverages a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Ziyi Peng is a financial advisor at Merrill with a Series 66 designation and four years of experience at the firm. Prior to Merrill, Peng worked at Bank of America, N.A. and has also served with the Fulton County Board of Education. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.