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.

Patricia Chilton is a Financial Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with clients to provide clarity for making informed financial decisions and collaborates with them to create plans that assist in navigating major life events. Patricia has been with Fidelity Investments since 2017, progressing through various roles including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Senior Financial Services Stock Plan Representative at E*Trade from 2016 to 2017.

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 in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corporation and United Community Banks, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a mix of discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Jeremy Hodges is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is currently affiliated with Cambridge Investment Research Advisors and owns MH Wealth Management, LLC. Prior to his current role, he was with Commonwealth Financial Network for nine years. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using various portfolio management and model-based solutions.

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.

Avika Parlecha is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2024, Avika held positions across various companies including Life Time, Inc., Office Max, and The Balanced Blueprint. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Wesley Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he leads clients through sophisticated wealth-management strategies aimed at growing, preserving, and transitioning assets across generations. He utilizes Merrill Lynch's global insights and resources to provide a comprehensive approach to wealth management. Wesley has experience advising a diverse range of clients, including executives, entrepreneurs, and multigenerational families. He helps clients navigate market cycles, significant financial milestones, and evolving long-term objectives. His expertise includes investment strategy, financial planning, and risk oversight. He holds a Bachelor's Degree from Georgia State University and holds professional designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC).

Edward Wise is a CFP® professional with 35 years of industry experience. He has worked at OSAIC since 2024 and previously spent 21 years at Triad Advisors, Inc. He is also the owner of E.F. Wise Planning LLC, an insurance sales and marketing business. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes advanced asset-allocation tools and supports a wide array of investment strategies, including discretionary and non-discretionary account management.

Kimberly Fox Griffin is a financial advisor at Ameriprise with 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 1993. Outside of her advisory role, she manages a business that tracks revenues and expenses related to her work as an Associate Financial Advisor. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver written recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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 five years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has a background that includes nearly two decades at Wesleyan School and Georgia Southern University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset managers, and a range of financial products.

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 with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and one year of industry experience. Before joining Morgan Stanley, she was involved with Pipoca Brazil, LLC as an officer and director of sales and marketing, a retail and online store business. Olivia also has prior experience working at Fogo de Chão and other financial advisory roles. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and approved planning tools to guide financial planning without offering individual security recommendations as part of standalone plans.

Zach Kirby is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides personalized wealth management strategies designed to align with clients' individual goals, risk tolerance, liquidity needs, and broader life circumstances. He combines investment insights from Merrill with banking solutions from Bank of America to support clients through dynamic market conditions. Zach's expertise includes corporate executive services, executive compensation, family and international wealth management, liquidity and portfolio management, tax minimization, and services tailored to clients in sports and entertainment. His professional background spans business administration and psychology, professional athletics, entrepreneurship in technology startups, nonprofit operations, and corporate partnerships in professional sports. Zach holds a Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from Boston University, where he received an athletic scholarship, and completed a master's degree at Florida Atlantic University. Zach is bilingual in English and Spanish. Outside of work, he enjoys billiards, chess, cooking, reading, soccer, and spending time with his family.

Joseph Bryson is a financial advisor with Primerica Advisors in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. His prior work includes 13 years at FSC Securities Corporation before joining Primerica Financial Services. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities, offering a tiered wrap-fee structure rather than fixed fees.

Jillian Vasquez is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to joining Morgan Stanley, she had roles including employment with Gwinnett County Public School and The Waters Organization. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Steven Nootbaar is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 credential and has worked at several firms, including IP Financial Services LLC, Innovation Partners LLC, and Assured Partners of South Florida. Outside of his advisory role, he serves as a Business Growth Advisor at Baardon Services, LLC, focusing on maximizing business value as part of exit strategies. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.