Mary Greene is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked at Pruco Securities, LLC for 16 years before joining LPL Enterprise in 2024. Outside of her advisory role, she owns two businesses unrelated to investing: Genesis Consulting Solutions LLC and Explore The World Travel LLC, the latter focused on booking vacation and leisure travel for customers. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, 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, third-party strategists, or TAMP sponsors, while also offering access to various financial planning and consulting services.

Clayton Larsen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining the firm, he served seven years in the U.S. Navy and attended the United States Naval Academy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Aaron Golden is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for eight years. Golden also maintains a New York law license. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jefferson Pace II is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining RBC in 2024, he spent 15 years with UBS Financial Services Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Antoinette Bryce is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing four years of industry experience. Her background includes roles at PFS Investment Inc and Hunter College City University of New York. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients, delivering advisory services through a large network of advisors supported by model-driven investment strategies.

Martin Holmes is a Financial Advisor with Merrill Lynch Wealth Management. He serves clients by providing personalized financial strategies that reflect their individual goals and circumstances. He holds a Bachelor's Degree from Louisiana State University System and has earned the Personal Investment Advisor (PIA) designation. Martin focuses on helping clients manage complex financial priorities such as home purchasing, college savings, elder care, and healthcare preparation. He works closely with clients to define goals, develop portfolio strategies, and offer ongoing advice to adapt investments as their situations evolve. Outside of his professional role, Martin enjoys billiards, bowling, music, reading, spending time with his family, watching movies, and writing.

Thomas Carlock is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Carlock is involved with the Wrestlers in Business Atlanta Chapter. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through a broad network and specialized advisory programs.

Kevin Barnes is a financial advisor at Merrill with 23 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2001 and concurrently at Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dianna Moore is a financial advisor at RBC Capital Markets in Atlanta, GA, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 15 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies, combining in-house and third-party managers along with multiple portfolio management features.

Hyunwoo Cho is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, following prior roles at Bank of America and Merrill. 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 uses structured planning tools and modeling techniques as part of its planning process.

Mary Ellen Garrett is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 37 years of industry experience to her role. She leads The Garrett Group, delivering wealth planning, investment, and financial management services to individuals, families, family offices, corporations, charitable gift programs, endowments, and foundations. Mary Ellen focuses on helping clients simplify complex financial situations through personalized wealth plans tailored to their unique goals. Throughout her career, Mary Ellen has been recognized for her professional excellence and community service. She was named to Forbes’ "Best-In-State Wealth Advisors" list from 2018 to 2022, the "Top Women Wealth Advisors" list in 2017, 2018, 2020, and 2021, and received the Bank of America Corporation’s David Brady Community Service Award in 2015. She frequently speaks at seminars on wealth and estate planning strategies and emphasizes client education and family involvement to empower informed financial decisions. Mary Ellen is actively engaged in the Atlanta community, serving as Trustee and Vice Chair of the Emory St. Joseph Hospital Board, Chair of the Atlanta Catholic Archdiocese Finance and Advisory Council, and Trustee of The Parkinson’s Foundation. She holds the Personal Investment Advisor (PIA) designation and attended Sinclair College. Outside of her professional pursuits, Mary Ellen enjoys cooking, gardening, golfing, reading, running marathons, traveling, and spending time with her husband Scott, their three children, and three grandchildren.

Middleton Parker Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the University of Georgia Foundation Board of Trustees and participates on the investment committee of Marist School. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm‑approved tools and serves clients in both advisory and brokerage capacities.

Margaret Dooley is a Series 66 licensed financial advisor with J.P. Morgan Securities in Atlanta, GA, where she has worked since 2019. She has six years of industry experience, including prior roles at Jackson Healthcare and Cancer Treatment Centers of America. Dooley is also an employee of JPMorgan Bank, enabling her to offer certain banking products alongside her advisory services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations, serving clients who retain final decision-making authority.

Jennifer Hampton is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including E*TRADE Securities, Morgan Stanley, and Fidelity Brokerage Services. Outside of her advisory role, she also works as an independent contractor performing market research evaluations and is involved in brand protection services. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized reporting, with clients retaining final decision authority.

Jordan Girton is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Prior to that, his career included roles at Concourse Financial Group Securities, Morgan Keegan & Company, and Ameriprise. He is also involved with Trash Made Easy, an outside business activity he has been engaged in since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Edwin Stamper is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2017. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and approved planning tools to develop financial plans.

Marshall Wilt is a Series 66-licensed advisor with J.P. Morgan Securities in Atlanta, GA. He has one year of industry experience, having joined J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. His prior work experience includes roles at Accenture LLP, Insight Sourcing Group LLC, and Christie Cookie Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on 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.

Cynthia Skaggs is a CFP®-certified financial advisor with 23 years of industry experience. She has worked at LPL Financial since 2011 and previously held roles at Securities America Advisors, Inc. and Veravest Investment Advisors, Inc. Skaggs manages fixed insurance needs for her clients through The National Benefit Corporation, acting as her general agent for insurance analysis and case management. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives using a variety of strategies and research tools.

Ethan Florence is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Morgan Stanley, E*Trade Securities, and Peachtree Planning. Outside of his advisory role, he is an owner and partner of Florence & Rayol LLC/Match My Mechanic, a technology and automotive business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

James Keel III is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a 26-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.