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 with four years of industry experience. She has worked at Raymond James since 2022 and previously held roles at Fiserv and MarketSource. Emily took a one-year career hiatus as a full-time parent. 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 municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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 Series 66 and Series 63 credentials and two years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and has prior experience at PalmerHouse Properties, Keller Williams, and American Express. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Brandon Hastings is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2009. Prior to that, he worked at Ameriprise Advisor Services and A. G. Edwards & Sons. Outside of his advisory role, he is a 50% owner of multiple boat and RV storage businesses in Buford, GA. 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 a range of financial planning and portfolio management services through a large network of advisors and employs various advisory and operational tools while managing over $819 billion in discretionary assets.

Marc Walker is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Kestra Financial Services and Retirement Capital Group Southeast. He is involved with Legacy Executive Benefits, LLC, where he provides consulting on transition planning and key employee retention, and he also leads Momentum Financial Consulting of Georgia. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Erin Raby is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and possessing nine years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Wells Fargo Clearing and Wells Fargo Bank NA from 2010 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that include tailored financial planning without providing individual security recommendations as part of its standalone planning program.

Steven Schwartz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Ameriprise Financial Services, INVEST Financial Corp., and Edward Jones. Outside of advisory work, he is a part-time employee with MAGID, a stock safety product vending machine company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by extensive operational and research tools.

Tamseel Fatema is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 66 and Series 63 credentials and has worked with JPMorgan Chase Bank, N.A. since 2018. Outside of her advisory role, she was involved with Nayaab Collections, LLC from 2019 to 2024. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s investment process combines quantitative screens and qualitative research, incorporates ESG criteria, and reflects broader derivatives and commodities capabilities.

Spencer Short is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. His work history includes positions at Merrill Lynch and the Lynd Company. In addition to his advisory role, he serves on the advisory board of the Dwight and Marlene Short Legacy Fund, a religious-based charity. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Jeanine Martin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Citigroup/PFSU for nine years and has been with Primerica Advisors and Primerica Financial Services since 1999. Outside of her advisory role, she serves as a board member and corporate partner for Manna Treatment and Manna Fund, and is involved with Haw Then Hee, LLC, which publishes children’s books. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and limited discretionary separately managed accounts to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based, tiered wrap fees and ongoing oversight of potential conflicts.

Roger Kachinske is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with Equitable Advisors since 2010. His prior experience includes roles at Axa Advisors, LLC and Waddell & Reed. Outside of his advisory work, he is president and sole proprietor of Kachinske Financial, Inc. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives utilizing both proprietary and third-party programs.

Cyril Fenny is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior experience includes roles at Bank of America, N.A., Equitable Advisors, and multiple positions at Standard Bank Group (Stanbic Bank Ghana). Merrill, along 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, pension plans, corporations, and charitable organizations.

Dennis Contic is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 65 licenses and joined Morgan Stanley in 2025. Prior to his current role, he worked at BPG Designs from 2021 to 2025 and has experience as a self-employed individual and at United Parcel Service. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Cecilia Rozema is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Sacred Heart Model School for two years and has experience in education and retail. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate partnerships.

Rahel Demissie is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She previously worked at Bank of America for 19 years before joining Merrill in 2025. Outside of her advisory role, she serves as a power of attorney for family members, managing routine financial transactions and acting on their behalf when needed. 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 institutional investors.

Christian Cherniak is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 designations and possessing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of advisory work, he is the president and owner of P&C Aviation, a flight training business, and serves on the advisory board for Tyler Perry Studios. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to both individual and institutional clients, employing structured planning tools and various investment options.

Richard Vogel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. His prior firms include Lincoln Financial Group, Kestra Investment Services, and Ameriprise. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large national network of independent advisors. The firm offers a multi-manager platform that allows advisors to utilize affiliated and unaffiliated managers, model portfolios, and bespoke strategies across various discretionary and non-discretionary program structures.