Christopher Shoukry is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He holds Series 65 and Series 66 licenses and is based in Atlanta, GA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Krista Clarke is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017, following two years at Stifel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Morris is a Financial Advisor at Merrill Lynch Wealth Management. He began his role as a Financial Advisor in 2026 after serving as an associate with the firm since 2022. His client focus areas include Family Wealth Management Strategies, Personal Retirement Planning, Tax Minimization, and Retirement Income. Joseph holds the Personal Investment Advisor (PIA) designation. Joseph received his High School Diploma from Sequoyah High School. Outside of his professional work, he enjoys playing billiards, golfing, and skiing.

Paul Fragakis is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He began his career in financial services in 1986 as a financial adviser with Paine Webber. Over the years, he has held roles at several firms including Oppenheimer & Co, Bear Stearns, First American Capital, T3 Trading, and Merrill Lynch. His professional experience encompasses advanced financial planning, working closely with families to develop detailed financial plans and implement strategies aligned with their goals. His work focuses on helping clients pursue their financial objectives through comprehensive planning. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Christine Lizaso is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Prior to her current role, she worked for UBS Financial Services Inc. for 15 years and City National Bank for 2 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and customizes investment strategies based on each client's Advisory Risk Profile, utilizing both in-house and third-party investment managers.

Ryan Finnerty is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career at Fidelity in 2012 as an Investment Representative and progressed through roles as Financial Consultant before his current appointment. His professional focus includes helping clients create personalized financial plans that align with their specific goals and comfort levels, emphasizing clear expectations and accountability in the advisor-client relationship. Throughout his career at Fidelity Investments, Ryan has gained experience in financial consulting and investment representation. He prioritizes building long-lasting relationships with clients by understanding their personal circumstances and assisting them with significant financial decisions. Outside of his professional work, Ryan has interests in baseball, concerts, football, music, and parenthood.

Colin Caldarera is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Co since 2016. In addition to his advisory role, he provides instruction for new representatives through Candler Claire Financial and works as an insurance agent offering individual life and fixed annuity products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented investment strategies.

Justin Patteson is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 designations and having 21 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to client goals.

Emma Tordella is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. She previously attended the University of North Carolina at Chapel Hill from 2018 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Marcus Arnold is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Securities America Advisors and Concourse Financial Group Securities Inc. Outside of his advisory role, Arnold serves as a substitute teacher for DeKalb County Schools. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and custodial relationships.

Sina Askari is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm in 2022. He focuses on simplifying the financial lives of his clients through customized portfolio strategies, financial analysis, and personal guidance. Sina holds FINRA registrations including the Securities Industry Essentials (SIE), Series 7, and Series 66. He also holds the Personal Investment Advisor (PIA) designation. Beginning his professional career at age 15 in Marietta, Georgia, Sina worked in various roles within the sales and service industry to save for college. He attended the University of Georgia and holds a high school diploma from Walton High School. His approach to wealth management emphasizes understanding clients and their families, financial situations, and goals to develop comprehensive strategies that coordinate portfolio management, estate planning, and tax strategy. Residing in the Buckhead neighborhood of Atlanta, Sina is involved in community organizations such as Iranian Alliances Across Borders and Kannon. In his personal time, he enjoys cooking, trying new restaurants, playing golf, and spending time with friends and family.

Douglas Crenshaw is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has previously worked at Morgan Keegan & Company, LLC and Morgan Stanley DW Inc. Outside of advising, he is a partner in an LLC established for office leasing purposes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Malcolm Tarver is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 57 years of industry experience. He has been with Raymond James & Associates since 2008. 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 clients, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Michael Taylor is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020 and was previously associated with Serenbe. Outside of his advisory role, he serves as a board member for Serenbe Land Company, LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Richard Jones is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at PFS Investments Inc. since 2015 and with Primerica Financial Services since 1998. Outside of advisory activities, he is co-owner of R. Jones Jr & Associates, LLC, formed for Primerica business purposes, and serves as Chief Executive Member of Jones5 Family Holding LLC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodians. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Shu Zhang is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of advising, Zhang is the sole proprietor of Helenairy, a retail and online store based in Marietta, Georgia. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and ongoing plan management. The firm manages approximately $2.74 trillion in client assets and provides services under a structure that includes financial advisory and estate planning strategies.

David Austin is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley entities since 2014, including the Private Bank and Smith Barney. 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, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Tyriq Hardimon is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he worked in various roles including at Advise Sports and Entertainment, a sports and entertainment family office where he is involved in marketing and branding. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages significant client assets and serves clients through both direct and corporate financial planning agreements.

Joanne Hughes is a Series 66-credentialed financial advisor with Morgan Stanley in Atlanta, GA, with 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside diverse investment strategies.

Richard Lenhardt Jr. is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Mass Mutual Investors Services since 2012 and has worked with MassMutual Life Insurance Company since 2002. In addition to his advisory role, he is involved in insurance sales through Partners Risk Insurance Services, focusing on individual life, property/casualty, health, and group insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved tools to analyze client goals and deliver written recommendations.