Sydnee Scruggs is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. Sydnee is based in Atlanta, GA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of services.

Lindsey Pettis is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and JP Morgan Private Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

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 at J.P. Morgan Securities with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

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.

Preston Brinkley is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and previously worked for Bank of America, N.A. for 10 years before joining Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

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.

Timothy Hourihan is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America N.A. and Merrill from 2012 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and quantitative models as part of its advisory approach.

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.

Natasha Mathis is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2015. Outside of her advisory role, she is involved in real estate sales and operations management through her membership in SANMAR AND ASSOCIATES LLC and as a real estate agent with Metrobroker in Atlanta. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

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.

Justin Thai is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work experience includes roles at E*Trade Securities LLC and various positions outside finance, such as at Zaxby's and Chick-Fil-A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages a large asset base and employs structured planning tools that incorporate market return estimates and simulation models.

Deborah Akers is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 63 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors from 2011 to 2016. Outside of her advisory role, she operates a wardrobe consulting business focused on personal shopping. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Grace Kennedy is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Her work history includes multiple periods at Morgan Stanley beginning in 2020, interspersed with roles in education and other sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning and a range of advisory programs using structured discovery processes and firm-approved tools.

Philip Pierre Louis is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Raymond James & Associates. His background also includes roles outside financial services, such as employment at Publix Super Markets and Longhorn Steakhouse. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Shafiq Virani is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He previously worked at Wachovia Bank, N.A. and has been involved with Ice Dreams Inc. dba Marble Slab Creamery. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering a range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and emphasizes diversified investment strategies supported by research from Wells Fargo Investment Institute and third-party sources.