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 with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. His background includes roles at E*Trade Securities LLC and experience in the food service industry prior to his financial career. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and broad investment programs. The firm manages approximately $2.74 trillion in client assets and includes specialized services such as estate planning and access to private funds.

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 at Wells Fargo Clearing with Series 66 and Series 63 credentials and six years of industry experience. He has held roles 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 with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and provides both discretionary and non-discretionary retirement plan services supported by extensive research and analytics.

David Burroughs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds a Master's and Bachelor's degree from Auburn University and has completed the Accredited Certificate Program at Wharton Business School. David is a Personal Investment Advisor (PIA) with extensive experience providing financial guidance to corporate executives, small business owners, and clients seeking family wealth management and legacy planning solutions. His expertise includes asset allocation, succession planning, retirement and estate planning, executive compensation, personal retirement planning, portfolio management, and tax minimization. David's approach focuses on developing personalized financial strategies through a comprehensive understanding of each client's financial goals. He utilizes the resources of Merrill and Bank of America to assist clients in managing all aspects of their financial lives. David is engaged in his community through volunteering with organizations such as Charity Water, Children's Hospital of Atlanta, Compassion International, Make-a-Wish Foundation, Shriners Children's Hospital, and United Way. In his personal time, he enjoys golfing, traveling, and spending time with his family.

Mark Johnson is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Next Financial Group Inc for 13 years. Outside of his advisory role, he is involved in insurance sales focused on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Ebony Armstrong is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial in 2024, she worked at Primerica Advisors and Primerica Financial Services from 2017 to 2023. Outside of finance, she is involved with Resurgens Orthopedics, where she has been employed since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Timothy Dod is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor strategies to clients’ goals and risk tolerances.

David Easterling is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Auburn University, and Pritchard and Jerden. 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 emphasizes structured planning processes supported by firm-approved tools and models.

Robert Joyner is a CFP® credentialed financial advisor with 17 years of industry experience. He currently works at RBC Capital Markets, having previously held positions at UBS Financial Services and E*TRADE Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and combines in-house and third-party management to meet client-specific risk profiles.

Robert Gaynier is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has worked with Prudential Insurance Company of America since 2016 and previously at Pruco Securities, LLC. In addition to his advisory role, he is involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset management, and insurance products.

William Thompson is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Virginia Dalton is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. She has worked at Bank of America and Merrill since 2018 and previously at Merrill Lynch in 2017. Outside of her advisory role, she operates a business selling bedazzled sunglasses on Etsy as a managing member of V Wear. Merrill, alongside 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.

Jason Bunin is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 66 and Series 63 credentials and has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2008. Outside of finance, he serves on the board of directors for AB Design Vision, an interior design firm, where he is involved in business strategy and financial review. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Daniel Egbert is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Scott Dozier is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1983, specializing in family wealth management strategies, legacy planning, and managing new wealth. Scott holds the Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA) designations, having completed coursework at The Wharton School of Business and the University of Chicago Booth School of Business, respectively. He is also a certified public accountant, having received his CPA certificate in 1980, though he does not provide tax advice in his current role. Scott earned a Bachelor of Science degree in Accounting from Florida State University in 1978 and completed his high school education at Darlington School. He is a member of the Atlanta Estate Planning Council and the Investments & Wealth Institute. Throughout his career, Scott has been recognized on the Forbes "Best-in-State Wealth Advisors" list from 2018 through 2025. He resides in the Vinings area of Atlanta with his wife Margaret. Scott has served on the Board of Directors of the High Museum for six years and on the Investment Committee for the Woodruffs Art Center. He also joined the Board of Trustees of Darlington School in 2014 and served as Chairman. His personal interests include fishing, golf, running, and playing guitar.

Chandon Glenn is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Wells Fargo and JPMorgan Chase Bank, N.A., as well as positions outside the financial industry at Uber Technologies and Lululemon Athletica. 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. The firm applies an ESG eligibility framework in recommending strategies and generally offers non-discretionary services delivered by a select group of Wealth Advisors.

Tracy Garrett is a financial advisor at UBS Financial Services with 25 years of industry experience. She has worked at UBS since 2018 and previously held positions at Janney Montgomery Scott and Mizuho Securities USA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to client goals.