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.

Christopher Buckley is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge since 2019, following three years at Waddell & Reed. Outside of his advisory work, Buckley is active in music as a guitarist, choir director, and concert promoter. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual, institutional, and retirement plan clients with a range of financial planning, investment management, and retirement advisory services. The firm employs multiple custody and platform options, offers proprietary and third-party model strategies, and supports both discretionary and non-discretionary investment management tailored to client objectives.

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.

Ha Do is a financial professional with seven years of industry experience currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo and Securian Financial Services. Outside of his advisory role, he serves as an elected board member of the Georgia Vietnamese American Chamber of Commerce and volunteers with BPSOS, a nonprofit assisting qualified Vietnamese families with tax filings. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform that includes portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.

Hipolita Garcia Piota is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at American Express and several real estate firms. 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 research.

Brandon Williams is a financial advisor at Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses with five years of industry experience. He has been with Primerica Financial Services since 2019, following prior roles in management and operations at Randstad and a parking management company. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with a large network of advisors and employs model-delivery strategies managed by unaffiliated asset managers, offering a range of investment approaches including recently added cryptocurrency ETF models.

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 with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Kestra Financial Services and over a decade with Legacy Executive Benefits, where he provides consulting for qualified and non-qualified clients and serves as Chief Investment Officer. Walker is also president of Momentum Financial Consulting of Georgia. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm uses a range of investment strategies and platform arrangements, combining proprietary models with access to unaffiliated strategists, and supports both discretionary and non-discretionary implementation tailored to client objectives.

Erin Raby is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 employs a structured planning process that includes firm-approved tools and modeling techniques to support client financial plans.

Steven Schwartz is a financial advisor with LPL Financial in Buford, GA, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, INVEST Financial Corp., and Edward Jones. Outside of his advisory work, he is a part-time employee for MAGID, a company involved in vending stock safety products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, utilizing both discretionary and non-discretionary strategies supported by research and technology 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 licenses and has worked at JPMorgan Chase Bank, N.A. since 2018 and JP Morgan Securities LLC since 2014. From 2019 to 2024, she was involved with Nayaab Collections, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Spencer Short is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Merrill Lynch and the Lynd Company. He serves on the advisory board of the Dwight and Marlene Short Legacy Fund, a religious-based charity that selects organizations to receive donations. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates firm-approved tools and considers broad market outlooks without recommending individual securities as part of standalone planning.

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.

Kevin Ashe is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade Securities, and Morgan Stanley. Outside of finance, he co-owns a commercial cleaning business with his daughter. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party data.

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 with Merrill, holding a Series 66 designation and based in Cumming, GA. He has prior experience with Standard Bank Group (Stanbic Bank Ghana) from 2014 to 2024 and held positions at Equitable Advisors and Bank of America before joining Merrill. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

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.