Thomas Weaver is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 65 and Series 63 credentials. He has one year of industry experience, previously working at Morgan Stanley and Greybar Electric Company, and has educational experience from the University of Alabama and The Bolles School. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Eric Hansen is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2013, he worked at Financial Telesis Inc, Invest-N-U, LLC, Arista Investment Advisors, LLC, and Citigroup Global Markets. He is also involved with Hartman Astor Investment Consultants. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Luke Snider is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he is a member of the Snider Team. He began his career at Merrill Lynch in 2009 after graduating from the Georgia Institute of Technology. Luke has over 15 years of experience in wealth management, focusing on areas such as college education planning, international wealth management, personal retirement planning, portfolio management services, and retirement income. Luke holds a Bachelor's Degree from Georgia Institute of Technology and has earned professional designations including Certified Private Wealth Advisor (CPWA) from the Investments & Wealth Institute, Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA). He has been recognized by Forbes on the 2023 list of "Top Next-Generation Wealth Advisors Best-in-State" and as a member of The Snider Team on the 2023 and 2024 Forbes "Best-in-State Wealth Management Teams" lists. Outside of his professional work, Luke is an active member of Buckhead Church and the GT Mentor Jackets. He resides in Atlanta, Georgia, with his wife Lilian and enjoys football, woodworking, yoga, and spending time with his family. He also serves as a small group leader and volunteer at Buckhead Church and maintains connections within the Georgia Tech community.

Joxavier Jackson is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 designations and seven years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, Bank of America, Merrill, Empower Retirement, JPMorgan Chase, and MassMutual Life Insurance. Outside of his financial career, he has operated a logistics business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning with tools such as Monte Carlo simulations.

Amy Webster is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Truist Investment Services, Fidelity Investments, Register Financial Associates, and Wells Fargo Clearing. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and consulting services through a large network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Eric Muriuki is a Certified Financial Planner® with four years of industry experience, currently serving at Charles Schwab. His prior experience includes roles at Fidelity Investments and AM & EMInvestments LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative-investment process.

Alex Cunningham is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Primerica Financial Services since 2009. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a selection of discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Zachary Cooper is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at MML Investors Services, LLC, MassMutual Life Insurance Company, Senior Select Insurance Group, and The Hershey Company. He also works as an insurance broker, focusing on life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Steven Keener is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers financial planning through its Financial Advisors and Estate Planning Strategies Group and manages approximately $2.74 trillion in client assets.

Jaaymen Rochell is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in wealth management, focusing on areas such as family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, portfolio management services, and sports and entertainment. After graduating from the Georgia Institute of Technology in three years while competing as a student-athlete, Jaaymen began his career in wealth management. He holds the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation. His approach is guided by principles of faith, service, and stewardship, aiming to help clients build wealth with purpose and create an impact beyond themselves. Outside of his professional role, Jaaymen enjoys a variety of personal interests including cooking, golfing, hiking, photography, reading, running, spending time with family, table tennis, traveling, and writing.

Erik Martinez is currently a Planning Consultant who collaborates with individuals and families to develop personalized financial plans designed to support the growth, protection, and transfer of their wealth. He has professional experience as a Relationship Manager and Central Relationship Manager at Fidelity Investments from 2022 to 2026, as well as a Business Development Associate at JPMorgan Chase from 2020 to 2021. Outside of his professional work, Erik's personal interests include baseball, family activities, fitness, and music.

Hang Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Wells Fargo, Nguyen worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for five years. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kelli Rogan is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, following prior roles at Bank of America and Merrill Lynch. Outside of her advisory work, Rogan serves as a trustee for an investment-related real estate entity and acts as power of attorney for a family member. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering planning solutions that include scenario modeling and tailored financial strategies.

Pation Reynolds is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. Reynolds has four years of industry experience and has been with MML Investors Services, LLC since 2017. Prior to this, Reynolds worked at MassMutual Life Insurance Co and served at Kennesaw State University. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, ongoing planning relationships and offers specialized programs such as divorce planning and estate-settlement services.

Mark Ramsey is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding Series 63 and Series 65 designations and with 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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, incorporating research and analytics to guide investment decisions.

Amanda Brooks is a financial advisor with Merrill, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1998. 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.

Christopher Chance is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing, Merrill, and First Allied Advisory Services. He is currently based in Johns Creek, GA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a wide range of program options and custodial arrangements.

Alexander Horgan is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities and held roles outside the financial sector including positions with Union City Chrysler Dodge Jeep and Alliance Inspection Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services.

Michael Woods is a CFP® professional with 32 years of experience, currently serving at Mass Mutual Investors Services since 2005. He is also the president and owner of MMW Financial LLC, an entity he uses for business income and expense bookkeeping, and owns a small eBay sales venture that supports his son’s activities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations.

Benjamin Smith is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2011, with additional roles at Morgan Stanley Services Group, Solium Financial Services LLC, and E*Trade Securities LLC. 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 offers planning services that utilize firm-approved tools and modeling techniques.