Matthew Lichtenstein is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 15 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Edward McGowan is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked in the financial sector since 2003, including prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is the sole owner of Madison Compliance, LLC, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad planning menu and integrates advisory services with other financial products, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Kyle Baildon is a Financial Consultant with experience at Fidelity Investments, where he has been serving since 2025. He partners with clients to understand their financial goals and create customized financial plans tailored to their specific needs. Building strong relationships with clients and their families is a central priority in his approach, emphasizing trust, reliability, and competency. His professional background includes roles as a Financial Consultant at Planning Consultant from 2022 to 2025 and at E*TRADE from 2019 to 2023. Prior to that, he worked as a Customer Service Representative at E*TRADE from 2016 to 2019, contributing to his foundation in client service and financial consulting. Outside of his professional work, Kyle has interests in beach activities, cars, family activities, music, parenthood, and pets.

Christopher Tyner is a financial advisor at Morgan Stanley in Atlanta, GA, with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley since 2019. His prior experience includes nine years at Triad Advisors, Inc., five years at Concourse Financial Group Securities, Inc., and two years at SouthTrust Securities, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning services. The firm employs a structured planning process supported by proprietary tools and offers access to various investment solutions, managing approximately $2.74 trillion in client assets.

Kevin Hamill is a CFP®-designated financial advisor with Mass Mutual Investors Services in Atlanta, GA, bringing 10 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning engagements supported by analytical tools, with a range of event-driven planning services including divorce and estate settlement.

David Mulrooney is a financial advisor at Wells Fargo Clearing in Atlanta, GA, holding Series 66 and Series 63 licenses with 11 years of industry experience. His prior roles include positions at Stock Yards Bank, LPL Financial LLC, Cadence Bank, and BB&T Securities. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Lawrence Kass is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in the financial services industry since 1999 and joined Merrill Lynch in 2004. Lawrence specializes in college education planning, personal retirement planning, and retirement income strategies. He holds a Bachelor of Science in Business with a concentration in Finance from Indiana University. Lawrence is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning Counselor™ designee. His professional credentials also include the Personal Investment Advisor designation. Lawrence has been involved in community leadership roles, including serving on the Board of Trustees at Temple Sinai and co-chairing the Sinai Business Alliance and Daddy and Me committees. Outside of work, he enjoys baseball, running, spending time with his family, coaching youth sports, and is known to appreciate a good burger.

Robin Long is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at RBC Capital Markets since 2011 and is currently associated with City National Bank. Outside of his advisory role, he owns a rental property. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Marlon Johnson is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Avantax Investment Services and multiple Cetera affiliates. Cetera Investment Advisers LLC serves a broad client base, including individual investors, 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.

Edward Scherer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He worked at Wells Fargo Clearing for 10 years before joining Raymond James in 2026. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through various programs and drawing on multiple portfolio management styles and affiliated research.

Dunning Silliman is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His work history includes long-term roles with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., along with running a trust advisory business since 2005. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to model outcomes.

Mark Hoover is a financial advisor with Raymond James Financial in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James Financial since 2009 and affiliated with its financial services division since 2003. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Jasmine Thomas is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2019, following six years at Merrill. Outside of her advisory role, she is involved part-time with The K'dy Group LLC as an event planner and day-of coordinator, and she is a partner in Bespoke Properties LLC, where she participates in property renovation and decor selection. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets services.

Marie Josue is a CFP® and holds a Series 66 license with 16 years of experience in the financial industry. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015 and previously worked at Organo Gold International Inc for eight years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates an ESG eligibility framework where applicable.

Gregory Clark is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PRUCO Securities, MSI Financial Services, and Eagle Strategies. Outside of his advisory role, he serves as Vice President of Institutional Advancement at Alabama State University, managing advancement operations including marketing, communications, development, and alumni relations. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products.

Dolford Layson is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 65 credentials and has 21 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. Outside of his advisory role, he is also active as a licensed agent in life, health, disability, and long-term care insurance sales. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning as annual, collaborative engagements using firm-approved analytical tools.

Bruno Hubner is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Relationship Manager from 2023 to 2026, and earlier that year, he worked as a Financial Representative. Bruno began his career at Fidelity as a Customer Relationship Advocate from 2022 to 2023. Throughout his tenure at Fidelity Investments, Bruno has developed a comprehensive understanding of client needs and financial planning. His experience spans customer relationship management and financial representation, which supports his current responsibilities as a Planning Consultant. He focuses on building trust-based relationships through clear communication and empathy, aiming to provide an exceptional client experience. Bruno is committed to continuous growth and innovation to enhance the level of service and support he offers. His professional mission centers on helping clients achieve their financial goals while ensuring they feel understood and valued.

Nicole Maalizadeh is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior experience includes roles at Morgan Stanley and Northwestern Mutual. 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, pension plans, corporations, and charitable organizations.

Angelo Maranon is a Financial Consultant at Fidelity Investments, where he collaborates with clients to understand their finances, goals, and priorities. He utilizes Fidelity's range of tools and strategies to develop personalized plans aimed at helping clients work towards their financial objectives. Angelo's experience in the financial sector includes roles as Financial Consultant and Investment Consultant at Fidelity Investments, as well as Financial Solutions Advisor and Relationship Banker at Bank of America Merrill Lynch. This progression reflects his involvement in client-focused financial services and investment consulting. Outside of his professional work, Angelo has personal interests in art, kayaking, movies, music, reading, and traveling.

Dustin Paschal is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Nichols Cauley & Associates, LLC, Angel Oak Capital Advisors, and Tidwell Group, LLC. Outside of his advisory work, he serves as CFO and Treasurer of Paschal Properties, LLC, a family-owned business. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on matching clients to appropriate investment models and offering ERISA fiduciary services for qualified plans.