Tiffanie Sojourner is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management and financial planning services.

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.

Christopher Tyner is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Advisors, Inc. for nine years before joining Morgan Stanley in 2019. He is based in Atlanta, GA. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support client financial plans.

Harry Arrowood is a financial advisor with LPL Financial in Dallas, GA, holding the CFP® designation and Series 63 and 65 licenses, with 34 years of industry experience. He has worked at LPL Financial since 2018 and concurrently at INVEST Financial Corp. since 2005. Outside of his advisory roles, he owns and manages A.A. Coffee Service Inc., a for-profit business unrelated to investments. 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 range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

David Mulrooney is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 66 and Series 63 licenses and 11 years of industry experience. His prior roles include positions at Stock Yards Bank, LPL Financial LLC, Cadence Bank, and BB&T. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

James Brooker is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with LPL Financial and previously spent 15 years at Northwestern Mutual in various roles. Based in Atlanta, GA, Brooker’s background includes wealth management and investment services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Dunning Silliman is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has been affiliated with various Morgan Stanley entities since 2007 and has been self-employed since 1996. Silliman also serves as a trust advisor. Morgan Stanley Wealth Management provides a wide range of advisory programs for both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process.

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.

Gregory Clark is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked for a decade at Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of his advisory role, he serves as Vice President of Institutional Advancement at Alabama State University, overseeing the university’s marketing, communications, development, and alumni relations functions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Gregory Hyde is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has previously worked at Ameriprise, Edward Jones, and several wealth management firms. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

William Blumberg is a financial advisor with Morgan Stanley in Atlanta, holding a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley, he was self-employed and operated a business called FanClub from 2021 to 2022. Morgan Stanley Wealth Management is a large firm serving both individual and institutional clients, offering a variety of advisory programs including tailored financial planning and estate planning strategies. The firm employs a structured financial planning process that incorporates firm-approved tools and modeling techniques but generally does not provide individual security recommendations as part of standalone planning.

Dina Joseph is Vice President and Branch Leader at Fidelity Investments, where she leads a team dedicated to assisting clients and their families in achieving their financial goals. She has been with Fidelity Investments since 2007, progressing through roles from Financial Representative to her current leadership position. Her professional experience spans over a decade in wealth management and client relationship roles, including Regional Director, Wealth Management Planning Consultant, and Senior Relationship Manager. This extensive background supports her expertise in guiding clients through financial planning and investment strategies. Outside of her professional responsibilities, Dina has interests in art, music, outdoor adventures, traveling, and yoga.

Richard Goodloe Jr. is a financial advisor with Primerica Advisors in Smyrna, GA, holding CFP®, Series 63, and Series 65 credentials with four years of industry experience. He has previously worked with Landmark Financial Group, PFS Investments Inc., and Primerica Financial Services. Outside of advisory activities, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors is a large-scale institutional firm managing approximately $15.5 billion in assets, primarily serving individual investors, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven strategies and discretionary management supported by third-party custodians and overlay managers.

Timothy Burdick is a financial professional with 15 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations and has worked at Cetera and its related entities since 2024, following a decade at Burdick Financial Inc. He is also associated with Carolina Capital Management, where he provides financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services delivered through a large network of over 10,000 advisors, managing more than $256 billion in assets.

Jeanine Delgado is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Morgan Stanley, JPMorgan Chase Bank, and Regions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes discretionary options tailored to plan objectives and risk tolerances.

Christopher Anderson is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at RBC Capital Markets for six years before joining Morgan Stanley in 2020. Outside of his advisory role, he is involved with Deerbird Stables LLC and Deerbird Farm, LLC, which focus on real estate and agricultural property management activities. 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 methodologies.

Lisa Hawk is a CFP® professional with seven years of industry experience, currently advising clients at LPL Financial since 2025. Prior to joining LPL, she worked at Edward Jones for seven years and held a position at National Radiology Solutions. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Austin Byers King is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Dwaan Black, Northwestern Mutual Investment Services LLC, and under Michael Watson. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor plans to clients’ goals and risk tolerances.

Christy Dryden is a financial advisor at RBC Capital Markets in Atlanta, GA, with three years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. and 5 Seasons. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs delivering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.