Robert Greisinger is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Fidelity Investments, and 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Hazelrigs is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 designations. His previous work includes a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated services.

Dawn Anderson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2025. Prior to her current role, she was a homemaker for 14 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced analytical tools.

Min Jeong Kim is a financial advisor at Primerica Advisors with three years of industry experience. She holds a Series 66 designation and has worked previously at Bluefish and Primerica Financial Services. Her background also includes roles outside of finance, such as at Best Donuts and in education. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Ethan Latty is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and prior to his current role, he worked at NTT Data and the YMCA of Metropolitan Atlanta. Latty operates an independent contracting business, Ethan Latty Financial, LLC. Raymond James Financial Services Advisors, Inc. provides a range of financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and maintains notable capabilities in municipal and public finance advisory services.

Rachael Pope is a financial advisor at Primerica Advisors with 12 years of industry experience. She holds the Series 66 designation and has been with Primerica Financial Services since 2013. Her other business activities include management and operations related to investment products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plan services.

James Sims is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His previous work includes roles at Morgan Stanley, Raymond James Financial Services, and Chase Investment Services Corp. Sims is also associated with Georgia United Retirement & Investment Services, a business related to his work at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Matthew Patrick is a financial advisor with Primerica Advisors, holding a Series 65 designation and seven years of industry experience. He previously worked at Equity Investment Corp from 2013 to 2017 before joining Primerica Financial Services in 2017. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and implementation managed by BNY Mellon Advisors.

Andrew Larocco is a financial advisor at Osaic with 31 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at LPL Financial and Invest Financial Corporation. Outside of his advisory role, he is president of A A LaRocco & Assoc., Inc., an insurance agency. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and multiple custodial and legacy program arrangements.

Emmanuel Chikerema is a financial advisor at Morgan Stanley with a Series 66 designation and experience dating from 2018 across roles at ZB Financial Holdings, Walmart, and in academia at Bindura University of Science Education. He joined Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individuals and institutional clients by providing advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning approach incorporates structured discovery conversations and firm-approved tools without individual security recommendations as part of standalone plans.

Victoria Snow is a Series 65 licensed financial advisor at Primerica Advisors with nine years of industry experience. She has been with Primerica Financial Services since 2016. Her other business activities include management and operations related to investment products. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, as well as corporate and charitable clients, delivering advisory services through model-based recommendations and discretionary portfolio management.

Mingxin Jiang is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides investing advice and access to banking and lending services through Bank of America. He specializes in areas including executive compensation, legacy planning, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Jiang holds a bachelor's degree from the University at Buffalo and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He works closely with clients to develop personalized investment strategies aligned with their financial goals. Outside of his professional work, Jiang enjoys cooking, music, singing, spending time with his family, swimming, traveling, and watching movies. He is proficient in English, Mandarin, and Chinese.

Sharpe Sablon is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior work includes roles at E*TRADE Capital Management, Northwestern Mutual, and The Piedmont Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Cortlandt Howell is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and institutional clients. The group employs a variety of investment strategies, including discretionary and non-discretionary management, and offers specialized services such as tax management and municipal advisory.

Matthew Mcneill is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including VP Distributors LLC, Virtus Investment Partners, and Voya Investment Management. 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.

Grace Jolly is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley, she worked in real estate and education sectors, including positions at Merritt Real Estate Professionals and the University of Alabama. Outside of finance, she has experience in hospitality and dance, having been involved with Session Cocktails and Spirits and L&L Dance Company. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, utilizing structured financial planning tools and strategies supported by its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers its services through both direct and employer-based financial planning agreements.

Jeffery Smith is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked with Primerica Advisors since 2004 and with Primerica Financial Services since 2003. Outside of his advisory role, Smith operates a tax preparation business. Primerica Advisors is a large institution serving primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm delivers advisory services via model-driven strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Harvey Snider Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he began his career in 1981. He leads a multigenerational family team, serving clients through various stages of their lives and collaborating with both his teammates and clients' outside counselors. His approach involves fostering open dialogue and understanding client families to develop customized strategies that align with their life goals, emphasizing risk management and enhancing cash flow and tax efficiency to sustain and grow wealth. He holds multiple professional certifications, including Certified Investment Management Analyst (CIMA®), Certified Portfolio Manager (CPM®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Harvey graduated from the University of Alabama and serves on the Board of Visitors for the Culverhouse College of Business. He is also involved with the Norcross Touchdown Club, the Rober D. Fowler Family YMCA, and co-founded the Norcross High School Foundation for Excellence. Harvey's client focus areas include family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, retirement planning, philanthropic and socially responsible investing, and women and wealth. His personal interests include basketball, football, and gardening.

Robert Weber is a CFP® with 43 years of industry experience and is currently affiliated with Osaic. His prior roles include positions at FSC Securities Corp and National Planning Corp, as well as operating Weber Financial Advisory, Inc., a corporation he has led since 1996. Weber also owns a sole proprietorship involved in fixed insurance sales. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization with a range of portfolio management options supported by multiple custodial and legacy programs.

Jennifer Wieland is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 1994 and joined Merrill Lynch Wealth Management in 2006. Jennifer focuses on developing strategies and providing advice for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. Jennifer holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree in Financial Management from Clemson University. Her client focus areas include college education planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Jennifer is involved with the Girl Scouts of Greater Atlanta. She lives in Alpharetta with her husband and two children and enjoys camping, gardening, hiking, scuba diving, spending time with her family, and traveling.