Jacob Piotraczk is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Bank of America, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Raymond James & Associates. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Elizabeth Porter is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Prior to joining Morgan Stanley, she worked at Citigroup Global Markets from 2001 to 2009. 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 employs a structured planning process that incorporates firm-approved tools and market-based modeling techniques.

Maurice Boykin is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Financial Corporation, Morgan Stanley, and Apple. He is based in Atlanta, GA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Jonathan Parris is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Banc of America Investment Services. He is the owner of Alchemy Capital Advisory, a single-member entity established for personal tax planning purposes. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when assembling investable universes and recommending strategies.

Nasha Knowles is a financial advisor at Equitable Advisors with 28 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors, Merrill, and UBS in various capacities. Knowles is also an advisory board member for The Wellth House, where she contributes financial expertise. 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 various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Kimberly Reynolds is a Branch Leader at Fidelity Investments, a position she has held since 2021. In her role, she focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Her leadership is centered on encouraging team members to deliver effective financial services that support clients' goals.

Mark Linenberg is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Mark has over 20 years of experience serving affluent individuals and businesses, focusing on areas such as corporate benefits, education planning, family wealth management, legacy planning, retirement income, portfolio management, tax minimization, and socially responsible investing. He takes a holistic approach to financial planning, working closely with clients to develop personalized strategies aligned with their long-term goals. His services include wealth creation and retention, retirement planning, asset preservation, liability management, insurance, and multigenerational estate planning. Mark has been recognized on the Forbes "Best-in-State Wealth Advisors" list consecutively from 2018 through 2025. Mark earned both his Bachelor’s and Master’s degrees from Emory University. Outside of his professional work, he is involved in community service and has volunteered as an advisor for Emory University’s Cycling and Triathlon club. He resides in Druid Hills, Georgia with his wife Konnie and their two sons. His personal interests include biking, running, skiing, and swimming.

Richard Watton is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and 21 years of experience. He has been with Morgan Stanley and its affiliate, Morgan Stanley Private Bank, National Association, since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Gina Sorrells is a CFP® with 28 years of industry experience, currently serving at J.P. Morgan Securities since 2020. She previously worked at Merrill for 13 years. In addition to her advisory role, she is also employed by JPMorgan Bank, where she offers deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jonathan Braatz is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Harrison Coburn is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Primerica Advisors, Guardian Life Insurance Company, and several other firms. He is based in Atlanta, GA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andrew Mercer is a CFP® with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax and Hamilton Financial, where he is also managing partner overseeing accounting and tax preparation services. Outside of his advisory work, he manages a family corporation that handles wage distribution for his minor children. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supporting over 10,000 advisors and managing more than $256 billion in assets.

Eric Jacobs is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to that, he was employed by Southern Company from 2018 to 2022 and has held positions at Raymond James and Tulane University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning utilizing a structured discovery process and firm-approved tools, managing approximately $2.74 trillion in client assets.

Harry Haber is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 credential with three years of industry experience. His prior work history includes roles at AppleOne Employment Services and teaching positions at Georgia Tech and Druid Hills High School. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through various programs and corporate financial planning agreements.

Luke Seepaul is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2020, as well as at TD Ameritrade, Scottrade, and Wells Fargo Bank in prior roles. Outside of his advisory work, he is part owner of Glasgow Trading Company LLC, which facilitates the sale of secondhand items on online marketplaces. Charles Schwab serves a large client base primarily composed of 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Mark Fletcher is a financial advisor at LPL Enterprise with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Northwestern Mutual Wealth Management and First Mercantile Trust. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and non-securities products such as insurance and trust services.

Anthony Houston is a financial advisor with LPL Enterprise holding a Series 66 credential and has been in the industry since 2026. Prior to joining LPL Enterprise, he worked at Kaitlin Ponce State Farm, LLC and GP Mobile, LLC, with additional experience at Walmart and Georgia State University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Jane Huggins is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. She previously worked at JPMorgan Chase Bank and has a background that includes roles during her time at the University of Georgia. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Shawn Kowalewski is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He is also the treasurer of the Avondale Estate Swim & Tennis organization. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process includes investment policy development, investment recommendations across a broad range of products, performance reporting, and participant education, acting as an ERISA fiduciary when providing investment advice.

Roderic Norman is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Impacta Global, the African Development Bank, and JPMorgan Chase Bank, N.A. He is also affiliated with the National Committee for UWC Togo. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.