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.

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.

Ivan Garcia is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Woodstock, GA. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Sarah Kendall is a financial advisor with Edward Jones in Canton, GA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kiel Shaw is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and formerly served sixteen years in the U.S. Marine Corps. Shaw has been with Edward Jones since 2018, based in Milton, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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.

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.

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.

Courtney Blake is a Series 66 licensed financial advisor with Primerica Advisors in Duluth, GA, and has five years of industry experience. Prior to joining Primerica in 2022, Blake held roles at H & L Equities, REIT Funding, and Najarian Capital, among others. Outside of advisory work, Blake has been involved in consulting and operations for affiliated non-investment businesses. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that delivers model-driven investment strategies through its large network of advisors.

Zachary Aumage is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2009 and has held roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.