Scott Serafin is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 66 designation and previously worked for 15 years at UBS Financial Services Inc. He is co-owner of Graystone Square Investments LLC, a partnership formed to invest in a restaurant. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, complemented by RBC’s capital-markets and affiliated asset management capabilities.

Kimberly Piontek is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate firm-approved tools and modeling techniques to support tailored client plans.

Kimberlee Mott is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Cetera and Foresters Financial Services. She is also a 30% owner of PACK FINANCIAL LLC, operating under the Cetera Investors Team. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lindsay Belton Paugh is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she serves as Chair of the Finance Committee at the First Church of Christ Scientist in Atlanta, where she assists with annual budgeting and financial reviews. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad platform that includes custody, underwriting, and capital markets services.

Hubert Twum Barima is a Series 66-registered financial advisor with Thrivent Investment Management in Atlanta, GA, with one year of industry experience. Before joining Thrivent, he worked at LPL Enterprise LLC and spent eight years at Atlantic Bay Mortgage Group. His other activities include serving as a financial professional with Prudential Advisors and engaging in non-variable insurance business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing system called “WealthPlan” while maintaining separation between these services.

James Fleming is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Havener Capital Partners, Edward Jones, Alps Distributors, Inc., and Caldwell & Orkin. Fleming is currently based in Atlanta, GA. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive asset management services.

Foster Harrison is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 65 and Series 66 licenses with three years of industry experience. He previously worked at Apollon Wealth Management, LLC and has a background that includes real estate through CRP Real Estate, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

Nathan Deckert is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, the University of Florida, and Chick-fil-A. 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.

Kyle McClanahan is a Vice President and Financial Consultant at Fidelity Investments, where he currently partners with individuals and families to develop customized plans aimed at growing and protecting their wealth. He focuses on building strong client relationships to fully understand their goals and preferences, assisting them in working towards their financial and retirement objectives. Kyle has been with Fidelity Investments since 2018, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Oppenheimer & Co. Inc. as an Associate, Financial Advisor and Associate, Research Sales from 2014 to 2018.

William Bullock is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and five years of industry experience. He has previously worked at Morgan Stanley, E*Trade Securities, and Uber. Outside of his advisory role, he is an owner of a 3D printing business and works as a skateboarding instructor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary model. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Tiffanie Sojourner is a financial advisor with RBC Capital Markets based in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Her career includes prior roles 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 and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, with an emphasis on customization and integrated capital markets capabilities.

Gary Jones is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Bank of America, Merrill, E*Trade Capital Management, Ameriprise, and UBS Financial Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional entities, with portfolio implementation varying by strategy and incorporating tactical asset allocation and tax-aware options.

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 with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he owns Madison Compliance, LLC, a compliance-focused business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, and specialized planning services, using proprietary research and tools to develop tailored client 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 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.

David Mulrooney is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has previously worked at firms including Stock Yards Bank, LPL Financial LLC, Cadence Bank, and BB&T. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by Wells Fargo Investment Institute research.

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.

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.