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 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.

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 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.

Marie Josue is a CFP® professional with 16 years of industry experience, currently serving at J.P. Morgan Securities since 2015. Her background includes roles at JP Morgan Chase Bank and Organo Gold International Inc. She holds the Series 66 designation and is based in Atlanta, GA. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, delivering advisory services alongside affiliated brokerage and investment management capabilities.

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.

Bruno Hubner is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Relationship Manager from 2023 to 2026, and earlier that year, he worked as a Financial Representative. Bruno began his career at Fidelity as a Customer Relationship Advocate from 2022 to 2023. Throughout his tenure at Fidelity Investments, Bruno has developed a comprehensive understanding of client needs and financial planning. His experience spans customer relationship management and financial representation, which supports his current responsibilities as a Planning Consultant. He focuses on building trust-based relationships through clear communication and empathy, aiming to provide an exceptional client experience. Bruno is committed to continuous growth and innovation to enhance the level of service and support he offers. His professional mission centers on helping clients achieve their financial goals while ensuring they feel understood and valued.

Nicole Maalizadeh is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior experience includes roles at Morgan Stanley and Northwestern Mutual. 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.

Angelo Maranon is a Financial Consultant at Fidelity Investments, where he collaborates with clients to understand their finances, goals, and priorities. He utilizes Fidelity's range of tools and strategies to develop personalized plans aimed at helping clients work towards their financial objectives. Angelo's experience in the financial sector includes roles as Financial Consultant and Investment Consultant at Fidelity Investments, as well as Financial Solutions Advisor and Relationship Banker at Bank of America Merrill Lynch. This progression reflects his involvement in client-focused financial services and investment consulting. Outside of his professional work, Angelo has personal interests in art, kayaking, movies, music, reading, and traveling.

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.

Derek James is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include positions at Morgan Stanley and E*Trade Financial. Outside of finance, he owns and operates Southern Seahorses LLC, a private swim instruction business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on customized asset-allocation advice and manager selection through a combination of quantitative modeling and centralized due diligence.

Laura Van Winkle is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, she works with clients to understand their financial goals and develop personalized investment strategies. Laura provides advice across a range of areas, including general investing, retirement planning, and saving for unexpected events. She holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Laura earned her Bachelor's Degree from The Ohio State University. Her approach focuses on building relationships with clients to uncover what matters most to them and their families, enabling her to offer tailored guidance and support as their needs evolve.

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.

Nisarg Shah is a financial advisor with Merrill based in Atlanta, GA, holding a Series 66 designation and with 19 years of industry experience. His prior experience includes roles at Bank of America, Harrisdirect LLC, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he is a co-owner of a rental property in Alabama. 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 a range of clients including individuals, high-net-worth individuals, and institutions.

Thomas Young is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. His prior roles include positions at Merrill Lynch and Agwest. Outside of his advisory work, he serves as President of the Ravalli County Montana Farm Bureau, focusing on public education and community activities related to agriculture. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kimberly Jennings is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at J Perez Associates Inc for two years before joining Merrill in 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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.