Parker Reynolds is a CFP®-certified financial advisor with Mass Mutual Investors Services in Atlanta, GA, bringing four years of industry experience. Prior to his current role starting in 2021, he worked at Drake University for four years. Outside of his advisory work, he serves as a platoon leader in the Georgia Army National Guard, managing personnel, training, and readiness. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing collaborative, goal-oriented planning engagements using firm-approved analytical tools.

Nathaniel Jarrett is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets, Raymond James & Associates, and UBS. 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.

Abigail Adeleke is a financial advisor at Charles Schwab with four years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2018. Outside of her advisory role, she owns two small businesses: a photography service called Shot By Adele and a vintage clothing resale operation. Charles Schwab serves a broad client base primarily comprised 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Stacy Hollinger is a Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. Prior to joining Morgan Stanley in 2020, Stacy worked at Stifel and Ameriprise Financial and has professional involvement with Anytime Fitness and the Young Women’s Christian Organization. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and methodologies.

Steven Spalding is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His prior experience includes extensive work at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and delivers services through financial advisors and specialized planning groups.

Yasmina Rabhi is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at Bank of America, Del Taco, Taco Bell, Panda Express, and Chattahoochee Tech. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tae Kim is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2018, he worked with FSC Securities Corporation for 12 years and had brief tenures at various firms in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Brian Sims is a financial advisor with Wells Fargo Clearing in Roswell, GA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016, and previously held positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory role, he is involved with a non-investment business, BPLP, LLC, based in Saint Simons Island, GA. 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 substantial assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Jordan Neuburger is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and with two years of industry experience. Prior to joining Morgan Stanley, Neuburger’s background includes roles at The Container Store and Forsyth County Schools. Outside of his advisory work, he continues to be employed by The Container Store. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, emphasizing advisory services without individual security recommendations as part of standalone plans.

Steven Silvey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2017, following prior roles including a position at RBC Capital Markets, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Paul Rossi is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked with Elevation Church and has founded and managed a nonprofit organization, Takin Back, where he serves as Executive Director. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers various advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Vincenzo Coccoli is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at Morgan Stanley since 2023 and previously held positions at E*TRADE Securities LLC from 2016 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and methodologies such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Chase Hughes is an advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. Prior to his current role, he worked in various educational positions at Kennesaw State University, Hillgrove High School, Faith Lutheran School, and Our Savior Lutheran School. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements supported by firm-approved software and educational seminars.

Erlina Ciraldo is a financial advisor with Edward Jones in Roswell, GA, holding Series 63 and Series 66 licenses and with 19 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial services supported by a large network of advisors and branch offices.

Christopher Holness is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2016. Outside of his advisory role, he is a passive partner and owner in a digital content company and is involved in property management through a separate real estate business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Carole Tholen is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation. Prior to joining Merrill and Bank of America in 2025, she spent ten years at 1.800MD, LLC. 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.

Kimberly Wyatt is a financial advisor with Equitable Advisors in Marietta, GA, holding Series 63 and Series 65 credentials and 35 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of her advisory role, she is involved in managing a woodworking business she co-owns with her husband and serves on boards related to her office property. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and institutions. The firm utilizes a range of advisory programs and third-party asset managers to tailor solutions based on client risk tolerance and goals.

Richard Weil is a financial advisor at Raymond James & Associates with 45 years of industry experience. He has been with Raymond James & Associates since 2002 and holds Series 63 and Series 65 designations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional and pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brian Marek is a financial advisor with Merrill in Marietta, GA, holding a Series 66 designation and 12 years of industry experience. His career includes positions at Bank of America, N.A., Merrill, LPL, and Wealthspan Financial Group. 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. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeff Hogan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2008 and joined Merrill Lynch in 2013. Jeff's work focuses on creating strategies and providing advice tailored to individuals, families, and businesses to help meet both their short- and long-term financial objectives. Jeff’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income planning. He holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Jeff earned a bachelor's degree in Business Administration with a specialty in Finance from the University of Mississippi. Residing in Atlanta with his wife Kara and their three children, Jeff engages in baseball, basketball, biking, football, golfing, and spending time with his family. He is also involved in his community through Catholic Charities Atlanta and the Northside Youth Organization.