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.

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.

Dylan Strickland is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Wells Fargo Bank and Florida Financial Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and operates over 14,000 financial advisors, utilizing research and analytics to support its investment approach.

David Somerville is a financial advisor with Primerica Advisors, holding a Series 65 designation and 10 years of industry experience. He has worked at Primerica Financial Services since 2016 and had a prior role in food service as a delivery driver for Jimmy John's. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trading and custody through BNY Mellon Advisors and Pershing.

Matthew Sinon is a financial advisor with Morgan Stanley in Duluth, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he serves as an advisory board member for OCA Georgia, a nonprofit organization, where he organizes and runs a mentorship program focused on leadership and communication skills for Asian Americans. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs and tailored financial planning using structured processes and firm-approved tools.

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.

Philip Evers is a financial advisor at Fidelity with nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he owns a business providing snacks and drinks at events and participates as an amateur pool player in a local league. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Christy King is a Series 65-licensed financial advisor with Primerica Advisors, based in Auburn, GA, and has 13 years of industry experience. She has been with Primerica Financial Services since 2012. Her other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.

Kevin Hallam is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. Prior to joining Cambridge in 2019, he worked at Triad Advisors and Resource Horizons Investment Advisory. He serves as board treasurer for the Norcross Foundation for Excellence and is CEO of H & H Assets. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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.

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.

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.

Ryan Zielinski is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 registrations and has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and E*Trade Securities. Outside of his financial advisory work, he is the owner and operator of Beaver Run Land and Road Co. Ltd., a construction and engineering business based in Ball Ground, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory programs.

Christopher Buckley is a financial advisor with Cambridge Investment Research Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Waddell & Reed and has been involved in various insurance agencies. Outside of his financial advisory work, he is active as a musician, choir director, and concert promoter. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors by providing financial planning, investment management, and retirement advisory services. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Emily Schmutz is a financial advisor at Raymond James & Associates with four years of industry experience. She has worked at Raymond James since 2022 and previously held roles at Fiserv and MarketSource. Emily took a one-year career hiatus as a full-time parent. 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, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Dylan Haynes is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at E*TRADE Securities LLC and Farmers Insurance. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Terius Dolby is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2016, following a decade at Banc of America Investment Services, Inc. and Bank of America, N.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, and various institutional investors.