Kenneth Whitley is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He has been with Raymond James & Associates since 2004. Outside of advising, he is an owner of WVP Ventures LLC, an entity involved in leasing office space to his firm. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Paul Fragakis is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He began his career in financial services in 1986 as a financial adviser with Paine Webber. Over the years, he has held roles at several firms including Oppenheimer & Co, Bear Stearns, First American Capital, T3 Trading, and Merrill Lynch. His professional experience encompasses advanced financial planning, working closely with families to develop detailed financial plans and implement strategies aligned with their goals. His work focuses on helping clients pursue their financial objectives through comprehensive planning. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Christine Lizaso is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Prior to her current role, she worked for UBS Financial Services Inc. for 15 years and City National Bank for 2 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and customizes investment strategies based on each client's Advisory Risk Profile, utilizing both in-house and third-party investment managers.

Ryan Finnerty is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career at Fidelity in 2012 as an Investment Representative and progressed through roles as Financial Consultant before his current appointment. His professional focus includes helping clients create personalized financial plans that align with their specific goals and comfort levels, emphasizing clear expectations and accountability in the advisor-client relationship. Throughout his career at Fidelity Investments, Ryan has gained experience in financial consulting and investment representation. He prioritizes building long-lasting relationships with clients by understanding their personal circumstances and assisting them with significant financial decisions. Outside of his professional work, Ryan has interests in baseball, concerts, football, music, and parenthood.

Justin Patteson is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 designations and having 21 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to client goals.

Emma Tordella is a Series 66-licensed advisor with J.P. Morgan Securities in Atlanta, GA, where she has worked since 2022. She has four years of industry experience, including time at JPMorgan Chase Bank and studies at the University of North Carolina at Chapel Hill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Sina Askari is a Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, retirement income, and small business strategies. Since joining the firm in 2022, he has focused on simplifying clients’ financial lives by developing customized portfolio strategies, conducting financial analysis, and offering personalized guidance. Sina emphasizes a comprehensive approach that involves understanding clients’ financial situations and goals, working collaboratively with their other professional advisors to coordinate wealth management planning, estate services, and tax strategies. Sina began his professional career in Marietta, Georgia, working in sales and service roles to finance his education. He attended the University of Georgia and holds FINRA registrations including the SIE, Series 7, and Series 66. He also holds the Personal Investment Advisor (PIA) designation. Fluent in English and Persian, Sina is committed to delivering knowledgeable and responsive service to help clients pursue their long-term financial objectives. Residing in the Buckhead neighborhood of Atlanta, Sina is active in community volunteer work and is affiliated with professional organizations including the Iranian Alliances Across Borders (IAAB) and Kannon. Outside of work, he enjoys cooking, golfing, traveling, and spending time with family.

Michael Taylor is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020 and was previously associated with Serenbe. Outside of his advisory role, he serves as a board member for Serenbe Land Company, LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Shu Zhang is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Zhang has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he owns and operates Helenairy, a retail and online store based in Marietta, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery and modeling tools to support clients in their financial decisions.

Joanne Hughes is a Series 66-credentialed financial advisor with Morgan Stanley in Atlanta, GA, with 21 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 individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside diverse investment strategies.

Zachary Concha is a financial advisor with Thrivent Investment Management in Atlanta, GA, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Thrivent Financial and work experience at Georgia State University, Cold Stone Creamery, and North Cobb High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning areas. The firm’s approach separates planning from managed-account services and does not provide portfolio management or institutional adviser selection.

William Mccartney Jr. is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cetera in Atlanta, GA. His career includes previous roles at Regions Bank, Truist Bank (formerly SunTrust Bank), LPL Financial, and Merrill. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Fanny Rivera Flores is a financial advisor with LPL Financial in Atlanta, GA. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining LPL Financial, she worked at Delta Community Credit Union and has been a business owner of The Solid Floor LLC since 2021. She is also a commissioned notary in the state of Georgia. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Morton Levey is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is a co-manager of The Cloud Blazer Photo LLC, a retail and online store based in Sandy Springs, Georgia. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by various analytical tools and offers diverse investment and financial product solutions.

Sebastian Russell is a financial advisor at Raymond James & Associates with three years of industry experience. He previously worked at Morgan Stanley and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he spends some time managing a cryptocurrency account and doing food delivery. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles along with firm research and affiliated sub-advisers.

James Morton is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with UBS since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Nathan Harries is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Quadrant Real Estate Advisors, and Goldman Sachs. Morgan Stanley Wealth Management serves individuals and institutional clients, 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 employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Quinton Green is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and 17 years of industry experience. He has worked with various Cetera entities since 2017 and also has experience with AIG Advisor Group. Outside of his advisory role, he is involved in food delivery as a Door Dash driver and manages a room rental business on Airbnb. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options and affiliations that support diverse investment strategies.

Christy Hooper is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 32 years of industry experience. Her career includes roles at Credit Suisse Securities and Pershing LLC prior to joining Wells Fargo. She serves as a trustee and co-trustee for multiple family trusts and is a managing member of non-investment related family LLCs. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

James Smith III is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.