Kimberly Long is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley from 2015 to 2017 and from 2019 to the present. 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 utilizes structured planning tools and scenario modeling in its advisory process.

Jesse Warshaw is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at UBS Financial Services and E*TRADE Securities and Capital Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured processes and firm-approved tools.

Luz Botero Lopez is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at E*TRADE Capital Management and E*TRADE Securities, as well as the Stern Law Firm and AVT Inc. Outside of her advisory work, she owns and operates an e-commerce business. 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 tailored financial planning services supported by structured discovery and firm-approved planning tools.

Charles Williams III is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2022. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, providing tailored investment solutions and acting as an ERISA fiduciary when advising clients.

Tok Son is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Bank of America NA and has experience in construction and retail sectors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Justin Cook is a financial advisor at LPL Financial in Alpharetta, GA, holding a Series 66 credential with six years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for six years and has held various roles in companies including Kimberly Clark and TireHub. Outside of his advisory role, he is involved with Crump Life Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting supported by research and model portfolios, providing both discretionary and non-discretionary management.

Henry Dodson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management and E*TRADE Securities for several years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Thomas Weaver is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Morgan Stanley and Greybar Electric Company, following a five-year tenure at the University of Alabama and four years at The Bolles School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Eric Hansen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is associated with Hartman Astor Investment Consultants in Cumming, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Luke Snider is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since graduating from the Georgia Institute of Technology in 2009. He is a member of the Snider Team and has over 15 years of experience advising clients on wealth management strategies. Luke holds the Certified Private Wealth Advisor® (CPWA®) designation administered by the Investments & Wealth Institute and the Certified Portfolio Manager (CPM) designation from the Academy of Certified Portfolio Managers. His areas of focus include college education planning, international wealth management, personal retirement planning, portfolio management services, and retirement income. He has been recognized by Forbes on the 2023 list of "Top Next-Generation Wealth Advisors Best-in-State" and as a member of The Snider Team on the 2023 and 2024 Forbes "Best-in-State Wealth Management Teams" list. Outside of his professional work, Luke lives in Atlanta, Georgia with his wife Lilian and their three children. He is an active member of Buckhead Church and participates in the Georgia Tech community as a mentor. His personal interests include football, woodworking, yoga, and spending time with his family.

Joxavier Jackson is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Wells Fargo and JPMorgan Chase, among other financial institutions. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based financial planning supported by advanced analytical tools and maintains specialized planning services including divorce and estate-settlement planning.

Amy Webster is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 26 years of industry experience. Her prior roles include positions at Truist Investment Services, Fidelity Investments, Register Financial Associates, and Wells Fargo Advisors. 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 through a multi-manager platform with access to both affiliated and third-party investment strategies.

Eric Muriuki is a CFP®-designated financial advisor with Charles Schwab, based in Sandy Springs, GA, and has four years of industry experience. Prior to joining Charles Schwab, he worked at Fidelity Investments and has been involved in entrepreneurial ventures including AM & EMInvestments LLC and Jestek Holdings LLC. Charles Schwab serves a broad range of primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering integrated brokerage, advisory, custody, and cash-sweep services with a focus on multi-asset model portfolios and both non-discretionary and discretionary investment options.

Garrett Hurst is a financial advisor with Ameriprise in Roswell, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise since 2015, including six years at the current firm. Outside of advisory services, he is co-owner of APC Holdings Group LLC, which manages an Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Alex Cunningham is a financial advisor with Primerica Advisors in Duluth, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Primerica Financial Services since 2009. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a selection of discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Zachary Cooper is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at MML Investors Services, LLC, MassMutual Life Insurance Company, Senior Select Insurance Group, and The Hershey Company. He also works as an insurance broker, focusing on life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Steven Keener is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers financial planning through its Financial Advisors and Estate Planning Strategies Group and manages approximately $2.74 trillion in client assets.

Susan Lane is a financial advisor at Fidelity with 20 years of industry experience. Her prior roles include positions at Allstate Insurance Company and New York Life Insurance Company. She holds the Series 66, Series 63, and Series 65 designations. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of algorithmic methods including AI in its investment process.

Jaaymen Rochell is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial planning and investment management services to clients. He holds a Bachelor's Degree from the University System of Georgia. No additional information on experience, credentials, or personal interests was provided.

Erik Martinez is currently a Planning Consultant who collaborates with individuals and families to develop personalized financial plans designed to support the growth, protection, and transfer of their wealth. He has professional experience as a Relationship Manager and Central Relationship Manager at Fidelity Investments from 2022 to 2026, as well as a Business Development Associate at JPMorgan Chase from 2020 to 2021. Outside of his professional work, Erik's personal interests include baseball, family activities, fitness, and music.