Foster Harrison is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 65 and Series 66 licenses with three years of industry experience. He previously worked at Apollon Wealth Management, LLC and has a background that includes real estate through CRP Real Estate, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

Nathan Deckert is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His background includes positions at Merrill and Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well as several years of teaching experience at the elementary, middle, and high school levels. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs model-based and discretionary investment strategies developed by internal and third-party managers, with trading, account administration, and custody support integrated into its service offering.

Kyle McClanahan is a Vice President and Financial Consultant at Fidelity Investments, where he currently partners with individuals and families to develop customized plans aimed at growing and protecting their wealth. He focuses on building strong client relationships to fully understand their goals and preferences, assisting them in working towards their financial and retirement objectives. Kyle has been with Fidelity Investments since 2018, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Oppenheimer & Co. Inc. as an Associate, Financial Advisor and Associate, Research Sales from 2014 to 2018.

William Bullock is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Morgan Stanley and E*Trade, as well as an ongoing position as a skateboarding instructor and ownership of a 3D printing and retail business under Gray Fidelity Investments LLC. He also has experience as a rideshare driver for Uber. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management services.

Tiffanie Sojourner is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management and financial planning services.

Gary Jones is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Bank of America, Merrill, E*Trade Capital Management, Ameriprise, and UBS Financial Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional entities, with portfolio implementation varying by strategy and incorporating tactical asset allocation and tax-aware options.

Matthew Lichtenstein is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 15 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Edward Mcgowan is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he owns Madison Compliance, LLC, a compliance-focused business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, and specialized planning services, using proprietary research and tools to develop tailored client recommendations.

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.

James Brooker is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with LPL Financial and previously spent 15 years at Northwestern Mutual in various roles. Based in Atlanta, GA, Brooker’s background includes wealth management and investment services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

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.