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 with LPL Financial in Alpharetta, GA, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for six years and has held roles at several companies including Kimberly Clark and Halyard Health. In addition to his advisory role, Cook is involved with Crump Life Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party managers, and customized strategies.

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.

Audrey Croft is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliates since 2005. In addition to her advisory role, she is involved with LegalShield, soliciting memberships for legal service plans. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides tailored planning advice and written recommendations focused on reliable income strategies for clients approaching or in retirement.

Thomas Weaver is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 65 and Series 63 credentials. He has one year of industry experience, previously working at Morgan Stanley and Greybar Electric Company, and has educational experience from the University of Alabama and 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 a broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Eric Hansen is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2013, he worked at Financial Telesis Inc, Invest-N-U, LLC, Arista Investment Advisors, LLC, and Citigroup Global Markets. He is also involved with Hartman Astor Investment Consultants. 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, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Luke Snider is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he is a member of the Snider Team. He began his career at Merrill Lynch in 2009 after graduating from the Georgia Institute of Technology. Luke has over 15 years of experience in wealth management, focusing on areas such as college education planning, international wealth management, personal retirement planning, portfolio management services, and retirement income. Luke holds a Bachelor's Degree from Georgia Institute of Technology and has earned professional designations including Certified Private Wealth Advisor (CPWA) from the Investments & Wealth Institute, Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA). 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" lists. Outside of his professional work, Luke is an active member of Buckhead Church and the GT Mentor Jackets. He resides in Atlanta, Georgia, with his wife Lilian and enjoys football, woodworking, yoga, and spending time with his family. He also serves as a small group leader and volunteer at Buckhead Church and maintains connections within the Georgia Tech community.

Joxavier Jackson is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 designations and seven years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, Bank of America, Merrill, Empower Retirement, JPMorgan Chase, and MassMutual Life Insurance. Outside of his financial career, he has operated a logistics business. 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, focusing on collaborative, goal-based planning with tools such as Monte Carlo simulations.

Amy Webster is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Truist Investment Services, Fidelity Investments, Register Financial Associates, and Wells Fargo Clearing. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and consulting services through a large network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Eric Muriuki is a Certified Financial Planner® with four years of industry experience, currently serving at Charles Schwab. His prior experience includes roles at Fidelity Investments and AM & EMInvestments LLC. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative-investment process.

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. She holds Series 66, Series 63, and Series 65 licenses. Her prior roles include positions at Allstate Insurance Company and New York Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model investment solutions.

Jaaymen Rochell is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He applies his background as a former student-athlete at the Georgia Institute of Technology to his current role, where he connects with high-net-worth individuals, athletes, and business leaders. Jaaymen holds a Bachelor's Degree from the Georgia Institute of Technology and has earned the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation. He focuses on helping clients enhance their financial literacy and build generational wealth through investment strategies and legacy planning. Outside of his professional pursuits, Jaaymen engages in activities such as cooking, golfing, hiking, photography, reading, running, spending time with family, table tennis, traveling, and writing.

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.

Hang Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Wells Fargo, Nguyen worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for five years. 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 approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kelli Rogan is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, following prior roles at Bank of America and Merrill Lynch. Outside of her advisory work, Rogan serves as a trustee for an investment-related real estate entity and acts as power of attorney for a family member. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering planning solutions that include scenario modeling and tailored financial strategies.