Krystall King is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Ameriprise in 2020, she worked at UBS Financial Services from 2013 to 2020. Outside of her advisory role, she serves as Treasurer of RJK & Associates, an employee benefits and national enrollment firm, and is a board member of Cool Girls as well as an advisory board member for the Atlanta Community Food Bank. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jason Griffin is a financial advisor with LPL Enterprise who holds a Series 66 designation and has one year of industry experience. His prior roles include positions at MWA Financial Services Inc and Modern Woodmen of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Eric Hartrich is a financial advisor at LPL Enterprise with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America since 1987, including a lengthy tenure with Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm’s approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and also offers access to non-securities products such as trust services and insurance through affiliated entities.

Jordan Mayers is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has been with Morgan Stanley and its related entities since 2008, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Mayers has a personal use real estate holding through Bakers Bay SSP13 LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services using structured processes and firm-approved tools.

Christopher Castellaw is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously spent six years with UBS Financial Services. Castellaw is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products and services in addition to advisory services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Halen Fairweather is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. His career includes two years at Bank of America and over a decade at Merrill, as well as five years with Factset Research Systems. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Mark Olsen Jr. is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2014. 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 applying an ESG eligibility framework in recommendations.

Madison Watson is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at PNC Private Bank. Outside of her advisory role, Madison coaches CFP candidates on exam preparation through Breakthrough Exam Prep. 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.

Brittany Nam is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor financial plans in line with clients’ goals and risk tolerances.

Gabriel Stulce is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and began his current role in 2024 after working at JPMorgan Chase Bank, N.A. Gabriel attended Washington & Lee University from 2020 to 2024 and has prior experience in insurance and other industries. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Anthony Robinson is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His previous roles include positions at Edward Jones, Harris Direct, LLC, and E*Trade Securities LLC. Outside of his advisory work, Robinson serves as president of the Sweetwater Home Owners Association, managing community responsibilities in his residential subdivision. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Carol Keen is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank, N.A. in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. 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.

Patience Rubyor is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at JP Morgan Securities LLC from 2015 to 2023 before joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment solutions.

Nicholas Iseman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill as an intern in the summer of 2020, working virtually for the Buckhead office and being mentored by Zheng Liu of the Justice & Associates team. Nicholas joined Merrill full time in July 2021 as a Financial Solutions Advisor in the Howell Mill banking center and formally became part of the Justice & Associates team as an advisor in September 2022, where he leads the team's wealth planning services to help clients organize and simplify their financial lives. Nicholas focuses on areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and tax minimization. He earned a Bachelor of Science degree in Financial Management with an emphasis in Banking and Investments from Clemson University in 2021. Nicholas holds FINRA registrations, having completed the SIE, Series 7, and Series 66 examinations. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Counselor™ designee, and a Personal Investment Advisor. Outside of his professional responsibilities, Nicholas serves as the Events Chair of the Atlanta Clemson Club and is a board member of the Clemson Young Alumni Council. He also runs the Atlanta Collective Club golf league. His personal interests include golfing, hunting, fishing, billiards, and football.

Alexandra Geoghegan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following prior roles at Bank of America, Merrill, and U.S. Trust, Bank of America Private Wealth Management. 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 institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory programs supported by an in-house manager solutions team and centralized due diligence.

Lauren Iddins is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, and offers financial planning and consulting services through various specialized programs.

James Hilderbrandt Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior experience includes roles at UBS Bank USA and UBS Financial Services Inc. In addition to his advisory work, he is a screenplay writer and a trustee of the Georgia 4-H Foundation, where he serves on the Finance Committee. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Roderick Parham is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His background includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and State Farm in various capacities over nearly two decades. Outside of advising, he works as a Mobile App Box Office Specialist for the Atlanta Hawks and engages in health insurance sales through non-sponsored carriers. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated insurance and trust services.

Kevin Mikan is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2012 and 2014, respectively. Outside of his advisory role, he serves on the board of a startup app called bplucky, which focuses on creating a positive interactive community for teens. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Nigel Fleming is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in several real estate ventures through ownership and partnership in multiple single-member LLCs and partnerships based in Florida. 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 investment committee estimates and manages approximately $2.74 trillion in client assets.