Isaiah Belew is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior roles include positions at Morgan Stanley and Wealth Enhancement Group, as well as working with Taco Girl LLC. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Steven Mc Clellan is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His work history includes roles at Merrill, Bank of America, and the Atlanta Hawks BB Club, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG considerations.

Warren Edge is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, and Morgan Keegan & Company before joining Raymond James in 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services alongside a range of portfolio management styles and affiliated research resources.

Ashley Gardner is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch since 2006 and Bank of America since 2009. Ashley is based in Atlanta, GA. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach includes multiple strategy types with both client and advisor discretion, supported by a centralized manager selection and oversight process.

Karyn Badeaux is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley and its wealth management division since 2015. Outside of her advisory role, she is an owner of Paloma Resources/Paloma Partners IV LLC, which leases co-owned land for oil and gas development. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment outlooks developed by its Global Investment Committee.

Richard Battle II is a financial advisor with Morgan Stanley in Atlanta, Georgia, holding Series 63 and Series 65 licenses. He has 49 years of industry experience and has been with Morgan Stanley Private Bank since 2015, after joining Morgan Stanley Smith Barney in 2009. Outside of his advisory work, he is involved as a partner and owner of the Battle Family Foundation, and he serves in fiduciary roles for various trusts and estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery and advanced modeling tools while offering comprehensive retail and institutional investment services.

Heidi Lue is a financial advisor with Edward Jones in Snellville, GA, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she is involved in interior design through her business, Nouvelle Maison by Myelle, and operates a booth at The Painted Tree featuring painted furniture and decor. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, and corporate clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Kerri Lawson is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation. She joined Morgan Stanley in 2026 and has prior experience with firms including Lauren Alaina, Canton Wealth Partners, and PNC Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs focused on tailored financial planning supported by structured discovery processes and advanced modeling tools.

Jared Nelson is a financial advisor with LPL Financial in Peachtree Corners, GA. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, Jared worked at Associated Credit Union and has experience in customer service roles at various companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Abby Bailey is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Raymond James & Associates, Cetera, and Regions Bank. Outside of her advisory role, she serves on the finance committee of Rehoboth Baptist Church in Washington, GA, advising on budgeting and major purchases. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tyler Cerone is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Morgan Stanley in Atlanta, GA, having previously worked at UBS Financial Services for 11 years. He holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services that utilize firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides planning through both direct and corporate agreements.

Henry Sears III is a financial advisor at Raymond James Financial with two years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley for three years and has held various roles in real estate and retail sectors. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory services supported by analytical tools and maintains unique affiliations, such as with a municipal advisor, that enhance its public finance capabilities.

Paul Bates is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2014, progressing through roles including Investment Solutions Representative, Relationship Manager, Investment Consultant, and Financial Consultant since 2018. With over a decade of experience at Fidelity Investments, Paul focuses on building personalized financial plans aimed at helping clients achieve their family's financial goals. His approach emphasizes earning client trust to foster collaborative financial planning. Outside of his professional work, Paul has interests in fishing, golf, parenthood, and soccer.

Cortney Rice is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 20 years of industry experience. She has been with Morgan Stanley since 2014. 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 financial planning services that utilize structured discovery conversations and firm-approved tools to develop tailored plans.

Rufus Smith is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses with 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Credit Suisse Securities, and AllianceBernstein. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility criteria, supported by a centralized manager solutions team.

Henry Langham is a Series 66-credentialed financial advisor with UBS Financial Services in Atlanta, GA, where he has worked since 2022. Prior to his current role, he spent four years at the University of Georgia and eight years at Starrs' Mill Middle and High Schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing a combination of proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans. The firm operates with capabilities in institutional trading, futures commission merchant services, and wealth management, offering a broad range of financial products and services.

Michele Arbogast is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has worked at RBC Capital Markets since 2017 and previously at Stifel from 2015 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Kristen Wright is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at JP Morgan Securities, Merrill Lynch, and Bank of America. Outside of her advisory work, she is the sole proprietor of an agriculture-related business in Marietta, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery and firm-approved analytical tools.

Jeffrey Lesyk is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eight years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and nonprofits. The firm offers customized advisory programs with discretionary and non-discretionary portfolio management, integrating in-house and third-party investment managers and a range of portfolio and risk management options.

Elizabeth Layne is a Certified Financial Planner (CFP®) with 24 years of industry experience. She has been with Morgan Stanley in Atlanta since 2016, working within both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she is involved with 9degrees LLC, a consulting business based in Atlanta. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 structured planning processes that incorporate firm-approved tools and modeling techniques.