Austin Oman is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Ameriprise since 2018 and previously worked at E*TRADE Securities LLC. He is a co-owner of Corbieres LLC, an investment-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income planning service that provides written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data within an investment universe influenced by its affiliated product ecosystem.

Royce Kountis is a financial advisor at Merrill with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at First Citizens Bank and First Citizens Investor Services. 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 and profit-sharing plans, corporations, and charitable organizations.

Anthony Bondoch is a CFP® with 25 years of experience in the financial industry, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. since 2009. He is the CEO of AMB Financial Services and owner of Anthony M Bondoch & Associates, LLC, which engages in both support services and non-variable insurance product solicitation. Bondoch also holds a durable power of attorney role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides non-discretionary planning tailored to client goals, utilizing risk profiling and analytic tools, and supports municipal and public finance work through its affiliation with a municipal advisor.

Henry Sullivan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Henry earned a Master's Degree from Baruch College and a Bachelor's Degree from Dillard University. His educational background supports his work in providing financial advisory services within the wealth management sector.

Deborah Smith is a financial advisor at Raymond James & Associates in Atlanta, GA, holding a Series 63 designation with 30 years of industry experience. Her career includes roles at SunTrust Advisory Services and SunTrust Investment Services, where she worked for a combined 15 years before joining Raymond James in 2019. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting through various advisory programs with a range of portfolio management styles.

Natasha Wallace is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has previously worked at CITIGROUP, Wells Fargo Advisors, and J.P. Morgan Securities. 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 both brokerage and advisory solutions across diverse financial products.

Michael Ricciardelli is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has previously worked at Truist Advisory Services, Truist Bank, and Legacy Family Office. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party money managers.

Rodrigo Julian is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley since 2022, following previous roles at Wells Fargo and Home Depot, as well as a five-year period at Kennesaw State University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include but are not limited to advisory and estate planning strategies.

Craig Glover is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at E*TRADE Capital Management, Morgan Stanley, AXA Advisors, and a 17-year service in the U.S. Army. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Avon Drummond is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. Prior to joining Primerica Advisors in 2019, Drummond has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2005. Outside of financial advising, Drummond serves as a minister at the Spiritual Living Center of Atlanta and operates a writing and publishing platform through Substack. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven portfolio strategies managed by unaffiliated asset managers, with trade execution and custody support provided by BNY Mellon Advisors and Pershing.

Margaret Graff is a financial advisor with Ameriprise in Atlanta, GA, holding CFP® and ChFC® designations and possessing 34 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory work, she serves on the Board of Directors for the United Way of Greater Atlanta and has invested in an independent film titled "Golden Arm." Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Leonard Starr is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and banking products.

Jasmine Silas is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Bank of America, Thrivent Financial, Truist, Marriott International, and Georgia State University. She has also been involved with Sharon Mann Designs in two separate periods. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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.

Philip Evers is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo in various capacities from 2012 to 2022. Outside of his advisory role, Evers owns a business providing snacks and event planning services and participates in amateur pool leagues. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is known for its use of algorithmic portfolio construction, advisory roles to registered investment companies, and formal governance procedures.

Dena Sellers is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for seventeen years before joining Equitable Advisors in 2022. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a combination of proprietary and third-party advisory models, with a focus on matching clients to appropriate program solutions based on personal information and risk tolerance.

Timeka Arora is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she works closely with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. She provides ongoing advice and adjusts financial plans as clients' situations evolve. Ms. Arora’s expertise includes general investing, retirement planning, and preparing for unexpected expenses. She holds professional designations such as Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed an Accredited Certificate Program at the University of Pune. Fluent in English, Hindi, Punjabi, and Urdu, Ms. Arora emphasizes understanding the priorities important to each individual and family to create tailored financial plans.

Langley Respess is a financial advisor at UBS Financial Services in Atlanta, GA, with 35 years of industry experience and Series 63 and 65 credentials. He has been with UBS since 1995. Outside of finance, Respess is involved in fiction novel writing and owns a music composition, publishing, and performance business. He also serves as chairman of the capital campaign committee at Atlanta Classical Academy, a K-12 school. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining wealth management with institutional trading and capital markets services.

Tiaudra Shaw is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2020. Her background includes roles at USAA Investment Management Company and USAA Financial Advisors, Inc. She also serves as Chapter President of the Greater Metropolitan Atlanta chapter of Jack and Jill of America, Inc., a nonprofit organization. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals through both non-discretionary and discretionary investment programs, offering integrated brokerage, custody, and financial planning solutions.

William Harris is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and several insurance agencies. 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.

Lori Dello Russo is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. 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 employs a structured financial planning process supported by firm-approved tools and analysis.