Walter Hawk Jr. is a ChFC®-designated financial advisor with Edward Jones, where he has worked since 2007. He has 18 years of industry experience and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Morton Levey is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is a co-manager of The Cloud Blazer Photo LLC, a retail and online store based in Sandy Springs, Georgia. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by various analytical tools and offers diverse investment and financial product solutions.

Sebastian Russell is a financial advisor at Raymond James & Associates with three years of industry experience. He previously worked at Morgan Stanley and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he spends some time managing a cryptocurrency account and doing food delivery. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles along with firm research and affiliated sub-advisers.

James Morton is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with UBS since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Nathan Harries is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Quadrant Real Estate Advisors, and Goldman Sachs. Morgan Stanley Wealth Management serves individuals and institutional clients, 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 employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Quinton Green is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and 17 years of industry experience. He has worked with various Cetera entities since 2017 and also has experience with AIG Advisor Group. Outside of his advisory role, he is involved in food delivery as a Door Dash driver and manages a room rental business on Airbnb. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options and affiliations that support diverse investment strategies.

James Smith III is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Gloria Barajas is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and US Auto Sales Inc. 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 range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

An Tran is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 63 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Megan Miller is a financial advisor at Morgan Stanley with 15 years of industry experience. She has held positions at Raymond James & Associates and Morgan Stanley, where she has worked since 2017. Miller holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Brooke Sberna is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

John Sewell is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Goldman Sachs and the White House, as well as work on the 2016 Presidential Transition Team. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, investment manager searches, and customized performance reporting through a consultative, non-discretionary process.

John Mcintyre Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliates since 1998. Outside of his advisory role, he is involved in private investments through Cheswell Investment, LLC in Atlanta, GA. Morgan Stanley Wealth Management provides comprehensive advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate agreements.

Kelly Squires is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. He has established a financial advisory LLC in Georgia to facilitate succession planning for his business. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and wrap programs.

Patricia Townsend is a Senior Financial Advisor with Merrill Lynch Wealth Management and serves as a Vice President on The Garrett Group. Since joining the group in June 2015, she has focused on building personalized wealth plans that align with the passions and goals of families and individuals through various stages of life. Her client focus areas include education planning, family wealth management strategies, legacy planning, philanthropic planning, personal retirement planning, and services tailored to endowments, foundations, non-profits, and women and wealth. Patricia earned her Bachelor's Degree in Political Science and History from Miami University and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is actively involved in her community, serving on the boards of Most Valuable Kids Atlanta, the Museum of Contemporary Art of Georgia, and the City Springs Theatre Company. Residing in Cobb County with her husband and their dog, Patricia engages in personal interests such as cooking, golfing, ice hockey, running marathons, traveling, yoga, and spending time with her family. She emphasizes working one-on-one with clients to develop financial strategies designed to help pursue long-term goals.

Jarrett Pealer is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at Morgan Stanley and E*Trade Securities LLC. Based in Atlanta, GA, Pealer has worked across various financial institutions including Bank of America and Wells Fargo. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm applies a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Bradley Simmons is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support investment analysis and asset allocation guidance.

Adele Gabbay Muir is a financial advisor at UBS Financial Services in Atlanta, GA, with 45 years of industry experience. She has been with UBS since 1995 and holds Series 63 and Series 65 credentials. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Evan Nolley is a Financial Advisor with Merrill Lynch Wealth Management, where he began his career in 2021 after graduating from Kennesaw State University. He is responsible for providing clients with service across various operational and administrative areas and has developed strong relationships through a comprehensive understanding of the services offered by Merrill Lynch Wealth Management. Evan is FINRA registered, having completed the SIE, Series 7, and Series 66 exams in 2022. Evan's expertise includes areas such as education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional duties, Evan enjoys spending time with his family and pursuing interests such as baseball, cooking, fishing, football, golfing, reading, and soccer.

Noah Oxley is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Hive Industries, Ballast Point Ventures, and Oxley Asset Management LLC. He serves as a board member on the Financial Planning Association of Georgia NextGen and DEI committee, supporting initiatives to promote diversity, equity, and inclusion among financial planning professionals in Georgia. J.P. Morgan Securities LLC 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 operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.