Godfrey Newton is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 2008 and holds the Series 63 and Series 65 credentials. Newton serves on the board of directors for the Bank of Madison. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management through a range of offerings including fee-based financial planning, portfolio management, and capital markets services.

Mackenzie Gassie is a financial advisor at Raymond James & Associates with two years of industry experience. Mackenzie holds the Series 66 designation and has worked at Raymond James & Associates intermittently since 2021. Prior to this, Mackenzie has experience with Massey Services and various roles spanning education and consulting. 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 charitable organizations, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Martha Stevens is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has worked at Raymond James since 2016 and previously at Deutsche Bank Securities Inc. from 2008 to 2016. Based in Atlanta, GA, she serves clients through a firm with a large nationwide adviser network. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Sara Phillips is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients' goals and risk tolerances.

Mark Podber is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 40 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for five years before joining Wells Fargo in 2016. Outside his advisory role, he developed a website called CAB CONNECT to help travelers share cab fees on common routes. 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 provides both brokerage and advisory solutions.

Scott Olsen is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Olsen is involved in charitable and community organizations, serving as President and Trustee of the Rising Star Equestrian Foundation, a board member for Adopt a Golden Atlanta, and trustee for the Cathy D Perry Trust. 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 employs proprietary research and model-based asset allocations in its advisory approach.

Claire Rinehart is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at Rockefeller Financial LLC and The Brick. 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 supported by firm-approved tools and methodologies.

Eric Leister is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with various divisions of Morgan Stanley since 2008, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Atlanta, GA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Lawrence Minogue Jr. is a CFP®-certified financial advisor with Ameriprise in Atlanta, GA, and has 39 years of industry experience. His prior work includes roles at NEXT Financial Group and FSG Wealth Management Inc. He also engages in independent insurance brokering outside of his advisory duties. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines investment research with tax-aware strategies and Social Security guidance.

Mark Nevins is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2005. Outside of his advisory work, he is involved with Ashantilly LLC, a business related to rental property management. 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, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Casey Wilson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior experience includes ten years with UBS Financial Services. Outside of his advisory work, he is involved in woodworking and retail sales through Wilma and Casey Woodworking and has authored several books. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Lellyett Jr. is a financial advisor at Raymond James & Associates with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, he serves as Chair of the Board for The 300 Club of Atlanta, a nonprofit supporting law enforcement officers and firefighters. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Christopher Gabriel is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. With over 30 years of experience, he specializes in family wealth management strategies, services for endowments, foundations, and nonprofits, as well as philanthropic planning. Christopher joined Merrill in 2009 after serving as a financial advisor since 1999, assisting current and former business owners, individuals, and families in pursuing their financial goals. Christopher holds a bachelor's degree with honors from Yale University and a master's degree from Oxford University. He is certified as a Certified Investment Management Analyst (CIMA®) and holds the Merrill Institutional Consultant (MIC) designation among other professional credentials. His career began in nonprofit development, where he gained extensive experience as a development director, finance and fundraising consultant, and financial advisor focused on charitable giving. This background provides Christopher with a comprehensive perspective on philanthropy, having participated as a donor, staffer, board member, and advisor. In addition to his professional role, Christopher is actively involved in community and volunteer work. He has held leadership positions with organizations such as the Georgia Planned Giving Council, Trinity School in Atlanta, Boys & Girls Clubs of America, and City of Refuge. He also serves as a teacher and lay leader at Peachtree Road United Methodist Church. Outside of work and community service, Christopher enjoys biking, boating, cooking, golfing, music, reading, traveling, writing, and spending time with his family.

Ricky Winn is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory career, he is involved with Ricky's Uptown Band, an activity dating back to 1967. 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, investment consulting, and institutional fiduciary solutions through various portfolio management styles and affiliated research.

Evit Smith is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior experience includes roles at Boost Mortgage LLC, Waddell & Reed, Inc., and Avantax Advisory Services. He has also been involved with West Oakland Missionary Baptist Church. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and alternative investment options.

Patrick Grant is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 28 years of industry experience. His career history includes roles at Dempsey Lord Smith, LLC and Mass Mutual Life Insurance. He is also involved in a referral business outside of his advisory work. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a variety of portfolio management options and employs both proprietary and third-party strategies tailored to client objectives.

Charles Gillis is a CFP® professional with 25 years of experience in financial services. He has been with UBS Financial Services in Atlanta since 2012. Outside of his advisory role, he supports Children's Healthcare of Atlanta by hosting donor events and engaging with the nonprofit community. 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 leverages proprietary research and capital market assumptions to tailor financial plans.

Leta Maye is a Financial Consultant currently working at Fidelity Investments since 2025. She has extensive experience in financial consulting, having previously served as an Executive Services Relationship Manager at E*TRADE from Morgan Stanley from 2023 to 2025, and as a Financial Consultant at E*TRADE from Morgan Stanley from 2011 to 2023. Leta's approach to working with clients emphasizes trust, education, and empowerment, focusing on understanding each client's unique goals, values, and challenges. Her professional focus includes building wealth, managing risk, and planning for major financial milestones, with an emphasis on clear communication and maintaining a customer-focused perspective to ensure clients feel confident and in control of their financial journey. Outside of her professional role, Leta enjoys cooking and baking, exploring food as a foodie, attending social events with friends, listening to music, traveling, and volunteering.

Cheryl Fairbanks is a financial advisor at UBS Financial Services with one year of industry experience. She previously worked for Wilmington Trust, N.A. for fifteen years. Outside of her advisory work, she owns and operates a short-term vacation rental property in western North Carolina. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Warren Kennett II is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Banc of America Investment Services, Inc. from 2001 to 2003. Outside of his advisory role, he serves as a co-trustee and power of attorney for his mother, handling related investment matters. 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 supported by research from Wells Fargo Investment Institute and third-party sources.