Nicholas Kalenik is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and began his career with JPMorgan Chase Bank and J.P. Morgan Securities in 2023. Prior to joining the firm, he worked at Uber and DoorDash and was affiliated with the University of Georgia. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers a range of products including security‑based swaps and futures.

Daniel Alexander is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He currently works at Charles Schwab in Atlanta, GA, where he has been since 2017. Prior to that, he spent nine years at Fidelity Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Haynes Huffard is a CFP® professional with 29 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2003 to 2008. Outside of his advisory role, he serves as a trustee for family-related investment matters. Wells Fargo Advisors is a national firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

Austin Willis is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with LPL Enterprise in Atlanta, GA, having previously worked at Kestra Investment Services LLC and held roles in various financial and insurance-related firms. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance product sales through affiliated entities.

Jordan Diab is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has held roles at firms including Alvarez & Marsal, Equilibria, and Retail Rebel. His background also includes work in banking and consulting. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Quinton Bennett is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2021, and previously held positions at Goldman Sachs & Co LLC, Mastercard, HSBC, and Morehouse College. 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 its recommendations.

George Gervais is a financial advisor at Ameriprise with one year of industry experience. He previously operated Gervais Capital Management and has experience in both educational and business roles. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service. The firm’s approach combines investment research, third-party data, and algorithmic tools to provide tailored recommendations within a defined investment universe.

Alicia Dunlap Dolby is a financial advisor at Merrill with 8 years of industry experience. She holds the Series 63 and Series 66 credentials and previously worked at Truist Financial for 6 years before joining Merrill in 2021. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and corporations.

John Fisher is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for UBS Financial Services and Morgan Stanley Private Bank. 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 non-discretionary investment consulting through various specialized programs.

Shallan Farmer is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 credential and has been with Edward Jones since 2016. Outside of her advisory role, she is associated with Advocare International, a health products business based in Plano, TX. 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 investment strategies, including discretionary and non-discretionary wrap fees, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Remington is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at John Hancock and John Hancock Distributors for three years. His background also includes roles outside finance, including positions at The Home Depot and The Perfect Game. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools to model outcomes, offering a broad range of investment and financial strategies.

John Sullivan is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career as a Financial Advisor in 1995, he has focused on creating strategies tailored to clients’ risk tolerance, time horizon, liquidity requirements, and investment goals. He works primarily with high-net-worth individuals, their families, and businesses to address both short- and long-term financial objectives. John’s process involves a consultative approach where he first listens and reviews clients’ financial situations and goals. He then recommends asset allocations aligned with their income and growth expectations, followed by ongoing discussions on various opportunities including investments, retirement, estate planning, and philanthropy. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned a bachelor's degree from The University of Georgia, graduating in 1992. Outside of work, John spends time with his wife and children, and enjoys reading, golfing, and flying.

Tamika Riggins is a financial advisor at UBS Financial Services with nine years of industry experience. She holds the Series 66 designation and has worked previously at firms including Morgan Stanley, E*Trade Securities, and Wells Fargo Clearing Services. Outside of her advisory role, she owns a retail and online business, Isajo- Your Fashion CO., and operates a notary service as a sole proprietor. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored financial solutions through a nationwide network of advisors.

Teraise O'Connor is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Chirag Shah is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at TD Ameritrade and Scottrade. Outside of his advisory work, he is a partner in several rental property businesses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, as well as comprehensive brokerage and custodial services.

Otis Pollard III is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 63 designation and 34 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is involved with an independent production team associated with Netflix, providing a residence for filming. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Hunter Pierpont is a financial advisor with Merrill based in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill since 2013 and concurrently at Bank of America, N.A. since 2016. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Diego Sarmiento is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to align their investments with their lifestyle goals, ensuring that financial plans maintain the flexibility needed to adapt to life transitions. His expertise includes college education planning, legacy planning, retirement income, tax minimization, and small business strategies, among other areas. Diego began his financial services career in 2007 with Merrill Lynch Wealth Management. He holds a Bachelor of Arts degree in Economics from Rutgers University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and Spanish. Originally from the New York metropolitan area, Diego moved to Atlanta in 2013. He is active in the community, contributing to organizations such as the Northside Youth Organization and Habitat for Humanity. Diego lives in Buckhead with his wife, Tina, and their two children, Mason and Ella.

Luis Martinez is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Jax Federal Credit Union, Main Event, Bbt, and FedEx. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios and fund advisory services.

Kathryn King is a financial advisor at Merrill in Atlanta, GA, holding a Series 66 license with 13 years of industry experience. She has been with Merrill since 2013. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.