Adrian Powell is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 2005 to 2009. Outside of his advisory work, Powell coaches youth soccer and serves as President of the Board of Directors for Camp Twin Lakes, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and modeling techniques in its financial planning process.

Laura Paul is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2005. She has 16 years of industry experience. Outside of her advisory role, she owns a rental property in Atlanta. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs that include tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a wide range of retail and institutional investment services.

Susan Parrish is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63, 65, and 66 designations and possessing 26 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she serves on the Executive Committee of TABLE Ministries, a faith-based nonprofit providing personal care items and organizing activities for the homeless community in Gwinnett County. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to customize client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Sung Ko is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2009 onward. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product services through affiliated entities.

Madlyn Bocinsky is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been serving clients in this role since 2019, leveraging her background in education and mathematics to assist them in creating individualized financial plans. Her approach involves a detailed analysis of a client's assets and liabilities to develop strategies aligned with their personal goals. Prior to her career in wealth management, Madlyn spent nearly a decade teaching advanced high school mathematics. This experience, combined with her affinity for numbers and education, informs her collaborative work with clients. Her areas of focus include corporate benefits, divorce transition planning, education planning, equity compensation services, family wealth management strategies, LGBT wealth planning, personal retirement planning, socially responsible investing, and women and wealth. Madlyn holds a Bachelor's Degree from Kennesaw State University and holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Outside of her professional life, she enjoys camping, gardening, reading, spending time with her family, and playing tennis.

Scott Reynolds is a financial advisor at UBS Financial Services in Atlanta, GA, with six years of industry experience. He holds Series 65 and Series 66 licenses and has prior experience in real estate and military service, having worked at TTR Sotheby's International Realty and served in the United States Army. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Jeffries Clottey is a financial advisor at Raymond James & Associates with 9 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services and Wells Fargo 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, providing financial planning, investment consulting, and specialized municipal advisory services.

Cathryn Lindsey is a Series 66-licensed financial advisor with Merrill in Atlanta, GA, with 25 years of industry experience. She has worked with Merrill since 1999. Outside of her advisory role, she is the owner and treasurer of CLXCL LLC, a company that designs and markets shoes online, and serves as secretary for the Peachtree Ridge Cheer Lions Boosters. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Andrew Patel is a financial advisor at UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include a one-year tenure at Morgan Stanley and earlier positions in education and university settings. Patel previously owned a personal investment-related business that is now inactive. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based approaches to tailor client solutions.

Brandon Reynolds is a financial advisor at UBS Financial Services with 25 years of industry experience. He has worked at UBS since 2007 and previously spent four years at J.P. Morgan Securities. Outside of his advisory role, he serves on the board of the Georgia State Golf Association and is a partner in a mobile waste compaction company in Atlanta. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and advisory solutions.

John Boosalis is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously spent seven years at Raymond James & Associates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

John Kennedy is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Prior to joining Morgan Stanley, he was with Citigroup Global Markets from 2003 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its financial planning process.

Kristen Kosola Govantes is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and three years of industry experience. She previously worked at Benjamin F. Edwards for five years and has experience as a real estate referral agent with Coldwell Banker Realty. Outside of financial advising, she operates a real estate referral network as an independent contractor. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, supported by a broad range of portfolio management styles and research resources.

Margaret Guffin is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Prudential Private Capital, Goldman Sachs, Neuberger Berman, and Ernst & Young. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Meredith Barwick is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and 27 years of industry experience. She has been with Merrill since 1998. Outside of her advisory role, she operates a sole proprietorship creating custom-made jewelry. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Earl Harrison III is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2005, previously spending seven years at Banc of America Investment Services. He is based in Atlanta, GA. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs and tailored financial planning that leverages firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning groups.

Julie Tener is a financial advisor at Stifel in Atlanta, GA, with 19 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2022. Her prior roles include positions at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

Ivelisse Maldonado is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and SunTrust Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Hayley Byrne is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021, with prior experience at Baird. She also has a background in education, having worked at the University of Georgia and Sacred Heart Academy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Susan Mayhugh is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank since 2015, with prior experience at Citigroup Global Markets and A. G. Edwards & Sons. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning services supported by structured planning tools and investment modeling.