Keegan Walsh is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2023, he worked at Bank of America and has held roles at the University of Georgia and Brookwood High School. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jerel Carter is a financial advisor with J.P. Morgan Securities in Atlanta, GA. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A., Northwestern Mutual, and Northwestern Mutual Investment Management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager and fund searches, and customized performance reporting through a combination of quantitative modeling, centralized due diligence, and an ESG eligibility framework.

Sebastian O'Neal is a financial advisor at Charles Schwab with 31 years of industry experience. He has worked at Charles Schwab since 1996 and has been with Charles Schwab Bank since 2005. He holds Series 63 and Series 65 licenses. 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 and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Susan Thornton is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 63 designation and bringing 34 years of industry experience. She has been with Raymond James & Associates since 2016. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Christopher Dodd is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Jordan Desamours is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Tesla for six years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and other services.

Toney Pennyamon is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, and Bank of America. Outside of his advisory role, he serves as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a broad range of brokerage and advisory solutions.

Olivia Ewing is a financial advisor at Edward Jones with 12 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials. Olivia has been with Edward Jones since 2013, working in the Atlanta, GA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Hamilton Krans III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at SunTrust Advisory Services, SUNTRUST INVESTMENT SERVICES, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Outside of his advisory work, he is a co-owner of a chicken farm that sells to a wholesale supplier. 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 a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Wagner is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. He is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning and manages approximately $2.74 trillion in client assets.

Timothy Dorothy Jr. is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates, Inc. 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 that includes individuals, institutional and pension plans, and charitable and municipal entities, offering financial planning and advisory services supported by extensive research and a variety of portfolio management styles.

Thomas Makin is a financial advisor with Cetera in Marietta, GA, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Wells Fargo Bank, and PFS Investments Inc. Cetera Investment Advisers LLC is an SEC-registered firm with a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through multi-manager platforms, including access to third-party money managers and a range of program structures and custodial relationships.

Shawn Smith is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously spent ten years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and a structured planning process.

Victoria Graham is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016, with prior experience at Northwestern Mutual Investment Management and Raymond James & Associates. Graham's dual role at J.P. Morgan Bank allows her to offer certain bank products and services in addition to securities advisory. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis, with clients retaining final decision authority.

James Glendinning is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to understand their current and future financial needs. He focuses on building unique long-term financial plans tailored to what matters most to each client through a team approach. James has held several roles in the financial services industry, including Relationship Manager and High Net Worth Service Associate at Fidelity Investments, Financial Services Representative at Etrade Securities LLC, and Financial Advisor Associate at Raymond James & Associates. His experience spans client relationship management and financial planning. Outside of his professional work, James enjoys baseball, football, golf, hiking, traveling, and participating in social events with friends.

John Ramsey is a CFP® professional with 15 years of industry experience. He has worked at RBC Capital Markets since 2024 and previously spent 11 years at UBS Financial Services Inc. He is based in Atlanta, GA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing a range of portfolio management, financial planning, and brokerage services.

Bert Madden, Jr. Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 certifications and bringing 42 years of industry experience. He has been with various Morgan Stanley entities since 2003. Outside of his advisory role, he is involved as president of Lucas Cove, an S-Corp dealing with residential real estate lots, and is the sole proprietor of Madden Brothers Farm in Oklahoma. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Konstantinos Bozzuto is a financial advisor at LPL Enterprise with 12 years of industry experience. His background includes roles at Prudential Insurance Company of America, Pruco Securities LLC, Kaiser Permanente, and Willis Towers Watson. He is the owner of KF Benefits, LLC, a company that brokers small business employee benefits. 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 utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Kyle Leavitt is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Bank of America N.A. and Merrill since 2019. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Pettyjohn III is a Certified Financial Planner® with 33 years of industry experience, currently serving at Wells Fargo Advisors since 2015. He has ownership in BPC Wealth Management, LLC, where he is actively involved. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a large network of advisors, offering a broad range of planning solutions that include specialized services such as business-owner transition and special-needs planning.