Timothy Baker is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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 and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Omar Talbi is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. 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 and firm-approved tools.

Jeannie Darwin 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 1999. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

John Garrison is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in executive compensation, equity compensation services, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. John holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), Certified Investment Management ConsultantSM (CIMC), Certified Private Wealth Advisor® (CPWA), and Personal Investment Advisor (PIA). He earned both his Bachelor's Degree and Master's Degree from the University of Georgia. Outside of his professional work, John enjoys fishing, football, hiking, hunting, and spending time with his family.

Ja Vail Lewis is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining J.P. Morgan, Lewis worked at Fidelity Investments for five years. Outside of finance, Lewis is the CEO of Nue Wav LLC, a business that sells clothing online. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework incorporated into their recommendations.

Andrew Kronitz is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of FansRthegame, a business based in Atlanta. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Samuel Green is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2015, including four years at Morgan Stanley Private Bank, N.A. He serves on the finance committee of Congregation B'nai Israel in St. Petersburg, Florida. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing 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 relationships and corporate financial planning agreements.

Robert Tamarkin is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes 18 years at UBS Financial Services before joining Elevation Point Wealth Partners, LLC, and subsequently Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including customized financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-supported financial planning services.

Andres Rubio is a financial advisor with Edward Jones in Conyers, GA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Branch Banking & Trust Co and Moody Capital Solutions, Inc., as well as ownership of a small roofing contracting business. He has also been involved with Jack's Bar & Grill since 2019. 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 and offers a broad range of advisory programs and investment products supported by a nationwide network of more than 23,700 financial advisors.

Brent Lane is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets services.

Alice Neill is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1996 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning facilitated by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Yumi Lee is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley for one year and Seikoh Giken USA, Inc. for twelve years. 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.

Teyonna Harris is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, Manning & Napier, Wells Fargo Clearing, TD Ameritrade, and Morgan Stanley. Outside of her advisory role, she is a partner in a decorative flooring company and also works as a substitute teacher. Fidelity’s Strategic Advisers provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across diverse investment vehicles. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and its advisory role to multiple registered investment companies and fund-of-funds.

Cathy Williams is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she is involved in real estate through Prudential GA Realty. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Marlene Wilson is a financial advisor at RBC Capital Markets with 25 years of industry experience. She has held roles at RBC Capital Markets since 2017, following positions at Equity Investment Corporation, BNY Mellon Distributors Inc., and JFB Holdings Corp. Wilson serves as a court-appointed special advocate with CASA, volunteering on behalf of neglected and abused children in foster care. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients by providing a range of advisory programs and portfolio management services tailored to each client’s risk profile. The firm utilizes both in-house and third-party investment managers and offers integrated capital-markets capabilities and alternative investment options.

William Pahl Jr. is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 15 years. Outside of his advisory role, he is involved as an officer in a real estate partnership. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Adam Johnson is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charities, utilizing internal and third-party investment models.

Michael Neal is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63, Series 65, and Series 66 licenses with 29 years of industry experience. He has worked at Morgan Stanley since 2020 and previously was with Wells Fargo Clearing from 2016 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside investment modeling to support its financial planning services.

Byron Sanders is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held roles at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations and is based in Atlanta, GA. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to assist in financial planning.

Connor Brumfield is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and six years of industry experience. He worked at Wedbush Securities Inc. for six years prior to joining LPL Financial in 2025. Outside of his advisory role, Brumfield is involved with Fusion Capital, LLC, a non-investment-related business entity. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.