Cade Sanders is a Series 66-licensed financial advisor at J.P. Morgan Securities with three years of industry experience. He has held roles at JPMorgan Chase Bank, N.A., US Bank, and has academic experience at Gonzaga University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Joshua Solomon is a Private Wealth Advisor with Merrill Private Wealth Management. He focuses on assisting clients with family wealth management strategies, legacy planning, liquidity management, and philanthropic planning. Joshua holds a Bachelor's Degree from Rhodes College and has earned the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, he enjoys football, golfing, and spending time with his family.

Jo Pontius is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 63 designation and bringing 38 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting through various programs, with an emphasis on non-discretionary advice supported by extensive research and multiple portfolio management styles.

Christopher Moorman is a CFP®-designated financial advisor with UBS Financial Services in Atlanta, GA, and has 33 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research, underwriting, and capital markets services.

Juan Mujica is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at JP Morgan Private Bank Suisse and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, emphasizing tailored financial planning and a structured planning process that incorporates firm-approved tools and modeling techniques.

Douglas Stefanini is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Longview Wealth Management and Cambridge Investment Research. Stefanini is also an independent insurance agent, involved in selling life, health, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, retirement services, and multi-manager platform options, managing over $256 billion in assets.

William Slade is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously spent nine years at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 a structured planning process using firm-approved tools and modeling techniques.

Anna Paris is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior roles include positions at Truist Securities, Avanza Healthcare Strategies, The Coca-Cola Company, and Mansfield Oil Company. 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 using firm-approved tools and methodologies.

J Roberts is a financial advisor at Morgan Stanley with 40 years of industry experience. He has held positions at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. 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 firm-approved tools and methodologies.

John Weaver is a Series 66-registered financial advisor at Charles Schwab with five years of industry experience. He has worked at several firms, including UBS Financial Services and American Financial Advisors, before joining Schwab. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Kimberly Hudson is a financial advisor at Edward Jones in Decatur, GA, holding a Series 66 designation with 12 years of industry experience. She has worked at Edward Jones since 2014 and is also a co-owner and investor in N-Motion Stone & Tile Restoration. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Sue Greenwood is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Andrew Hale is a Series 66 licensed financial advisor with Edward Jones, based in Covington, GA. He has seven years of industry experience, including prior roles at AgSouth Farm Credit and the Morgan County Recreation Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Jason Atchley is a financial advisor with Equitable Advisors in Chamblee, GA, holding a Series 66 designation and 11 years of industry experience. He has worked with Equitable Advisors since 2015, including its predecessor AxA Advisors. Outside of his advisory role, he is involved as a driver for Atlantic Coast Textiles and serves as an administrator or trustee for a family trust. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm delivers advice through a network of representatives using various third-party advisory models and program sponsors, focusing on matching clients with suitable investment strategies and providing ERISA fiduciary services.

William Lellyett is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2020, he worked for Internal Data Resources from 2016 to 2020. 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 investors, and municipal entities, and offers financial planning, investment consulting, and specialized municipal advisory services.

Bradley Cull is a Certified Financial Planner (CFP®) with 22 years of experience, currently serving as an advisor at Morgan Stanley in Atlanta, GA. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning and utilizing firm-approved tools and modeling techniques as part of its structured planning process.

Yuemei Sun is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. She previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Sun serves as Vice President of the Association of Chinese Professionals in Atlanta, a nonprofit organization focused on membership recruitment. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Alan Davis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2015. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering non-discretionary programs supported by centralized due diligence and ESG processes.

Tricia Mc Intosh is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 66 credentials and having seven years of industry experience. She has worked at several firms including UBS Financial Services, JPMorgan Chase, and Transamerica Financial Advisors. Outside of her advisory work, she is the sole proprietor of TMI Media, LLC, which creates promotional and educational videos. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored portfolio management and financial planning services. The firm combines in-house and third-party investment management, tax management, and responsible investing options within unified or sleeve-based account structures.

Hardik Kansara is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining J.P. Morgan in 2022. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.