Elizabeth Lawther is a CFA charterholder with six years of industry experience. She has worked at Cresset Asset Management, LLC since 2020 and previously spent nine years with M&T Securities, Inc. and M&T Bank. Cresset Asset Management is a multi-disciplinary adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach across public equities, fixed income, and alternatives, utilizing both active and passive strategies along with tools such as artificial intelligence and machine learning.

Adam Bass is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has previously worked at firms including MassMutual Investors Services, Park Avenue Securities, Guardian Life Insurance Company, Hornor Townsend & Kent, and Penn Mutual Life Insurance Company. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports tailored to clients’ income sources and withdrawal strategies.

Stephen Dunbar III is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2010, following a period with AXA Advisors, LLC. Outside of advising, he writes a monthly financial column for Kiplinger and is involved in a family-owned baking business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs, utilizing both proprietary and third-party advisory models.

Bradley Patterson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm integrates research from Wells Fargo Investment Institute and third-party sources to inform its investment approach and offers a wide range of brokerage and advisory solutions.

Mary Bennett is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMORGAN Securities LLC and JPMorgan Chase Bank NA before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital market strategies.

Antan Wilson is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and previously worked at Axa Advisors, LLC for five years before joining Morgan Stanley in 2019. Wilson is also the owner of business ventures involved in real estate through ARW Juggernaut Group and Judd Mcclain, LLC in Atlanta. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individuals and institutions. The firm offers tailored financial planning and a wide range of advisory programs supported by structured planning tools and broad investment capabilities.

Maxwell Goldstein is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Morgan Stanley and has a background including roles with Overtime Elite and collegiate basketball programs at Georgia Tech and the University of Arizona. He holds the Series 66 designation. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and offers a range of services including fee-based planning, portfolio management, and capital markets activities.

Kayla Fleming is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for nine years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including 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 scenario modeling as part of its advisory services.

David Moran is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He has previously worked at UBS Financial Services and AllianceBernstein L.P. Outside of his advisory role, he has partial ownership in two Atlanta-based pickleball-related businesses focused on sports facility management and equipment promotion. Wells Fargo Advisors serves individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement consulting services, managing approximately $671 billion in assets across more than 14,000 financial advisors.

John Malloy is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wachovia Bank, N.A. since 2008. Outside of his advisory role, he serves as an advisory board member for the Smyrna Grove HOA in Smyrna, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds, employing proprietary research and tools to develop customized recommendations.

Tommy Foushee Jr. is a CFP® professional with four years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Fifth Third Private Bank and SunTrust Bank. He participates in consulting surveys through Gerson Lehrman Group and Dialectica and is a licensed notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a large network of advisors with diverse investment solutions, including model portfolios, third-party management, and institutional platforms.

Richard Battle is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and 28 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 work, he is involved in a family partnership created to hold life insurance policies. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market models.

Nandipha Ncube is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2018, with prior roles at Truist Bank, SunTrust Bank, and E*Trade Securities. Ncube is based in Atlanta, GA. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its advisory process.

Matthew Berman is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning services.

Mark Walters is a Series 66-licensed financial advisor with four years of industry experience. He currently works at LPL Enterprise and previously held roles at Bank of America, Merrill, Nylife Securities, and New York Life Insurance. Outside of his advisory work, Walters also engages in rideshare driving with Lyft. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed internally and by third-party strategists, and it offers a range of financial planning, asset management, and insurance products.

Mary Alice Fuentes Ford is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes twelve years at Wells Fargo Bank and six years at Wells Fargo Clearing before joining Raymond James & Associates in 2022. Raymond James & Associates is a nationally recognized 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, investment consulting, and municipal advisory services through a variety of portfolio management approaches and affiliated resources.

Thomas Egan is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding Series 65 and Series 63 designations with 18 years of industry experience. He previously worked at Jefferies for 16 years before joining J.P. Morgan in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Rebecca Glasgow is a CFP®-designated financial advisor at RBC Capital Markets with 21 years of industry experience. She previously worked at UBS Financial Services Inc. for 15 years before joining RBC in 2023. Glasgow serves as an officer on the executive committee of the ESOP Association New South Chapter and is a trustee of the Compromise Quinby Taylor Educational Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s capital markets and affiliated asset management capabilities.

Dawn Mcculloh is a Series 66 licensed financial advisor with 24 years of industry experience, currently with UBS Financial Services in Atlanta since 2013. She supports marketing efforts for her husband's business, Atomic Ice Cream Sandwich. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad set of capital markets and advisory services.

Lindsey Pettis is a financial advisor with J.P. Morgan Securities in Atlanta, Georgia. She holds a Series 66 credential and has two years of industry experience. Her background includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and JP Morgan Private Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations, serving clients who retain final decision-making authority.