Lyllian Goldfarb is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2013. In addition to her advisory role, she is also an employee of JPMorgan Bank, offering certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, offering services on a non-discretionary basis.

Shwe Waddy is a financial advisor at Morgan Stanley in Atlanta, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Waddy worked at Goldman Sachs and has diverse experience including roles at Gyi Industries Ltd., Residence G Service Apartments, and Emory University. Waddy also has a background connected to educational and cultural institutions, having worked at the Michael C. Carlos Museum and the International School Yangon. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Laura Wellon is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. She has been with UBS since 2001. Outside of her advisory work, she serves on the board of TVS Design, an architecture firm, and is president of the Atlanta chapter of the Exit Planning Institute. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor client plans. The firm offers both wealth management and institutional trading capabilities.

William Jameson is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and over 10 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2015 and Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory role, he is the sole proprietor of Morningside Management, LLC, a property management business based in Atlanta. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process and integrates various investment and risk modeling tools as part of its services.

Samuel Kelly is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He previously worked at Avantax and H.D. Vest, and currently balances his advisory role with coordinating a mass spectrometry core lab at Georgia Tech. Outside of finance, he is involved in nonprofit activities including serving on the advisory board of Back on My Feet Atlanta, volunteering as a team leader for the Ivy Haywood Education Initiative supporting students in Uganda, and acting as a trustee for Discover Point Church. Cetera Investment Advisers LLC provides a range of portfolio management and financial planning services through a large nationwide network of independent advisors, serving individual, institutional, corporate, and charitable clients. The firm operates a multi-manager platform offering various investment programs with discretionary and non-discretionary options, managing assets totaling over $256 billion across more than 10,000 advisors.

Ruger Dowling is a financial advisor with J.P. Morgan Securities in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Equitable for one year and has experience in the hospitality and food service industries. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and includes an ESG eligibility framework when recommending investment strategies.

William Clanton is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and affiliated entities since 2010. Prior to that, he worked at Merrill from 2008 to 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Owen Waits is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2020, as well as service in the United States Army from 2010 to 2018. He has also worked at the University of North Carolina. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Raymond Latty is a financial advisor with J.P. Morgan Securities in Snellville, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at J.P. Morgan Securities since 2016 and has been with JPMorgan Chase Bank, N.A. since 2015. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Karen Paolozzi is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and previously worked at Druid Hills Golf Club from 2014 to 2018. 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products such as insurance-related vehicles and bank deposit sweep options.

Whitney Rife is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds the Series 66 designation. Based in Atlanta, GA, she provides advisory services through a well-established firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

James Herndon III is a CFP® professional with seven years of experience at Edward Jones in Decatur, GA. Prior to joining Edward Jones in 2019, he spent over a decade at Emory University and was involved with the University of Michigan Debate team. He serves as the chair of the City Schools of Decatur Board, overseeing the superintendent, budget, and school operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices.

John Minson is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024. Prior to his current roles, he was employed at CDX Advisors and has professional experience connected to the University of Notre Dame, Camp Anchor, and The Westminster Schools. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Spector is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has worked with Morgan Stanley since 2009 and is currently associated with Morgan Stanley Private Bank, N.A. since 2017. Outside of his advisory role, he serves on the golf committee at Ansley Golf Club in Atlanta. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and serves both direct clients and corporate financial planning agreements without providing individual security recommendations as part of standalone plans.

Rhonda Potter is a CFP® with six years of experience currently serving at J.P. Morgan Securities. She previously worked at BNY Mellon Wealth Management for 12 years. Rhonda is a board member of the Atlanta Society of Finance and Investment Professionals Foundation, which promotes financial literacy in Atlanta. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kayla Mosley Jackson is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2015, following a one-year tenure at Edward Jones. Based in Atlanta, GA, she is part of a large advisory team serving a diverse client base. 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 designed for individuals, high-net-worth clients, and various institutional entities.

Joshua Curran is a CFP® with 33 years of industry experience, currently advising at Wells Fargo Clearing since 2024. He previously worked for Raymond James & Associates for 11 years. Outside of his advisory role, he teaches retirement planning classes at Oglethorpe University. 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 advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Leigh Holbrook is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has worked at Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Bonnie Passannante is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at Eagle Strategies, LLC and New York Life Insurance Company and its related securities firm, where she spent over two decades. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars.

Bobby Bergman is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In his role, he focuses on holistic planning and managing client relationships, working collaboratively to develop strategies that align with clients' personal and financial goals. Bobby has extensive experience within Fidelity Investments, having served in various capacities including SPS Executive Services Specialist, SPS Stock Plan Consultant, Small Business Retirements Specialist, and Equity Trader since 2018. Prior to joining Fidelity, he worked as a Client Relationship Manager at Lifetime Financial Growth and as a Financial Representative at Western and Southern Financial Group. Outside of his professional career, Bobby enjoys baseball, football, golf, hiking, and spending time with his pets.