Deborah Akers is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 63 designation and 24 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she is the sole owner of a wardrobe consulting business focused on personal shopping. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Grace Kennedy is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Her work history includes multiple periods at Morgan Stanley beginning in 2020, interspersed with roles in education and other sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning and a range of advisory programs using structured discovery processes and firm-approved tools.

Shad Reynolds is a CFP® and ChFC® affiliated with Mass Mutual Investors Services in Atlanta, GA, with 27 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory role, Reynolds is involved in several business ventures, including managing a tax planning and preparation firm and co-owning a farm venue rental business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements that utilize firm-approved analytic tools without discretionary authority over client investments.

Alexander Zimmerman is a financial advisor at Morgan Stanley with over 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is the sole proprietor of Edelweiss Creations LLC, an art and culture business, and is currently writing a book. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with broad investment offerings.

Jose Nedumpurath is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His professional background includes roles at Intuit Inc, Cardtronics USA Inc, NCR, PFS Investments Inc, and Primerica Financial Services. Outside of advising, he serves as CEO of Jr Consultants Inc, a non-investment-related business. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Philip Pierre Louis is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and five years of industry experience. He previously worked at Morgan Stanley and E*TRADE Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with centralized due diligence and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Shafiq Virani is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 66 and Series 63 licenses and six years of industry experience. He has a background that includes 16 years at Wachovia Bank, N.A., and involvement with Ice Dreams Inc. dba Marble Slab Creamery. 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 manages approximately $671 billion in assets and supports clients with both brokerage and advisory solutions.

David Burroughs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds a Master's Degree and a Bachelor's Degree from Auburn University and has completed the Accredited Certificate Program from Wharton Business School. He holds the Personal Investment Advisor (PIA) designation. With over 30 years of experience, David works with small business owners, corporate executives, and families, focusing on areas such as corporate executive services, executive compensation, family wealth management strategies, personal retirement planning, legacy planning, and portfolio management services. He provides comprehensive guidance on topics including the sale of private businesses, succession planning, estate planning, and tax minimization, leveraging the investment insights of Merrill and banking services of Bank of America. David is involved in various community organizations, including Compassion International, St. Jude's Hospital, Atlanta Food Bank, and Auburn University Alumni. His personal interests include golfing, spending time with his family, and traveling.

Timothy Dod is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor strategies to clients’ goals and risk tolerances.

Bruce Swift is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2020, following four years at The Vanguard Group. Swift holds Series 63 and Series 66 licenses and is based in Atlanta, GA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and firm-approved tools, including modeling techniques such as Monte Carlo simulations, while clients are responsible for implementing and updating their plans.

David Easterling is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Auburn University, and Pritchard and Jerden. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and models.

Robert Joyner is a CFP® credentialed financial advisor with 17 years of industry experience. He currently works at RBC Capital Markets, having previously held positions at UBS Financial Services and E*TRADE Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and combines in-house and third-party management to meet client-specific risk profiles.

Alex Cornett is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and two years of industry experience. He is involved with creative ventures outside the firm, including co-creating and recording a podcast called Monsters Vs Men and participating as a minority owner in Alceja Productions. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment solutions.

Kimberly Almond is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2019, following two years at Edward Jones and ten years at Verizon Wireless. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lamar Ware is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Raymond James since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including high-net-worth individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Gaynier is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual Investors Services. His other business activities include involvement in non-variable insurance through Prudential. LPL Enterprise serves a broad client base including individuals, high-net-worth investors, retirement plans, and various institutions. The firm provides financial planning, consulting, and access to model-driven investment portfolios developed by internal and third-party strategists, while also facilitating insurance product sales and affiliated trust services.

William Thompson is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Virginia Dalton is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. She has worked at Bank of America and Merrill since 2018 and previously at Merrill Lynch in 2017. Outside of her advisory role, she operates a business selling bedazzled sunglasses on Etsy as a managing member of V Wear. Merrill, alongside 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

James Garrett is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior work includes positions at Securities America Advisors, Morgan Stanley, and TandemGrowth Financial Advisors. He is also involved with Elevation Wealth Advisors in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jason Bunin is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2008. Outside of finance, he serves on the board of directors for AB Design Vision, an interior design firm, where he contributes to business strategy and financial review. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, and the program incorporates ESG considerations and broader derivatives and commodities capabilities.