Daniel Egbert is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Eric Garbade is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Based in Atlanta, GA, his career spans roles within both wealth management and private banking. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and market simulations to support client financial goals.

Carlos Forde Jr is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 13 years of industry experience. His work history includes roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and Metlife Securities from 2014 to 2017. He also operates as an independent insurance agent selling disability, fixed annuities, and life, accident, and health insurance. 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 provides ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Scott Dozier is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1983, specializing in family wealth management strategies, legacy planning, and managing new wealth. Scott holds the Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA) designations, having completed coursework at The Wharton School of Business and the University of Chicago Booth School of Business, respectively. He is also a certified public accountant, having received his CPA certificate in 1980, though he does not provide tax advice in his current role. Scott earned a Bachelor of Science degree in Accounting from Florida State University in 1978 and completed his high school education at Darlington School. He is a member of the Atlanta Estate Planning Council and the Investments & Wealth Institute. Throughout his career, Scott has been recognized on the Forbes "Best-in-State Wealth Advisors" list from 2018 through 2025. He resides in the Vinings area of Atlanta with his wife Margaret. Scott has served on the Board of Directors of the High Museum for six years and on the Investment Committee for the Woodruffs Art Center. He also joined the Board of Trustees of Darlington School in 2014 and served as Chairman. His personal interests include fishing, golf, running, and playing guitar.

Chandon Glenn is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Wells Fargo and has professional experience in roles at Uber Technologies, Lululemon Athletica, and San Diego State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program supported by centralized due diligence and a combination of quantitative and qualitative research.

Tracy Garrett is a financial advisor at UBS Financial Services with 25 years of industry experience. She has worked at UBS since 2018 and previously held positions at Janney Montgomery Scott and Mizuho Securities USA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to client goals.

Johanna Velasquez is a financial advisor at Merrill with over 21 years at the firm and holds a Series 66 designation. She has four years of industry experience. Outside of her advisory role, she serves as a board member of the Latin American Association, a nonprofit organization in Atlanta that supports Latin American immigrants. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Lori Jordan is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing Services, LLC since 2016, with a brief tenure at Raymond James & Associates in 2019. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data to guide investment decisions.

Clayton Anthony is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2009. Outside of his advisory role, Clayton serves as a board member for the University of Georgia School of Public and International Affairs Board of Visitors, where he is involved in fundraising. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm‑approved tools and comprehensive investment research.

Cody Hamilton is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab & Co., Inc. for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods.

Natalie Payne is a financial advisor at Fidelity Investments with one year of industry experience. She holds a Series 66 designation. Prior to her current role, she worked in various positions including independent contracting with 4E Barns and Sheds, where she managed logistics and invoicing for building deliveries. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and provides advisory services to multiple registered investment companies.

Edward Lane Jr. is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including VOYA Financial Advisors and Cetera Wealth Services. Outside of advising, he owns and operates Fast Lane Music, a recording studio. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers through a multi-manager platform.

Jonathan Bucchere Jr. is a financial advisor at Merrill in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill and Bank of America, he worked with Major League Baseball and completed four years at The University of Alabama. 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, and institutional investors.

Michael Evanoff is a CFP® professional with 30 years of experience in the financial services industry. He has been with Ameriprise since 2009, currently serving as an advisor in Norcross, GA. His credentials also include the Series 63 and Series 65 licenses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions.

Brittany Hyde is a financial advisor at Merrill with six years of industry experience, holding a Series 66 designation. She has been with Merrill since 2019 and previously worked at Bob Steele Salon from 2013 to 2019. Merrill, along 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.

Brent Walker is a Financial Consultant currently working at Fidelity Investments since 2023. In his role, he guides clients through various stages of life, focusing on wealth accumulation, risk management, and income planning. He collaborates with clients to develop tailored financial roadmaps based on personalized strategies, tax-efficient investing, and ongoing communication to help clients pursue retirement and long-term financial goals with efficiency and clarity. Prior to his current position, Brent worked as a Financial Consultant at E*TRADE Capital Management from 2019 to 2023. He also held roles at E*TRADE including Branch Service Representative from 2018 to 2019 and was part of the Elite Client Service Team at E*TRADE Securities from 2016 to 2018. Outside of his professional work, Brent has interests in the beach, football, and outdoor adventures.

Mary Smith is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, with prior roles at Bank of America and Merrill. Outside of finance, she is involved as a holiday artist, creating themed art pieces. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by a structured discovery process and firm-approved tools. The firm manages significant client assets and provides a range of investment and planning services without offering individual security recommendations as part of standalone plans.

Kenyatta Harris is a financial advisor at Morgan Stanley with 15 years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Charles Schwab and Charles Schwab Bank from 2010 to 2022. Outside of her advisory role, she is involved in content creation and affiliate marketing through her ownership of JK Effect Media LLC and participates in online sales and delivery services with platforms such as Poshmark, DoorDash, TikTok, and Amazon. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and serves clients under both direct and corporate financial planning agreements.

Christopher Ross is a financial advisor with Wells Fargo Clearing in Atlanta, GA. He holds the Series 66 designation and has over 20 years of industry experience, including long-term tenure at Wells Fargo Bank and prior roles at Merrill and Bank of America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Barry Kaufman is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 2002. Outside of his advisory role, he is the owner of Foodsic LLC, a music publication business based in Roswell, GA. Ameriprise offers retirement-income planning services tailored for individuals approaching or in retirement with substantial investable assets, delivering detailed recommendation reports that incorporate tax-smart strategies and Social Security options. The firm combines research and algorithmic tools with personalized advisory to support clients’ retirement planning needs.