Robert Marmorato Jr. is a financial advisor at Morgan Stanley in Atlanta, GA, with 15 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2013. Outside of his advisory role, he is the owner and active manager of The Cooinda Conservancy, which focuses on timber farming and natural resource conservation in Cedartown, GA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by proprietary tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Frederick Sumter III is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he spent 10 years at Citigroup Global Markets. He is also active as a trustee in an investment-related capacity in Atlanta, Georgia. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of retail and institutional investment services.

Marquee Smith is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing as well as positions at Morgan Stanley and SunTrust Advisory Services. Outside of finance, he owns several businesses, including Marquee Photography, MDS Fitness LLC, and Gracie Marie Design Co. LLC, which creates and sells jewelry. 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 Wells Fargo Investment Institute and third-party sources.

Taylor Sharpe is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Merrill, Sharpe worked at Allgood Lounge. 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 strategies for a range of client types including individuals and institutions.

Janet Cleveland is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated since 2009. Cleveland holds a Series 63 designation and is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jennifer Robinson serves as a Senior Financial Advisor at Merrill Lynch Wealth Management in Atlanta, Georgia. She brings over two decades of experience across banking and financial industries, providing guidance to high-net-worth individuals including business owners, medical and legal professionals, and corporate executives. Her approach prioritizes building relationships and helping clients understand complex financial concepts to make informed decisions regarding their wealth. Jennifer's work spans areas such as family wealth management strategies, legacy planning, retirement income, and services tailored for endowments, foundations, non-profits, and defined benefit plans. Before joining Merrill Lynch Wealth Management in 2017, Jennifer held leadership roles including Vice President and Director of Community Investment Services Production and Operations at the Federal Home Loan Bank of Atlanta, Vice President and Director of Business Development at a minority depository financial institution, and Director of Community Development for a large multifamily developer. She holds a Bachelor's degree in business finance and an MBA from Troy University. Jennifer is actively involved in her community, serving on the board of the Stewart Foundation which supports programs for children in Atlanta. She is a member of the Atlanta Black Chamber and participates in youth sports coaching. Her professional designations include Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In her personal time, she enjoys baseball, basketball, billiards, cooking, football, music, softball, traveling, and spending time with her family.

Harris Gignilliat is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves as CEO of Gignilliat Enterprises, a real estate business, and is president of the Young Executive Society of the Buckhead Club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research with model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad platform that includes financial planning, portfolio management, and capital markets activities.

Taylor Hunter is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His work history includes positions at Bank of America, PNC Financial Services, Morgan Stanley, and AT&T Corporation. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Skinner is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009, currently serving in the Morgan Stanley Private Bank, N.A. since 2026. He is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers planning that incorporates firm-approved tools and models to support client decision-making.

Elijah Gordon is a Series 66-licensed financial advisor with Raymond James & Associates in Atlanta, GA. He has one year of industry experience and has held roles at Chartwell Investment Partners and Wilkes University. Raymond James & Associates, Inc. is a large broker‑dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Aiming Allen is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, Bank of America, and Merrill. In addition to his advisory role, he is involved in non-variable insurance activities affiliated with Prudential. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Zackary Doll is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients and their families to develop comprehensive financial plans and investment strategies aimed at supporting their retirement goals. His career in financial services began in 2016 as an Operations Analyst at Deutsche Bank. He joined Fidelity Investments in 2017, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current position. This experience has provided him with a broad understanding of financial planning and client relationship management.

Faith Okoeguale is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and four years of industry experience. She previously worked at Merrill for 16 years. Outside of her advisory role, she holds a minor ownership interest in a car dealership based in Lawrenceville, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad client base.

Kofi Coaxum is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple Cetera entities since 2017, as well as at Avantax Investment Services and Nettworth Advisor Group. Outside of advising, he owns Bubbling Creek Renovations LLC, a home renovations and sales business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, third-party manager access, and a range of program structures under discretionary and non-discretionary authorities.

Stephen Willcox is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America prior to joining JPMorgan Chase Bank and J.P. Morgan Securities in 2022. Based in Atlanta, GA, he provides advisory services within a large institutional firm. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, providing recommendations on a non-discretionary basis.

Bradley Kleinman is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates with clients to understand their financial priorities and develop strategies aimed at pursuing their short-, mid-, and long-term goals. His services encompass general investing, retirement planning, and saving for unforeseen events, with access to Bank of America specialists in banking, credit, home financing, and small business solutions. Brad has expertise in areas including education planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Bachelor's Degree from Villanova University and has earned the Chartered Alternative Investment Analyst (CAIA) and Personal Investment Advisor (PIA) professional designations. Outside of his professional work, Bradley enjoys baseball, football, golfing, spending time with his family, and traveling.

Isaiah Belew is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses. He has one year of industry experience, including prior roles at Morgan Stanley and Wealth Enhancement Group. Outside of finance, he was involved with Taco Girl LLC, indicating experience in entrepreneurial ventures. 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 applying an ESG eligibility framework in its recommendations.

Steven Mc Clellan is a financial advisor with J.P. Morgan Securities in Atlanta, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill, Bank of America, and the Atlanta Hawks Basketball Club. 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 applying an ESG eligibility framework in its investment recommendations.

Warren Edge is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, and Morgan Keegan & Company before joining Raymond James in 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages 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 alongside a range of portfolio management styles and affiliated research resources.

Ashley Gardner is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch since 2006 and Bank of America since 2009. Ashley is based in Atlanta, GA. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach includes multiple strategy types with both client and advisor discretion, supported by a centralized manager selection and oversight process.