Morton Levey is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is a co-manager of The Cloud Blazer Photo LLC, a retail and online store based in Sandy Springs, Georgia. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by various analytical tools and offers diverse investment and financial product solutions.

Sebastian Russell is a financial advisor at Raymond James & Associates with three years of industry experience. He previously worked at Morgan Stanley and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he spends some time managing a cryptocurrency account and doing food delivery. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles along with firm research and affiliated sub-advisers.

James Morton is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with UBS since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Nathan Harries is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Quadrant Real Estate Advisors, and Goldman Sachs. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Quinton Green is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and 17 years of industry experience. He has worked with various Cetera entities since 2017 and also has experience with AIG Advisor Group. Outside of his advisory role, he is involved in food delivery as a Door Dash driver and manages a room rental business on Airbnb. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options and affiliations that support diverse investment strategies.

James Smith III is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Gloria Barajas is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and US Auto Sales Inc. RBC Wealth Management, a division of RBC Capital Markets, 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 a combination of in-house and third-party managers.

An Tran is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 63 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Megan Miller is a financial advisor at Morgan Stanley with 15 years of industry experience. She has held positions at Raymond James & Associates and Morgan Stanley, where she has worked since 2017. Miller holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Brooke Sberna is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

John Sewell is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Goldman Sachs and work related to the 2016 Presidential Transition Team and The White House. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

John Mcintyre Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliates since 1998. Outside of his advisory role, he is involved in private investments through Cheswell Investment, LLC in Atlanta, GA. Morgan Stanley Wealth Management provides comprehensive advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate agreements.

Sean Carroll is a financial advisor with Ameriprise in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Carroll is involved in several business ventures, including management and oversight of a staffing company and aircraft leasing operations. Ameriprise offers a retirement-income planning service primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

John Richardson is a ChFC® with 34 years of experience at Mass Mutual Investors Services and over 50 years with MassMutual Life Insurance Co. Based in Atlanta, GA, he has worked continuously with the firm since 1992. In addition to his advisory role, he serves as an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-oriented planning using firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.

Robert Wilder is a CFP® professional with 34 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He has worked at Raymond James since 2023 and previously spent over three decades at American Wealth Management, Inc. He is also the CEO of The Wilder Group LLC, a support company focusing on payroll and accounting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports municipal and public finance work, which is uncommon among large institutional advisors.

Jerusalem Rutherford is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation. He has been self-employed since 2014 and joined Equitable Advisors in 2026. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes third-party asset managers and advisory programs to implement its investment models and offers ERISA fiduciary services to qualified plans.

Alexandra Cogswell is a financial advisor at Morgan Stanley with 40 years of industry experience. She previously worked at UBS Financial Services for 12 years before joining Morgan Stanley Smith Barney LLC. Alexandra holds a Series 63 designation and is based in Atlanta, GA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and analyses.

Kelly Squires is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. He has established a financial advisory LLC in Georgia to facilitate succession planning for his business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and wrap programs.

Patricia Townsend is a Senior Financial Advisor with Merrill Lynch Wealth Management and serves as a Vice President on The Garrett Group. Since joining the group in June 2015, she has focused on building personalized wealth plans that align with the passions and goals of families and individuals through various stages of life. Her client focus areas include education planning, family wealth management strategies, legacy planning, philanthropic planning, personal retirement planning, and services tailored to endowments, foundations, non-profits, and women and wealth. Patricia earned her Bachelor's Degree in Political Science and History from Miami University and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is actively involved in her community, serving on the boards of Most Valuable Kids Atlanta, the Museum of Contemporary Art of Georgia, and the City Springs Theatre Company. Residing in Cobb County with her husband and their dog, Patricia engages in personal interests such as cooking, golfing, ice hockey, running marathons, traveling, yoga, and spending time with her family. She emphasizes working one-on-one with clients to develop financial strategies designed to help pursue long-term goals.

Sibonee Pease is a financial advisor with Raymond James Financial Services Advisors Inc. in Atlanta, GA, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Raymond James in 2017, she worked at Fidelity Brokerage Services LLC for three years. Outside of her advisory role, she coaches clients in fitness and health through the BODi platform and operates Health is Wealth 360, providing health coaching services for busy mothers. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.