Jarrett Pealer is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 66 and Series 63 licenses and two years of industry experience. He previously worked at Morgan Stanley, E*Trade Securities LLC, and Bank of America, among other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized due diligence team and includes capabilities in derivatives and commodities.

Bradley Simmons is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support investment analysis and asset allocation guidance.

Adele Gabbay Muir is a financial advisor at UBS Financial Services in Atlanta, GA, with 45 years of industry experience. She has been with UBS since 1995 and holds Series 63 and Series 65 credentials. 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 investment strategies.

Jason Jansen is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He has worked with Fidelity Investments and its affiliated entities since 2006, previously spending five years at LaSalle Financial Services, Inc. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various fund structures.

Evan Nolley is a Financial Advisor with Merrill Lynch Wealth Management, where he began his career in 2021 after graduating from Kennesaw State University. He is responsible for providing clients with service across various operational and administrative areas and has developed strong relationships through a comprehensive understanding of the services offered by Merrill Lynch Wealth Management. Evan is FINRA registered, having completed the SIE, Series 7, and Series 66 exams in 2022. Evan's expertise includes areas such as education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional duties, Evan enjoys spending time with his family and pursuing interests such as baseball, cooking, fishing, football, golfing, reading, and soccer.

Noah Oxley is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Oxley Asset Management LLC. Outside of his advisory role, he serves as a board member on the Financial Planning Association of Georgia’s NextGen and DEI committee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program relies on centralized due diligence and a combination of quantitative and qualitative analysis to support portfolio recommendations.

Godfrey Newton is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 2008 and holds the Series 63 and Series 65 credentials. Newton serves on the board of directors for the Bank of Madison. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management through a range of offerings including fee-based financial planning, portfolio management, and capital markets services.

Mackenzie Gassie is a financial advisor at Raymond James & Associates with two years of industry experience. Mackenzie holds the Series 66 designation and has worked at Raymond James & Associates intermittently since 2021. Prior to this, Mackenzie has experience with Massey Services and various roles spanning education and consulting. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Martha Stevens is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has worked at Raymond James since 2016 and previously at Deutsche Bank Securities Inc. from 2008 to 2016. Based in Atlanta, GA, she serves clients through a firm with a large nationwide adviser network. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Tejash Shah is a Financial Consultant at Fidelity Investments, where he supports clients in progressing toward their financial goals through a disciplined approach. He has been with Fidelity Investments since 2021, holding various roles including Planning Consultant, Relationship Manager, and Investment Consultant before his current position starting in 2024. Prior to joining Fidelity, Mr. Shah worked as a Financial Solutions Advisor at Merrill Edge from 2020 to 2021, and as a Personal Banker at Bank of America from 2017 to 2020. This experience has contributed to his understanding of financial planning and client relationship management. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Sara Phillips is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds the Series 66 designation and has been with UBS since 2007, following four years at Ameriprise. Based in Atlanta, GA, she has worked primarily within large institutional and advisory environments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans and portfolio management to clients' goals and risk tolerances.

Michele Nielsen is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and previously worked at E*Trade Securities LLC and Starbucks. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Mark Podber is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 40 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for five years before joining Wells Fargo in 2016. Outside his advisory role, he developed a website called CAB CONNECT to help travelers share cab fees on common routes. 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 provides both brokerage and advisory solutions.

Scott Olsen is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Olsen is involved in charitable and community organizations, serving as President and Trustee of the Rising Star Equestrian Foundation, a board member for Adopt a Golden Atlanta, and trustee for the Cathy D Perry Trust. 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 employs proprietary research and model-based asset allocations in its advisory approach.

Mark Whatley is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds the Series 63 designation and has been with Raymond James since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Claire Rinehart is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at Rockefeller Financial LLC and The Brick. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Eric Leister is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with various divisions of Morgan Stanley since 2008, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Atlanta, GA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Lawrence Minogue Jr. is a CFP®-certified financial advisor with Ameriprise in Atlanta, GA, and has 39 years of industry experience. His prior work includes roles at NEXT Financial Group and FSG Wealth Management Inc. He also engages in independent insurance brokering outside of his advisory duties. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines investment research with tax-aware strategies and Social Security guidance.

Mark Nevins is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2005. Outside of his advisory work, he is involved with Ashantilly LLC, a business related to rental property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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.

Casey Wilson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior experience includes ten years with UBS Financial Services. Outside of his advisory work, he is involved in woodworking and retail sales through Wilma and Casey Woodworking and has authored several books. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.