William Lellyett Jr. is a financial advisor at Raymond James & Associates with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, he serves as Chair of the Board for The 300 Club of Atlanta, a nonprofit supporting law enforcement officers and firefighters. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Kimberly Long is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley from 2015 to 2017 and from 2019 to the present. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its advisory process.

Christopher Gabriel is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. With over 30 years of experience, he specializes in family wealth management strategies, services for endowments, foundations, and nonprofits, as well as philanthropic planning. Christopher joined Merrill in 2009 after serving as a financial advisor since 1999, assisting current and former business owners, individuals, and families in pursuing their financial goals. Christopher holds a bachelor's degree with honors from Yale University and a master's degree from Oxford University. He is certified as a Certified Investment Management Analyst (CIMA®) and holds the Merrill Institutional Consultant (MIC) designation among other professional credentials. His career began in nonprofit development, where he gained extensive experience as a development director, finance and fundraising consultant, and financial advisor focused on charitable giving. This background provides Christopher with a comprehensive perspective on philanthropy, having participated as a donor, staffer, board member, and advisor. In addition to his professional role, Christopher is actively involved in community and volunteer work. He has held leadership positions with organizations such as the Georgia Planned Giving Council, Trinity School in Atlanta, Boys & Girls Clubs of America, and City of Refuge. He also serves as a teacher and lay leader at Peachtree Road United Methodist Church. Outside of work and community service, Christopher enjoys biking, boating, cooking, golfing, music, reading, traveling, writing, and spending time with his family.

Ricky Winn is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory career, he is involved with Ricky's Uptown Band, an activity dating back to 1967. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through various portfolio management styles and affiliated research.

Evit Smith is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior experience includes roles at Boost Mortgage LLC, Waddell & Reed, Inc., and Avantax Advisory Services. He has also been involved with West Oakland Missionary Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and alternative investment options.

Tok Son is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Bank of America NA and has experience in construction and retail sectors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Patrick Grant is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 28 years of industry experience. He has previously worked at Dempsey Lord Smith, LLC and Mass Mutual Life Insurance. Grant is involved in referral activities as an outside business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management and offers proprietary model strategies under the Founders Gate Capital brand.

Thomas Weaver is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 65 and Series 63 credentials. He has one year of industry experience, previously working at Morgan Stanley and Greybar Electric Company, and has educational experience from the University of Alabama and The Bolles School. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Joxavier Jackson is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 designations and seven years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, Bank of America, Merrill, Empower Retirement, JPMorgan Chase, and MassMutual Life Insurance. Outside of his financial career, he has operated a logistics business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning with tools such as Monte Carlo simulations.

Charles Gillis is a CFP® professional with 25 years of experience in financial services. He has been with UBS Financial Services in Atlanta since 2012. Outside of his advisory role, he supports Children's Healthcare of Atlanta by hosting donor events and engaging with the nonprofit community. 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 leverages proprietary research and capital market assumptions to tailor financial plans.

Eric Muriuki is a Certified Financial Planner® with four years of industry experience, currently serving at Charles Schwab. His prior experience includes roles at Fidelity Investments and AM & EMInvestments LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative-investment process.

Zachary Cooper is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at MML Investors Services, LLC, MassMutual Life Insurance Company, Senior Select Insurance Group, and The Hershey Company. He also works as an insurance broker, focusing on life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Leta Maye is a Financial Consultant currently working at Fidelity Investments since 2025. She has extensive experience in financial consulting, having previously served as an Executive Services Relationship Manager at E*TRADE from Morgan Stanley from 2023 to 2025, and as a Financial Consultant at E*TRADE from Morgan Stanley from 2011 to 2023. Leta's approach to working with clients emphasizes trust, education, and empowerment, focusing on understanding each client's unique goals, values, and challenges. Her professional focus includes building wealth, managing risk, and planning for major financial milestones, with an emphasis on clear communication and maintaining a customer-focused perspective to ensure clients feel confident and in control of their financial journey. Outside of her professional role, Leta enjoys cooking and baking, exploring food as a foodie, attending social events with friends, listening to music, traveling, and volunteering.

Pation Reynolds is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. Reynolds has four years of industry experience and has been with MML Investors Services, LLC since 2017. Prior to this, Reynolds worked at MassMutual Life Insurance Co and served at Kennesaw State University. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, ongoing planning relationships and offers specialized programs such as divorce planning and estate-settlement services.

Cheryl Fairbanks is a financial advisor at UBS Financial Services with one year of industry experience. She previously worked for Wilmington Trust, N.A. for fifteen years. Outside of her advisory work, she owns and operates a short-term vacation rental property in western North Carolina. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Warren Kennett II is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Banc of America Investment Services, Inc. from 2001 to 2003. Outside of his advisory role, he serves as a co-trustee and power of attorney for his mother, handling related investment matters. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Nicholas Kalenik is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and two years of industry experience. His work history includes roles at JPMorgan Chase Bank, Uber, DoorDash, Crawford & Company, and the University of Georgia. 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. Their advisory process combines quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities.

Daniel Alexander is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He currently works at Charles Schwab in Atlanta, GA, where he has been since 2017. Prior to that, he spent nine years at Fidelity Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Haynes Huffard is a CFP® professional with 29 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2003 to 2008. Outside of his advisory role, he serves as a trustee for family-related investment matters. Wells Fargo Advisors is a national firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

Austin Willis is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with LPL Enterprise in Atlanta, GA, having previously worked at Kestra Investment Services LLC and held roles in various financial and insurance-related firms. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and insurance product sales through affiliated entities.