Richard Watton is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and 21 years of experience. He has been with Morgan Stanley and its affiliate, Morgan Stanley Private Bank, National Association, since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Jonathan Braatz is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Scott James is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 25 years of industry experience. Prior to joining Raymond James in 2022, he worked at Stifel Nicolaus & Co. Inc and Fairfield Funding. He is also involved in business support roles with Avenue Wealth Management LLC and Align Wealth Advisors in Atlanta. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique affiliations in municipal and public finance.

Henry Sullivan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Henry earned a Master's Degree from Baruch College and a Bachelor's Degree from Dillard University. His educational background supports his work in providing financial advisory services within the wealth management sector.

Noah Smith is a financial professional at Cetera with four years of industry experience. He previously worked at Morgan Stanley and several advisory firms before joining Cetera in 2025. Smith is licensed with a Series 66 designation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Venus Justice is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Financial, she held positions at Capital City Bank, First Citizens Investor Services, and Truist, among others. She is also involved as a licensed branch employee at Capital City Bank in Marietta, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Patrick Mcclellen is a financial advisor at Primerica Advisors with one year of industry experience. Prior to his current role, he held positions at Thompson Software Solutions Inc. and Vodel Media Inc. He is the CEO and consultant of McClellen Enterprises Inc., a non-investment related business. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jorge Mateo Aguilar is a Financial Advisor at Merrill Lynch Wealth Management. He integrates the resources of a global firm with a personalized approach to deliver financial planning services. Jorge works with clients from diverse backgrounds, including next-generation professionals, multigenerational households, the LGBTQ+ community, and Hispanic families, focusing on creating strategies that align with clients’ goals, values, and lifestyles. Jorge holds the SE-AWMA™ designation (Sports & Entertainment Accredited Wealth Management Advisor™) and a Personal Investment Advisor (PIA) credential. He completed the Accredited Certificate Program at Universidad San Ignacio de Loyola in Lima, Peru. This advanced training enables him to support executives, entrepreneurs, founders, and high-net-worth individuals with complex planning needs such as tax-efficient strategies and multi-entity structures, as well as professionals in sports, entertainment, and the creative economy. Based in Chelsea, New York City, Jorge is involved with the Bank of America NYC Business Council - LGBTQ+ Chapter and engages with community organizations including Out Pro - NYC and QNC. Outside of work, he enjoys dancing, swimming, cooking, music, photography, and traveling, embracing cultural experiences around the world.

Lyssa Berlinguette is a financial advisor at Fidelity with 28 years of industry experience. She has held various roles within Fidelity affiliated entities since 1997 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she owns Peace Love & Pickleball LLC, an online boutique. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed investment solutions.

Claire Ciarciello is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with LPL Financial since 2012 and previously worked at Webster Investment Services and Delta Community Credit Union. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Melissa Moss is a financial advisor with LPL Financial, holding a Series 66 credential and six years of industry experience. She previously operated her own firm, Melissa Moss, Inc., and was involved for over a decade with the American Foundation for Women's Health and StopAfib.org. Outside of her advisory practice, she serves as a guest educator for Thrive Life Coaching. 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 a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment advice delivered primarily by individual advisers who employ strategies such as strategic and tactical allocations and direct indexing.

Richard Mackelfresh is a Series 66-licensed financial advisor with Ameriprise in Sandy Springs, GA, and has 26 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of advising, he serves as Treasurer on the Board of Directors for CaringWorks Inc. and owns Shoebox Tax Prep, a tax preparation business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm's approach combines internal investment research and third-party data to deliver customized recommendations through a centralized service team.

Alan Sheldon is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2010 as well as at Bank of America, N.A. since 2011. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Deborah Smith is a financial advisor at Raymond James & Associates in Atlanta, GA, holding a Series 63 designation with 30 years of industry experience. Her career includes roles at SunTrust Advisory Services and SunTrust Investment Services, where she worked for a combined 15 years before joining Raymond James in 2019. 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 and consulting through various advisory programs with a range of portfolio management styles.

Brent Chadwick is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Morgan Stanley, Northwestern Mutual, and E*Trade Securities. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Ragan Gootee is a financial advisor with Edward Jones in Marietta, GA, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a member of Parable Real Estate, LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and more than $1 trillion in assets under management.

J Moore is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 23 years of industry experience. He has worked at Cetera since 2009 and is also the owner of Mapec Group, LLC, which sells health insurance. Additionally, he co-owns a tea wholesale and retail business and serves as assistant treasurer at Zion Baptist Church of Marietta. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions and operates a multi-manager platform with access to affiliated and third-party investment managers.

Colleen Weaver is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 13 years of industry experience. She previously worked at Suntrust Investment Services and has been with Morgan Stanley since 2019. Outside of her advisory role, she is involved in property management and real estate investment through various ownership and partnership positions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Kristin Hudson is a financial advisor with Raymond James & Associates in Woodstock, GA, holding a Series 66 designation and 15 years of industry experience. She has worked with various divisions of Raymond James since 2011. 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, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Alyson Burkett is a Series 66-licensed financial advisor with 17 years of industry experience. She has been with LPL Financial since 2021 and previously worked at Waddell & Reed, Inc. and various insurance carriers. Burkett also operated Burkett Commercial Real Estate LLC and has been involved with Skodack Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and uses various advisory platforms and tools to support its client solutions.