Marshall Wilt is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at various firms including Accenture LLP and Insight Sourcing Group LLC, and was involved with Christie Cookie Company for four years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ethan Florence is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and E*Trade Securities. Outside of his advisory role, he is a partner and owner of Florence & Rayol LLC/Match My Mechanic, a business in the automotive technology sector. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and due diligence framework.

Michael Cboski is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Morgan Stanley, he worked at E*Trade Securities LLC and Wells Fargo Co. He is also the sole proprietor of Eleven 11 Construction Group, a construction and engineering business. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Martha Takacs is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2011. Based in Atlanta, GA, her career spans a long tenure at a major wealth management firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a financial planning process that uses firm-approved tools and methodologies to help clients develop tailored plans.

Michael Kennair is a financial advisor at Morgan Stanley in Atlanta, GA, holding the CFP®, ChFC®, and Series 66 designations with 17 years of industry experience. He previously worked for UBS Financial Services for ten years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and models.

Sandra Edwards is a Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in providing comprehensive investment guidance and wealth management strategies tailored to support her clients' current lifestyles, retirement income needs, and legacy goals. Sandra offers expertise in areas including divorce transition planning, employee benefits planning, executive compensation, equity compensation services, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. She works with a team of specialists to deliver an integrated approach to personal wealth management, drawing on the resources of Merrill Lynch Wealth Management and Bank of America. Sandra holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from the University of Tennessee Knoxville. Sandra has served in various leadership roles within the community, including as a Leadership Council Member for Zoo Atlanta and board member positions for the Arthritis Foundation of Georgia and the Georgia Pet Foundation. She is a member of several professional and community organizations such as the Annie Oakley Shooters, Atlanta Track Club, and Zoo Atlanta. Outside of her professional work, Sandra enjoys outdoor activities including biking, hiking, ice skating, photography, running, skiing, swimming, and traveling. She and her husband, Bob, enjoy spending time outdoors with their miniature schnauzer, Otto.

Lenore Jenkins is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Merrill Lynch since 2000. Outside of her advisory role, she manages bookkeeping for a family-owned absentee automotive care service business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Harrison Evans is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several major firms, including Truist Investment Services, Wells Fargo, Merrill Lynch, and BB&T Investment Services. 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.

Johnathan Clark is a financial advisor at Edward Jones in Tucker, GA, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for City Schools of Decatur from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Zhengbang Liu is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2014, he has been a key member of the Justice & Associates group, assisting clients in managing the complexities of their financial lives. His work focuses on family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, and portfolio management services. Before his current role, Zhengbang gained experience as a Specialist at Apple Inc. and as a Financial Services Representative with E-Trade Financial. He holds a Bachelor's Degree from Georgia State University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional commitments, Zhengbang enjoys boating, fishing, and golfing.

Jessica Shaughnessy is a financial advisor at Morgan Stanley in Atlanta, GA, with 24 years of experience in the industry. She holds a Series 66 designation and has been with Morgan Stanley since 2016. 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 uses structured planning tools and market modeling in its financial planning process.

David Feroleto is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation with 25 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, he is the sole proprietor of a real estate rental property business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 strategies.

Jessica Hensley is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of her advisory role, she is co-owner of R.W. Duren, CFP, LLC and owner of JBH Enliven, LLC, both investment-related businesses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Margaret Orson is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Her prior roles include positions at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She is based in Atlanta, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

John Fisher is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Raymond James & Associates and previously worked at Morgan Stanley Private Bank and UBS Financial Services. He serves on the board and finance committee of The Schenck School, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, investment consulting, and specialized municipal advisory services.

Karen Touchstone is a financial advisor at Morgan Stanley with two years of industry experience. She previously worked at Wilmington Trust for 15 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Ariel Croitoru is a financial advisor at Merrill based in Atlanta, GA, holding Series 63 and Series 66 credentials with five years of industry experience. His career includes roles at Bank of America and The Vanguard Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dana Breland is a financial advisor with RBC Capital Markets based in Atlanta, GA. He holds the Series 63 designation and has 28 years of industry experience, including 25 years at UBS Financial Services before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide customized portfolio management and financial planning, utilizing both in-house and third-party managers.

Ana Ventura Trejo is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. Her prior work includes roles at Mohawk Industries and various positions related to healthcare and education. 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, combining non-discretionary client relationships with access to discretionary separately managed accounts and a comprehensive alternative investment program.

Collin Latsko is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to his current role, he held positions at Bank of America and Amazon, Inc. He also has experience working with UPMC Children's Hospital of Pittsburgh and at the University of Kentucky. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.