Anthony Ishmael Jr. is a Series 66 licensed financial advisor with LPL Enterprise in Atlanta, GA, bringing three years of industry experience. His background includes military service with the U.S. Army from 1999 to 2022 and roles at First Command and Stand-2 Consulting Group. Outside of financial advising, he is involved in several nonprofit organizations and business ventures, including ownership of Executive Home Care of Augusta and participation on multiple nonprofit boards related to military associations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Jeffrey Gaulding is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2021. He works with associates and clients to understand their goals, identify steps they can take toward them, and help them execute. Prior to his current role, Jeffrey served as Team Leader at Fidelity Investments from 2017 to 2021 and began his career there as a Customer Relationship Advocate from 2014 to 2017.

Nicholas Breitfeller is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with three years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2022 and is currently with Morgan Stanley Private Bank, N.A. since 2025. Prior to entering the financial industry, he attended Oglethorpe University from 2018 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 market modeling in its financial planning process.

Alf Salter is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in personal retirement planning, focusing on women and wealth as well as retirement income strategies. Alf holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Georgia Tech. Outside of his professional work, Alf enjoys fishing, golfing, hunting, and running.

Quillian Grindstaff is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the board of directors for the Highland Pointe Homeowners Association, overseeing clubhouse maintenance and event coordination. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including capital markets operations and affiliated banking programs.

John Andrews is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 21 years of industry experience. He has previously worked at Bank of America and Merrill Lynch. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Thomas Walton is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo in 2020, he worked at Agent Consulting for one year and spent four years at Millsaps College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to inform its investment approach while providing both brokerage and advisory solutions.

Austin Koenen Jr. is a financial advisor at Merrill in Atlanta, GA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citigroup Global Markets Inc. and JPMorgan Chase Bank NA. Outside of his advisory role, he serves as a power of attorney, trustee, and executor for his mother's estate. 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.

Emanuel Valverde is a Series 66-registered financial advisor at Merrill with four years of industry experience. He has previously worked at Bank of America, N.A., Cintas, and several other companies across various roles. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Croley IV is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. His career includes positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Citigroup Global Markets. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Cody Norris is a financial advisor at Edward Jones with nine years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2017, he worked at Emmanuel College and the United States Tennis Association. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Cromwell Baun is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with UBS since 2002. Outside of his advisory role, he serves on the board of directors for The Ron Clark Academy and Open Hand NMTC Support, a nonprofit that delivers nutritious meals to those in need, and is involved with the Georgia Society of Certified Public Accountants as chair of the Estate & Financial Planning section. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and asset allocation models to tailor client solutions.

Brian Connerat is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Wells Fargo Clearing in 2022. Outside of his advisory role, he has ownership in rental property ventures. 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 advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Woodhouse is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Woodhouse Capital Finance LLC, Marcus & Millichap, and Matthews. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and firm-approved planning tools to develop financial plans and offers a broad range of retail and institutional investment services.

Brett Bennett is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He previously worked at the Eliassen Group for six years before joining Wells Fargo in 2019. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Craig Camp is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Merrill since 1994. 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, and institutional investors.

Adrienne Hughes is a financial advisor at Merrill with over 11 years at the firm and seven years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she is the owner of Victory Tree, a venture focused on motivational and religious writing aimed at empowering her community. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Naz Ouargli is a Vice President and Financial Consultant at Fidelity Investments. In this role, he assists high net worth clients in developing customized financial plans aimed at protecting, growing, and transferring their wealth. Naz has been with Fidelity Investments since 2011, progressing through various roles including Financial Representative, Private Client Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2018. This experience has provided him with a comprehensive understanding of client needs and investment strategies.

Thomas Schaefer is a financial advisor at UBS Financial Services in Atlanta, GA, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2008, following a 14-year tenure at Lehman Brothers Inc. 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 strategies.

Jordan Fuller is a financial advisor at UBS Financial Services in Atlanta, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he worked at Shift Group and held various roles at the College of The Holy Cross Facilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad range of financial products.