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.

Daniel Nelson is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held various roles outside the financial industry, including positions at Walt Disney World and The Springmont School. He also works as an independent contractor in acting, performing in visual media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also serves as an advisor to several registered investment companies and utilizes algorithmic methods, including AI, in its investment process.

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.

Sara Phillips is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients' goals and risk tolerances.

Mark Podber is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 63 designation and 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns CAB CONNECT, a service aimed at connecting travelers to share cab fees. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process uses modern portfolio theory and includes a wide range of investment options, notably incorporating insurance-related vehicles and bank deposit sweep programs.

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.

Brandon Courson is a CFP® professional with 11 years of experience, currently advising clients at Edward Jones since 2014. He holds the Series 66 designation and is based in Hiram, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Mark Nevins is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012, and his career also includes experience at Bank of America and Merrill Lynch. Outside of his advisory role, he is associated with Ashantilly LLC, a business unrelated to his financial services work. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm uses a structured planning process supported by firm-approved tools and provides access to extensive resources, including the Global Investment Committee’s market analyses and modeling techniques.

Casey Wilson is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 19 years of industry experience. Prior to joining Wells Fargo in 2021, he worked for UBS Financial Services Inc for ten years. Outside of his advisory role, he owns a woodworking and retail business and has authored several books. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Garrett Hurst is a financial advisor with Ameriprise in Roswell, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise since 2015, including six years at the current firm. Outside of advisory services, he is co-owner of APC Holdings Group LLC, which manages an Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he serves as a co-trustee and power of attorney for his mother’s investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

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® with 28 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves as a trustee for Parents, Inv Related, based in Atlanta, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm employs an IPS-driven, modern portfolio theory approach and includes a broader range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Cortney Winston is a financial advisor at Merrill with over 20 years of experience at the firm. She holds a Series 66 designation. Outside of her advisory role, she serves as Treasurer for Alpha Kappa Alpha Sorority, Inc., a community service organization, and is a founding board member of the S.T.R.E.A.M. Minds Academy, where she contributes to governance and financial oversight. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Austin Willis is a CFP® professional with three years of industry experience, currently serving as a financial advisor at LPL Enterprise in Atlanta, GA. Prior to joining LPL Enterprise, he worked at Kestra Investment Services LLC and held various roles in insurance and risk management agencies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies through an integrated platform that combines financial planning, asset management, and insurance products.

Garrett Brundage is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His work history includes roles at Rockdale County Public Schools and PFS Investments Inc. He is also involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.