Ashley Stephan is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at Morgan Stanley since 2017 and was previously affiliated with the University of Georgia from 2013 to 2017. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Matt Mitchell is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2018. In this capacity, he partners with clients and their Wealth Management Advisors to develop and maintain financial plans tailored to the unique needs and goals of individuals and families. Prior to this, he served as a Senior Relationship Manager from 2017 to 2018, a Relationship Manager from 2014 to 2017, and a Financial Representative from 2013 to 2014, all within Fidelity Investments. Throughout his tenure at Fidelity Investments, Matt has gained extensive experience in wealth management and client relationship management. He focuses on understanding both short-term and long-term financial objectives to provide comprehensive planning support. Matt prioritizes building strong relationships with clients and their families to effectively meet their financial planning needs. Outside of his professional responsibilities, Matt enjoys a variety of personal interests including camping, cooking and baking, hiking, running, scuba diving, and theater.

Clayton Dobson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes positions at Wells Fargo Clearing Services, Personal Capital, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, as well as its advisory roles with registered investment companies and fund-of-funds.

Dana Deer is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Primerica Advisors in 2020, Dana worked at Keller Williams from 2010 to 2018. Outside of financial advising, Dana is involved in several artistic media ventures, including managing Preston Arts, LLC, Treatwell Music and Entertainment, Inc., and Solar Fruit Productions, LLC, which focus on video production, artist booking, and multimedia event promotion. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Katherine Mixon is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017 and Bank of America, N.A. since 2018. Her professional background includes four years at the University of Georgia. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Levan Lunsford is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in financial services, serving a diverse clientele that includes C-suite executives, physicians, attorneys, business owners, and families across Georgia and more than ten other states. Levan focuses on helping clients navigate key financial transitions such as retirement, inheritance, and personal changes with a disciplined and risk-conscious approach. Levan's expertise covers a broad range of areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. He takes a goals-based approach, working closely with clients to understand the primary intent of their wealth and to develop customized, multi-pronged strategies that align with their objectives while managing investment risks. Levan leverages Merrill Lynch's resources and collaborates with Bank of America professionals to provide comprehensive financial solutions, including lending and estate planning services. He began his career in 1996 at Nation's Bank (now Bank of America) and holds a Bachelor of Science degree in Economics from the University of North Carolina at Charlotte. Levan holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). Outside of work, he plays on multiple softball teams in the Atlanta area and enjoys traveling to tropical locations with his wife, Natasha, and their young son.

Sharon Moscoso is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and eight years of industry experience. She previously worked at FFC Capital Advisors and Catholic Charities. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by proprietary tools and modeling techniques.

James Toney is a CFP®-designated financial advisor with LPL Financial, bringing 19 years of industry experience. Before joining LPL Financial in 2022, he spent 16 years at Cotton States Insurance/Country Financial/Country Capital Management. Outside of his advisory role, he is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by technology and oversight of substantial discretionary assets.

Walter Stith is a financial advisor with Morgan Stanley in Atlanta, Georgia, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2012 and also works with Morgan Stanley Private Bank, National Association. Outside of his advisory work, Stith is involved in art and culture as a comedic writer and performer and owns a motivational speaking business called The Athlete Whisperer LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its service.

J Akers is a CFP® professional with 43 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He is a director, vice president, and treasurer of the Akers Foundation, a family-owned foundation based in Charlotte, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Sylvia Gort is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 registrations and over 25 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Gort serves on the boards of the Jewish Women's Fund of Atlanta and EQ Housing, LLC, a nonprofit focused on affordable housing. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines its planning services with extensive retail and institutional investment offerings.

Maven Farmer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Maven completed an internship with Davey Tree Company as a trimmer trainee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

John Minson is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017, following nine years at UBS Financial Services. He serves on the advisory board of the Shepherd Center, a spinal and brain injury treatment facility. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Maxwell Binner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is dedicated to helping clients build, oversee, and preserve their wealth through customized, personal financial strategies and investment management. Maxwell focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue the goals that matter most to them. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Maxwell provides access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America. Maxwell holds a Bachelor's Degree from Pace University and the Personal Investment Advisor (PIA) designation. He follows the Merrill tradition of community participation and spends time volunteering with organizations in the community. His personal interests include biking, camping, golfing, and running.

Nina Shawl is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2022 and previously spent 11 years at McCalla Raymer Leibert Pierce LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Jeff Lee is a CFP®-certified financial advisor with Edward Jones, based in Snellville, GA. He has 17 years of industry experience, including roles at SPH Analytics and Uber prior to joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Charles Traylor is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2020. 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 that utilizes firm-approved tools and scenarios to support client decision-making.

Alexander Ratchford is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he helps clients make confident decisions about their financial future through personalized guidance and clear advice. He focuses on building lasting relationships and creating strategies that align with each client's unique goals. Alexander takes time to understand what is important to his clients and develops plans to pursue their financial objectives. His expertise covers a range of areas including general investing, retirement planning, and saving for the unexpected. He holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a bachelor's degree from Georgia College and State University. Outside of work, Alexander is involved with The Cavalier Rescue and enjoys fishing, golfing, hunting, music, pickleball, spending time with his family, and traveling.

Anthony Inweh is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he focuses on building meaningful client relationships through trust, transparency, and a deep understanding of individual financial goals. He emphasizes a collaborative approach to financial planning, listening to clients before guiding them with clarity and purpose. Prior to his current role, Anthony served as Branch Manager at E*TRADE from Morgan Stanley from 2006 to 2023. His extensive experience in branch leadership and client advising reflects his commitment to empowering clients with knowledge and confidence to make informed financial decisions. Outside of his professional responsibilities, Anthony enjoys comedy, family activities, social events with friends, golf, and traveling.

Brett Marek is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2010 following experience in private international banking and asset management at Bank of America, and prior to that, served as a branch manager with NationsBank in Miami. Brett’s career in financial services began in 1995 with an in-store banking position, building on his early entrepreneurial endeavors. Throughout his career, Brett has developed expertise in areas including executive compensation, personal retirement planning, managing new wealth, liquidity management, and socially responsible and values-based investing. His client focus also encompasses services for endowments, foundations and non-profits, small business strategies, and wealth management for women and clients in sports and entertainment. Brett holds a Bachelor of Business Administration in Finance from the University of Michigan. He has pursued additional studies in Gerontology at the University of Southern California and International Administration at the University of Miami. He maintains professional credentials including the Chartered Retirement Planning Counselor™ designation and FINRA registrations Series 7, 63, and 65, as well as licenses in life, health, long-term care, and variable contracts. Beyond his professional role, Brett volunteers regularly with The Salvation Army and Habitat for Humanity. He is also a practicing Catholic and serves as Chairperson of Diversity and Inclusion for the Bank of America Volunteer Group. His personal interests include cooking, reading, and circuit training.