Kelly Squires is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. He has established a financial advisory LLC in Georgia to facilitate succession planning for his business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and wrap programs.

Patricia Townsend is a Senior Financial Advisor with Merrill Lynch Wealth Management and serves as a Vice President on The Garrett Group. Since joining the group in June 2015, she has focused on building personalized wealth plans that align with the passions and goals of families and individuals through various stages of life. Her client focus areas include education planning, family wealth management strategies, legacy planning, philanthropic planning, personal retirement planning, and services tailored to endowments, foundations, non-profits, and women and wealth. Patricia earned her Bachelor's Degree in Political Science and History from Miami University and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is actively involved in her community, serving on the boards of Most Valuable Kids Atlanta, the Museum of Contemporary Art of Georgia, and the City Springs Theatre Company. Residing in Cobb County with her husband and their dog, Patricia engages in personal interests such as cooking, golfing, ice hockey, running marathons, traveling, yoga, and spending time with her family. She emphasizes working one-on-one with clients to develop financial strategies designed to help pursue long-term goals.

Jarrett Pealer is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Morgan Stanley and several other financial institutions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework.

Bradley Simmons is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support investment analysis and asset allocation guidance.

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.

Evan Nolley is a Financial Advisor with Merrill Lynch Wealth Management, where he began his career in 2021 after graduating from Kennesaw State University. He is responsible for providing clients with service across various operational and administrative areas and has developed strong relationships through a comprehensive understanding of the services offered by Merrill Lynch Wealth Management. Evan is FINRA registered, having completed the SIE, Series 7, and Series 66 exams in 2022. Evan's expertise includes areas such as education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional duties, Evan enjoys spending time with his family and pursuing interests such as baseball, cooking, fishing, football, golfing, reading, and soccer.

Noah Oxley is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Hive Industries, Ballast Point Ventures, and Oxley Asset Management LLC. He serves as a board member on the Financial Planning Association of Georgia NextGen and DEI committee, supporting initiatives to promote diversity, equity, and inclusion among financial planning professionals in Georgia. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

Mackenzie Gassie is a financial advisor at Raymond James & Associates with two years of industry experience. Mackenzie holds the Series 66 designation and has worked at Raymond James & Associates intermittently since 2021. Prior to this, Mackenzie has experience with Massey Services and various roles spanning education and consulting. 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 charitable organizations, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Martha Stevens is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has worked at Raymond James since 2016 and previously at Deutsche Bank Securities Inc. from 2008 to 2016. Based in Atlanta, GA, she serves clients through a firm with a large nationwide adviser network. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory 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.

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.

Lawrence Minogue Jr. is a CFP®-certified financial advisor with Ameriprise in Atlanta, GA, and has 39 years of industry experience. His prior work includes roles at NEXT Financial Group and FSG Wealth Management Inc. He also engages in independent insurance brokering outside of his advisory duties. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines investment research with tax-aware strategies and Social Security guidance.

Mark Nevins is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2005. Outside of his advisory work, he is involved with Ashantilly LLC, a business related to rental property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Casey Wilson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior experience includes ten years with UBS Financial Services. Outside of his advisory work, he is involved in woodworking and retail sales through Wilma and Casey Woodworking and has authored several books. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Lellyett Jr. is a financial advisor at Raymond James & Associates with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, he serves as Chair of the Board for The 300 Club of Atlanta, a nonprofit supporting law enforcement officers and firefighters. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Christopher Gabriel is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. With over 30 years of experience, he specializes in family wealth management strategies, services for endowments, foundations, and nonprofits, as well as philanthropic planning. Christopher joined Merrill in 2009 after serving as a financial advisor since 1999, assisting current and former business owners, individuals, and families in pursuing their financial goals. Christopher holds a bachelor's degree with honors from Yale University and a master's degree from Oxford University. He is certified as a Certified Investment Management Analyst (CIMA®) and holds the Merrill Institutional Consultant (MIC) designation among other professional credentials. His career began in nonprofit development, where he gained extensive experience as a development director, finance and fundraising consultant, and financial advisor focused on charitable giving. This background provides Christopher with a comprehensive perspective on philanthropy, having participated as a donor, staffer, board member, and advisor. In addition to his professional role, Christopher is actively involved in community and volunteer work. He has held leadership positions with organizations such as the Georgia Planned Giving Council, Trinity School in Atlanta, Boys & Girls Clubs of America, and City of Refuge. He also serves as a teacher and lay leader at Peachtree Road United Methodist Church. Outside of work and community service, Christopher enjoys biking, boating, cooking, golfing, music, reading, traveling, writing, and spending time with his family.