Andrea Molavi is a CFP® professional with 19 years of experience in financial advisory services. She has been with Wells Fargo Clearing since 2011, including prior roles at USAA Financial Planning Services and Wells Fargo Advisors, LLC. Molavi is based in Atlanta, GA, and holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm leverages research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a large national platform.

Mindy Spencer is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. She has worked at Wells Fargo Bank since 2012 and is also the owner of Thistle & Butterfly, a business focused on designing, manufacturing, and selling greeting cards, fine art, and gifts. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, integrating advisory services with other financial products and referral channels.

Michael Cusick is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in working with high net worth clients to enhance their financial well-being by aligning their financial goals with their personal aspirations. His approach to wealth management is holistic, focusing on understanding each client’s unique circumstances to tailor personalized strategies that support asset growth throughout their working years, retirement, and future generations. Michael began his career in financial services in 2012 and joined Merrill Lynch Wealth Management in 2014. He holds a Bachelor of Science degree in Electrical Engineering from the University of Michigan. Michael has earned the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. He utilizes the resources of Merrill and Bank of America, including banking, lending, and an extensive network of legal, tax, estate planning, and liability professionals, to assist clients in their financial planning. Outside of his professional role, Michael resides in Alpharetta with his wife, two teenage sons, and their two Golden Retrievers. He is involved in several local community organizations, including the Boy Scouts of America, and serves as an Elder at his church. Michael enjoys attending his sons’ sporting events and engages in activities such as golf, biking, hiking, and traveling with his family.

Matthew Wilson is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Charles Schwab since 2018 and previously spent one year at Capstone Financial. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and operates a multi-asset model portfolio approach supported by centralized custody and order-routing arrangements.

Ryan Hilliard is a CFP® with 26 years of industry experience and has been with Stifel since 2005. He is based in Atlanta, GA. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group. The firm provides episodic, fee-based financial planning and works alongside affiliated trust companies and banks to offer additional financial services.

Matthew Rhodes is a financial advisor at Morgan Stanley in Atlanta, GA, with two years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has previously worked at Wells Fargo and Northwestern Mutual. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagement and employer-sponsored financial planning agreements.

Christopher Shoukry is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He holds Series 65 and Series 66 licenses and is based in Atlanta, GA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Krista Clarke is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017, following two years at Stifel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Morris is a Financial Advisor at Merrill Lynch Wealth Management. He began his role as a Financial Advisor in 2026 after serving as an associate with the firm since 2022. His client focus areas include Family Wealth Management Strategies, Personal Retirement Planning, Tax Minimization, and Retirement Income. Joseph holds the Personal Investment Advisor (PIA) designation. Joseph received his High School Diploma from Sequoyah High School. Outside of his professional work, he enjoys playing billiards, golfing, and skiing.

Kenneth Whitley is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He has been with Raymond James & Associates since 2004. Outside of advising, he is an owner of WVP Ventures LLC, an entity involved in leasing office space to his firm. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Paul Fragakis is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He began his career in financial services in 1986 as a financial adviser with Paine Webber. Over the years, he has held roles at several firms including Oppenheimer & Co, Bear Stearns, First American Capital, T3 Trading, and Merrill Lynch. His professional experience encompasses advanced financial planning, working closely with families to develop detailed financial plans and implement strategies aligned with their goals. His work focuses on helping clients pursue their financial objectives through comprehensive planning. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Christine Lizaso is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Prior to her current role, she worked for UBS Financial Services Inc. for 15 years and City National Bank for 2 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and customizes investment strategies based on each client's Advisory Risk Profile, utilizing both in-house and third-party investment managers.

Ryan Finnerty is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career at Fidelity in 2012 as an Investment Representative and progressed through roles as Financial Consultant before his current appointment. His professional focus includes helping clients create personalized financial plans that align with their specific goals and comfort levels, emphasizing clear expectations and accountability in the advisor-client relationship. Throughout his career at Fidelity Investments, Ryan has gained experience in financial consulting and investment representation. He prioritizes building long-lasting relationships with clients by understanding their personal circumstances and assisting them with significant financial decisions. Outside of his professional work, Ryan has interests in baseball, concerts, football, music, and parenthood.

Justin Patteson is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 designations and having 21 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to client goals.

Emma Tordella is a Series 66-licensed advisor with J.P. Morgan Securities in Atlanta, GA, where she has worked since 2022. She has four years of industry experience, including time at JPMorgan Chase Bank and studies at the University of North Carolina at Chapel Hill. 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 an ESG eligibility framework.

Marcus Arnold is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Securities America Advisors and Concourse Financial Group Securities Inc. Outside of his advisory role, Arnold serves as a substitute teacher for DeKalb County Schools. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and custodial relationships.

Sina Askari is a Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, retirement income, and small business strategies. Since joining the firm in 2022, he has focused on simplifying clients’ financial lives by developing customized portfolio strategies, conducting financial analysis, and offering personalized guidance. Sina emphasizes a comprehensive approach that involves understanding clients’ financial situations and goals, working collaboratively with their other professional advisors to coordinate wealth management planning, estate services, and tax strategies. Sina began his professional career in Marietta, Georgia, working in sales and service roles to finance his education. He attended the University of Georgia and holds FINRA registrations including the SIE, Series 7, and Series 66. He also holds the Personal Investment Advisor (PIA) designation. Fluent in English and Persian, Sina is committed to delivering knowledgeable and responsive service to help clients pursue their long-term financial objectives. Residing in the Buckhead neighborhood of Atlanta, Sina is active in community volunteer work and is affiliated with professional organizations including the Iranian Alliances Across Borders (IAAB) and Kannon. Outside of work, he enjoys cooking, golfing, traveling, and spending time with family.

Michael Taylor is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020 and was previously associated with Serenbe. Outside of his advisory role, he serves as a board member for Serenbe Land Company, LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Shu Zhang is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Zhang has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he owns and operates Helenairy, a retail and online store based in Marietta, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery and modeling tools to support clients in their financial decisions.

Joanne Hughes is a Series 66-credentialed financial advisor with Morgan Stanley in Atlanta, GA, with 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside diverse investment strategies.