Sebastian Salazar is a financial advisor at Edward Jones with 11 years of industry experience. Before joining Edward Jones in 2026, he spent 10 years at JPMorgan Chase Bank, NA. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Philomena Hatcher is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. She has been with Cetera Advisors LLC since 2013 and maintains a role as a partner at Ridgeline Realty Holdings, LLC. Outside of her advisory work, she has longstanding experience with the Atlanta VA Medical Center. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers multiple portfolio management and financial planning solutions through a large network of independent advisors and provides access to a variety of third-party and affiliated investment models.

William Castro Chacon is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2019. Prior to his current role, he worked at Primerica Financial Services and has experience outside the financial industry, including a position at Pepes Mexican Bar and Grill. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm utilizes third-party asset managers and provides a wrap-fee solution with a tiered fee structure.

Gregory Lewis is a financial advisor at Cetera with Series 63 and 66 licenses and 23 years of industry experience. His prior work includes roles at Cambridge Investment Research, Ameriprise, Transamerica Financial Advisors, Wells Fargo Clearing, and Mass Mutual Investors Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and third-party investment managers across various program structures and custodial relationships.

Dylan Templeton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He is a member of the Global Corporate and Institutional Advisory Services team, which oversees assets and liabilities for public companies, their employees, and retirees. In this role, Dylan assists individuals and families with managing concentrated stock holdings, personal assets and liabilities, and intergenerational wealth planning. Dylan attended the University of California in Santa Barbara, where he earned a Bachelor of Arts in Economics with a Minor in Art History. During his time at UC Santa Barbara, he competed in the PAC 12 Championships for Swimming. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Living in Atlanta, Georgia, Dylan participates in community activities through his involvement with the USTA and ALTA tennis leagues.

Mark Willoughby is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Morgan Stanley/E*Trade and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations within a non-discretionary program.

Edward Wood is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of finance, he is involved in baseball instruction in Kennesaw, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, utilizing structured planning tools and comprehensive asset management.

Joshua Lubel is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Merrill and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that do not include individual security recommendations.

Jack Delgado is a Series 66 licensed financial advisor with UBS Financial Services in Atlanta, GA, bringing four years of industry experience. Prior to joining UBS in 2021, he held positions at Green Square Wealth Management and was employed at Cherokee Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor plans to client goals.

Larry Ayer III is a financial advisor with Edward Jones in Atlanta, GA. He holds the Series 66 designation and has been with Edward Jones since 2026. His prior experience includes time at Dartmouth College and Wheaton College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Edward Parks Jr. is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Raymond James, NY Life, and LPL/Prudential. He has also operated The Parks Management Group, LLC for over 20 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Mark Anheier is a financial advisor at Charles Schwab with 26 years of industry experience. He has held roles at Charles Schwab since 1998 and Charles Schwab Bank since 2005. Outside of his advisory work, he also works as a server at Chili's in Dallas, Texas. Charles Schwab serves a large client base primarily composed of 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 SMAs and offers a centralized operational structure that supports a high client coverage per advisor.

Lauren Riepenhoff is a financial advisor at RBC Capital Markets with 13 years of industry experience. She previously worked at UBS Financial Services for 12 years before joining RBC in 2024. Outside of her advisory role, Lauren works as a grocery delivery driver for Instacart. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customized investment strategies and portfolio management solutions.

Ashley Brown is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Morgan Stanley in 2019, Brown worked at E*TRADE Securities LLC and has one year of experience at Chick-Fil-A Calhoun. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling to support client financial plans.

Margaret Church is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Merrill since 2014 and has been with Bank of America N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Megan Chiramal is a CFP® professional with 14 years of experience in the financial services industry, currently with Wells Fargo Advisors. Her prior roles include positions at Voya Investment Management and Cambridge Investment Research. Outside of advising, she serves as a financial compliance officer for an organization focused on educating young girls in Togo and owns a business selling artisan cat toys. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.

Lee Keeler is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1982, as well as Bank of America since 2009. Merrill, in conjunction 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Genco is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and having 22 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Callie Thompson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2024, she worked at Morgan Stanley and First Horizon. Outside of finance, she has held roles in retail and hospitality, including at Babalu's and Kendra Scott. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Micah Moseley is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014, including two years affiliated with Bank of America, N.A. Outside of his advisory role, Moseley owns an LLC through which he provides interior design assistance to friends and family on a volunteer basis. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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 using model-based and discretionary investment strategies.