Rick Clemons is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been associated with Primerica Financial Services since 1984, including his current role at Primerica Advisors since 2022. Clemons also engages in the sale of home security and automation products through affiliations with Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors serves primarily individual investors and provides a wrap-fee asset management program driven by model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale, with thousands of advisors and offices, and offers a range of investment models including tax-managed and cryptocurrency ETF allocations.

Frank Doherty is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was employed at Citigroup Global Markets from 2002 to 2009. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Jakara Davis is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has worked at JPMorgan Chase Bank, Bank of America Corporation, and Wells Fargo Bank NA. 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 broker-dealer and investment adviser registrations to deliver these services.

John Coggins Jr. is a financial advisor with Wells Fargo Clearing in Roswell, GA, holding a Series 63 designation and bringing 46 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a co-owner of Coggins Land Company, a family real estate holding entity, and serves as a trustee for his brother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Jennifer Coffey is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at both UBS Financial Services and Morgan Stanley Smith Barney LLC in prior roles. Coffey is based in Atlanta, GA. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and models to support client outcomes and manages approximately $2.74 trillion in client assets.

Andrew Jones is a Series 66-licensed financial advisor with Morgan Stanley, based in Atlanta, GA, and has two years of industry experience. His prior work includes roles at Wells Fargo and Kroger, among others. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, delivering planning services in an advisory capacity without individual security recommendations as part of standalone plans.

Molly McCormick is a financial advisor at UBS Financial Services in Atlanta, GA, with eight years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining UBS, she worked at Fidelity Brokerage Services and has academic experience at Vanderbilt University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Robert Hallback is a financial advisor with Edward Jones in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017 and previously was involved in hospitality and business development through ownership and consulting roles with Hallback's Special Services & Catering. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and services, supporting over four million clients and approximately $1.01 trillion in assets under management.

Susana Alvarado Jimenez is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Her work history includes roles at Morgan Stanley, E*Trade Securities LLC, and the Law Office of Donna M. Kelly, Esq., among others. She has been involved with Amway Corp for ten years in addition to her advisory roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and methodologies such as Monte Carlo simulations.

Matthew Edwards is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of Morgan Stanley since 2015. Outside of his advisory role, he is a partner in an agricultural venture, EEE Ranch, based in Athens, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a variety of advisory programs, utilizing structured planning tools and proprietary investment modeling.

Horace Green is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal priorities and develop customized strategies aimed at achieving their short-, mid-, and long-term financial goals. His approach includes guiding clients through various aspects of wealth management, from general investing and retirement planning to funding education and managing family wealth. Horace's expertise encompasses college education planning, family wealth management strategies, managing new wealth, small business strategies, and serving clients in sports and entertainment. He also connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions as part of a comprehensive financial plan. He holds a Bachelor's Degree and an MBA from Howard University and is a Personal Investment Advisor (PIA). Horace is committed to providing ongoing advice and guidance tailored to the evolving needs of his clients. Outside of his professional role, he has interests in baseball, basketball, chess, football, golfing, reading, and traveling.

Matthew Mcneill is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including VP Distributors LLC, Virtus Investment Partners, and Voya Investment Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jacob Jones is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2019. Jones serves as a board member for the Valdosta State University Foundation, where he contributes to the investment policy for the university’s endowment fund. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan O'Hare is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in Global Corporate & Institutional Advisory Services. He assists clients in simplifying their financial lives by focusing on and prioritizing their goals, leveraging investment insights of Merrill and the banking services of Bank of America. He works with clients to identify primary goals and needs, including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. Ryan holds a Bachelor's Degree from Clemson University and has obtained professional designations including Chartered Retirement Planning Counselor (CRPC), Equity Plan Consultant (EPC), and Personal Investment Advisor (PIA). He holds FINRA Series 7 and 66 registrations. Residing in Buckhead, Georgia, Ryan enjoys spending time with family, golfing, and reading.

Jacob Boggs is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2015. He holds Series 63 and Series 65 licenses and is involved as a co-trustee for a family trust. Boggs also has partial ownership in BPC Wealth Management LLC, where he dedicates a significant portion of his time. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing proprietary research and planning tools to develop tailored recommendations for its clients.

Alexis Sullivan is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2020, Alexis worked at Insight Global and has a background that includes four years at the University of Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and processes.

William Hyde is a financial advisor with UBS Financial Services in Atlanta, Georgia, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at UBS Financial Services since 2013. Outside of his advisory role, he serves on the Finance Committee of the Presbytery of Greater Atlanta, assisting the Presbyterian Church with organizational financial matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 client strategies.

Julian Young is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. His background also includes roles outside the financial sector, such as work with the Georgetown University Philosophy Department and a position at Gio's Chicken Siciliana. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Gabriella Costello is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and three years of industry experience. She has worked with Bank of America and Merrill since 2023. Gabriella is involved in a family business, Home Run Inn pizza, where she is expected to join the board and decision-making in the future. 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, pension plans, corporations, and charitable organizations.

Jamie Spradley is a financial advisor with Primerica Advisors in Morrow, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at DMG Worldwide, Inc., Georgia Green Energy Services, The Intersect Group, and PFS Investments Inc. Outside of advising, he is involved with Atlanta Habitat for Humanity. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by custodial and trade execution services from Pershing.