Dale Teat is a financial advisor with Stifel in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Stifel since 2015. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and allocation methodologies.

Jacob Longoria is a financial advisor with RBC Capital Markets in Atlanta, GA, holding a Series 66 designation and 14 years of industry experience. He has worked at RBC Capital Markets since 2012 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Andrew Rich is a financial advisor with J.P. Morgan Securities in Atlanta, GA. He holds a Series 66 designation and has been with J.P. Morgan since 2024, including experience at JPMorgan Private Bank and JPMORGAN Chase Bank, N.A. Prior to joining the financial industry, he was affiliated with Johns Hopkins University. 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, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Pahl is a CFP® with seven years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2024. He previously worked at UBS Financial Services from 2019 to 2024 and held a position at the University of South Carolina from 2015 to 2019. Pahl serves on the board of Georgia Community Support And Solutions, Inc., where he participates in high-level decision-making for the organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored investment strategies and advisory programs utilizing in-house and third-party managers, with a focus on portfolio management, financial planning, and custodial services.

Kristen Bailey is a financial advisor at Merrill, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill, she was involved with Northside United Methodist Church and operated Murray Hall Designs for eight years. 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 using model-based and discretionary investment strategies.

Stephanie Meeks is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019 after previously working at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Michael Macchione is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and 15,100 branch offices.

Brett Alison is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2008 and 2010, respectively. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Desiah Wofford is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley, Wofford worked at Wells Fargo for three years and spent six years at Amazon, where they also participated as an Amazon Flex driver. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs. The firm employs a structured planning process utilizing firm-approved tools and models and manages approximately $2.74 trillion in client assets.

Peter Martin is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations and with 19 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Judith Taylor is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and seven years of industry experience. She has worked at PFS Investment Inc. since 2019 and has a background that includes roles at Georgia Institute of Technology and Robert Half Agency. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports account custody and trade execution through third-party providers.

Robert Brown is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2023, he worked at Bank of America, Merrill, and Ameriprise Financial Services. Outside of his advisory role, he is involved as a contractor in the entertainment industry and participates in civic and community activities. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Kerisha Stewart is a financial advisor at Osaic with one year of industry experience. She holds the Series 66 designation and has prior work history at Guardian Life and Park Avenue Securities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through a network of affiliated advisors and multiple platforms.

Royce Kountis is a financial advisor at Merrill with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at First Citizens Bank and First Citizens Investor Services. 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.

Cynthia Scott is a financial advisor with Wells Fargo Clearing in Conyers, GA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside her advisory role, she has been involved with Chapman On Line, Inc. since 2000. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Ronak Vinod Raman is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a range of investment products, including affiliated funds.

Daniel Owen is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and 42 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. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Shaundra Stapleton is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates, Bank of America, N.A., and Merrill. Outside of her advisory role, she is involved in a catering business and operates a resale business on Poshmark. 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.

Juleigh Shinn is a Series 66-licensed financial advisor with Edward Jones in Snellville, GA, where she has worked since 2012. She has 14 years of industry experience. 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 through a nationwide network of more than 23,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products.

Jaymie Dietz is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Morgan Stanley, Dietz worked at T. Rowe Price and has a diverse background including roles with IDEA Public Schools, the Spanish Ministry of Education, and the Aldo Group. Outside of financial advising, Dietz is involved as a content creator on platforms such as TikTok, Etsy, and the Amazon Influencer Program. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and extensive resources. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.