Theodore Roberts is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Atlanta, GA. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026, following earlier roles at Prime Buchholz, Bill Wescott Inc, and Iridius Capital. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Raluca Bighiu is a financial advisor at UBS Financial Services with 22 years of industry experience. She has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of her advisory work, she has conducted academic research and published a social studies research paper. UBS Financial Services 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.

Kelley Henderson Richardson is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation. Richardson has been with Ameriprise since 2006, accumulating 20 years of industry experience. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written Recommendation Reports and ongoing advice. The firm employs a centralized service team and uses a combination of investment research and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security options.

Michael Nies is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving within the Global Corporate & Institutional Advisory Services (GCIAS) team. In this role, he advises executives, business owners, and institutions on wealth management and strategic financial matters, including investments, banking, lending, and long-term financial planning. Michael has held various leadership positions throughout his career, including Market Executive for the Greater Atlanta Market where he oversaw GCIAS and additional offices across Metro Atlanta. Prior to rejoining Merrill in 2016, he held senior leadership roles at Merrill and Credit Suisse, leading private banking and wealth management businesses in multiple U.S. regions and serving as U.S. Market Leader for Credit Suisse's Asia Pacific business. He began his career with Merrill in 1998 and has experience advising ultra high net worth clients domestically and internationally. He holds a Bachelor of Science in Engineering from the United States Naval Academy and an MBA with honors from the University of Florida. Michael is a former U.S. Navy officer and pilot who participated in global operations, including combat air missions over Bosnia Herzegovina. He has served on the board of the Metro Atlanta YMCA and resides in Atlanta with his wife, Christina. His personal interests include boating, scuba diving, and fishing.

Maureen Dougherty is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2008, including 17 years at Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Thomas Fluent is a financial advisor at Stifel with 31 years of industry experience. He has previously worked at BB&T Securities, SunTrust Advisory Services, and SunTrust Investment Services. Fluent holds Series 63 and Series 65 registrations. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Martin Halberg is a CFP® professional with 30 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at IFP Securities, LPL Financial, and Independent Financial Partners. Halberg is also involved in non-variable insurance products, including term and whole life insurance, long-term care insurance, and fixed annuities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various portfolio management strategies and platform options with both discretionary and non-discretionary implementations.

Marlon Somersall is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, Bank of America, and other firms prior to joining J.P. Morgan in 2025. Outside of his advisory role, he serves as a Non-Public Arbitrator for FINRA. J.P. Morgan Securities 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 while clients retain final decision-making authority.

Paige Calman is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 credential with three years of industry experience. Prior to joining Morgan Stanley, she worked in various roles including at Anatolia Cafe and in education at Nickajack Elementary School and ET Booth Middle School. Outside of finance, Paige operates a dog sitting and walking business. 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 manages approximately $2.74 trillion in client assets, utilizing structured planning tools and firm-approved methodologies.

Bogdan Vasiljevic is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including at Harvard Extension School and GameStop. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios constructed using proprietary research, quantitative analysis, and algorithmic methods.

Craig Houck is a financial advisor with Raymond James Financial, holding the Series 66 designation and bringing 25 years of industry experience. He has served with Raymond James Financial Services Advisors, Inc. since 2014 and is involved with the Baker's Brace Foundation. Outside of his advisory role, he is the owner of Dogwood Wealth Advisors, LLC and acts as a trustee for a testamentary trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports its advisors with tools that incorporate risk profiling and outcome modeling.

Samuel Cagle is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving on Merrill's Global Corporate & Institutional Advisory Services team since 2021. He has been with Merrill since 2015. In his role, Samuel assists clients in simplifying their financial lives by helping them establish and prioritize their goals. Samuel provides tailored strategies including asset allocation guidance, tax-minimization strategies, retirement income planning, and wealth transfer solutions. He leverages the global resources of Merrill and access to lending and credit solutions from Bank of America to deliver his services. Samuel grew up in Knoxville, Tennessee, and earned a Bachelor of Science degree in Finance from the University of Tennessee. He holds FINRA Series 7 and 66 registrations, as well as the Chartered Retirement Planning Counselor™ designation. He resides in Midtown Atlanta and spends his free time cooking, running, playing golf, and enjoying history and film.

Krashonda Gray is a financial advisor at Morgan Stanley in Atlanta, GA, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, DHL Supply Chain, and multiple Wells Fargo entities. Outside of her financial advisory role, she owns and operates an interior design business called Designed by Krashonda. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Agustin Hays is a financial advisor at Morgan Stanley in Atlanta, GA, with three years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at J.P. Morgan Securities and JP Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Dejah Gay is a CFP® certificant affiliated with LPL Financial in Atlanta, GA, with four years of industry experience. She has worked at Truepoint, Inc. and currently holds roles at LPL Financial and Delta Community Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services.

Charles Mutz is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 63 designation and 27 years of industry experience. He has been with Raymond James & Associates since 2016 and has been involved with Turo since 2023. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a range of portfolio management styles and affiliated research.

Judy Wimpey is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 63 designation with 39 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2003, including her current role since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research from its Global Investment Committee.

Taurice Bussey is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 66 designation and entering his first year in the industry. Prior to joining Edward Jones, he held roles in diverse fields including restaurant management, coaching, and healthcare. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset levels. The firm offers various advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Alexander Shindnes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in corporate retirement and benefit plans, stock options and equity awards, as well as wealth planning strategies. Alexander has over ten years of experience in the financial services industry, including expertise in sales strategy, and has been part of the Global Corporate & Institutional Advisory Services team since 2014. He holds a Bachelor's Degree from Arcadia University and maintains the Personal Investment Advisor (PIA) designation. Fluent in Russian and English, Alexander works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He is also actively involved in community volunteering, aligning with Merrill’s tradition of community participation.

Robert Hickey Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and two years of industry experience. He has been associated with Wells Fargo Bank, N.A. since 2011. Outside of his advisory role, he sells sneakers on eBay as a separate business activity. 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.