Susan Parrish is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63, 65, and 66 designations and possessing 26 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she serves on the Executive Committee of TABLE Ministries, a faith-based nonprofit providing personal care items and organizing activities for the homeless community in Gwinnett County. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to customize client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Sung Ko is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2009 before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, Model Wealth Portfolios, third-party asset management arrangements, and a range of brokerage and insurance products, utilizing an integrated platform that combines advisory programs with active sales of financial products.

Scott Reynolds is a financial advisor at UBS Financial Services in Atlanta, GA, with six years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at Truist Advisory Services, TTR Sotheby's International Realty, and served four years in the United States Army. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor advice according to clients’ goals and risk tolerances.

Andrew Patel is a financial advisor at UBS Financial Services in Atlanta, GA, holding Series 66 and Series 63 designations with one year of industry experience. He previously worked at Morgan Stanley and has an academic background from Arizona State University. He is a sole proprietor of an inactive investment-related entity, ARA Capital Investments LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Michael Skrynecki is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. Skrynecki is also the founder and board chairperson of the Wiskott-Aldrich Foundation, a nonprofit supporting families affected by Wiskott-Aldrich Syndrome. 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, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Brandon Reynolds is a financial advisor at UBS Financial Services with 25 years of industry experience. He has worked at UBS since 2007 and previously spent four years at J.P. Morgan Securities. Outside of his advisory role, he serves on the board of the Georgia State Golf Association and is a partner in a mobile waste compaction company in Atlanta. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and advisory solutions.

John Boosalis is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously spent seven years at Raymond James & Associates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

John Kennedy is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

Earl Harrison III is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2005, previously spending seven years at Banc of America Investment Services. He is based in Atlanta, GA. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs and tailored financial planning that leverages firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning groups.

Derek Mathison is a CFP®-credentialed financial advisor with 15 years of industry experience, currently affiliated with LPL Financial in Atlanta, GA. He has worked at LPL Financial since 2014 and has been associated with Delta Community Credit Union since 2008. Outside of his advisory role, he is employed as a baggage service agent with Delta Air Lines and serves as a trust liaison officer for Members Trust Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Ivelisse Maldonado is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and SunTrust Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Susan Mayhugh is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds a Series 63 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2004. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning agreements.

Keri Green is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, she worked in various roles including at Sorin Blu Aesthetics and The Arc of Jacksonville. She is also involved in assisting with logistical support at The Harlem Tap Room, a family-owned business in St. Louis. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Zachary Henderson is a Series 66-credentialed financial advisor with LPL Enterprise in Atlanta, GA, bringing one year of industry experience. His prior roles include positions at PNC Bank, PRUCO Securities, Electronic Express, Aldi, and Cellular Sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, combining adviser programs with active sales of financial products including insurance.

Sophia Bellofatto is a CFP® professional with four years of industry experience, currently affiliated with Ameriprise in Sandy Springs, GA. Prior to joining Ameriprise in 2025, she worked at John Hancock Investment Management Distributors LLC from 2022 to 2025. Outside of her financial advisory role, she is a co-owner of Fyfer LLC, a fitness social media app focused on nutrition tracking and virtual training. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides retirement income planning through written recommendations and ongoing advice based on firm research and third-party data.

Sebastian O'Neal is a financial advisor at Charles Schwab with 31 years of industry experience. He has worked at Charles Schwab since 1996 and has been with Charles Schwab Bank since 2005. He holds Series 63 and Series 65 licenses. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Christopher Dodd is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Olivia Ewing is a financial advisor at Edward Jones with 12 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials. Olivia has been with Edward Jones since 2013, working in the Atlanta, GA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Kevin Butler is a Planning Consultant at Fidelity Investments. He works closely with clients to develop tailored financial plans aimed at supporting and protecting what is most important in their lives. His role focuses on building client confidence through personalized planning. Kevin has held multiple positions at Fidelity Investments since 2021, including Relationship Manager, Investment Solutions Representative, High Net Worth advisor, and Customer Relationship Advocate. This range of experience has contributed to his understanding of client needs and financial planning strategies. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Michael Wagner is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. He is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning and manages approximately $2.74 trillion in client assets.