Dejah Gay is a CFP®-certified financial advisor with four years of industry experience, currently with LPL Financial in Atlanta, GA. She previously worked at Truepoint, Inc. for six years and holds a Series 63 license. Gay is involved with Delta Community Credit Union and Members Trust Company in financial institution roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management with access to model portfolios and third-party research.

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 with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and bringing 38 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to support client goals.

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.

Scott Serafin is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 66 designation and previously worked for 15 years at UBS Financial Services Inc. He is co-owner of Graystone Square Investments LLC, a partnership formed to invest in a restaurant. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, complemented by RBC’s capital-markets and affiliated asset management capabilities.

Kimberly Piontek is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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 and financial planning services that incorporate firm-approved tools and modeling techniques to support tailored client plans.

Kimberlee Mott is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She previously worked at Cetera and Foresters Financial Services. She is a 30% owner of Pack Financial LLC, operating as the For Cetera Investors Team. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Lindsay Belton Paugh is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she serves as Chair of the Finance Committee at the First Church of Christ Scientist in Atlanta, where she assists with annual budgeting and financial reviews. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad platform that includes custody, underwriting, and capital markets services.

Hubert Twum Barima is a Series 66-registered financial advisor with Thrivent Investment Management in Atlanta, GA, with one year of industry experience. Before joining Thrivent, he worked at LPL Enterprise LLC and spent eight years at Atlantic Bay Mortgage Group. His other activities include serving as a financial professional with Prudential Advisors and engaging in non-variable insurance business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing system called “WealthPlan” while maintaining separation between these services.

James Fleming is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Havener Capital Partners, Edward Jones, Alps Distributors, Inc., and Caldwell & Orkin. Fleming is currently based in Atlanta, GA. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive asset management services.

Foster Harrison is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 65 and Series 66 licenses with three years of industry experience. He previously worked at Apollon Wealth Management, LLC and has a background that includes real estate through CRP Real Estate, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

Nathan Deckert is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His background includes positions at Merrill and Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well as several years of teaching experience at the elementary, middle, and high school levels. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs model-based and discretionary investment strategies developed by internal and third-party managers, with trading, account administration, and custody support integrated into its service offering.

Kyle McClanahan is a Vice President and Financial Consultant at Fidelity Investments, where he currently partners with individuals and families to develop customized plans aimed at growing and protecting their wealth. He focuses on building strong client relationships to fully understand their goals and preferences, assisting them in working towards their financial and retirement objectives. Kyle has been with Fidelity Investments since 2018, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Oppenheimer & Co. Inc. as an Associate, Financial Advisor and Associate, Research Sales from 2014 to 2018.

William Bullock is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Morgan Stanley and E*Trade, as well as an ongoing position as a skateboarding instructor and ownership of a 3D printing and retail business under Gray Fidelity Investments LLC. He also has experience as a rideshare driver for Uber. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management services.

Tiffanie Sojourner is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management and financial planning services.

Gary Jones is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Bank of America, Merrill, E*Trade Capital Management, Ameriprise, and UBS Financial Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional entities, with portfolio implementation varying by strategy and incorporating tactical asset allocation and tax-aware options.

Matthew Lichtenstein is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 15 years of industry experience. He has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Edward Mcgowan is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he owns Madison Compliance, LLC, a compliance-focused business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, and specialized planning services, using proprietary research and tools to develop tailored client recommendations.