Anthony Di Matteo is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, leveraging portfolios developed by LPL’s Research Department and third-party strategists, with a notable focus on non-securities products and affiliated insurance and trust services.

Sabrina Williams is a financial advisor at Merrill with a Series 66 designation and 25 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1995. Outside of her advisory role, she is the owner of Prime Welding Services, LLC, a business in which she manages ordering supplies and vendor payments. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Jacob Ludwick is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 registrations and 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank, N.A. since 2023. 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 tailored financial planning services, utilizing structured discovery processes and proprietary planning tools.

Gregory Lowery is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services Inc. from 2008 to 2020. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Julie Fellows is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Merrill since 1986. Merrill, along 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thien Hien Nguyen is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2012. She is responsible for portfolio analysis and developing and reviewing financial strategies aimed at maximizing returns while adhering to established risk parameters. Through meaningful discussions, she analyzes investment performance and makes appropriate recommendations to support her clients' financial goals. Nguyen holds a Bachelor's degree from Georgia State University with a double major in Finance and Accounting. She carries professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Fluent in English and Vietnamese, she leverages Merrill's resources and insights to offer comprehensive wealth management, retirement planning, and risk mitigation strategies. Residing in Lawrenceville, Georgia, Nguyen lives close to her family and shares her home with her husband, Khoi. She regularly attends temple and enjoys gardening as a personal hobby.

Jonathan Pakula is a financial advisor at Stifel in Atlanta, GA, with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm applies a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

William Jones is a financial advisor with Merrill in Atlanta, GA, holding Series 63, 65, and 66 licenses and 13 years of industry experience. His career includes roles at Citigroup Global Markets and Citicorp Investment Services before joining Merrill, where he has worked intermittently since 2017. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing strategic asset allocation and tax-aware options.

Thomas Hamby is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63, 65, and 66 registrations and bringing 23 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Joseph Coleman 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 since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Coleman serves as faculty at Mercer University and works as an independent contractor providing tutoring services through Hey Tutor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory services.

Mark Rebillot is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation with 21 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves as a member of the board of directors for a private company investment, ASW LLC. 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, providing a broad range of capital markets and advisory solutions.

John Akers Jr. is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Atlanta, GA, and has six years of industry experience. Prior to joining Wells Fargo in 2021, he worked at Tuxedo Capital Partners and Delta Air Lines. He serves as a board member for the Akers Foundation Inc., a family foundation based in Charlotte, NC, where he assists with financial matters and attends board meetings. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and external sources.

Rene Turner is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of Rit & Associates, Inc., an investment-related business formed for Primerica purposes, and serves as president of Mrkc Enterprises LLC. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by third-party asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

William Dodd III is a financial advisor at UBS Financial Services with 48 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 plans to clients’ goals and risk tolerances.

Sarah Flaman is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes six years at Credit Suisse Securities (USA) LLC and one year at Deutsche Bank Securities Inc. before joining UBS in 2015. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Berlin Perkins is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and 26 years of industry experience. He previously worked at UBS Financial Services Inc. for 16 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lucas Vernoia is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Oxford Retirement Advisors for three years and has entrepreneurial experience with Crema Espresso Gourmet. 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 client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Sana Lakhani is a financial advisor at Charles Schwab with 9 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2016. Prior to that, she was self-employed as a tutor for two years. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios and centralized operational support.

Thomas Jackson is a financial advisor at Fidelity with four years of industry experience. He previously worked at Morgan Stanley for three years before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs. The firm is noted for its roles in advisory services to registered investment companies, model portfolio delivery, and use of systematic methodologies including AI.

Hope Einig is a financial advisor with Fidelity Investments in Atlanta, GA, holding a Series 66 designation and with one year of industry experience. Prior to joining Fidelity, she held various roles including positions at the University of Georgia and Horizon Planning Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.