Veronica Utt is a financial advisor at UBS Financial Services with six years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining UBS in 2025, she worked at JPMorgan in various roles from 2017 to 2025 and has experience outside finance with Mathnasium and Fulton County Schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and provides research-supported, tailored investment strategies.

Luanne Stone is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at Stifel and Wells Fargo Advisors. Outside of her advisory work, she is involved as a partner in an accounting and bookkeeping business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory process.

Steven Kilinski is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is a co-owner of Honey Pot Holdings LLC, involved in managing residential rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. 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.

Caroline Comer is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Based in Atlanta, GA, her career has been focused within the Wells Fargo organization. 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 solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Shaabani Munro is a financial advisor at Merrill with 17 years of industry experience. Munro holds a Series 66 designation and has been with Merrill and Bank of America since 2013. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Matthew Aguana is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley for three years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Timothy Truxillo is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2024 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved processes to support client financial planning.

Natasha Wallace is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has previously worked at CITIGROUP, Wells Fargo Advisors, and J.P. Morgan Securities. 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 across diverse financial products.

Steve May is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. His prior experience includes a 12-year tenure with JPMorgan Chase Bank and J.P. Morgan Securities Inc. He is a partner in the investment-related entities Three Amigos Capital, LLC and Three Amigos Venture Holdings, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines wealth management with institutional trading capabilities and offers a wide range of capital markets services.

Elliott Hutchinson is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at JP Morgan Chase Bank and JP Morgan Securities LLC since 2015. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain bank products and services, including deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management functions, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

James Dennard Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Dennard serves as a board member and officer on the investment committee of The Endowment Fund of the Episcopal Church of St. Martin in the Fields. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment analyses in its advisory services.

Matthew Williams is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in Global Corporate & Institutional Advisory Services. He has been with Merrill since 2006, guiding clients with a focus on managing concentrated stock positions, implementing 10b5-1 trading plans, and optimizing deferred compensation strategies. His work centers on integrating these complex financial elements into comprehensive planning to help clients establish and achieve their long-term goals. Born and raised in the Atlanta area, Matthew earned both his bachelor's and master's degrees in finance from Georgia Southern University. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional role, Matthew enjoys traveling with his wife and three sons. He dedicates time to coaching his sons' baseball teams and engages with charitable organizations such as Children's Healthcare of Atlanta.

Jason Arnold is a financial advisor with Edward Jones in Snellville, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melissa Kaufman Lovell is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 36 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 individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and scenario modeling.

Colleen Weaver is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 13 years of industry experience. She previously worked at Suntrust Investment Services and has been with Morgan Stanley since 2019. Outside of her advisory role, she is involved in property management and real estate investment through various ownership and partnership positions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Maxwell Wolk is a Planning Consultant at Fidelity Investments, where he works with clients to develop and implement financial plans tailored to their preferences, aiming to help them achieve financial comfort and stability. He has been in this role since 2021. Prior to this, Maxwell worked as a Financial Advisor at Raymond James from 2019 to 2021, gaining experience in financial advising and client relationship management. Outside of his professional career, Maxwell has personal interests that include comedy, football, social events with friends, golf, outdoor adventures, and reading.

Christopher Foster is a Series 66-licensed financial advisor with J.P. Morgan Securities in Atlanta, GA, bringing 12 years of industry experience. He has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors, focusing on customized performance reporting and approved fund recommendations.

Michael Dawkins is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63, 65, and 66 licenses and possessing 15 years of industry experience. His prior roles include positions at BNY Wealth, BlackRock Investment Management, and Merrill Lynch Investment Managers. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Thombley Jr. is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS Financial Services since 2008 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Riaz Hameed is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 1998. He is based in Atlanta, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.