Teyonna Harris is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, Manning & Napier, Wells Fargo Clearing, TD Ameritrade, and Morgan Stanley. Outside of her advisory role, she is a partner in a decorative flooring company and also works as a substitute teacher. Fidelity’s Strategic Advisers provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across diverse investment vehicles. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and its advisory role to multiple registered investment companies and fund-of-funds.

Jade Smith is a financial advisor with Edward Jones in Sandy Springs, GA. She holds a Series 66 designation and has one year of industry experience. Her prior work history includes positions at LPL Enterprise LLC, Real Floors, Waste Pro, and Virtual Properties Net. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Cathy Williams is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she is involved in real estate through Prudential GA Realty. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Marlene Wilson is a financial advisor at RBC Capital Markets with 25 years of industry experience. She has held roles at RBC Capital Markets since 2017, following positions at Equity Investment Corporation, BNY Mellon Distributors Inc., and JFB Holdings Corp. Wilson serves as a court-appointed special advocate with CASA, volunteering on behalf of neglected and abused children in foster care. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients by providing a range of advisory programs and portfolio management services tailored to each client’s risk profile. The firm utilizes both in-house and third-party investment managers and offers integrated capital-markets capabilities and alternative investment options.

William Pahl Jr. is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 15 years. Outside of his advisory role, he is involved as an officer in a real estate partnership. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Adam Johnson is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charities, utilizing internal and third-party investment models.

Michael Neal is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63, Series 65, and Series 66 licenses with 29 years of industry experience. He has worked at Morgan Stanley since 2020 and previously was with Wells Fargo Clearing from 2016 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside investment modeling to support its financial planning services.

Byron Sanders is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held roles at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations and is based in Atlanta, GA. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to assist in financial planning.

Connor Brumfield is a financial advisor with LPL Financial based in Atlanta, GA. He holds Series 65 and Series 63 licenses and has six years of industry experience, including six years at Wedbush Securities Inc. Prior to his financial services career, he spent nine years in education and unemployment. 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 large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cade Sanders is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at several financial institutions, including JPMorgan Chase Bank and US Bank. He also has a background that includes time spent at Gonzaga University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research with a forward-looking capital market framework and includes affiliated implementation and portfolio services.

Joshua Solomon is a Private Wealth Advisor with Merrill Private Wealth Management. He focuses on assisting clients with family wealth management strategies, legacy planning, liquidity management, and philanthropic planning. Joshua holds a Bachelor's Degree from Rhodes College and has earned the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, he enjoys football, golfing, and spending time with his family.

Jo Pontius is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 63 designation and bringing 38 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting through various programs, with an emphasis on non-discretionary advice supported by extensive research and multiple portfolio management styles.

Christopher Moorman is a CFP®-designated financial advisor with UBS Financial Services in Atlanta, GA, and has 33 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research, underwriting, and capital markets services.

Jonathan Linder is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the managing member of SUNNY BUNDLES LLC, a non-investment-related business based in Marietta, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools and methodologies in its services.

Juan Mujica is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at JP Morgan Private Bank Suisse and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, emphasizing tailored financial planning and a structured planning process that incorporates firm-approved tools and modeling techniques.

Douglas Stefanini is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Longview Wealth Management and Cambridge Investment Research. Stefanini is also an independent insurance agent, involved in selling life, health, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, retirement services, and multi-manager platform options, managing over $256 billion in assets.

Phuc Le is a financial advisor with Cetera who holds the ChFC® designation and several securities licenses, bringing 38 years of industry experience. He has worked at firms including The Prudential Insurance Company of America and Securian Financial Services. In addition to his advisory role, he is the owner of Providential Legacy Group LLC, where he manages and develops financial professionals. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various program structures and investment strategies.

Andrew DuHon is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2022 to 2023. His professional experience includes leadership roles such as Director of Capital Markets at Birchwood Healthcare Partners (2021-2022), Regional Director at Voya Investment Management (2019-2021), and Sales Director at Nesvick Trading Group (2017-2019). Andrew focuses on helping clients develop strong and flexible financial plans to manage the complexities of lifetime financial decisions. He aims to empower clients to make informed financial choices to reduce stress and anxiety related to their financial well-being.

William Slade is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously spent nine years at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Anna Paris is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior roles include positions at Truist Securities, Avanza Healthcare Strategies, The Coca-Cola Company, and Mansfield Oil Company. 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 using firm-approved tools and methodologies.