Elizabeth Lawther is a CFA charterholder with six years of industry experience. She has worked at Cresset Asset Management, LLC since 2020 and previously spent nine years with M&T Securities, Inc. and M&T Bank. Cresset Asset Management is a multi-disciplinary adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach across public equities, fixed income, and alternatives, utilizing both active and passive strategies along with tools such as artificial intelligence and machine learning.

Adam Bass is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has previously worked at firms including MassMutual Investors Services, Park Avenue Securities, Guardian Life Insurance Company, Hornor Townsend & Kent, and Penn Mutual Life Insurance Company. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports tailored to clients’ income sources and withdrawal strategies.

Bradley Patterson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Edward Jones. 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 integrates research from Wells Fargo Investment Institute and third-party sources to inform its investment approach and offers a wide range of brokerage and advisory solutions.

Mary Bennett is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMORGAN Securities LLC and JPMorgan Chase Bank NA before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital market strategies.

Kayla Fleming is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for nine years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including 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 scenario modeling as part of its advisory services.

David Moran is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Wells Fargo in 2024. Outside of his advisory role, Moran has a partial ownership in two sports-related businesses focused on indoor pickleball and pickleball paddle promotion. 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 grounded in modern portfolio theory. The firm includes insurance-related investment options and bank deposit sweep programs as part of its broader financial product offerings.

John Malloy is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 66 registrations and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves as an advisory board member for Smyrna Grove HOA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of financial planning and investment services supported by proprietary research and planning tools. The firm provides tailored recommendations and integrates advisory services with various financial products and referral channels.

Richard Battle is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and 28 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 work, he is involved in a family partnership created to hold life insurance policies. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market models.

Mark Delmonte is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership with Timberline Partners, LLC, a real estate holding company, and The 825 Group, LLC, which provides payroll and benefits services to Ameriprise financial advisors. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mark Walters is a Series 66-licensed financial advisor with four years of industry experience. He currently works at LPL Enterprise and previously held roles at Bank of America, Merrill, Nylife Securities, and New York Life Insurance. Outside of his advisory work, Walters also engages in rideshare driving with Lyft. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed internally and by third-party strategists, and it offers a range of financial planning, asset management, and insurance products.

Thomas Egan is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Jefferies for 16 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Rebecca Glasgow is a CFP®-designated financial advisor at RBC Capital Markets with 21 years of industry experience. She previously worked at UBS Financial Services Inc. for 15 years before joining RBC in 2023. Glasgow serves as an officer on the executive committee of the ESOP Association New South Chapter and is a trustee of the Compromise Quinby Taylor Educational Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s capital markets and affiliated asset management capabilities.

Dawn Mcculloh is a Series 66 licensed financial advisor with 24 years of industry experience, currently with UBS Financial Services in Atlanta since 2013. She supports marketing efforts for her husband's business, Atomic Ice Cream Sandwich. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad set of capital markets and advisory services.

Sydnee Scruggs is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. Sydnee is based in Atlanta, GA. 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 team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of services.

Lindsey Pettis is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and JP Morgan Private Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

David Kroll is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including a long tenure at Prudential Insurance Company of America and its affiliate Pruco Securities, LLC. He is based in Atlanta, GA. 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 emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

John Fuller is a financial advisor at UBS Financial Services in Atlanta, GA, with 32 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Fuller serves on the board of the Kennesaw Girls Softball Association as a scheduler for a nonprofit youth softball organization. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Samuel Srochi is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. J.P. Morgan Securities LLC 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Beane IV is a CFP® professional with 18 years of industry experience, currently serving at OSAIC since 2023. He previously worked at FSC Securities Corporation and Homrich Berg, among other firms. Outside of his advisory role, he owns an LLC focused on market research and due diligence for residential real estate investments. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors, providing integrated brokerage and advisory services. The firm employs a range of portfolio construction tools and supports multiple advisory platforms, combining in-house and third-party investment solutions.

Michael Steck is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. Steck is also a partner and financial professional at Cornerstone Financial Partners, LLC, where he is involved in the sales and service of insurance and investments. 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 employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.