Da Vaul Carter is a financial advisor at Edward Jones in Atlanta, GA, holding Series 63 and Series 65 credentials with six years of industry experience. Prior to his current role at Edward Jones, he worked at Levy Restaurant Group and Sherwin Williams. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Sarah Boone is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. Outside of her advisory role, she serves as a trustee and board member of the Kennesaw State University Foundation, attending meetings and participating in the Budget Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including portfolio management and alternative product distribution.

James Jones is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2024. Prior to joining RBC, he worked for 15 years at UBS Financial Services Inc. in Atlanta, GA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers customized investment strategies through multiple advisory programs, combining in-house and third-party managers to implement portfolios tailored to each client’s risk profile.

John Moore is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Curtis & Co and Attain Partners, as well as experience at Bank of America. Outside of finance, he has held roles in education and entrepreneurial ventures related to swimming. 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 model-based and discretionary strategies for a range of individual and institutional clients.

David Bowen is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Bank of America, Synovus Financial, and First Citizens Investor Services. Outside of his advisory work, he serves as a consultant and independent contractor for InvestEdge, focusing on software testing. 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 to individuals, high-net-worth clients, and institutions, with portfolio implementation tailored to various investment styles and tax considerations.

Paul Horning II is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Sylvester Williams is a CFP®-certified financial advisor with 25 years of industry experience, currently with Ameriprise in Atlanta, GA. His prior roles include positions at Wells Fargo Clearing, UBS Financial Services, and Allworth Financial, among others. Williams also serves as an Associate Financial Advisor for Thu Clear, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Katreesa Hewitt is a Senior Resident Director at Merrill, bringing extensive experience in wealth management and financial planning. She leads a team of professionals dedicated to providing personalized financial guidance aimed at helping clients achieve financial stability and independence. Katreesa’s approach emphasizes understanding clients’ individual needs and developing tailored strategies to support goals such as retirement income, college education planning, tax minimization, and values-based investing. Katreesa holds a Bachelor of Science degree in Chemical Engineering from the University of Alabama and has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc. Her professional credentials also include Chartered Life Underwriter (CLU), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), along with other financial designations. She is actively involved in her community through participation in the Kiwanis Club of Bradenton—where she serves as President in 2024—and by serving on the board of the Manatee County Fair Association. Katreesa lives in Bradenton with her wife, Kirstin, and their three children. In her personal time, she enjoys football, golfing, running, and spending time with her family.

Barukh Aronov is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has previously worked at Pruco Securities LLC and in various roles outside the financial industry, including positions at Georgia State University and Chipotle Mexican Grill. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Allie Berk is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Voya Investments Distributor, Voya Investment Management, and Invesco. Before entering the financial industry, she worked in the restaurant and education sectors. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through various financial planning and investment strategies.

Robert Prater Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. His prior experience includes roles at UBS Financial Services and several Morgan Stanley affiliates. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs with a focus on tailored financial planning supported by firm-approved tools and methodologies.

Jacob Lazo is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation. He has less than one year of industry experience and previously held roles at Johnson & Johnson, The GEO Group, and City National Bank of Florida. Lazo attended the University of Florida and worked at Belen Jesuit Preparatory School prior to his current position. Morgan Stanley Wealth Management provides financial advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning based on structured discovery conversations and firm-approved tools, with a range of investment and advisory programs.

Daniel Kim is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Robert W. Baird and experience outside finance at Dogtopia and Aqua-Tots Swim School. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment and brokerage offerings.

Susan Crowson is a financial advisor at Merrill with 41 years of industry experience. She has been with Merrill since 1981. Outside of her advisory work, she manages general cash management and control for a family-held LLC, Ann Hart Partners, LLC. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexandra La Force is a financial advisor with Merrill, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Merrill since 2016 with a three-year period at Morgan Stanley from 2019 to 2022 before returning to Merrill. Based in Atlanta, GA, she has been with Merrill in her current role since 2022. 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 constructed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Manka Haddadin is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized retirement-income consulting team in collaboration with individual advisors.

Matthew Lindelli is a Financial Advisor at Merrill Lynch Wealth Management. He is a member of the Merrill Global Corporate and Institutional Advisory Services (GCIAS) group, a team focused on providing corporate benefits education as well as individual advice and guidance. In his role, Matthew works with individuals and families to deliver personalized attention and disciplined wealth strategies. Matthew holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Kennesaw State University and completed his high school education at Forsyth Central High School.

Eric Mai is a financial advisor with J.P. Morgan Securities in Atlanta, Georgia. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including roles at Goldman Sachs and JPMorgan Chase Bank. Mai also spent two years at Emory University’s Goizueta Business School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s process combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Benjamin Joel is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 licenses and 39 years of industry experience. His career includes roles at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. He is also president and director of a social-investment club, Future Inc., which organizes social events with an investment component. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles and uses a combination of in-house and third-party investment managers.

Juanita Brandon is a Series 63-licensed financial advisor with UBS Financial Services in Atlanta, GA, where she has worked since 2008. She has 32 years of industry experience. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products, supported by proprietary research and a range of capital markets services.