J Roberts is a financial advisor at Morgan Stanley with 40 years of industry experience. He has held positions at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

John Weaver is a Series 66-registered financial advisor at Charles Schwab with five years of industry experience. He has worked at several firms, including UBS Financial Services and American Financial Advisors, before joining Schwab. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Kimberly Hudson is a financial advisor at Edward Jones in Decatur, GA, holding a Series 66 designation with 12 years of industry experience. She has worked at Edward Jones since 2014 and is also a co-owner and investor in N-Motion Stone & Tile Restoration. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Sue Greenwood is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Ameriprise and its affiliates since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written Recommendation Reports and annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Jason Atchley is a financial advisor with Equitable Advisors in Chamblee, GA, holding a Series 66 designation and 11 years of industry experience. He has worked with Equitable Advisors since 2015, including its predecessor AxA Advisors. Outside of his advisory role, he is involved as a driver for Atlantic Coast Textiles and serves as an administrator or trustee for a family trust. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm delivers advice through a network of representatives using various third-party advisory models and program sponsors, focusing on matching clients with suitable investment strategies and providing ERISA fiduciary services.

William Lellyett is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2020, he worked for Internal Data Resources from 2016 to 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, and offers financial planning, investment consulting, and specialized municipal advisory services.

Bradley Cull is a Certified Financial Planner (CFP®) with 22 years of experience, currently serving as an advisor at Morgan Stanley in Atlanta, GA. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning and utilizing firm-approved tools and modeling techniques as part of its structured planning process.

Yuemei Sun is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. She previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Sun serves as Vice President of the Association of Chinese Professionals in Atlanta, a nonprofit organization focused on membership recruitment. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Sidharth Ganju is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. Outside of his advisory role, he serves as an advisor to a Charlotte-based technology company focused on speech-to-text automation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and the Estate Planning Strategies Group.

David Kusiel is a financial advisor at UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 designations with 37 years of industry experience. He has been with UBS Financial Services since 2009. Kusiel is currently the executor of a client estate, managing asset distribution according to the will. 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 strategies.

Alan Davis is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Credit Suisse Securities and Pershing LLC before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2015. In addition to his advisory work, he is an employee of JPMorgan Bank, which allows him to offer certain banking products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes derivative and commodities capabilities.

Tricia Mc Intosh is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 66 credentials and having seven years of industry experience. She has worked at several firms including UBS Financial Services, JPMorgan Chase, and Transamerica Financial Advisors. Outside of her advisory work, she is the sole proprietor of TMI Media, LLC, which creates promotional and educational videos. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored portfolio management and financial planning services. The firm combines in-house and third-party investment management, tax management, and responsible investing options within unified or sleeve-based account structures.

Hardik Kansara is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill and Bank of America, alongside his current tenure at J.P. Morgan Securities and J.P. Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a range of affiliated implementation services.

Karl Kennedy is a financial advisor with Thrivent Investment Management in Decatur, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Bankers Life and has experience in the fitness industry with Youfit and LA Fitness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors, offering goal-based analyses and written recommendations on various financial planning topics without portfolio management or institutional advisory services.

Dianne Pagan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. She previously worked with the DeLong Real Estate Team and has background experience in the automotive and oil industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm is also registered as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Roland Larmore III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at Morgan Keegan & Company and Citigroup Global Markets. Outside of his advisory work, he is involved as a community coach. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management approaches, including equity, fixed income, and alternative strategies.

Michael Fowler is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced financial modeling tools.

David Cohen is a financial advisor at Wells Fargo Advisors in Atlanta, GA, with 18 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is a part-owner of BPC Wealth Management LLC and serves as an executor of an estate in Alpharetta, GA. Wells Fargo Advisors Financial Network provides investment and financial planning services to a range of clients, including individuals, trusts, and institutions. The firm offers a broad planning menu that covers various areas such as retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Natalia Abbott is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. She has worked at UBS since 2016 and previously was with Wells Fargo Clearing. 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, leveraging proprietary research and model-based asset allocations to tailor client plans.

Raymond Suplee is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with the firm since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.