Jeffery Nolde is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Citigroup Global Markets before joining Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and investment modeling to support its clients.

Kyle Cohen is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill, Bank of America, and Kalos Capital since 2018, with prior roles at E*TRADE Securities and Hewlett Packard Enterprise. Outside of his advisory work, he serves as Co-President of his local homeowners association in Kennesaw, Georgia. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Haden Pennington is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation. He joined UBS in 2025 after completing his education and previous roles at The University of Alabama and The Westminster Schools. 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, offering a range of capital markets services and proprietary research to tailor client solutions.

Lehelle Yancey is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Her work history includes roles at Wellstar Kennestone, PFS Investments Inc., and American Realty Professionals, among others. Outside of her advisory role, she is involved in real estate brokerage through American Realty Professionals and has experience in airline catering procurement. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors using model-driven investment strategies managed by third-party asset managers.

Charles Elsas is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, focusing on tailored financial planning and wealth management services supported by extensive research and firm-approved planning tools.

Devin Orr is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Charles Schwab in 2025, he worked at JPMorgan for three years and E*TRADE by Morgan Stanley for two years. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Kristi Thelen is a CFP® and Series 66 licensed financial advisor with 25 years of industry experience. She has been with UBS Financial Services in Atlanta, GA since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Richard Meng is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent six years with Integrated Support Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven, incorporates modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Tyler Touchton is a financial advisor at LPL Enterprise with Series 66 credentials and less than one year of industry experience. Prior to joining LPL Enterprise, he worked in various educational roles with public schools in multiple counties. He has also been involved with community organizations including churches. 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 typically employs model-driven investment approaches and offers access to third-party asset managers and financial planning services.

William Yawn Jr. is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and beginning his advisory career in 2026. He previously worked at Koch, Inc. for five years and Bennett Thrasher, LLP for four years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model‑based and discretionary investment strategies.

Phillip Montgomery is a Series 66 licensed financial advisor with Edward Jones in Covington, GA, where he has worked for 14 years. He also owns and operates Orange Cone Productions LLC, a production and filming company based in Conyers, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Morgan is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at Morgan Stanley Private Bank, N.A., MORGAN STANLEY SMITH BARNEY LLC, Wilmington Trust, Wells Fargo Clearing, and Morgan Stanley DW Inc. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including its Financial Advisors and Estate Planning Strategies Group.

Kate Rives is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked in various roles in the health and fitness and service industries. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and risk modeling in its financial planning process.

Jennifer Maher is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 28 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 individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market-based modeling techniques.

Burke Chebuhar is a financial advisor at Merrill, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Causeway Securities LLC and Bank of America, N.A. He has also held various academic and professional roles at institutions such as the University of Notre Dame, Lehigh University, and The Walker School. 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 supported by internal and third-party teams for a range of clients including individuals, high-net-worth clients, and institutional investors.

Miguel Ruiz Sanchez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise and The Prudential Insurance Company of America. He completed his studies at Mercer University in 2024. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Paige Kerr is a financial advisor at Morgan Stanley in Atlanta, GA, with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and previously worked at The Strategic Financial Alliance, Inc. for seven years. Outside of her advisory role, she is a partner in SPH Farms LLC, involved in accounting and bookkeeping activities. 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 models to support its advisory services.

Edward Katz is a CFP® professional with 31 years of industry experience, currently affiliated with Wells Fargo Advisors since 2021. He has held various roles within Wells Fargo entities since 2009. Katz is the sole owner of two investment-related business entities based in Atlanta, GA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in implementing these through the firm’s brokerage or advisory programs.

Jasmine Silas is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Thrivent Financial, Truist, and Marriott International. She has also been involved with Sharon Mann designs in two separate periods. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Fletcher is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since graduating college in 1997. He follows a disciplined wealth management process, tailoring his recommendations based on a thorough understanding of each client's individual circumstances. He holds multiple professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Matthew has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" consistently from 2019 through 2026. Matthew holds a Bachelor's degree in Business from the University of Georgia's Terry College of Business. While working full-time, he earned a Master of Business Administration with a specialization in Personal Financial Planning from Georgia State University's Robinson College of Business. He resides in Atlanta with his wife Laura and their three children. Outside of his professional responsibilities, Matthew enjoys golf, skiing, running, and fishing. He also coaches his children's youth soccer teams and is actively involved in community service, including participation with Habitat for Humanity, and has previously served on the Northside United Methodist Preschool Board of Directors as well as the Alumni Board for the Chi Phi Fraternity at the University of Georgia.