Ahmad Lajevardi is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. He is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Henry Bailey is a financial advisor with Wells Fargo Clearing in Roswell, GA, holding Series 65 and Series 66 licenses and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he owns a lawn service company named Henry Bailey Solutions, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Philip Evers is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo in various capacities from 2012 to 2022. Outside of his advisory role, Evers owns a business providing snacks and event planning services and participates in amateur pool leagues. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is known for its use of algorithmic portfolio construction, advisory roles to registered investment companies, and formal governance procedures.

Bryce Kenny is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Based in Atlanta, GA, his career has been focused within the Morgan Stanley organization. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Andrew Simmons is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and is based in Atlanta, GA. His prior work experience includes roles at Bank of America and Morgan Keegan & Company, LLC, as well as a brief period at Lyft. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, supported by integrated trading, administration, and custody services.

Pierce Placer is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 designations and three years of industry experience. His prior work includes positions at J.P. Morgan Chase and roles outside finance, including time at Homegoods and Wendy's. Placer attended the University of South Carolina from 2019 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Lei Shan is a Senior Financial Advisor at Merrill Lynch Wealth Management with over twenty years of experience in wealth management. Her career includes roles at Goldman Sachs, Credit Suisse First Boston, Donaldson, Lufkin & Jenrette, and Merrill Lynch. Lei specializes in working with wealthy families and institutions, including endowments and foundations. She collaborates closely with clients to assess their needs and develop customized, integrated wealth strategies. These strategies encompass areas such as asset management, liability management, cash management, single stock risk management, wealth transfer, and trust services. Lei holds an MBA from Duke University, where she was a Fuqua Scholar, and a Master of Science in Molecular Biology from Vanderbilt University. She also earned a Bachelor's Degree from Beijing Normal University. Lei is a Personal Investment Advisor (PIA) and is affiliated with the Lavonia Chamber of Commerce. Originally from Mainland China, Lei speaks fluent Chinese and resides in Atlanta with her husband and two children. She has been featured in publications such as the Atlanta Journal Constitution's "Movers and Shakers," Women's World, and the Atlanta Business Chronicle. Lei's volunteer work includes activities at the Atlanta Day Shelter for Women and Children and Habitat for Humanity. She has served on the Executive Board for the Georgia China Alliance and on the board of the Carver Family YMCA. Her personal interests include traveling, scuba diving, and triathlons.

Alissa Leno is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has worked at UBS in various capacities since 2019. Prior to her advisory roles, she was involved with Madlife Stage and Studios. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Christopher Rezek is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2017 and previously spent 11 years at Sanford C. Bernstein & Co., LLC. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Bapst is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Ameriprise, Perfect Game USA, OTR Solutions, and a four-year period at Belmont Abbey College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its network of Financial Advisors and specialized planning groups. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling as part of its advisory process.

Todd Smith is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 31 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 serves on the advisory board of the Burge Club and is a board member of The Piedmont Driving Club, both private social clubs in Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its clients’ financial goals.

William Shipman II is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in the Global Corporate & Institutional Advisory Services team. He helps clients simplify and address various aspects of their financial lives by leveraging Merrill's investment insights and the banking convenience of Bank of America. William works closely with clients to identify their primary goals and needs, including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services, tailoring financial strategies aimed at building, managing, and preserving wealth across generations. William holds a Bachelor's Degree in Business Finance from California Polytechnic State University, where he also played football. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Equity Plan Consultant (EPC), and Personal Investment Advisor (PIA). Outside of his professional role, William enjoys spending time with his wife and son. He maintains an active lifestyle through interests such as golf, tennis, surfing, and snowboarding.

Daymeon Fishback is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of finance, Fishback teaches fundamentals of basketball at a monthly basketball camp and works as a college basketball color analyst for ESPN. 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, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools but does not offer individual security recommendations as part of standalone plans.

Michael Borchers is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at UBS Financial Services and Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured process. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Sherry Perchik is a financial advisor with Morgan Stanley in Atlanta, Georgia, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory work, she is involved with Camvid LLC, a real estate-related business based in Atlanta. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Ronald Elswick II is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Aptask, FedEx, JC TaxPros Group, and Loeb Electric. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that incorporate structured discovery conversations and firm-approved tools but generally does not provide individual security recommendations as part of standalone planning.

Rosemary Haly is a financial advisor with Wells Fargo Clearing in Roswell, GA, holding a Series 63 designation and 24 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mary Boyce is a Series 66 licensed financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2014. She has six years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that incorporate firm-approved planning tools and investment insights from the Global Investment Committee.

Kianee Lawrence is a financial advisor at Merrill in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Merrill in 2022, she worked at Toochi Adefila and has varied experience including roles outside finance. She is involved in two family businesses related to wedding event coordination, assisting with scheduling and logistics. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

William Harris is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and several insurance agencies. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.