Ja Vail Lewis is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining J.P. Morgan, Lewis worked at Fidelity Investments for five years. Outside of finance, Lewis is the CEO of Nue Wav LLC, a business that sells clothing online. 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, with an ESG eligibility framework incorporated into their recommendations.

Andrew Kronitz is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 42 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 is the sole proprietor of FansRthegame, a business based in Atlanta. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Samuel Green is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 license and having 10 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2019 and has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he serves on the Finance Committee of Congregation B'nai Israel in St. Petersburg, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, utilizing structured financial planning processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive wealth management services through both direct and corporate channels.

Elijah Wieder is a financial advisor at LPL Financial in Atlanta, GA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Shorter University, Delta Community Credit Union, Georgia Gwinnett College, and Gwinnett County Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Robert Tamarkin is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes 18 years at UBS Financial Services before joining Elevation Point Wealth Partners, LLC, and subsequently Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including customized financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-supported financial planning services.

James Moore IV is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Mass Mutual Investors Services in Atlanta, GA. He previously held roles at MassMutual Life Insurance Company, Moore Insight Inc., and Waddell & Reed, Inc. He is also involved in managing private investment portfolios and holding companies through his ownership of MC Private Label, LLC. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, utilizing firm-approved tools for goal analysis and planning.

Brent Lane is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets services.

Alice Neill is a financial advisor at Morgan Stanley with 32 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015, previously at Morgan Stanley Smith Barney starting in 2009, and at Citigroup Global Markets since 1996. She holds Series 63 and Series 65 registrations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships as well as corporate financial planning agreements.

Yumi Lee is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Seikoh Giken USA, Inc. in roles spanning over a decade. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jade Smith is a financial advisor with Edward Jones in Atlanta, GA, holding a Series 66 designation. Jade has one year of industry experience, including prior roles at LPL Enterprise LLC, Real Floors, Waste Pro, and Virtual Properties Net. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cathy Williams is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she is involved in real estate through Prudential GA Realty. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Marlene Wilson is a financial advisor at RBC Capital Markets with 25 years of industry experience. She has held roles at RBC Capital Markets since 2017, following positions at Equity Investment Corporation, BNY Mellon Distributors Inc., and JFB Holdings Corp. Wilson serves as a court-appointed special advocate with CASA, volunteering on behalf of neglected and abused children in foster care. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients by providing a range of advisory programs and portfolio management services tailored to each client’s risk profile. The firm utilizes both in-house and third-party investment managers and offers integrated capital-markets capabilities and alternative investment options.

William Pahl Jr. is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 15 years. Outside of his advisory role, he is involved as an officer in a real estate partnership. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Adam Johnson is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. He has worked at both Bank of America, N.A. and Merrill for the past 10 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base, including individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

Michael Neal is a financial advisor at Morgan Stanley in Atlanta, GA, with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individual and institutional clients, including tailored financial planning services that utilize firm-approved tools and methodologies to model potential outcomes.

Byron Sanders is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held roles at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations and is based in Atlanta, GA. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to assist in financial planning.

Connor Brumfield is a financial advisor with LPL Financial in Atlanta, GA, holding Series 65 and Series 63 designations and six years of industry experience. He previously worked at Wedbush Securities Inc. for six years before joining LPL Financial in 2025. Outside of his advisory role, he is involved with Fusion Capital, LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Cade Sanders is a Series 66-licensed financial advisor at J.P. Morgan Securities with three years of industry experience. He has held roles at JPMorgan Chase Bank, N.A., US Bank, and has academic experience at Gonzaga University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Joshua Solomon is a Private Wealth Advisor with Merrill Private Wealth Management. He focuses on assisting clients with family wealth management strategies, legacy planning, liquidity management, and philanthropic planning. Joshua holds a Bachelor's Degree from Rhodes College and has earned the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, he enjoys football, golfing, and spending time with his family.

Jo Pontius is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 63 designation and 38 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting through non-discretionary financial advice and an extensive affiliate network.