Kimberly West Gordon is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Invesco and Willis Towers Watson. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Denzel Taylor is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity in 2026, he worked at Morgan Stanley Smith Barney and Wells Fargo Bank. His background also includes roles at Kennesaw State University and in the retail sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of investment vehicles.

Evan Fishman is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020 and previously spent 14 years with UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

John James IV is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, New York Life, Bank of America, Merrill, Pruco Securities, and AXA Advisors LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Meghana Koduri is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation. She has one year of industry experience and has worked at JPMorgan Chase Bank, N.A. and Mayer Private Wealth Management. Prior to her financial advisory role, her work history includes diverse positions in retail and hospitality. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Luciana Allam is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 2000. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Donald Demba is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Wilmington Trust for 14 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process includes firm-approved tools and modeling techniques, with an advisory approach that generally does not involve individual security recommendations.

S A Thomas is a financial advisor at UBS Financial Services in Atlanta, GA with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2014. Outside of his advisory role, Thomas is involved as a partner and investor in the manufacture and sale of marine bumpers through Big Bumper Company and serves as a partner at Discount On Dining LLC, a discount card business for restaurants. He is also named as a future board member of a travel agency owned by his family. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Pablo Esparza Rodriguez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked previously at LPL Enterprise and Prudential Insurance Company of America/Pruco Securities. 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 a select group of Wealth Advisors. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Cory Diamond is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he gained experience in various capacities at Fidelity, including Investment Consultant from 2022 to 2023, Relationship Manager from 2020 to 2022, and Financial Representative from 2019 to 2020. Before joining Fidelity, Cory worked as an Operations Associate at Aegis Capital from 2017 to 2018. In his current role, Cory collaborates closely with clients to understand their financial situations and goals. He utilizes Fidelity's tools and resources to develop customized plans aimed at helping clients work toward their financial objectives. Outside of his professional work, Cory has interests in baseball, cooking and baking, football, and pets.

Andrew Wise is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Morgan Stanley Dw Inc. since 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Jubal Gatwood is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 license and bringing 20 years of industry experience. He has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank, National Association, and previously spent three years at Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes supported by proprietary tools and investment models.

Felicite Pinkston is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 designations and has 21 years of industry experience. Her career includes roles at Wachovia Bank, N.A., Wells Fargo Advisors LLC, Wells Fargo Clearing, and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including cash-flow, retirement, and niche planning areas, using proprietary research and planning tools to develop tailored recommendations.

Sheree Ferguson is a financial advisor with Fidelity in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2021 before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on combining fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Reid Downing is a financial advisor at J.P. Morgan Securities with one year of industry experience and holds the Series 66 designation. His prior work history includes roles at Morgan Stanley, JPMorgan Chase Bank, and various companies outside of finance, such as Pure Marketing Group and Fan Favorite Vending LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

Stewart Perry is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Stewart Perry Benefits LLC, which he currently owns as a non-variable insurance business in Atlanta, GA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

William Linn is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked previously at Truist Bank, JPMorgan Securities LLC, and BB&T. 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 individual, high-net-worth, and institutional clients, utilizing internal and third-party managers with various asset allocation and tax-aware options.

Ruth Sallis is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Merrill since 2019 and Bank of America N.A. since 2023, as well as a prior position at Raymond James Financial. She also spent four years at the University of Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Warren Lee III is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with LPL Enterprise LLC. His prior experience includes roles at Ameriprise, Cetera, VOYA Financial Advisors, and QA3 Financial LLC. He holds Series 63 and Series 66 licenses. 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 additional services such as trust custody and affiliated insurance products.

Robert Robinson is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, J.P. Morgan, and E*TRADE. Charles Schwab & Co., Inc. serves a large client base primarily made up of 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 mix of non-discretionary and discretionary investment solutions, employing multi-asset model portfolios and centralized operational structures.