Philip Wait is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been a registered financial advisor for over 21 years, providing expertise in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, philanthropic planning, small business strategies, women and wealth, tax minimization, and retirement income. Philip graduated from Clemson University in 1999 with a Bachelor's Degree and holds the designation of Personal Investment Advisor (PIA). He lives in Brookhaven with his wife, Sheryl, and their three children. Outside of his professional work, Philip enjoys golfing, skiing, and hunting.

Clint Maynard is a financial advisor at Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at E*TRADE Securities and various positions in staffing and trading firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Rhea Chawla is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and previously worked at the Georgia Institute of Technology and Alan C. Pope High School. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carla Wright is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Bank of America and Merrill from 2015 to 2022. 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 and tailored financial planning, managing approximately $2.74 trillion in client assets.

Angelique Deleva is a CFP®-certified financial advisor with over 31 years of industry experience, currently serving at Morgan Stanley in Atlanta, GA. She has been with Morgan Stanley and its affiliated Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning leveraging structured discovery processes and approved planning tools, managing approximately $2.74 trillion in client assets.

Brian Jenkins is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and JPMorgan Chase Bank, where he has been employed since 2011. Jenkins is based in Atlanta, GA. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research to build model asset allocations, and includes broader derivatives and commodities capabilities through certain regulatory registrations and affiliations.

Joseph Faxio is a financial advisor with Equitable Advisors in Decatur, GA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Morgan Stanley, Merrill, and TD Ameritrade. Outside of his advisory work, he serves as Vice President and Pastoral Consultant at Calvary Worship Center International and holds board memberships with organizations such as Families First and The Mary Parker Foundation, along with coaching youth sports and leading small group discussions in his community. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves matching client information and risk profiles to various advisory programs and third-party managers, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Terrell Bradley Jr. is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at SunTrust Advisory Services and SunTrust Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Lyllian Goldfarb is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. She has been employed at JPMorgan Chase Bank NA and J.P. Morgan Securities since 2013. 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 and fund searches, and customized performance reporting through a structured, non-discretionary program.

Shwe Waddy is a financial advisor at Morgan Stanley in Atlanta, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Waddy worked at Goldman Sachs and has diverse experience including roles at Gyi Industries Ltd., Residence G Service Apartments, and Emory University. Waddy also has a background connected to educational and cultural institutions, having worked at the Michael C. Carlos Museum and the International School Yangon. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Laura Wellon is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. She has been with UBS since 2001. Outside of her advisory work, she serves on the board of TVS Design, an architecture firm, and is president of the Atlanta chapter of the Exit Planning Institute. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor client plans. The firm offers both wealth management and institutional trading capabilities.

William Jameson is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and over 10 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2015 and Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory role, he is the sole proprietor of Morningside Management, LLC, a property management business based in Atlanta. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process and integrates various investment and risk modeling tools as part of its services.

Samuel Kelly is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He previously worked at Avantax and H.D. Vest, and currently balances his advisory role with coordinating a mass spectrometry core lab at Georgia Tech. Outside of finance, he is involved in nonprofit activities including serving on the advisory board of Back on My Feet Atlanta, volunteering as a team leader for the Ivy Haywood Education Initiative supporting students in Uganda, and acting as a trustee for Discover Point Church. Cetera Investment Advisers LLC provides a range of portfolio management and financial planning services through a large nationwide network of independent advisors, serving individual, institutional, corporate, and charitable clients. The firm operates a multi-manager platform offering various investment programs with discretionary and non-discretionary options, managing assets totaling over $256 billion across more than 10,000 advisors.

Ruger Dowling is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he held roles at Equitable and has a varied work history including positions outside the financial sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting.

William Clanton is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and affiliated entities since 2010. Prior to that, he worked at Merrill from 2008 to 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Owen Waits is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes service in the United States Army from 2010 to 2018. Since 2020, he has worked with JPMorgan Chase Bank NA and JPMorgan Securities LLC. 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. Their advisory process combines quantitative and qualitative due diligence and may incorporate ESG criteria, with clients retaining final decision-making authority.

Raymond Latty is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with J.P. Morgan Securities since 2016 and has been affiliated with JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process incorporates centralized due diligence combining quantitative and qualitative research, with offerings that include ESG considerations and broader derivatives and commodities capabilities.

Deborah Restauri is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured financial planning process using firm-approved tools and modeling techniques such as Monte Carlo simulations.

Karen Paolozzi is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and previously worked at Druid Hills Golf Club from 2014 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products such as insurance-related vehicles and bank deposit sweep options.

Peter Ritten is a financial advisor at UBS Financial Services with 25 years of industry experience. He has worked at UBS since 2005 and previously spent two years with Morgan Stanley DW Inc. He holds a Series 66 designation. Outside of his advisory role, he is a 25% partner and owner in two real estate investment companies based in Mississippi. 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. The firm delivers advisory work through a network of advisors using proprietary research and model-based asset allocations tailored to client goals and risk tolerances.