Victoria Graham is a financial advisor with J.P. Morgan Securities in Atlanta, Georgia, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016, following prior roles at Northwestern Mutual Wealth Management Company and related entities from 2014 to 2016. In addition to her advisory work, she is also an employee of JPMorgan Bank, where she offers certain bank products and services including deposit and credit products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized manager due diligence and applies an ESG eligibility framework when recommending strategies.

Diamond Ferguson is a financial advisor at Charles Schwab with 23 years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and its affiliated entities since 2012. Outside of his advisory role, he is employed part-time in retail customer service at Sephora. Charles Schwab serves a large client base primarily composed 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by central custody and operational infrastructure.

Eduardo Pinson Garcia is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he worked at Wells Fargo in various roles and has operated Mirage Media, LLC, a creative media business specializing in photography, videography, and graphic design, where he also occasionally acts in productions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage and custodial services.

James Glendinning is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to understand their current and future financial needs. He focuses on building unique long-term financial plans tailored to what matters most to each client through a team approach. James has held several roles in the financial services industry, including Relationship Manager and High Net Worth Service Associate at Fidelity Investments, Financial Services Representative at Etrade Securities LLC, and Financial Advisor Associate at Raymond James & Associates. His experience spans client relationship management and financial planning. Outside of his professional work, James enjoys baseball, football, golf, hiking, traveling, and participating in social events with friends.

John Ramsey is a CFP® professional with 15 years of industry experience. He has worked at RBC Capital Markets since 2024 and previously spent 11 years at UBS Financial Services Inc. He is based in Atlanta, GA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing a range of portfolio management, financial planning, and brokerage services.

Bert Madden, Jr. Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 certifications and bringing 42 years of industry experience. He has been with various Morgan Stanley entities since 2003. Outside of his advisory role, he is involved as president of Lucas Cove, an S-Corp dealing with residential real estate lots, and is the sole proprietor of Madden Brothers Farm in Oklahoma. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Konstantinos Bozzuto is a financial advisor at LPL Enterprise with 12 years of industry experience. His background includes roles at Prudential Insurance Company of America, Pruco Securities LLC, Kaiser Permanente, and Willis Towers Watson. He is the owner of KF Benefits, LLC, a company that brokers small business employee benefits. 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 utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Kyle Leavitt is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Bank of America N.A. and Merrill since 2019. 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 and profit-sharing plans, corporations, and charitable organizations.

William Pettyjohn III is a Certified Financial Planner® with 33 years of industry experience, currently serving at Wells Fargo Advisors since 2015. He has ownership in BPC Wealth Management, LLC, where he is actively involved. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a large network of advisors, offering a broad range of planning solutions that include specialized services such as business-owner transition and special-needs planning.

Omar Talbi is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Jeannie Darwin is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and 27 years of industry experience. She has been with Merrill since 1999. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

John Garrison is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in executive compensation, equity compensation services, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. John holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), Certified Investment Management ConsultantSM (CIMC), Certified Private Wealth Advisor® (CPWA), and Personal Investment Advisor (PIA). He earned both his Bachelor's Degree and Master's Degree from the University of Georgia. Outside of his professional work, John enjoys fishing, football, hiking, hunting, and spending time with his family.

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 at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2015, including four years at Morgan Stanley Private Bank, N.A. He serves on the finance committee of Congregation B'nai Israel in St. Petersburg, Florida. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Elijah Wieder is a financial advisor with LPL Financial based in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Delta Community Credit Union and teaching positions at Shorter University, Georgia Gwinnett College, and Gwinnett County Public Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

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 holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1996 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning facilitated by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.