Christopher Moorman is a CFP®-designated financial advisor with UBS Financial Services in Atlanta, GA, and has 33 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research, underwriting, and capital markets services.

Juan Mujica is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at JP Morgan Private Bank Suisse and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, emphasizing tailored financial planning and a structured planning process that incorporates firm-approved tools and modeling techniques.

Douglas Stefanini is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Longview Wealth Management and Cambridge Investment Research. Stefanini is also an independent insurance agent, involved in selling life, health, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, retirement services, and multi-manager platform options, managing over $256 billion in assets.

Kathryn Glynn is a financial advisor with Thrivent Investment Management in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Thrivent Financial and teaching positions at Elon University and Glenbard West High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive written recommendations on various planning topics without implementation, and combines these with managed-account options under a consolidated billing program called “WealthPlan.”

Matthew Rix is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Berry Global, Inc., Cardinal Health, and Covidien. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

William Slade is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 15 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 nine years at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Anna Paris is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior roles include positions at Truist Securities, Avanza Healthcare Strategies, The Coca-Cola Company, and Mansfield Oil Company. 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 using firm-approved tools and methodologies.

J Roberts is a financial advisor with Morgan Stanley in Atlanta, Georgia, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association since 2015. 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 planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques as part of its financial planning process.

John Weaver is a Series 66-registered financial advisor at Charles Schwab with five years of industry experience. He has worked at several firms, including UBS Financial Services and American Financial Advisors, before joining Schwab. Charles Schwab & Co., Inc. serves primarily 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 combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Kimberly Hudson is a financial advisor at Edward Jones in Decatur, GA, holding a Series 66 designation with 12 years of industry experience. She has worked at Edward Jones since 2014 and is also a co-owner and investor in N-Motion Stone & Tile Restoration. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Sue Greenwood is a financial advisor with Ameriprise in Atlanta, GA, holding Series 65 and Series 63 designations and bringing 19 years of industry experience. She has been with Ameriprise since 2015, including six years at the current firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

William Lellyett is a financial advisor at Raymond James & Associates with six years of industry experience. He has worked at Raymond James since 2020 and previously spent four years at Internal Data Resources (IDR). He holds the Series 66 designation and is based in Atlanta, GA. 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, institutional clients, and public entities, providing wealth advisory planning and investment consulting through both wrap fee programs and institutional consulting services.

Bradley Cull is a Certified Financial Planner (CFP®) with 22 years of experience, currently serving as an advisor at Morgan Stanley in Atlanta, GA. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning and utilizing firm-approved tools and modeling techniques as part of its structured planning process.

Yuemei Sun is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and 65 designations and 14 years of industry experience. Prior to joining LPL Enterprise in 2024, Sun worked with Prudential Insurance Company of America and Pruco Securities, LLC from 2011 to 2024. Sun serves as Vice President of the Association of Chinese Professionals in Atlanta, a nonprofit organization focused on membership recruitment. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through its platform.

Alan Davis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2015. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering non-discretionary programs supported by centralized due diligence and ESG processes.

Tricia Mc Intosh is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 66 credentials and having seven years of industry experience. She has worked at several firms including UBS Financial Services, JPMorgan Chase, and Transamerica Financial Advisors. Outside of her advisory work, she is the sole proprietor of TMI Media, LLC, which creates promotional and educational videos. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored portfolio management and financial planning services. The firm combines in-house and third-party investment management, tax management, and responsible investing options within unified or sleeve-based account structures.

Hardik Kansara is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining J.P. Morgan in 2022. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Karl Kennedy is a financial advisor with Thrivent Investment Management in Decatur, GA. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at Bankers Life and various nonfinancial roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Dianne Pagan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. She previously worked with the DeLong Real Estate Team and has background experience in the automotive and oil industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm is also registered as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

David Cohen is a financial advisor at Wells Fargo Advisors in Atlanta, GA, with 18 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is a part-owner of BPC Wealth Management LLC and serves as an executor of an estate in Alpharetta, GA. Wells Fargo Advisors Financial Network provides investment and financial planning services to a range of clients, including individuals, trusts, and institutions. The firm offers a broad planning menu that covers various areas such as retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.