Olivia Ewing is a financial advisor at Edward Jones with 12 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials. Olivia has been with Edward Jones since 2013, working in the Atlanta, GA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Kevin Butler is a Planning Consultant at Fidelity Investments. He works closely with clients to develop tailored financial plans aimed at supporting and protecting what is most important in their lives. His role focuses on building client confidence through personalized planning. Kevin has held multiple positions at Fidelity Investments since 2021, including Relationship Manager, Investment Solutions Representative, High Net Worth advisor, and Customer Relationship Advocate. This range of experience has contributed to his understanding of client needs and financial planning strategies. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Michael Wagner is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. He is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning and manages approximately $2.74 trillion in client assets.

Timothy Dorothy Jr. is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional and pension plans, and charitable and municipal entities, offering financial planning and advisory services supported by extensive research and a variety of portfolio management styles.

Paul Rippa is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Shawn Smith is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Citigroup Global Markets since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved tools in its planning services.

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 66 and Series 63 licenses and three years of industry experience. He has worked at multiple Charles Schwab entities since 2023 and previously at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, he owns and operates Mirage Media, LLC, a creative media business providing photography, videography, and graphic design services, and occasionally acts in productions. 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 advisory relationships and discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

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 with LPL Enterprise based in Atlanta, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His previous roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he owns KF Benefits, LLC, a company that brokers small business employee benefits. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients, providing financial planning, consulting, and access to various advisory and brokerage programs. The firm’s platform integrates advisory services with insurance offerings and lending programs, utilizing both internal and third-party portfolio management resources.

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.