Leslie Wicker is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and has 26 years of industry experience. Leslie has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery conversations and advanced modeling tools, serving clients directly and through Corporate Financial Planning agreements.

David Rijkers is a financial advisor at Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation with nine years of industry experience. His career includes roles at Wells Fargo Clearing, Bank of America, Merrill, and Raymond James & Associates. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and tools to develop tailored recommendations.

Julia Price is a financial advisor at Morgan Stanley with 22 years of industry experience. She has worked at Morgan Stanley since 2016 and previously at Citigroup Global Markets from 2007 to 2009. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 employs a structured planning process supported by firm-approved tools and modeling techniques.

Renora Nelson is a financial advisor with Edward Jones, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. She has worked at Edward Jones since 2022, with prior roles at LPL Financial LLC, Merit Financial Group LLC, and Charles Schwab. Outside of her advisory work, she is developing a content platform and book focused on supporting single mothers raising young adults with autism and is also a consultant for Mary Kay beauty products. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of advisory programs, tax-efficient strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Michael Degolian Sr. is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at several notable firms, including Morgan Keegan & Company, Credit Suisse Securities, Banc of America Investment Services, and Citigroup Global Markets. Degolian has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to each client's risk profile through a combination of in-house and third-party managers.

David Gutt is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having entered the industry in 2026. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Montag Wealth Management, Random Rock Consulting Group, Green Dot Health, BNY Mellon Wealth Management, and operated Gutt Financial Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Rufus Laster is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. His prior work includes roles at Morgan Stanley, E*Trade, and tech companies such as Uber and Liveops. He is also involved in entrepreneurial ventures including Pressure Whirl LLC and The Oil Suite LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its investment process.

Timothy Greaves is a CFP® professional with 22 years of industry experience, currently serving at J.P. Morgan Securities in Atlanta, GA. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, Personal Capital Advisors, and Fidelity Brokerage Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Bruce Burns Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2026, he worked at Merrill for seven years. He serves on the finance committee of Atlanta Westside Presbyterian Church, where he reviews financial reports and assists with budgeting and special projects. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Andrew Muller is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation. He joined Morgan Stanley in 2024 and has prior experience at Chatham Capital Group and JF Paint Company, among other roles. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individual and institutional clients, with services that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning both directly and through corporate financial planning agreements.

Jeannine Brookman is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Brien Johnson is a Series 66-licensed financial advisor with five years of industry experience. He currently works at UBS Financial Services and has previously held roles at Morgan Stanley Smith Barney, J.P. Morgan Securities, Thrivent Advisor Network, and other firms. Outside of financial services, he has experience in the restaurant and hospitality sectors, including positions at R. Davidson Chophouse and Glory Bound Gyro Co. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research with a range of portfolio management and financial planning services. The firm integrates institutional trading capabilities with wealth management to provide a broad spectrum of financial solutions.

Marcus Wheeler is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2016. Prior to that, he spent 19 years at Morgan Stanley in various capacities. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Robert Carnes is a Certified Financial Planner (CFP®) with 44 years of industry experience. He has been with Raymond James & Associates in Atlanta since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a non-discretionary advisory model.

Marc Gendell is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at UBS Financial Services for 17 years before joining Ameriprise in 2021. Outside of his advisory role, he owns The Sports Gallery, a sports-related sales business, and serves on the board of The Gendell Family Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brenda Estrada is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Wells Fargo Clearing Services, and Wells Fargo Bank. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services directly and through employer-based financial planning agreements.

Jacqueline Austell is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 credentials and five years of industry experience. She previously worked at Goldman Sachs and has a background that includes roles at Emory University and Duke Energy. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Gary Casey is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 designations and over 43 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Zachary Koffler is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of his advisory work, he serves on the Finance Committee and Advisory Board of Jewish Family & Career Services in Atlanta. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and combines comprehensive financial services with access to both retail and institutional investment offerings.

Nekesa Schutte is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at JP Morgan Chase, Fidelity Investments, and The Vanguard Group. Outside of finance, she has been involved with the Center for Leadership and Community Engagement at American University. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, utilizing structured planning tools and firm-supported investment models.