Jessica Shaughnessy is a financial advisor at Morgan Stanley in Atlanta, GA, with 24 years of experience in the industry. She holds a Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling in its financial planning process.

David Feroleto is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation with 25 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, he is the sole proprietor of a real estate rental property business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Jessica Hensley is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of her advisory role, she is co-owner of R.W. Duren, CFP, LLC and owner of JBH Enliven, LLC, both investment-related businesses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sandra Acosta Kaasbell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Her prior work history includes positions at Berkshire Hathaway HomeServices Georgia Properties and FlightSafety International. Outside of her advisory role, she is an active real estate agent with VPR Virtual Properties Realty. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Margaret Orson is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Her prior roles include positions at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She is based in Atlanta, GA. 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 grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

John Fisher is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Raymond James & Associates and previously worked at Morgan Stanley Private Bank and UBS Financial Services. He serves on the board and finance committee of The Schenck School, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, investment consulting, and specialized municipal advisory services.

Karen Touchstone is a financial advisor at Morgan Stanley with two years of industry experience. She previously worked at Wilmington Trust for 15 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Ariel Croitoru is a financial advisor at Merrill based in Atlanta, GA, holding Series 63 and Series 66 credentials with five years of industry experience. His career includes roles at Bank of America and The Vanguard Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tien Sun is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in guiding high-income professionals, entrepreneurs, and emerging wealth builders. With a decade of industry experience, Tien focuses on helping clients translate financial success into intentional, lasting wealth by integrating investment strategy, tax-aware planning, and legacy considerations. He collaborates closely with clients' CPAs and attorneys to ensure aligned and strategic financial plans, assisting during pivotal moments such as business exits, liquidity events, and divorce. Tien holds a Bachelor's Degree in finance and international management from the University of Massachusetts, Boston, and has earned the Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA) designations. He is a member of several professional organizations including the Asian Leadership Network at Bank of America, the Institute for Divorce Financial Analysts, the National Association of Chinese Americans, and the National Association of Women Business Owners. Based in Atlanta, Tien serves clients nationwide. Outside of his professional role, Tien values spending time with his three children and enjoys various personal interests such as drawing, hiking, music, reading, rock climbing, traveling, watching movies, and practicing yoga. He is also active in community involvement through organizations affiliated with Bank of America and Merrill Lynch.

Dana Breland is a financial advisor with RBC Capital Markets based in Atlanta, GA. He holds the Series 63 designation and has 28 years of industry experience, including 25 years at UBS Financial Services before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide customized portfolio management and financial planning, utilizing both in-house and third-party managers.

Ana Ventura Trejo is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. Her prior work includes roles at Mohawk Industries and various positions related to healthcare and education. 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, combining non-discretionary client relationships with access to discretionary separately managed accounts and a comprehensive alternative investment program.

Collin Latsko is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to his current role, he held positions at Bank of America and Amazon, Inc. He also has experience working with UPMC Children's Hospital of Pittsburgh and at the University of Kentucky. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Carter Carew is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Merrill, he worked at Trinity Wealth Securities, LLC and operated as a financial consultant for Florida Financial Advisors DBA Georgia Financial Advisors. He also has a background in education, including positions at Georgia Southern University and public schools. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, using a mix of model-based and discretionary investment strategies.

David Izard is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 credential and over 23 years of industry experience. Prior to joining Morgan Stanley, he worked for J.P. Morgan Chase Bank and J.P. Morgan Securities for 11 years. Outside of his advisory role, he serves as a trustee for The Nature Conservancy in Georgia. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive investment insights.

Joseph Woo is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Freddy Mcculloch Jr. is a financial advisor at Cetera with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Cetera and Regions Bank since 2020, following six years at Synovus Bank and Synovus Securities. His other business activities include serving as a wealth advisor at Regions Bank, focusing on customer service, deposit accounts, loans, and credit card applications. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and manages over $256 billion in assets.

Frednesha Hamm is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and serves in a formal advisory role to multiple registered investment companies.

Mark Adams is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and jp morgan chase bank, N.a. Adams serves on the boards of the Georgia State University Foundation and the Fox Theatre, including finance and investment committees, and chairs the advisory board for Georgia State University's J. Mack Robinson College of Business. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Michael Ferrara is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Cetera. His prior work history includes a 15-year tenure at AT&T. Outside of his advisory role, he serves as a financial mentor at Buckhead Church, teaching budgeting and financial literacy, and he is the founder of the Lone Wolfpack Running Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, corporate, and charitable clients through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services across multiple program structures, emphasizing a multi-manager platform with access to third-party money managers and bespoke investment strategies.

Margaret Greer is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.