Yumi Lee is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley for one year and Seikoh Giken USA, Inc. for twelve years. 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.

Cathy Williams is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she is involved in real estate through Prudential GA Realty. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Marlene Wilson is a financial advisor at RBC Capital Markets with 25 years of industry experience. She has held roles at RBC Capital Markets since 2017, following positions at Equity Investment Corporation, BNY Mellon Distributors Inc., and JFB Holdings Corp. Wilson serves as a court-appointed special advocate with CASA, volunteering on behalf of neglected and abused children in foster care. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients by providing a range of advisory programs and portfolio management services tailored to each client’s risk profile. The firm utilizes both in-house and third-party investment managers and offers integrated capital-markets capabilities and alternative investment options.

William Pahl Jr. is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 15 years. Outside of his advisory role, he is involved as an officer in a real estate partnership. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Adam Johnson is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charities, utilizing internal and third-party investment models.

Michael Neal is a financial advisor at Morgan Stanley in Atlanta, GA, with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individual and institutional clients, including tailored financial planning services that utilize firm-approved tools and methodologies to model potential outcomes.

Byron Sanders is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held roles at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations and is based in Atlanta, GA. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to assist in financial planning.

Connor Brumfield is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and six years of industry experience. He worked at Wedbush Securities Inc. for six years prior to joining LPL Financial in 2025. Outside of his advisory role, Brumfield is involved with Fusion Capital, LLC, a non-investment-related business entity. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Cade Sanders is a Series 66-licensed financial advisor at J.P. Morgan Securities with three years of industry experience. He has held roles at JPMorgan Chase Bank, N.A., US Bank, and has academic experience at Gonzaga University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Joshua Solomon is a Private Wealth Advisor with Merrill Private Wealth Management. He focuses on assisting clients with family wealth management strategies, legacy planning, liquidity management, and philanthropic planning. Joshua holds a Bachelor's Degree from Rhodes College and has earned the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, he enjoys football, golfing, and spending time with his family.

Jo Pontius is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 63 designation and bringing 38 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting through various programs, with an emphasis on non-discretionary advice supported by extensive research and multiple portfolio management styles.

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 at Morgan Stanley with 40 years of industry experience. He has held positions at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. 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 firm-approved tools and methodologies.

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.