Marquee Smith is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley and SunTrust Advisory Services. Outside of his advisory work, he owns businesses in photography, fitness, and jewelry design. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Janet Cleveland is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated since 2009. Cleveland holds a Series 63 designation and is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Harris Gignilliat is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves as CEO of Gignilliat Enterprises, a real estate business, and is president of the Young Executive Society of the Buckhead Club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research with model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad platform that includes financial planning, portfolio management, and capital markets activities.

Kelly Cobb is a financial advisor at Morgan Stanley in Atlanta, GA, with 21 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Foreside Fund Services, LLC and Angel Oak Capital Advisors from 2019 to 2022. Prior to that, she took six years off as a full-time stay-at-home mother. 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 and financial planning services supported by firm-approved tools and research from its Global Investment Committee.

John Skinner is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009, currently serving in the Morgan Stanley Private Bank, N.A. since 2026. He is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers planning that incorporates firm-approved tools and models to support client decision-making.

Aiming Allen is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, Bank of America, N.a., and Merrill. Allen is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Eden Schwallier is a financial advisor at Fidelity with 12 years of industry experience. Prior to joining Fidelity, Schwallier worked at Valic Financial Advisors for seven years. Outside of advising, Schwallier is a partner at MEDDS, LLC, where responsibilities include interviewing renters and reviewing rental agreements. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing a range of portfolios including funds and model portfolios for intermediary platforms.

Aneesh Nair is a financial advisor at Fisher Investments with a Series 65 designation and nine years of industry experience. He has worked exclusively with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and employs a centralized investment approach combining quantitative and qualitative research.

Karyn Badeaux is a financial advisor with Morgan Stanley in Birmingham, AL, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley and its wealth management division since 2015. Outside of her advisory role, she is an owner of Paloma Resources/Paloma Partners IV LLC, which leases co-owned land for oil and gas development. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment outlooks developed by its Global Investment Committee.

Richard Battle II is a financial advisor with Morgan Stanley in Atlanta, Georgia, holding Series 63 and Series 65 licenses. He has 49 years of industry experience and has been with Morgan Stanley Private Bank since 2015, after joining Morgan Stanley Smith Barney in 2009. Outside of his advisory work, he is involved as a partner and owner of the Battle Family Foundation, and he serves in fiduciary roles for various trusts and estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery and advanced modeling tools while offering comprehensive retail and institutional investment services.

Alexandra Quinn is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and two years of industry experience. Prior to joining Thrivent, she held roles at Charles Schwab and has experience as an independent travel agent with Fora Travel. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial plans without discretionary trading authority, and allowing clients to combine planning with managed-account programs under consolidated billing.

Abby Bailey is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Raymond James & Associates, Cetera, and Regions Bank. Outside of her advisory role, she serves on the finance committee of Rehoboth Baptist Church in Washington, GA, advising on budgeting and major purchases. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michele Arbogast is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has worked at RBC Capital Markets since 2017 and previously at Stifel from 2015 to 2017. 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 a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Kristen Wright is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at JP Morgan Securities, Merrill, and Bank of America. Outside of her advisory work, she owns and operates an agricultural business based in Marietta, Georgia. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services combining broad investment options with specialized planning and advisory programs.

Jeffrey Lesyk is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eight years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and nonprofits. The firm offers customized advisory programs with discretionary and non-discretionary portfolio management, integrating in-house and third-party investment managers and a range of portfolio and risk management options.

Kimberly Weaver is a CFP® with 23 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2008. She holds Series 66 licensure and has been involved in various roles including consulting on elder and special needs planning and serving as a board member of the Emory University Alumni Group. Additionally, she owns a custom floral design business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals, offering a variety of implementation platforms and both proprietary and third-party investment strategies.

Montrice Robinson is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has worked previously at BNY Mellon Wealth Management, Raymond James & Associates, and BB&T. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Elizabeth Layne is a Certified Financial Planner (CFP®) with 24 years of industry experience. She has been with Morgan Stanley in Atlanta since 2016, working within both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she is involved with 9degrees LLC, a consulting business based in Atlanta. 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 strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate firm-approved tools and modeling techniques.

Frank Clay Jr. is a financial advisor at Edward Jones in Douglasville, GA, holding the ChFC® and Series 66 designations with 17 years of industry experience. He has been with Edward Jones since 2009. Clay serves as a board member and volunteer for local education-focused nonprofits, assisting with fundraising efforts and scholarship programs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and access to affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Steven Zamojski is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a board member for House of Cherith, a nonprofit organization based in Atlanta. 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 proprietary tools and research.