Jeremy Jones is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Prudential Insurance Company of America, AXA Advisors LLC, Morgan Stanley, and Wells Fargo Clearing. Equitable Advisors serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various program models and third-party managers.

Gloria Barajas is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and US Auto Sales Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

An Tran is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 63 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions.

Megan Miller is a financial advisor at Morgan Stanley with 15 years of industry experience. She has held positions at Raymond James & Associates and Morgan Stanley, where she has worked since 2017. Miller holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Charles Scott III is a financial advisor with Charles Schwab in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at SunTrust Advisory Services and SunTrust Investment Services. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment guidance, integrating multi-asset model portfolios with strategic asset allocation and access to alternative investments.

Brooke Sberna is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2019. 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 processes and advanced modeling tools.

Alexander Freeland is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner with The RNF Group since 2024. He specializes in providing customized wealth strategies and integrated financial advice to individuals, families, founders, corporate executives, and business owners. Throughout his career, Alexander has focused on areas including succession planning, wealth transfer, corporate financing, philanthropy, investment management, college education planning, executive compensation, services for endowments, foundations and non-profits, defined benefit plans, legacy planning, retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. He employs advanced planning and proprietary modeling to help clients reduce risk, minimize taxes, and maximize results aligned with their priorities. Alexander holds a Bachelor's Degree from Auburn University at Montgomery and has earned the Personal Investment Advisor (PIA) designation. He is a member of the Atlanta Business Alliance and XPX Atlanta - Business Exit Planning Exchange. Alexander lives in Atlanta, Georgia with his wife, Lauren, and is involved in community support through volunteering with St. Jude Children's Research Hospital.

John Sewell is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Goldman Sachs for four years and held roles at Duke University and in various positions related to the U.S. government, including The White House and the 2016 Presidential Transition Team. 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 an ESG eligibility framework. The firm delivers non-discretionary services through a select group of Wealth Advisors within the broader J.P. Morgan organization.

John Mcintyre Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliates since 1998. Outside of his advisory role, he is involved in private investments through Cheswell Investment, LLC in Atlanta, GA. Morgan Stanley Wealth Management provides comprehensive advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate agreements.

Justin Scales is a financial advisor with Thrivent Investment Management in Atlanta, GA. He holds a Series 66 designation and has prior experience with StateFarm Insurance and HCL Technologies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based planning and offering a combination of planning with managed-account programs while keeping services separate.

Kelly Squires is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. He has established a financial advisory LLC in Georgia to facilitate succession planning for his business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and wrap programs.

Patricia Townsend is a Senior Financial Advisor with Merrill Lynch Wealth Management and serves as a Vice President on The Garrett Group. Since joining the group in June 2015, she has focused on building personalized wealth plans that align with the passions and goals of families and individuals through various stages of life. Her client focus areas include education planning, family wealth management strategies, legacy planning, philanthropic planning, personal retirement planning, and services tailored to endowments, foundations, non-profits, and women and wealth. Patricia earned her Bachelor's Degree in Political Science and History from Miami University and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is actively involved in her community, serving on the boards of Most Valuable Kids Atlanta, the Museum of Contemporary Art of Georgia, and the City Springs Theatre Company. Residing in Cobb County with her husband and their dog, Patricia engages in personal interests such as cooking, golfing, ice hockey, running marathons, traveling, yoga, and spending time with her family. She emphasizes working one-on-one with clients to develop financial strategies designed to help pursue long-term goals.

Jarrett Pealer is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Morgan Stanley and several other financial institutions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework.

Bradley Simmons is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support investment analysis and asset allocation guidance.

Adele Gabbay Muir is a financial advisor at UBS Financial Services in Atlanta, GA, with 45 years of industry experience. She has been with UBS since 1995 and holds Series 63 and Series 65 credentials. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 investment strategies.

Evan Nolley is a Financial Advisor with Merrill Lynch Wealth Management, where he began his career in 2021 after graduating from Kennesaw State University. He is responsible for providing clients with service across various operational and administrative areas and has developed strong relationships through a comprehensive understanding of the services offered by Merrill Lynch Wealth Management. Evan is FINRA registered, having completed the SIE, Series 7, and Series 66 exams in 2022. Evan's expertise includes areas such as education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional duties, Evan enjoys spending time with his family and pursuing interests such as baseball, cooking, fishing, football, golfing, reading, and soccer.

Noah Oxley is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Hive Industries, Ballast Point Ventures, and Oxley Asset Management LLC. He serves as a board member on the Financial Planning Association of Georgia NextGen and DEI committee, supporting initiatives to promote diversity, equity, and inclusion among financial planning professionals in Georgia. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Godfrey Newton is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 2008 and holds the Series 63 and Series 65 credentials. Newton serves on the board of directors for the Bank of Madison. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management through a range of offerings including fee-based financial planning, portfolio management, and capital markets services.

Mackenzie Gassie is a financial advisor at Raymond James & Associates with two years of industry experience. Mackenzie holds the Series 66 designation and has worked at Raymond James & Associates intermittently since 2021. Prior to this, Mackenzie has experience with Massey Services and various roles spanning education and consulting. Raymond James & Associates 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 including individuals, institutions, and charitable organizations, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Martha Stevens is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James for 10 years. Raymond James & Associates 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 including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.