Justin Pugh is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. 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 leverages proprietary research and model-based asset allocations to tailor client plans.

Andrew Lavrennikov is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with six years of industry experience. He previously worked at UBS Financial Services, Inc. for six years and at The Gersh Agency for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Eric Scott is a financial advisor with Merrill and holds a Series 66 designation. He has 19 years of industry experience, including 11 years at Bank of America and Merrill. Outside of his advisory role, he participates in an Airbnb business where he personally manages a guest bedroom listing in his home. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

George Christian Jr. is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Bloom Billing and Accounting, FIS Global, and the University of Georgia. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Jeremy Becht is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at Morgan Stanley since 2014, including roles with Morgan Stanley Private Bank, N.A. Prior to that, he was with Massmutual Life Insurance Co. from 2013 to 2018. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Scott Mayer is a financial advisor at Morgan Stanley in Atlanta, GA, with 13 years of industry experience. He holds a Series 66 credential and has worked at UBS Financial Services, INC., Bank of America, N.A., and Merrill prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery and firm-approved tools.

Philip Wait is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been a registered financial advisor for over 21 years, providing expertise in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, philanthropic planning, small business strategies, women and wealth, tax minimization, and retirement income. Philip graduated from Clemson University in 1999 with a Bachelor's Degree and holds the designation of Personal Investment Advisor (PIA). He lives in Brookhaven with his wife, Sheryl, and their three children. Outside of his professional work, Philip enjoys golfing, skiing, and hunting.

Clint Maynard is a financial advisor at Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at E*TRADE Securities and various positions in staffing and trading firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Rhea Chawla is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and previously worked at the Georgia Institute of Technology and Alan C. Pope High School. Merrill, along 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 plans, corporations, and charitable organizations.

Carla Wright is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Bank of America and Merrill from 2015 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Kegan Schroeter is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he was associated with Mile Marker Financial Advocates. Outside of his advisory role, he is involved in coaching with Berkeley Recreational Sports. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a network of over 22,800 advisors.

Angelique Deleva is a CFP®-certified financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a broad range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and economic modeling.

Brian Jenkins is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with JPMorgan Chase Bank, NA, and J.P. Morgan Securities since 2011. Jenkins is also an employee of JPMorgan Bank, enabling him to offer certain bank products and services, including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 broker-dealer and investment adviser registrations, offering a comprehensive range of advisory and brokerage services.

Joseph Faxio is a financial advisor with Equitable Advisors in Decatur, GA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Morgan Stanley, Merrill, and TD Ameritrade. Outside of his advisory work, he serves as Vice President and Pastoral Consultant at Calvary Worship Center International and holds board memberships with organizations such as Families First and The Mary Parker Foundation, along with coaching youth sports and leading small group discussions in his community. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves matching client information and risk profiles to various advisory programs and third-party managers, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Lyllian Goldfarb is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2013. In addition to her advisory role, she is also an employee of JPMorgan Bank, offering certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, offering services on a non-discretionary basis.

Shwe Waddy is a financial advisor at Morgan Stanley in Atlanta, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, Waddy worked at Goldman Sachs and has diverse experience including roles at Gyi Industries Ltd., Residence G Service Apartments, and Emory University. Waddy also has a background connected to educational and cultural institutions, having worked at the Michael C. Carlos Museum and the International School Yangon. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Laura Wellon is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. She has been with UBS since 2001. Outside of her advisory work, she serves on the board of TVS Design, an architecture firm, and is president of the Atlanta chapter of the Exit Planning Institute. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor client plans. The firm offers both wealth management and institutional trading capabilities.

William Jameson is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and over 10 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2015 and Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory role, he is the sole proprietor of Morningside Management, LLC, a property management business based in Atlanta. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process and integrates various investment and risk modeling tools as part of its services.

Ruger Dowling is a financial advisor with J.P. Morgan Securities in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Equitable for one year and has experience in the hospitality and food service industries. 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 includes an ESG eligibility framework when recommending investment strategies.

William Clanton is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and affiliated entities since 2010. Prior to that, he worked at Merrill from 2008 to 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, supported by a multi-asset model portfolio approach and centralized operational infrastructure.