Raul Perea is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, Edward Jones, and Sherwin Williams. 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.

Christopher Greever is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to clients such as 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 multiple market-facing registrations and offers its services on a non-discretionary basis.

Herbert Ponder is a Private Wealth Advisor with Merrill Private Wealth Management. He is a founding partner of the Ponder, Jowers & Associates team, which offers comprehensive financial advice and guidance to high-net-worth clients and their families. His practice encompasses family wealth management strategies, portfolio management, philanthropic planning, and services for endowments, foundations, and non-profits. Since earning his bachelor's degree from Washington & Lee University in 1983, Herbert has accumulated over 40 years of experience in the financial industry. He focuses on creating tailored strategies that help clients pursue and execute long-term financial goals, including asset transfer to future generations and charitable giving plans. He has been recognized multiple times on Forbes’ “Best-in-State Wealth Advisors” list and Barron’s “Top 1,200 Financial Advisors” list. Herbert holds the Personal Investment Advisor (PIA) designation. Herbert is active in the Atlanta community and participates in various charitable organizations such as Executives for Egleston/Children’s Healthcare of Atlanta and the Boy Scouts of America. He serves on the board of BCM Georgia and has contributed to groups including the Washington & Lee Atlanta Alumni and the Northside Methodist Church Finance Committee. Outside of work, Herbert enjoys fishing, golfing, hunting, running, and spending time with his family.

Charles Brooks II is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at William Blair and The Same House PBC. Prior to his advisory career, he was employed at Chick-fil-A Inc. for six years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

James Easterling is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he provides general business advice for a local garbage bin cleaning company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include relationships with investment companies and private funds, commodity pool operations, and principal trading activities.

Timothy Yarbrough is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63, 65, and 66 licenses and 25 years of industry experience. His prior roles include positions at Retirement LLC, Wells Fargo Clearing, and Edward Jones. Outside of finance, he serves as a high school football official with the Texas Association of Sports Officials. 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 range of advisory programs with tailored investment strategies and portfolio management supported by in-house and third-party providers.

Ronnie Triplett is a financial advisor with Equitable Advisors in Loganville, GA, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior career includes roles at Wells Fargo Clearing, SunTrust Investment Services, and Merrill. Outside of advising, he owns Black Shield Entertainment, a talent management and music publishing company, and serves as Treasurer for the Georgia Prince Hall Shriners, a social and charitable organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual, institutional, and charitable clients. The firm’s approach includes matching clients to advisory program models or discretionary managers, utilizing third-party sponsored programs and offering ERISA fiduciary services through credentialed representatives.

Graham Martens is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with four years of industry experience including roles at Voya Investment Management and Walker & Dunlop. He also has experience at Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and provides tailored solutions through its Financial Advisors and Estate Planning Strategies Group.

Daniel Boland is a financial advisor at Wells Fargo Clearing based in Atlanta, GA, with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 15 years before joining Wells Fargo in 2021. Outside of his advisory role, he is involved in a rental property business in Atlanta. 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 advisory options. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Asa Hawkins is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, he worked in various roles across hospitality and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios employing systematic methodologies and long-term asset allocation benchmarks.

Nicolas Velasquez is a financial advisor at Morgan Stanley Wealth Management in Atlanta, GA, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with more specialized investment and trading activities.

Latonia Mckinley is a Series 66-licensed financial advisor with 24 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. Her prior work includes roles at Wells Fargo Advisors LLC, Oppenheimer, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joel Coolik is a financial advisor at UBS Financial Services with 53 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as an officer and advisor for the Weinstein Hospice Supporting Foundation, a nonprofit organization based in Atlanta. 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 provides research-driven, tailored investment solutions.

Rodney Taylor is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in real estate through ownership and management of several investment-related ventures. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, combining tailored financial planning and extensive investment resources. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations in standalone planning services.

Tayen Hazqiyal is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2022, with prior experience at J.P. Morgan Chase Bank and several other financial firms. Outside of his advisory role, he owns and operates a vending machine business, Standard Vending LLC. 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 through a team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser functions to deliver a broad range of investment services.

Mary Stockmeyer is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, she was involved with the Byrnwyck Neighborhood Association for five years. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

William Taff is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 2004 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment products and research-driven strategies.

Savitri Crenshaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Andrew Flood is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked previously at Crestline Summit and Vineyard Vines, as well as having a background that includes academic roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary capital market models and research to tailor financial plans and portfolio management.

Andrew Earle is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, N.A., and Greystone Servicing Corp., as well as time spent at Rhodes College. Morgan Stanley Wealth Management provides a variety of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and corporate financial planning agreements.