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.

Kimberly Hudson is a financial advisor at Edward Jones in Decatur, GA, holding a Series 66 designation with 12 years of industry experience. She has worked at Edward Jones since 2014 and is also a co-owner and investor in N-Motion Stone & Tile Restoration. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Sue Greenwood is a financial advisor with Ameriprise in Atlanta, GA, holding Series 65 and Series 63 designations and bringing 19 years of industry experience. She has been with Ameriprise since 2015, including six years at the current firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

William Lellyett is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2020, he worked for Internal Data Resources from 2016 to 2020. 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 investors, and municipal entities, and offers financial planning, investment consulting, and specialized municipal advisory services.

Bradley Cull is a Certified Financial Planner (CFP®) with 22 years of experience, currently serving as an advisor at Morgan Stanley in Atlanta, GA. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning and utilizing firm-approved tools and modeling techniques as part of its structured planning process.

Yuemei Sun is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and 65 designations and 14 years of industry experience. Prior to joining LPL Enterprise in 2024, Sun worked with Prudential Insurance Company of America and Pruco Securities, LLC from 2011 to 2024. Sun serves as Vice President of the Association of Chinese Professionals in Atlanta, a nonprofit organization focused on membership recruitment. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through its platform.

Alan Davis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC since 2015. 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 LLC 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering non-discretionary programs supported by centralized due diligence and ESG processes.

Tricia Mc Intosh is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 66 credentials and having seven years of industry experience. She has worked at several firms including UBS Financial Services, JPMorgan Chase, and Transamerica Financial Advisors. Outside of her advisory work, she is the sole proprietor of TMI Media, LLC, which creates promotional and educational videos. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored portfolio management and financial planning services. The firm combines in-house and third-party investment management, tax management, and responsible investing options within unified or sleeve-based account structures.

Hardik Kansara is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining J.P. Morgan in 2022. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Karl Kennedy is a financial advisor with Thrivent Investment Management in Decatur, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Bankers Life and has experience in the fitness industry with Youfit and LA Fitness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors, offering goal-based analyses and written recommendations on various financial planning topics without portfolio management or institutional advisory services.

Dianne Pagan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. She previously worked with the DeLong Real Estate Team and has background experience in the automotive and oil industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm is also registered as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

David Cohen is a financial advisor at Wells Fargo Advisors in Atlanta, GA, with 18 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is a part-owner of BPC Wealth Management LLC and serves as an executor of an estate in Alpharetta, GA. Wells Fargo Advisors Financial Network provides investment and financial planning services to a range of clients, including individuals, trusts, and institutions. The firm offers a broad planning menu that covers various areas such as retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Natalia Abbott is a financial advisor at UBS Financial Services in Atlanta, GA, with 19 years of industry experience. She has been with UBS since 2016. Abbott holds the Series 63, Series 65, and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Raymond Suplee is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with the firm since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.

Madison Schroeder is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation. Madison has worked at UBS since 2024 and has prior experience in education at The University of Georgia and The Lovett School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Pace Huff is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in wealth management. He works extensively with high net worth individuals and families to develop customized financial strategies that encompass asset management, liability management, cash management, stock risk management, estate planning, and trust services. Pace is committed to collaborating one-on-one with clients to help them achieve their long-term financial goals. A native of Atlanta, Pace earned his bachelor's degree from Emory University. He has been with Merrill Lynch exclusively since 1999. He holds the Personal Investment Advisor (PIA) designation. Pace is involved in various community activities. He is passionate about dog rescue and works with organizations such as Ruffus Rescue and Orphan Annie Dog Rescue. He has served as past President and board member of the Atlanta Branch of the English Speaking Union and as past President and board member of BRAVO, supporting the Atlanta Symphony Orchestra. He lives in Buckhead, is an active athlete, an avid reader, and traveler.

Treasure Edwards is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2013. She has 12 years of industry experience. Outside of her advisory role, she owns and operates ART Home Designs LLC, a business specializing in interior decorating services. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support client financial goals.

Burton Banks is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise in Atlanta, GA. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing several business ventures including JodyBeau, LLC and The 825 Group, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that integrate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kerry Senna is a Wealth Management Advisor with The Garrett Group at Merrill Lynch Wealth Management. He specializes in providing tailored financial guidance to families across all stages of life, designing personalized investment portfolios aligned with clients’ short-term and long-term financial goals. Kerry's approach integrates access to Merrill’s investment insights alongside Bank of America's banking and lending solutions to develop flexible strategies suited to evolving market conditions. With a background in equities trading, Kerry brings expertise in portfolio construction and risk management to his advisory role. His focus areas include family wealth management strategies, legacy planning, liquidity management, retirement income, tax minimization, and small business strategies. As a CERTIFIED FINANCIAL PLANNER® (CFP) professional and holder of several additional designations—Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA)—he combines hands-on market experience with comprehensive financial planning knowledge. Kerry earned a Bachelor of Science degree in Finance from The College of New Jersey, where he also played collegiate baseball. He participates in community volunteer efforts through the Merrill & Bank of America Community Volunteers Service Network, including projects like Habitat for Humanity. Kerry resides in Atlanta with his wife Amy and their two children and enjoys baseball, football, golf, music, traveling, and spending time with his family.