Richard Saunders Jr. is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Saunders serves on the Board of Directors for the National Association of Insurance and Financial Advisors (NAIFA) and is co-owner of two businesses, Clarity Wins, LLC and Levity Wins, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized, annually updated plans within a large institutional framework.

William Shinn is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise and Pruco Securities LLC/Prudential Financial. 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 brokerage, distribution, and investment management capabilities.

Warren Small is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers advisory programs including tailored financial planning supported by structured discovery conversations and planning tools, with a broad range of retail and institutional investment options.

Tondeleo Day is a Series 66-credentialed financial advisor with Edward Jones in Loganville, GA, having 13 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she has released music available on all digital platforms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Amy Tyrrell is a financial advisor at UBS Financial Services in Atlanta, GA, with 24 years of industry experience. She holds a Series 63 designation and has been with UBS since 2015. Outside of her advisory work, she teaches standup paddleboard yoga through her sole proprietorship, Atlanta Sup Yoga. 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 allocation to tailor client plans.

Youngmin Lee is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Lee worked at Morgan Stanley and E*TRADE. Outside of his advisory role, he owns and operates YMD LLC, an e-commerce business focused on designing and selling custom apparel, accessories, and digital goods. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates as part of the broader J.P. Morgan financial organization.

Borgia Yapi is a Series 66 licensed financial advisor with 22 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC 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 operates within the broader J.P. Morgan broker-dealer and banking organization and offers a range of investment strategies approved through its internal review processes.

Max Dutcher is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, and has three years of industry experience. His prior roles include positions at Gladstone Place Partners and FTI Consulting. He currently serves at Morgan Stanley Private Bank and Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and advanced modeling tools.

Barry Nathanson is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. He has been with RBC Capital Markets since 2009 and also works with City National Bank since 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies according to clients’ risk profiles.

Louis Gary is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Dempsey Lord Smith, LLC for ten years. Outside of his advisory role, Gary serves as a board member for Point Foundation and The Springs Condominiums Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and custody arrangements.

Christine Lu is a Series 66-licensed financial advisor with 15 years of industry experience, currently practicing at Morgan Stanley in Atlanta, GA. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Ellis Green is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1994. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Alexandria Rasin is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 17 years of industry experience. Her prior work includes roles at UBS Financial Services, Wells Fargo Clearing, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 through both direct client relationships and corporate agreements.

John Peter Curcio is a financial advisor at Ameriprise in Atlanta, GA, with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Brokerage Services, Raymond James & Associates, and Alliance Bernstein. Curcio is also an employee of Thu Clear, Inc., an operating company for Iron Oaks Wealth Advisors, where he provides financial planning services. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic tools to provide tailored, tax-aware withdrawal strategies.

Patrick Desamours is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He has been with Edward Jones since 1995. He also serves as a board member of the DeKalb Chamber of Commerce, contributing to policy and procedural direction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment options through a nationwide network of financial advisors and branch offices.

Lee Ann Yates is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney since 2009, Citigroup Global Markets since 2006, Lehman Brothers Inc. in 2004, and Morgan Stanley Dw Inc. in 2003. Morgan Stanley Wealth Management provides advisory and brokerage services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through structured discovery processes and advanced modeling tools, serving clients directly and through Corporate Financial Planning agreements.

Ingrid Short is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has been with UBS since 2011. Based in Atlanta, GA, she works within a large institution serving a diverse client base. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

David Kritzer is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019, following six years at UBS Financial Services. Outside of his advisory role, he is a partner in Shell Village LLC, which owns vacant land in Pender County, North Carolina. 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 brokerage, distribution, and investment management capabilities.

Christine Morgan is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank NA. Raymond James & Associates, Inc. is a 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, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Joshua Walzer is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving as a member of the Global Corporate & Institutional Advisory Services (GCIAS) team. In this role, he works closely with families and individuals to define their unique financial goals and develop personalized strategies to help achieve them. Joshua's expertise includes retirement planning and personal investment advising, supported by his professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from the University of West Georgia. He emphasizes educating clients to become more knowledgeable investors and more confident in managing their personal finances. Joshua's approach involves working one-on-one with clients to create tailored financial strategies aimed at pursuing their long-term goals.