Brian Ford is a financial advisor with Morgan Stanley in Atlanta, GA, holding the Series 66 designation and bringing 19 years of industry experience. Since 2015, he has been associated with Morgan Stanley and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning involves structured discovery and firm-approved tools, utilizing models such as Secular Return Estimates and Monte Carlo simulations.

Kyle Snipes is a Series 66-licensed financial advisor with Equitable Advisors in Chamblee, GA. He has been with Equitable Advisors since 2025 and has 16 years of prior experience working at St. Pius X Catholic High School. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory programs and investment models, providing services that include ERISA fiduciary offerings and a range of investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

Ryan Broome is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the financial services industry in 2005, he has advised clients in a wide range of areas including asset allocation, retirement and education planning, liability management, and tax minimization. Ryan rejoined Merrill in January 2020 after nearly a decade at Fidelity Investments to provide his clients with a more customized and comprehensive wealth management experience supported by the resources of a large global bank. Ryan works closely with Joshua Pham as part of The Broome Pham Group, and both hold the CERTIFIED FINANCIAL PLANNER® designation. Their strategies are tailored to reflect each client’s financial situation, risk tolerance, income needs, and retirement goals. Ryan focuses on building detailed financial plans to help individuals, families, and businesses achieve their objectives while providing attentive service by limiting his client base. He holds a Bachelor of Science degree in Economics from Clemson University and has earned the Personal Investment Advisor (PIA) designation. Outside of work, Ryan enjoys spending time with his wife, Jenny, and their three children, supporting their involvement in sports such as soccer, swimming, and gymnastics. He is also an avid golfer and supporter of Clemson University.

Kerri Washington is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her career includes roles at Wells Fargo Clearing, Morgan Stanley, and JPMorgan Chase Bank. She is also employed by JPMorgan Bank, enabling her to offer certain banking products alongside her advisory services. 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.

Joseph Kenna is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, Kenna tutors through Wyzant, dedicating around 10 hours per month. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Earl Dunn is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals, families, and business owners navigate significant financial decisions, including retirement preparation, managing inheritance or sudden wealth, career transitions, and planning for careers in sports and entertainment. Earl emphasizes a comprehensive financial planning approach to provide clarity before recommending investments or strategies, aiming to support clients in making informed decisions that impact their financial futures. Earl holds a Bachelor's degree from the University of Missouri System and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a member of professional organizations such as the Buckhead Business Association, the National Stutter Association, and The Buckhead Club. Outside of his professional work, Earl enjoys chess, football, photography, reading, spending time with his family, and watching movies.

Kyle Mcgowan is a financial advisor at Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation with 17 years of industry experience. He has been with Wells Fargo Advisors or affiliated entities since 2009. McGowan is also the owner of McGowan Wealth Management, an investment-related business based in Atlanta. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services including retirement, education, risk, wealth-transfer, and specialized planning areas using Wells Fargo research and tools.

Brooks Oldham is a Financial Consultant at Fidelity Investments, where he partners with individuals and their families to develop personalized, comprehensive financial plans aimed at growing and protecting their wealth. He emphasizes understanding each client's goals and values to ensure that financial strategies align with their priorities. Brooks has been with Fidelity Investments since 2018, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant before becoming a Financial Consultant in 2025. Prior to Fidelity, he worked as a Financial Professional at Prudential Insurance Company of America from 2016 to 2018.

Michael Krebsbach is a financial advisor with J.P. Morgan Securities in Atlanta, GA. He holds Series 63 and Series 66 designations and has been with the firm since 2026. His prior experience includes roles at JPMorgan Chase Bank, N.A., Morgan Stanley, and Artivion. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers customized investment solutions on a non-discretionary basis.

Martin Neary is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, with 28 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services supported by structured discovery processes and advanced modeling tools.

Annelise Dubrouillet is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has a background that includes roles at Clemson University and the South Carolina Small Business Development Center. Merrill 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 plans, corporations, and charitable organizations.

Edward Ferguson Jr. is a financial advisor at Stifel based in Atlanta, GA, holding a Series 66 designation. He began his career in the financial sector in 2024 with Reagan Consulting and has prior experience at Deloitte & Touche and Classic City Bank. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support financial planning and asset allocation.

Richard Holt is a financial advisor at Osaic Wealth, Inc. with 40 years of industry experience. He holds a Series 63 designation and has been with Osaic since 2011. Outside of his advisory role, he serves as a board member of The Ivys Condominium Association in Atlanta, GA. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to construct and manage portfolios across a broad range of investment types.

Jason Neighborgall is a Senior Financial Advisor with Merrill Lynch Wealth Management's Global Corporate & Institutional Advisory Services (GCIAS), the firm's largest wealth management and corporate services team. In this role, he manages assets and liabilities for a diverse group of public companies and their executives, directors, employees, and retirees. Jason specializes in creating tailored financial strategies for high-net-worth families, focusing on family wealth management strategies, tax minimization, and retirement income planning. Jason began his career with the aim to provide high-quality service to individuals, including corporate executives and business owners, mirroring the standards he expects as a client. This approach, grounded in collaboration and integrity, has resulted in client relationships lasting more than a decade, with some spanning multiple generations. He holds the designation of Personal Investment Advisor (PIA). Jason earned his bachelor's degree from The Scheller College of Business at The Georgia Institute of Technology, where he was a scholarship athlete and won multiple ACC championships. Following his collegiate career, he was drafted to play professional baseball for the Arizona Diamondbacks. Outside of work, Jason enjoys live sporting events, traveling, cooking, music, reading, spending time with his family, and playing table tennis.

Andrew Becket is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Laguna Wealth Advisors, and Aspiriant. Based in Atlanta, GA, he joined RBC Capital Markets in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, implementing tailored strategies through a combination of in-house and third-party investment managers.

Bahram Sabet is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, Fidelity Investments, Renters Warehouse, Capitol Securities Management, and Royal Asset Management Group. 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 operates with a non-discretionary program supported by an in-house manager solutions team and centralized due diligence, combining large institutional advisory operations with broker-dealer and futures commission merchant registrations.

Lewis Brooks is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at FabricAir for five years and State Farm for one year. He also has experience at Hampden-Sydney College in multiple roles from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services and maintains a large nationwide network of financial advisors and branch offices.

Samuel Wesselschmidt is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 13 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill between 2013 and the present. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment estimates.

Jillian Czaplinski is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 credential and five years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Outside her advisory role, she is involved as a market partner with MONAT Global, a hair and skincare product brand. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Allen Hetzel is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at E*TRADE Securities LLC and MML Investors Services LLC. 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 applying an ESG eligibility framework in its investment recommendations.