ADVISOR BIO

Julie Schuette is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the industry since 2007 and holds a Series 63, 66 and 7 licenses. Julie specializes in providing financial advice to a variety of clients, including individuals, businesses, and institutional investors. She has experience working with high-net-worth individuals and has a strong track record of success. Julie also has experience in portfolio management and investment advisory services. She is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Julie Copelan is a financial advisor with Valic Financial Advisors, Inc. Julie has been in the financial industry since October 1, 2014. Julie is registered in Alabama, Florida, Georgia, Louisiana, North Carolina and Texas. Julie has a Series 6, 7, 63 and 65 licenses and the SIE exam. Julie is also licensed as a life and health insurance agent. Julie provides a variety of services including financial planning, portfolio management for individuals, and selection of other advisors.

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ADVISOR BIO

Julie Holton is a financial advisor with UBS Financial Services Inc., where has been employed since March 2024. Julie has been in the industry since March 1989. Prior to joining UBS Financial Services Inc., Julie worked with Janney Montgomery Scott LLC, Northern Lights Distributors, LLC, Foreside Fund Services, LLC, and J.C. Bradford & Co. Julie holds licenses in Georgia, Florida, and a number of other states.

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ADVISOR BIO

Julie Ann Sullivan is a financial advisor in Atlanta, Georgia with over 30 years of experience in the financial services industry. Julie currently works with Strategic Blueprint, LLC, and has been registered with the state of Georgia since 2011. Julie is also a Registered Investment Advisor in Georgia. Julie is a Series 7, 22, 24, 63, and 66 licensed professional. In addition to working as an investment advisor, Julie also serves as the chief compliance officer for Strategic Blueprint, LLC, and Timbrel Capital, LLC. Julie also serves as an officer for several other companies including SFA Insurance Services, Inc. and SFA Holdings, Inc.. Julie is known for providing financial planning and portfolio management services for individuals, businesses, high-net-worth individuals, and charitable organizations. Julie offers a variety of advisory services to her clients including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management.

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ADVISOR BIO

Julien Colon is a registered representative and investment advisor representative with Bankers Life Advisory Services, Inc. Julien is based out of Atlanta, Georgia and has been in the industry since 2021. Julien holds FINRA Series 7TO, SIE and Series 66 licenses. Julien is licensed to provide investment advice in Georgia and Alabama. Julien provides financial planning, educational seminars, and selection of other advisors. Julien's firm manages approximately $1 billion to $10 billion in assets for individuals, pension and profit-sharing plans, and insurance companies.

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ADVISOR BIO

Julio Barahona is an investment advisor representative with Smith & Howard Wealth Management, LLC. Julio is registered with the state of Georgia and has been in the industry since April 2005. Julio holds the Series 65 license and has passed the Uniform Investment Adviser Law Examination. Prior to joining Smith & Howard Wealth Management, Julio was an employee of SunTrust Bank and Patton Albertson & Miller.

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Julius Hicks is a financial advisor with Cetera Investment Advisers LLC. Julius Hicks has been in the financial services industry since 1986. Julius Hicks specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. Julius Hicks is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) and is also registered in multiple states. Julius Hicks has a wide range of experience in the financial services industry, and is committed to providing his clients with the highest level of service.

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ADVISOR BIO

Jurgen Steinwarz is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Atlanta, GA. Jurgen has been in the industry since 2016 and holds Series 66, Series 7 and SIE licenses. Jurgen has experience working with individuals, corporations, and institutions, including high-net-worth individuals, insurance companies, and charitable organizations. Jurgen's firm provides a range of services, including financial planning, investment management, and portfolio management.

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ADVISOR BIO

Justin Tyler Yost is an Investment Advisor Representative associated with Bip Wealth, LLC. Justin Tyler Yost has been in the industry since 2021. Justin Tyler Yost has been registered with the state of Georgia since May 22, 2023, and is currently associated with Bip Wealth, LLC. Justin Tyler Yost is a Series 7TO, Series 66 and SIE licensed professional. Prior to joining Bip Wealth, LLC, Justin Tyler Yost worked at MORGAN STANLEY and Fieldpoint Private Securities, LLC. Justin Tyler Yost's specializations include portfolio management for individuals, portfolio management for businesses, financial planning, educational seminars and selection of other advisors.

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ADVISOR BIO

Justin Pace Ryan is a financial advisor at Rockefeller Financial LLC. Justin has been in the financial services industry since 2001. Justin holds the Series 7, Series 31, and Series 66 licenses. Justin's past employment includes UBS Financial Services Inc. and Citigroup Global Markets Inc. Justin has specialized in portfolio management for businesses and individuals and offers financial planning and pension consulting services.

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