Maceo Sloan is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management. He has over 22 years of experience in wealth management planning and investment, having started his career in 2003 at AXA Advisors and subsequently working at Smith Barney before joining Merrill Lynch in 2009. Maceo holds Series 7 and Series 66 FINRA registrations, as well as Life, Accident, Health, and Variable Insurance licenses. He also holds the Personal Investment Advisor (PIA) professional designation. Maceo provides clients with access to investment insights from Merrill and banking services through Bank of America to address their investment management and planning needs. His expertise includes college education planning, family wealth management strategies, retirement and philanthropic planning, liquidity management, tax minimization, and services for endowments, foundations, and non-profits. He works with a diverse client base including business owners, retirees, professionals, and high net worth individuals, focusing on developing comprehensive plans to help them achieve their financial goals. He earned his bachelor's degree in business with an emphasis on marketing from Morehouse College and is a second-generation Morehouse graduate. Maceo has served on the boards of organizations such as Prevent Blindness GA, CSA Foundation, Economic Empowerment Initiative, Inc., and DDD Foundation, Inc. He has also mentored Morehouse College freshmen through the Citi/UNCF Fellows program and local high school seniors via the Youth Entrepreneurs of Atlanta. Born and raised in Durham, North Carolina, Maceo moved to Atlanta in 1993. He enjoys family, church, civic activities, sports, and riding his Harley-Davidson motorcycle.

Lauren Galvin is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2010. Outside of advisory work, she is a co-owner of a family rental property in Inlet Beach, Florida. 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 plans, corporations, and charitable organizations.

Christopher Payne is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was employed at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its planning process.

Cory Sellers is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and having 12 years of industry experience. He has been with UBS since 2013 and is also involved with the Church of the Redeemer, where he works part-time. Additionally, he occasionally performs music locally, playing guitar and singing at various venues and private events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Daniel Kaufman is a Certified Financial Planner (CFP®) with 17 years of experience in the financial industry. He is currently affiliated with Morgan Stanley and has previously worked at Bank of America and Merrill Lynch. Kaufman is based in Atlanta, GA. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Colin O'Hare is a Senior Financial Advisor on Merrill's Global Corporate & Institutional Advisory Services team. He utilizes the investment insights provided by Merrill alongside the banking services of Bank of America to support various aspects of his clients' financial lives. His work with clients centers on identifying primary financial goals and needs, with a focus on wealth management planning strategies, wealth forecasting, stock option analysis, concentrated stock strategies, and coordinating tax minimization strategies in collaboration with clients' tax and legal advisors. Colin holds FINRA Series 7 and 66 registrations, as well as the Chartered Retirement Planning Counselor™ designation. He is also recognized as a Personal Investment Advisor. He earned his bachelor's degree from The Ohio State University Fisher College of Business, where he was named an Ohio State Scholar-Athlete and participated on the Division 1 Men's Lacrosse team that finished as national runners-up. Raised in Jupiter, Florida, as the son of two Merrill financial advisors, Colin now resides in Buckhead, Georgia. Outside of his professional role, he enjoys spending time with family, exercising, fishing, and paddleboarding.

Adrian Powell is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, with prior experience at Citigroup Global Markets beginning in 2005. Outside of his advisory role, Powell coaches youth soccer for a nonprofit organization and serves as president of the board of directors for Camp Twin Lakes, a charitable foundation. He is also involved with Leadership Atlanta’s investment committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Laura Paul is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2005. She has 16 years of industry experience. Outside of her advisory role, she owns a rental property in Atlanta. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs that include tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a wide range of retail and institutional investment services.

Susan Parrish is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63, 65, and 66 designations and possessing 26 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she serves on the Executive Committee of TABLE Ministries, a faith-based nonprofit providing personal care items and organizing activities for the homeless community in Gwinnett County. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to customize client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Sung Ko is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2009 before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, Model Wealth Portfolios, third-party asset management arrangements, and a range of brokerage and insurance products, utilizing an integrated platform that combines advisory programs with active sales of financial products.

Madlyn Bocinsky is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been serving clients in this role since 2019, leveraging her background in education and mathematics to assist them in creating individualized financial plans. Her approach involves a detailed analysis of a client's assets and liabilities to develop strategies aligned with their personal goals. Prior to her career in wealth management, Madlyn spent nearly a decade teaching advanced high school mathematics. This experience, combined with her affinity for numbers and education, informs her collaborative work with clients. Her areas of focus include corporate benefits, divorce transition planning, education planning, equity compensation services, family wealth management strategies, LGBT wealth planning, personal retirement planning, socially responsible investing, and women and wealth. Madlyn holds a Bachelor's Degree from Kennesaw State University and holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Outside of her professional life, she enjoys camping, gardening, reading, spending time with her family, and playing tennis.

Scott Reynolds is a financial advisor at UBS Financial Services in Atlanta, GA, with six years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at Truist Advisory Services, TTR Sotheby's International Realty, and served four years in the United States Army. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor advice according to clients’ goals and risk tolerances.

Jeffries Clottey is a financial advisor with Raymond James & Associates, holding Series 66 and Series 63 designations and bringing nine years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities with a range of financial planning and advisory services.

Andrew Patel is a financial advisor at UBS Financial Services in Atlanta, GA, holding Series 66 and Series 63 designations with one year of industry experience. He previously worked at Morgan Stanley and has an academic background from Arizona State University. He is a sole proprietor of an inactive investment-related entity, ARA Capital Investments LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Michael Skrynecki is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. Skrynecki is also the founder and board chairperson of the Wiskott-Aldrich Foundation, a nonprofit supporting families affected by Wiskott-Aldrich Syndrome. 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, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Brandon Reynolds is a financial advisor at UBS Financial Services with 25 years of industry experience. He has worked at UBS since 2007 and previously spent four years at J.P. Morgan Securities. Outside of his advisory role, he serves on the board of the Georgia State Golf Association and is a partner in a mobile waste compaction company in Atlanta. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and advisory solutions.

John Boosalis is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously spent seven years at Raymond James & Associates. 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 services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

John Kennedy is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

Kristen Kosola Govantes is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and three years of industry experience. She previously worked at Benjamin F. Edwards for five years and has experience as a real estate referral agent with Coldwell Banker Realty. Outside of financial advising, she operates a real estate referral network as an independent contractor. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, supported by a broad range of portfolio management styles and research resources.

Margaret Guffin is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Prudential Private Capital, Goldman Sachs, Neuberger Berman, and Ernst & Young. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.