Patrick Boland is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he facilitates conversations about wealth and investment planning for multiple generations of families, serving as a primary point of contact and delivering personalized service tailored to individual needs and preferences. When deeper wealth planning support is required, he coordinates discussions with Wealth Management Advisors to provide additional services. His experience at Fidelity Investments includes previous roles as a Private Wealth Management Relationship Manager since 2022, a Planning Consultant from 2020 to 2022, and a Relationship Manager from 2016 to 2020. This progression reflects his ongoing commitment to client service and wealth management. Outside of his professional responsibilities, Patrick's interests include concerts, family activities, football, music, parenthood, and traveling.

Bridgette Isaacs is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2004, with an intervening period at UBS Financial Services from 2006 to 2012. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thu Saunders is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Saunders serves on the board of Dress for Success Atlanta and owns Thu Clear, Inc., a business managing her Ameriprise practice. Ameriprise is a large institutional firm that provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations through a centralized consulting team.

Michael Campbell is a financial advisor with Primerica Advisors in Decatur, GA, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1990. Outside of advisory activities, he is involved in the sale of loan products, home security, and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio trading delegated to BNY Mellon Advisors.

John Mobley Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management with a career in the financial industry that began in 1999. He has been with Merrill Lynch since 2007, where he specializes in advising ultra high net-worth families on a variety of planning issues. John also leads the team's retirement benefits group and holds the designation of Retirement Benefits Consultant, qualifying him to provide the firm's Fiduciary Advisory Services to defined contribution clients. Before joining Merrill Lynch, John worked with institutional fixed income clients at firms such as Goldman Sachs, First Tennessee Bank, and Sterne Agee and Leach. He earned a Bachelor of Science degree in Economics from the College of Charleston and attended Avon Old Farms in Avon, Connecticut. John holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). John lives in Atlanta with his wife Aimee and their two children, Elizabeth and John. He is involved in the Northside Youth Organization and holds memberships in professional groups including the 300 Club, The Nine O'Clocks, and The Roundtable.

Jasmine Guerra is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to her financial services career, she held positions at Olive Garden and El Jalapeño and was affiliated with Georgia Southern University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and research with fiduciary financial planning. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and proprietary research distribution.

Ramina Loomba is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Bank of America, N.A. for 11 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Stephens is a Private Wealth Advisor with Merrill Private Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Charles earned his Bachelor's Degree from the University of North Carolina at Chapel Hill. His role focuses on providing personalized wealth management services to clients.

James Broyd is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation with 15 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Santoria Texidor is a financial advisor at J.P. Morgan Securities with three years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, she held roles at several financial institutions including Bank of America and Wells Fargo. Outside of her advisory work, she operates T's Brunch Bar, a hospitality venture in Atlanta, GA. J.P. Morgan Securities 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 incorporates ESG criteria in its recommendations and offers services on a non-discretionary basis.

Thomas Pearce is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and six years of industry experience. His background includes roles at Uber and Sewanee, among other firms. 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 municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Jie Bo is a Financial Advisor at Merrill Lynch Wealth Management. Jie holds the professional designations of Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC). Jie completed high school education with a diploma from Concordia College in Bronxville.

Raymond Vuicich Jr. is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 2009. 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 allocations to tailor solutions to clients’ goals and risk tolerances.

Sherry Mcfarland is a financial advisor with Ameriprise in Alpharetta, GA, holding a Series 66 designation and 21 years of industry experience. Her prior experience includes positions at Kestra Advisory and Kestra Investment Services, LLC, as well as a previous tenure at Ameriprise Financial Services, Inc. She is also involved as a registered paraplanner at Thu Clear, Inc. alongside managing her advisory business. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary retirement planning recommendations through a centralized consulting team.

David Price is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes positions at Citigroup Global Markets from 2003 to 2009 and Morgan Stanley Smith Barney since 2009, with service at Morgan Stanley Private Bank from 2015 to the present. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools such as Secular Return Estimates and Monte Carlo simulations in their planning process.

Jacob Shrout is a financial advisor at Merrill Lynch Wealth Management, where he helps clients pursue their financial goals through personalized wealth management strategies. He leverages investment insights from Merrill and the banking convenience and lending solutions of Bank of America to provide comprehensive financial planning services. Jacob assists clients with areas such as divorce transition planning, education planning, legacy planning, personal retirement planning, sports and entertainment financial needs, tax minimization, and retirement income. He focuses on connecting all aspects of clients' financial lives to prioritize and pursue the goals that matter most to them. Jacob holds a Bachelor's Degree from the University of Colorado and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to his professional work, he participates in community volunteering and enjoys activities such as fishing, football, golfing, hiking, and pickleball.

Matt Cartin is Vice President Private Wealth Management Advisor at Fidelity Investments, where he has served since 2020. In this role, he partners with families to align their wealth with the people and passions they value most. He has an extensive background in financial services, having held positions such as Senior Financial Consultant at TD Ameritrade from 2017 to 2020, Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2009 to 2016, Vice President at Kayne Anderson Rudnick Investment Management, LLC from 2002 to 2008, and Managing Director and Financial Advisor Associate at Bernstein Investment Research & Management from 1999 to 2001.

Cheryl Pallant is a financial advisor with Primerica Advisors in Douglasville, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Primerica Financial Services since 1991 and PFS Investments, Inc. since 2007. Outside of her advisory role, she is involved with Jackson Memorial Baptist Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery and separately managed account strategies. The firm curates third-party asset managers and employs a tiered wrap fee structure distinct from fixed-fee models.

James Ryan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and possessing eight years of industry experience. His background includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2018, as well as prior experience at Wake Forest University and AT Kearney. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kaelen Herlihy is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Morgan Stanley, Herlihy worked at E*Trade Securities and has experience with various roles including at Shenanigans and ARCO Design/Build. Morgan Stanley Wealth Management provides advisory programs and financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets and utilizing structured planning processes supported by firm-approved tools and projections.