Wesley Mcdavid is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He provides guidance in areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, sports and entertainment, and retirement income. His approach to wealth management focuses on aligning financial goals with personal values and legacy intentions, emphasizing clarity and structured long-term planning for affluent individuals and families. Wesley holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. He earned a bachelor's degree in Finance from the University of Alabama. His professional practice combines disciplined financial planning with a relationship-driven approach tailored for clients seeking long-term stability. Outside of his professional career, Wesley volunteers with Kate's Club, a nonprofit organization that supports children and teens coping with the death of a parent or sibling. He resides in Atlanta with his wife, Kate, and their three children, maintaining a focus on family life alongside his advisory responsibilities.

Ranfy Leonardo is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2015, progressing through roles including Investment Consultant, Workplace Planning & Guidance Consultant II and I, and Financial Associate I - Tax Exempt. In his role, Ranfy collaborates with individuals and families to develop tailored financial plans aimed at achieving their money, wealth, and legacy goals. His approach to client service emphasizes trust, honesty, and transparency, and he prioritizes understanding each client's unique financial situation and aspirations while providing education about their options. Outside of his professional work, Ranfy has interests in comedy, golf, museums, outdoor adventures, parenthood, and reading.

Sandra Dubow is a financial advisor with RBC Capital Markets in Atlanta, GA, holding a Series 66 designation and 10 years of industry experience. She previously worked at UBS Financial Services, Inc. from 2015 to 2024 before joining RBC Capital Markets in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile through a combination of in-house and third-party investment managers.

Elida Rosales Mendez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She previously worked at Bank of America, N.A., and owns a car rental business operating through Turo. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

William Kim is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 credentials. He has one year of industry experience with prior roles at Morgan Stanley and Oak Ridge Associated Universities (CDC). J.P. Morgan Securities 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 recommendations.

Sarah Lloyd is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2018 and has prior experience at Bank of America, N.A. Outside of finance, she has experience working in the food service industry. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering various model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Brian Huber is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is the chairman of the endowment fund for the Iron City Fishing Club in Canada. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Morgan O'Brien is a financial advisor at Merrill in Atlanta, GA, holding a Series 66 designation. Morgan has been with Merrill since 2025 and previously worked at Bank of America, N.A. since 2026. Prior roles include positions at Clemson University and the Clemson Phonathon Program. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm is integrated into Bank of America’s corporate platform, providing access to a broad set of financial products and services.

Dawn Duggan is a financial advisor at Merrill with Series 63 and Series 65 credentials and 31 years of industry experience. She has been with Merrill since 1993. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services.

Frank Corrigan Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Zachary Furr is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Northwestern Mutual, as well as positions at the University of Alabama and in franchising. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored through proprietary research and asset allocation models.

Lukas Graham is Vice President and Branch Leader at Fidelity Investments, where he leads the Buckhead Investor Center. In this role, he focuses on ensuring that clients receive a consistently high standard of service, supporting and coaching his team to maximize their potential, and organizing business efforts to help more people. Prior to his current position, Lukas served as Vice President and Regional Planning Consultant at Fidelity Investments from 2017 to 2021. His experience encompasses leadership and strategic planning within the financial services industry. Outside of his professional responsibilities, Lukas engages in family activities and enjoys fitness, golf, spending time at the lake, and watching movies.

Joseph Crews Jr. is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2000, also spending time at Bank of America, N.A. since 2024. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical investment offerings.

Michael Murphy is a Series 66-credentialed financial advisor at Merrill with three years of industry experience. He has worked at Bank of America and Merrill since 2022 and previously held teaching positions at the middle and high school levels. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Olivia Pierre Louis is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her background includes roles at E*TRADE Securities and various positions related to education administration with school boards in Fulton and Broward counties. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Andrea Pineda is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC 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.

Angel Galan is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corporation and United Community Banks, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a mix of discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Jason Zaffos is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Morgan Stanley since 2021 and previously spent seven years with Northwestern Mutual in various roles. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Drew Cushwa is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. His career includes roles at Morgan Stanley, E*TRADE Securities, and positions in public education with Gwinnett and Forsyth County Public Schools. Outside of finance, he has been involved with Cavender Creek Vineyards & Winery. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Zach Rahm is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding the Series 66 designation and three years of industry experience. His prior roles include positions at Diamond Wealth Management and UBS Financial Services, as well as a multi-year tenure at Brigham Young University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with discretionary and non-discretionary services tailored to plan objectives and demographics.