Kendall Redmon is a financial advisor at Merrill with Series 66 credentials and four years of industry experience. Prior to joining Merrill in 2021, Kendall worked at American Global LLC and has experience in education, including roles at the University of Alabama and The Woodlands High School. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Damon Limberis is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1987, serving a diverse client base including corporate executives, retirees, business owners, successful professionals, athletes, and individuals with sudden wealth. Damon specializes in areas such as corporate executive services, executive compensation, legacy planning, personal retirement planning, philanthropic planning, portfolio management, special needs planning strategies, women and wealth, sports and entertainment, and tax minimization. He holds several FINRA registrations including Series 6, 7, 31, 63, and 65, and professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Damon earned a Bachelor of Science degree in Microbiology from the University of Florida. He worked for two years as a research biologist with Bayer Chemical before transitioning into wealth management. He is actively involved in professional organizations including The American Hellenic Educational Progressive Association and the University of Florida Regional Council. Damon contributes to his community through roles such as Secretary for AHEPA's One Housing Program in Atlanta and as an intake caseworker with the St. Vincent de Paul Society. He has also coached children's soccer for six years. Residing in Alpharetta with his wife Meredith and their three children, Damon applies his strong family orientation to his work, emphasizing customized financial strategies tailored to each client’s unique family dynamic and goals. Outside of his professional duties, he enjoys fishing, gardening, golfing, hiking, hunting, and skiing.

Jolene Abney serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. She collaborates with individuals, families, and organizations to provide financial advice centered on retirement planning, education funding, wealth transfer, and wealth preservation strategies. In her role, she utilizes Merrill's wealth planning tools to help clients manage investment risk and develop effective cash flow strategies focused on long-term financial goals. Jolene holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). She earned a master’s degree from the Oklahoma State University System and a bachelor’s degree from Southeastern University. Her client service areas include Corporate Executive Services, Divorce Transition Planning, Employee Benefits Planning, Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Legacy Planning, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Small Business Strategies. Outside of work, Jolene enjoys biking, boating, fishing, football, golfing, hiking, running, scuba diving, soccer, and spending time with her family.

Joseph Montgomery is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2022. Outside of his advisory role, he rents his vehicle on the peer-to-peer platform Turo. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized custody and order-routing.

Raul Tiongson is a financial advisor at Edward Jones with 32 years of industry experience. His career includes over two decades at Charles Schwab & Co Inc and roles at New York Life Insurance Company, NYLife Securities LLC, and Premier Financial Alliance before joining Edward Jones. Outside of his advisory work, he has participated in ride-sharing as a driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and is distinguished by its extensive network of financial advisors and branch offices nationwide.

Benito Canales is a financial advisor with Wells Fargo Clearing holding a Series 66 license and 13 years of industry experience. His prior roles include positions at Bank of America and Merrill, and he served in the United States Army Reserve for 16 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Marcus Wallace is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2025. Marcus has experience in managing financial portfolios, having served as a Manager at Morgan Stanley from 2008 to 2015. He focuses on developing financial plans tailored to the unique needs of his clients, working closely with individuals from various backgrounds and financial situations to help them achieve their financial goals.

Joseph Benson is a financial advisor with Wells Fargo Clearing in Milton, GA, holding Series 63 and Series 66 licenses and totaling 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Benson is also involved in managing a rental property jointly owned with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a variety of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Eliana Perez is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill Lynch, Morgan Stanley, and Bank of America. 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 strategies for individuals, high-net-worth clients, and institutions.

Alexander Duhaime is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2016 and focuses on building trustworthy relationships with affluent families. He assists clients in developing holistic wealth plans centered around their short, intermediate, and long-term financial goals. His client focus areas include Personal Retirement Planning, Sports & Entertainment, and Retirement Income. Alexander holds a Bachelor's Degree in Mathematics from the University of West Georgia. He has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of his professional role, Alexander is involved with the Georgia English Bulldog Rescue. He also enjoys golfing, hiking, and running.

Brian Hungerford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and provides both brokerage and advisory solutions.

Casey Jones is an Investment Consultant at the Alpharetta Fidelity branch in Georgia. He has been in this role since 2025, focusing on educating and preparing clients for a financial future that meets their retirement needs and goals. Prior to this, he worked as a Relationship Manager at Fidelity Investments from 2024 to 2025 and served as a Retirement Planner at the same company from 2023 to 2024. From 2016 to 2023, Casey was a Financial Advisor at Wealth Integrity Financial. Casey has experience in investment consulting, relationship management, retirement planning, and financial advising. Outside of his professional work, he engages in family activities, fitness, social events with friends, golf, outdoor adventures, and traveling.

Troy De Hoff is a financial advisor with Edward Jones in Woodstock, GA. He holds the CFP®, ChFC®, and Series 66 designations and has four years of industry experience. Prior to joining Edward Jones, he worked at Dow Chemical for nine years and took a one-year retirement before starting his current role. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Audrey Croft is a financial advisor with Ameriprise in Acworth, GA, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate since 2005. In addition to her advisory role, she is involved with LegalShield, where she solicits memberships for legal service plans. Ameriprise offers retirement-income planning services targeting clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized consulting team in partnership with financial advisors like Croft.

Eric Hansen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is associated with Hartman Astor Investment Consultants in Cumming, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Luke Snider is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he is a member of the Snider Team. He began his career at Merrill Lynch in 2009 after graduating from the Georgia Institute of Technology. Luke has over 15 years of experience in wealth management, focusing on areas such as college education planning, international wealth management, personal retirement planning, portfolio management services, and retirement income. Luke holds a Bachelor's Degree from Georgia Institute of Technology and has earned professional designations including Certified Private Wealth Advisor (CPWA) from the Investments & Wealth Institute, Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA). He has been recognized by Forbes on the 2023 list of "Top Next-Generation Wealth Advisors Best-in-State" and as a member of The Snider Team on the 2023 and 2024 Forbes "Best-in-State Wealth Management Teams" lists. Outside of his professional work, Luke is an active member of Buckhead Church and the GT Mentor Jackets. He resides in Atlanta, Georgia, with his wife Lilian and enjoys football, woodworking, yoga, and spending time with his family. He also serves as a small group leader and volunteer at Buckhead Church and maintains connections within the Georgia Tech community.

Amy Webster is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 26 years of industry experience. Her prior roles include positions at Truist Investment Services, Fidelity Investments, Register Financial Associates, and Wells Fargo Advisors. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Susan Lane is a financial advisor at Fidelity with 20 years of industry experience. Her prior roles include positions at Allstate Insurance Company and New York Life Insurance Company. She holds the Series 66, Series 63, and Series 65 designations. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of algorithmic methods including AI in its investment process.

Erik Martinez is currently a Planning Consultant who collaborates with individuals and families to develop personalized financial plans designed to support the growth, protection, and transfer of their wealth. He has professional experience as a Relationship Manager and Central Relationship Manager at Fidelity Investments from 2022 to 2026, as well as a Business Development Associate at JPMorgan Chase from 2020 to 2021. Outside of his professional work, Erik's personal interests include baseball, family activities, fitness, and music.

Amanda Brooks is a financial advisor with Merrill, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1998. Merrill, along 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.