Jeffrey Truitt serves as a Resident Director and Wealth Management Advisor at Merrill. In this role, he works closely with clients to develop personalized financial strategies that align with their long-term goals. He leverages Merrill's investment insights alongside Bank of America's banking and lending solutions to offer comprehensive wealth management services tailored to changing market conditions. Jeffrey holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from The University of Georgia. In addition to his advisory responsibilities, Jeffrey is committed to community involvement and volunteers with local organizations in line with Merrill’s tradition of service.

Barry Ellis is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Advisors since 2009. He holds Series 63 and Series 66 licenses and is based in Peachtree City, GA. Ellis has a significant role outside of advisory services as a 22% owner of M.E.B., LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, leveraging Wells Fargo’s research and planning tools to develop tailored client recommendations.

Chryl Curtis is a financial advisor at Merrill with 12 years of industry experience. Curtis holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2013 and Bank of America, N.A. since 2014. Outside of advising, Curtis is a general partner and managing member of Family Beach House, LLC, a limited liability company co-owned and managed with family. 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, and various institutional entities, combining internal Chief Investment Office teams with third-party managers to implement portfolio management and account administration.

Steven Shumpert is a Series 66–licensed financial advisor with two years of industry experience, currently with Fidelity in Atlanta, GA. He previously worked at Edward Jones for two years and operated Shumpert Financial Solutions, LLC for six years, where he authored books and developed online educational courses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Megan Henry is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Northwestern Mutual Investment Management. She joined Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Joseph Paoletti is a CFP® with 29 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at Morgan Stanley Private Bank for over a decade. In addition to his advisory work, he manages the financial affairs of his mother under a power of attorney. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, operating with more than 14,000 financial advisors and approximately $671 billion in assets under management.

Elida Rosales Mendez is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and bringing one year of industry experience. She has worked at Merrill since 2022 and is also the owner of ZionFleet LLC, a car rental business operating via Turo. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Chad Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Raymond James since 2019 and previously spent a decade with Morgan Stanley in various capacities. Outside of advising, he serves as an officer and secretary on his local homeowners association board. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Richelle Jordan is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds a Series 66 designation and previously spent 15 years with Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools, supports municipal and public-finance work through a municipal advisor affiliation, and provides specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Mcmillan is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at Southern Grace Farms as a farm manager for six years. Mcmillan has experience in sustainable food and fiber production. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Serverian is a financial advisor at Edward Jones in Atlanta, GA, with five years of industry experience and a Series 66 credential. His prior experience includes roles at GAP Solutions, Inc., and the University of Virginia’s Darden School of Business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Glenn Hollingsworth IV is a financial advisor with LPL Financial based in Atlanta, GA. He holds a Series 66 designation and has been with LPL Financial since 2026. He has also worked at Delta Community Credit Union since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Kevin Kelley is an Investment Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he held several positions at Fidelity Investments, including Planning Consultant from 2024 to 2025, Relationship Manager in 2023 to 2024, and Central Relationship Manager in 2023. Before joining Fidelity, Kevin was the Director of Operations at HC Planning Partners from 2021 to 2023 and an Account Analyst at Capital Financial Group from 2018 to 2021. In his current role, Kevin focuses on understanding client goals and creating personalized financial plans that integrate all aspects of their financial strategies. He prioritizes building lasting relationships based on trust and aims to be a reliable partner for his clients and their families. Outside of his professional work, Kevin has interests in fishing, golf, playing musical instruments, parenthood, pets, and surfing.

Mark Passalacqua is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Cambridge, he worked at SunTrust Advisory Services and Suntrust Investment Services for nine years. He is also the owner of Sentinel Wealth Advisors, an independent investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management strategies and custody arrangements.

Kevin Keelen is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds Series 65 and Series 66 designations and has worked at firms including Btig LLC, Verity Investment Partner, and Merrill. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs in municipal and public finance, as well as employer advisory services for SIMPLE IRA plans.

Vladimir Nikitenko is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial since 2024. Prior to joining LPL, he spent 10 years at Lincoln Financial Advisors. He is also the business owner of NFH LLC DBA LANDFIX in Peachtree City, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Miranda Mccoy is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked within various Cetera entities since 2015 and has held prior roles at firms including Cambridge Investment Research Advisors and Harrisdirect LLC. Outside of her advisory work, she serves as president of the Milam Park Homeowners Association and is secretary of I AM Military, Inc., a social networking organization for military personnel. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across several program structures.

Reuben Lewis IV is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Investacorp Advisory Services, Metlife Securities, and National Financial Group of Georgia. He serves as a board member of the King-Tisdell Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across various platform arrangements.

Ashwin Patel is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2021. Outside of his advisory role, he serves as an agent for term and permanent insurance through AB Patel Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Linwood Thompson is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is involved in LHT II LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.