Sally Meide is a Series 66-credentialed financial advisor with 12 years of industry experience. She is currently affiliated with Merrill and has worked there since 2014, concurrently serving at Bank of America, N.A. since 2017. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amanda Morland is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. She has worked at Raymond James & Associates since 2007. Raymond James & Associates, Inc. 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, institutional and pension plans, charitable organizations, and municipal entities, providing financial planning, investment consulting, and municipal advisory services.

Chelsea Demetre is a CFP® professional with 17 years of industry experience, currently with Cetera. She has been affiliated with Cetera Advisors LLC since 2013 and is also associated with Pascarella Wealth Partners LLC, where she serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment strategies.

Carl Hartmann is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked extensively at E*TRADE Securities and E*TRADE Capital Management prior to joining Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include financial planning and access to various investment products and strategies.

Michael Rothfarb is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary investment analyses as part of its financial planning process.

Steven Voshall is a ChFC® credentialed financial advisor at OSAIC with 36 years of industry experience. He previously worked at Investacorp, Inc., Securities America Advisors, Inc., and Equity Services, Inc. Outside of his advisory role, he is an owner of North Georgia Senior Home Care, LLC, which operates a home care service. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services that emphasize model-based asset allocation, portfolio optimization, and a range of managed account programs.

Arpit Shah is a financial advisor with Edward Jones in Alpharetta, GA, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at OPPOQUEST, Tech Mahindra, ADP, and FedEx. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Augustine Uzoh is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at African Export Import Bank and Access Bank Plc. Outside of his advisory role, he is involved in real estate as a property owner in Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models as part of its advisory process.

Michael Stevens is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2015. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing manager-traded and model-traded strategies along with ongoing manager selection and internal research tools.

William Reilly is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, with overlapping tenures from 2004 to 2024, and operated Reilly Financial Group, Inc. for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools and overseeing over $819 billion in discretionary assets.

Alvaro Galvis Pineda is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with clients to create personalized financial plans that support individual ambitions, including college education planning, retirement funding, and long-term family goals. Alvaro prioritizes understanding clients' perspectives and priorities to bring clarity to the complexities of investing and wealth planning. Alvaro's expertise includes areas such as corporate benefits, divorce transition planning, institutional investment consulting, and services for defined benefit and contribution plans. His professional designations include Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a Bachelor's Degree from Florida International University and communicates fluently in Spanish and English. He is actively involved in various professional and community organizations, including the ASPPA Benefits Council of Atlanta, Child Development Association, Junior Achievement Hispanic Outreach Program, Leadership North Fulton, Pension Education Council of Atlanta, Star House, and United Way. Personal interests include cooking, dancing, golfing, horseback riding, spending time with family, and tennis.

Ryan Stoops is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities and E*TRADE Capital Management for over 14 years. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, including customized financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and investment research.

James Delahunt is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by approved tools and market outlook models.

Arifa Maqbool is a financial advisor with UBS Financial Services in Alpharetta, GA, holding a Series 66 designation and bringing 19 years of industry experience. She has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm also integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Robert Walton is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at E*Trade Securities and several engagements with The University of Alabama. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies to support client goals.

Tracy Bradach is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes positions at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Citigroup Global Markets, Wells Fargo Clearing, Prudential Equity Group, and Morgan Stanley DW Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and a variety of investment products.

Dustie Kirley is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and over 28 years of industry experience. She has been with Merrill since 1995. 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, and institutional investors.

Joseph Kusmisz is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with 15 years of industry experience. He has previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and approved planning tools but generally does not provide individual security recommendations as part of standalone planning services.

Brian Terrell is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at E*Trade Securities, MassMutual, AXA Advisors, and BREAUX Capital. Outside of advising, he is the sole proprietor of a technology business, BAT Data Analytics, and is involved with the Southern Elite Officials Association, a recreational organization. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides advisory services aligned with a broad financial product platform.

Dillon Hemphill is a CFP® professional with six years of experience in the financial services industry, currently associated with Edward Jones in Gainesville, GA. His work history includes multiple engagements with Edward Jones since 2019 and prior roles at Textron Aviation and other firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.