Grace Kennedy is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Her work history includes multiple periods at Morgan Stanley beginning in 2020, interspersed with roles in education and other sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning and a range of advisory programs using structured discovery processes and firm-approved tools.

Philip Pierre Louis is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Raymond James & Associates. His background also includes roles outside financial services, such as employment at Publix Super Markets and Longhorn Steakhouse. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Shafiq Virani is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He previously worked at Wachovia Bank, N.A. and has been involved with Ice Dreams Inc. dba Marble Slab Creamery. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering a range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and emphasizes diversified investment strategies supported by research from Wells Fargo Investment Institute and third-party sources.

David Burroughs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds a Master's Degree and a Bachelor's Degree from Auburn University and has completed the Accredited Certificate Program from Wharton Business School. He holds the Personal Investment Advisor (PIA) designation. With over 30 years of experience, David works with small business owners, corporate executives, and families, focusing on areas such as corporate executive services, executive compensation, family wealth management strategies, personal retirement planning, legacy planning, and portfolio management services. He provides comprehensive guidance on topics including the sale of private businesses, succession planning, estate planning, and tax minimization, leveraging the investment insights of Merrill and banking services of Bank of America. David is involved in various community organizations, including Compassion International, St. Jude's Hospital, Atlanta Food Bank, and Auburn University Alumni. His personal interests include golfing, spending time with his family, and traveling.

Timothy Dod is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor strategies to clients’ goals and risk tolerances.

David Easterling is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Auburn University, and Pritchard and Jerden. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and models.

Robert Joyner is a CFP® credentialed financial advisor with 17 years of industry experience. He currently works at RBC Capital Markets, having previously held positions at UBS Financial Services and E*TRADE Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and combines in-house and third-party management to meet client-specific risk profiles.

Kimberly Almond is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2019, following two years at Edward Jones and ten years at Verizon Wireless. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Gaynier is a financial advisor with LPL Enterprise based in Atlanta, GA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

William Thompson is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Virginia Dalton is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. She has worked at Bank of America and Merrill since 2018 and previously at Merrill Lynch in 2017. Outside of her advisory role, she operates a business selling bedazzled sunglasses on Etsy as a managing member of V Wear. Merrill, alongside 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.

Jason Bunin is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and 66 licenses and totaling 27 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2008. Outside of his advisory role, he serves on the Board of Directors for AB Design Vision, a company specializing in interior design and visual space planning. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when assembling investable universes and recommending strategies.

Daniel Egbert is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Scott Dozier is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1983, specializing in family wealth management strategies, legacy planning, and managing new wealth. Scott holds the Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA) designations, having completed coursework at The Wharton School of Business and the University of Chicago Booth School of Business, respectively. He is also a certified public accountant, having received his CPA certificate in 1980, though he does not provide tax advice in his current role. Scott earned a Bachelor of Science degree in Accounting from Florida State University in 1978 and completed his high school education at Darlington School. He is a member of the Atlanta Estate Planning Council and the Investments & Wealth Institute. Throughout his career, Scott has been recognized on the Forbes "Best-in-State Wealth Advisors" list from 2018 through 2025. He resides in the Vinings area of Atlanta with his wife Margaret. Scott has served on the Board of Directors of the High Museum for six years and on the Investment Committee for the Woodruffs Art Center. He also joined the Board of Trustees of Darlington School in 2014 and served as Chairman. His personal interests include fishing, golf, running, and playing guitar.

Chandon Glenn is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Wells Fargo and JPMorgan Chase Bank, N.A., as well as positions outside the financial industry at Uber Technologies and Lululemon Athletica. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in recommending strategies and generally offers non-discretionary services delivered by a select group of Wealth Advisors.

Tracy Garrett is a financial advisor at UBS Financial Services with 25 years of industry experience. She has worked at UBS since 2018 and previously held positions at Janney Montgomery Scott and Mizuho Securities USA. 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 provides research-driven, model-based asset allocation tailored to client goals.

Johanna Velasquez is a financial advisor at Merrill with over 21 years at the firm and holds a Series 66 designation. She has four years of industry experience. Outside of her advisory role, she serves as a board member of the Latin American Association, a nonprofit organization in Atlanta that supports Latin American immigrants. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Lori Jordan is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing Services, LLC since 2016, with a brief tenure at Raymond James & Associates in 2019. 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, utilizing research from Wells Fargo Investment Institute and third-party data to guide investment decisions.

Clayton Anthony is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2009. Outside of his advisory role, Clayton serves as a board member for the University of Georgia School of Public and International Affairs Board of Visitors, where he is involved in fundraising. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm‑approved tools and comprehensive investment research.

Cody Hamilton is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab & Co., Inc. for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods.