Joseph Woo is a financial advisor at Morgan Stanley with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Frednesha Hamm is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and serves in a formal advisory role to multiple registered investment companies.

Mark Adams is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and jp morgan chase bank, N.a. Adams serves on the boards of the Georgia State University Foundation and the Fox Theatre, including finance and investment committees, and chairs the advisory board for Georgia State University's J. Mack Robinson College of Business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Margaret Greer is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Theodore Grant III is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 12 years of industry experience. His career includes roles at firms such as Equitable Advisors and Purshe Kaplan Sterling Investments. He is also involved as a Senior Associate with Brant Hickey, working on structured annuities for personal injury settlements. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and both proprietary and third-party model strategies tailored to client objectives.

Nicole Avery is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC before joining J.P. Morgan. Avery also operated Nic Avery Coaching, LLC from 2021 to 2024. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering services on a non-discretionary basis.

Donald Bodnar Jr. is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith since 2008 and Bank of America since 2019. Outside of his advisory work, he owns a modeling and acting business and operates a landscaping company. 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.

Kevin Carnahan is a financial advisor at Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation with 20 years of industry experience. He previously worked for Merrill and Wells Fargo Clearing before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations. The firm offers a broad range of planning services to clients meeting a net-worth threshold and integrates advisory services with various financial product offerings and referral channels.

Mitchell Stratton is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has been with Merrill since 2017. Prior to joining Merrill, he held roles at Université de Caen, Craft on Draft, and Valdosta State University. 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 strategies for a range of client types including individuals, high-net-worth clients, and institutional investors.

Leslie Ruiz is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Michelle Chapman is a Series 66-registered financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2015. She has 19 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Christopher Jones is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Merrill in Atlanta, GA. Prior to joining Merrill and Bank of America in 2020, he worked at New Callas Holdings, Inc. from 2016 to 2020. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes tax-focused investment capabilities and is integrated with Bank of America’s broader capital markets and banking platform.

Michael Duffy is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Merrill since 2016, following a nine-year tenure at Goldman Sachs. Merrill serves a diverse client base that includes individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes a range of program strategies with both client and advisor discretion and integrates closely with Bank of America affiliates to support trading, lending, and capital-markets activities.

Jared Mcclure is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2024, following a 16-year tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools.

Tatyana Zaytseva is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018. Prior to her career in finance, she held positions at Kroger, CVS Pharmacy, and the University of North Georgia. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Felix Bikai is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Morgan Stanley as well as positions outside of finance including roles at Uber and Lyft. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm offers customized investment advice on a non-discretionary basis through a select group of advisors.

Thomas Wade is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, PNC Wealth Management, and Banyan Partners. Wade is based in Atlanta, GA. 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 applying an ESG eligibility framework in its investment recommendations.

Robert Weiland Jr. is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment preferences.

Errol Rhoden is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to that, he was employed at Bank of America and Merrill from 2015 to 2017, and he has served in the United States Marine Corps Reserves since 2015. Outside of his advisory role, he is the owner of Rhoden Capital Group, LLC, a holding company for his personal investments. 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 an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis, with final decision-making authority retained by clients.

Elizabeth Davis is a CFP®-designated financial advisor with Morgan Stanley in Atlanta, GA, bringing 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and currently serves with Morgan Stanley Private Bank, N.A. since 2018. She also holds a trustee role in a trust outside of her primary advisory work. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs, offering 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 financial planning process supported by advanced modeling tools.