Joseph Wilber is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, portfolio management services, and tax minimization. Joseph works with individuals and families to help them accomplish their financial goals. Joseph holds a Bachelor's Degree in Finance from the University of Georgia. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Portfolio Manager (CPM), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Joseph is involved in community and volunteer activities including the Atlanta Outdoor Club, Northside Youth Organization where he helps coach a youth baseball team, the UGA Mentorship Program, and the UGA Alumni Association. He lives in Brookhaven with his wife and enjoys spending time with family and friends, as well as activities such as baseball, billiards, fishing, football, golfing, skiing, and traveling.

John Mason Jr. is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cahaba Wealth Management. Outside of finance, he has experience working with a university student print organization and in the restaurant industry. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with clients responsible for implementing and updating their plans.

Eric Rice is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, State Farm as an independent agent, Rocket Mortgage, Regions, and Citi, spanning nearly two decades. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

M Ichael Kane is a financial advisor with LPL Financial in Alpharetta, GA, holding a Series 63 designation and over 43 years of industry experience. His career includes roles at HUB International Investment Services, Inc., NRP Advisors, Inc., and New England Securities. Kane serves as a board member of the Retirement Advisor Council, a nonprofit industry organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning, portfolio management, and institutional platforms, supported by a large network of advisors and diverse investment strategies.

Christina Patel is a Series 66 licensed financial advisor at Merrill with seven years of industry experience. She previously worked at Boulevard Homes and Keller Williams Buckhead and spent six years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christina is also the registered agent of CP Real Estate LLC, an entity formed for real estate activities; she currently holds an inactive real estate license. 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 supported by internal and third-party managers for a variety of individual and institutional clients.

Matt Ellis is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo and Truist Advisory Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research, incorporates forward-looking capital market assumptions, and offers access to derivatives and commodities capabilities.

Joseph Mraz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2019, he worked at Capstone Financial and has held coaching and teaching roles, including serving as an assistant golf coach at Blessed Trinity High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional services supported by comprehensive research and multiple portfolio management approaches.

Erik Williams is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Morgan Stanley, Fidelity Investments, and Wells Fargo. He also founded Kreative Intelligence LLC, a business selling custom goods. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with tailored financial planning and consulting, offering a range of portfolio management styles supported by affiliated research and model managers.

Tommy Mills is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2017 and spent 26 years at Merrill prior to that. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Gorav Baidwan is a financial advisor with J.P. Morgan Securities in Marietta, GA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, with an emphasis on eligible strategies and integration of ESG considerations.

Jackson Daigle is a financial advisor with Fidelity in Marietta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at LPL Enterprise and Pruco Securities LLC. Outside of finance, he has worked as a bakery associate at Whole Foods Market. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios from mutual funds, ETFs, and ETPs.

John Pence is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2025, he spent 22 years with The Strategic Financial Alliance, Inc. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation overseen by specialized committees to generate tailored retirement income recommendations.

Lisa Gravlee is a financial advisor at Edward Jones in Peachtree Corners, GA. She holds a Series 66 designation and has nine years of experience with Edward Jones, along with prior roles as a self-employed advisor and with FAST Mentoring. 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 options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Christa Ross is a financial advisor with Merrill in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she serves as the Executive Sideline Director for the Alpharetta Junio Raiders Cheer program, a middle school cheer team. 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 institutions.

Noah Brand is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses. He has been with Thrivent and its affiliates since 2025. Outside of financial services, Brand has experience managing small businesses in exterior cleaning and automotive repair. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic analyses covering a wide range of planning topics, with clients able to integrate planning with managed-account services under the WealthPlan billing option.

Matthew Joines is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously held roles at Kestra Financial, NFP Securities, and Veracor. Outside of his primary advisory duties, Joines provides consulting and coaching services as a Retirement Operations Specialist. Cambridge Investment Research Advisors serves a diverse clientele, including individual investors and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base across multiple platforms and custodians, supporting both discretionary and non-discretionary management along with proprietary model strategies.

Cameron Everhardt is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and Cetera. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also provides discretionary and non-discretionary advisory work and serves as an advisor to multiple registered investment companies.

Bryant Thomas is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at Byrd-Mclellan Agency, Inc. and The River Golf Club, as well as completing his education at Clemson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and uses structured financial planning tools supported by its Global Investment Committee.

James Reeves is a financial advisor at Morgan Stanley in Alpharetta, GA, with nine years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and E*TRADE in various advisory roles. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate partnerships.

Scott Johnson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at E*TRADE Capital Management LLC and Fidelity Brokerage Service LLC. Outside of his advisory role, he operates a DIY credit repair business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and established tools, and it offers diverse investment solutions alongside traditional wealth management services.