Mark Willoughby is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley/E*Trade and Wells Fargo. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Jack Delgado is a Series 66 licensed financial advisor with UBS Financial Services in Atlanta, GA, bringing four years of industry experience. Prior to joining UBS in 2021, he held positions at Green Square Wealth Management and was employed at Cherokee Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor plans to client goals.

Edward Parks Jr. is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 designations with 25 years of industry experience. His prior roles include positions at Wedbush, NY Life, LPL/Prudential, Raymond James, and FSC/Advisor Group, alongside managing The Parks Management Group, LLC since 2006. 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 in its investment approach.

Mark Anheier is a financial advisor at Charles Schwab with 26 years of industry experience. He has held roles at Charles Schwab since 1998 and Charles Schwab Bank since 2005. Outside of his advisory work, he also works as a server at Chili's in Dallas, Texas. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a centralized operational structure that supports a high client coverage per advisor.

Lauren Riepenhoff is a financial advisor at RBC Capital Markets with 13 years of industry experience. She previously worked at UBS Financial Services for 12 years before joining RBC in 2024. Outside of her advisory role, Lauren works as a grocery delivery driver for Instacart. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customized investment strategies and portfolio management solutions.

Ashley Brown is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Morgan Stanley in 2019, Brown worked at E*TRADE Securities LLC and has one year of experience at Chick-Fil-A Calhoun. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling to support client financial plans.

Margaret Church is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Merrill since 2014 and has been with Bank of America N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Megan Chiramal is a CFP® professional with 14 years of experience in the financial services industry, currently with Wells Fargo Advisors. Her prior roles include positions at Voya Investment Management and Cambridge Investment Research. Outside of advising, she serves as a financial compliance officer for an organization focused on educating young girls in Togo and owns a business selling artisan cat toys. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.

Lee Keeler is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1982, as well as Bank of America since 2009. Merrill, in conjunction 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Genco is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and having 22 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Callie Thompson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2024, she worked at Morgan Stanley and First Horizon. Outside of finance, she has held roles in retail and hospitality, including at Babalu's and Kendra Scott. 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 investors.

Micah Moseley is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014, including two years affiliated with Bank of America, N.A. Outside of his advisory role, Moseley owns an LLC through which he provides interior design assistance to friends and family on a volunteer basis. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Noah Murphy is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and various positions outside finance, including time with the Alabama Air National Guard. 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 a range of clients including individuals, high-net-worth clients, and institutional accounts.

Larsen Maasikas is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation. He has one year of industry experience and previously worked at Northwestern Mutual and The Ohio State University. Prior to entering the financial industry, he was employed outside finance and also worked in the hospitality sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focusing on retirement income planning, asset allocation, and tax-aware withdrawal strategies.

David Green is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Samsara, Storm Smart Industries, Deutsch, and SS+K. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and systematic methodologies in portfolio construction and serves as a registered commodity pool operator with advisory responsibilities to multiple registered investment companies.

Lauren Galvin is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2010. Outside of advisory work, she is a co-owner of a family rental property in Inlet Beach, Florida. 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 plans, corporations, and charitable organizations.

Christopher Payne is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Cory Sellers is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and having 12 years of industry experience. He has been with UBS since 2013 and is also involved with the Church of the Redeemer, where he works part-time. Additionally, he occasionally performs music locally, playing guitar and singing at various venues and private events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Daniel Kaufman is a Certified Financial Planner (CFP®) with 17 years of experience in the financial industry. He is currently affiliated with Morgan Stanley and has previously worked at Bank of America and Merrill Lynch. Kaufman is based in Atlanta, GA. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Colin O'Hare is a Senior Financial Advisor on Merrill's Global Corporate & Institutional Advisory Services team. He utilizes the investment insights provided by Merrill alongside the banking services of Bank of America to support various aspects of his clients' financial lives. His work with clients centers on identifying primary financial goals and needs, with a focus on wealth management planning strategies, wealth forecasting, stock option analysis, concentrated stock strategies, and coordinating tax minimization strategies in collaboration with clients' tax and legal advisors. Colin holds FINRA Series 7 and 66 registrations, as well as the Chartered Retirement Planning Counselor™ designation. He is also recognized as a Personal Investment Advisor. He earned his bachelor's degree from The Ohio State University Fisher College of Business, where he was named an Ohio State Scholar-Athlete and participated on the Division 1 Men's Lacrosse team that finished as national runners-up. Raised in Jupiter, Florida, as the son of two Merrill financial advisors, Colin now resides in Buckhead, Georgia. Outside of his professional role, he enjoys spending time with family, exercising, fishing, and paddleboarding.