Christopher Mc Gregor is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill and Merrill Lynch Pierce, Fenner & Smith, Inc. since 1993, as well as at Bank of America, N.A. since 2011. 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 strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Megan Pennington is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked at Atlanta Flooring Design and Vera Bradley. Outside of advising, she occasionally assists with paid events at her church in Auburn, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Laura Strong is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Based in Alpharetta, GA, she has served clients through one of the largest financial institutions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tony Toombs is a Financial Consultant at Fidelity Investments, bringing over 30 years of experience in the financial services industry. He has held various roles within Fidelity since 2021, including Portfolio Specialist and Planning Consultant, before his current position. Prior to joining Fidelity, Tony served as a Financial Advisor at several firms, including Western and Southern Brokerage Services, Merrill Lynch Pierce Fenner & Smith, and SunMark Financial Services. His career also includes roles such as Regional Vice President at Hartford Life and Financial Consultant at Raymond James. Throughout his career, Tony has developed expertise in designing personalized financial strategies that address clients' unique needs and goals. He holds the Certified Financial Planner (CFP) designation, reflecting his commitment to professional standards and client service. Outside of his professional work, Tony enjoys baseball, football, golf, traveling, and spending time with family.

Al Oliva II is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. With 35 years of experience in business and financial services, he works closely with corporate executives and small business owners to develop tailored financial plans. His approach involves one-on-one collaboration to help clients pursue their long-term financial goals. During his 15 years of financial advising, Al has guided numerous corporate executives through complex compensation structures, including stock options and deferred compensation plans, as well as executive benefits. He maintains regular communication with clients to track portfolio progress, provide market updates, and adjust strategies as needed. By leveraging the resources and specialists at Merrill, he aims to deliver effective results and build lasting client relationships. Al holds a Bachelor's Degree from Ithaca College and carries professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He also has interests in adventure sports, baseball, fishing, golfing, and traveling.

Ernest Guilliams III is a financial advisor at Merrill with Series 63 and Series 65 credentials and 49 years of industry experience. He has worked at Merrill since 2008 and at Bank of America since 2009. Outside of his advisory role, he manages a family farm and participates in several local councils related to planned giving and estate planning in 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jacob Burnette is a financial advisor with Ameriprise in Hoschton, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2019, he worked with the Pittsburgh Pirates from 2011 to 2017. He serves as Treasurer on the Board of Directors for the Atlanta Road Church of Christ. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

David Saltzman is a CFP® credentialed financial advisor with 38 years of industry experience. He has been with UBS Financial Services since 1994. Outside of his advisory role, he manages several personal LLCs related to real estate holdings, including a beach condo used as a primary residence and occasional rental. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research to tailor portfolio strategies to client goals.

Daniel Schurr is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. Based in Alpharetta, GA, he has been with UBS since 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Donnie Sanders is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 2004 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Richard Capurso is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at E*TRADE Capital Management, Wells Fargo Bank, and PNC Investments. 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 utilizes structured planning tools and market simulations to assist clients in financial decision-making.

Joann Pauley is a financial advisor at Merrill with 30 years of industry experience. She holds a Series 63 designation and has been with Merrill since 2006. 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 strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benardo Richardson is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Charles Schwab, SunTrust Advisory Services, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory services with extensive non-advisory financial activities.

Justin Ellis is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having six years of industry experience. He has been with Wells Fargo Clearing Services since 2019 and has worked at Wells Fargo Bank NA since 2016. Outside of his advisory work, Ellis co-owns a trading card collectibles business. 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 brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Ting Chor Szeto is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, Szeto worked at E*TRADE Securities LLC and FCS North America, Inc. He has been with Morgan Stanley since 2021. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

William Belcher is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has worked at multiple firms including LPL Financial, Invest Financial Corporation, and Aviva USA Corporation. In addition to his role at Cetera, he provides financial advisory services through Infinity Wealth Management Group and is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to affiliated and third-party managers.

Angela Jude is an Investment Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2012, progressing through various roles including Planning Consultant, Relationship Manager, Financial Representative, Retirement Planner, Retirement Representative, Self Directed Brokerage Specialist, and Trader. Her experience encompasses retirement and income planning, strategic financial planning, and investment guidance. Angela is focused on empowering individuals to pursue financial security and long-term prosperity. Outside of her professional responsibilities, Angela has interests in movies, reading, and traveling.

Khanh Lam is a financial advisor with Merrill in Duluth, GA, holding a Series 66 designation and six years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2014, with a one-year tenure at the Social Security Administration from 2018 to 2019. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Jensen is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 license and seven years of industry experience. His prior roles include positions at E*TRADE Capital Management, E*TRADE Securities, Edward Jones, Ag-Pro, and TNT Equipment. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets and offering customized plans supported by firm-approved tools and investment research.

Alexander Allen is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 licenses. He joined Morgan Stanley in 2026 and has prior experience at Kimera Ventures and Florida Financial Advisors. Before entering the financial industry, he held various roles in sectors including engineering, food service, and education. 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 financial planning services supported by structured discovery processes and advanced modeling tools.