Natalie Armstrong is a Series 66 licensed financial advisor with Merrill in Atlanta, GA. She has 13 years of experience with Merrill, having worked there since 2013. 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 a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gerald Kehoe is a Financial Advisor with Merrill Lynch Wealth Management. He partners with individuals and families to understand their financial goals and provides personalized guidance to help navigate life's opportunities and challenges. Gerald's approach involves developing personalized wealth, retirement, and legacy strategies while building long-term relationships based on trust and thoughtful guidance. His expertise includes family wealth management strategies, portfolio management services, sports and entertainment, individual and corporate investment strategy, and retirement income planning. Gerald has earned professional designations including Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Gerald holds a Bachelor's Degree from the University of Massachusetts System. Outside of his professional work, he has interests in football, ice hockey, skiing, soccer, and tennis.

Todd Urowsky is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and bringing 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach incorporates structured discovery and advanced modeling tools but does not include individual security recommendations as part of standalone planning.

Marek Misewicz is a financial advisor at UBS Financial Services with 23 years of industry experience. He has held his current position at UBS since 2008. He holds a Series 66 designation. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Christopher Metzger is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 14 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2016, following two years at Harrisdirect LLC. Based in Atlanta, GA, Metzger has spent the majority of his career within the Schwab organization. Charles Schwab & Co., Inc. serves a large client base, primarily 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 separately managed accounts and emphasizes multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Roger Hunt is a financial advisor with Merrill in Atlanta, GA, holding Series 63, 65, and 66 credentials and 31 years of industry experience. He has worked at Merrill Lynch Pierce Fenner & Smith Inc since 2002 and at Bank of America since 2009. Outside of his advisory role, he serves as a director for MagellanOne AI LLC, an AI-based corporate wellness program. 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, institutions, and charitable organizations.

Travis Sewell is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Customer Service Specialist at TD Ameritrade and as an Account Executive at Turner Wealth Management. In his role, Travis partners with clients to develop financial plans aimed at helping them work toward their financial goals. His experience spans various facets of financial consulting, investment advising, and client service within the financial services industry.

Justin Pugh is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. 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 leverages proprietary research and model-based asset allocations to tailor client plans.

Andrew Lavrennikov is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with six years of industry experience. He previously worked at UBS Financial Services, Inc. for six years and at The Gersh Agency for four years. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

George Christian Jr. is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Bloom Billing and Accounting, FIS Global, and the University of Georgia. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Jeremy Becht is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at Morgan Stanley since 2014, including roles with Morgan Stanley Private Bank, N.A. Prior to that, he was with Massmutual Life Insurance Co. from 2013 to 2018. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Darrell Springer is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Morgan Stanley, William Blair, and Marriott International. He is also involved in selling fixed insurance products and operates his own financial services business, NXTGEN Capital Advisors. Cetera Investment Advisers LLC provides advisory services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and planning services using a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Scott Mayer is a financial advisor at Morgan Stanley in Atlanta, GA, with 13 years of industry experience. He holds a Series 66 credential and has worked at UBS Financial Services, INC., Bank of America, N.A., and Merrill prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery and firm-approved tools.

Philip Wait is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been a registered financial advisor for over 21 years, providing expertise in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, philanthropic planning, small business strategies, women and wealth, tax minimization, and retirement income. Philip graduated from Clemson University in 1999 with a Bachelor's Degree and holds the designation of Personal Investment Advisor (PIA). He lives in Brookhaven with his wife, Sheryl, and their three children. Outside of his professional work, Philip enjoys golfing, skiing, and hunting.

Clint Maynard is a financial advisor at Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at E*TRADE Securities and various positions in staffing and trading firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Rhea Chawla is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and previously worked at the Georgia Institute of Technology and Alan C. Pope High School. 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 plans, corporations, and charitable organizations.

Carla Wright is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Bank of America and Merrill from 2015 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Angelique Deleva is a CFP®-certified financial advisor with over 31 years of industry experience, currently serving at Morgan Stanley in Atlanta, GA. She has been with Morgan Stanley and its affiliated Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning leveraging structured discovery processes and approved planning tools, managing approximately $2.74 trillion in client assets.

Brian Jenkins is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with JPMorgan Chase Bank, NA, and J.P. Morgan Securities since 2011. Jenkins is also an employee of JPMorgan Bank, enabling him to offer certain bank products and services, including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering a comprehensive range of advisory and brokerage services.

Joseph Faxio is a financial advisor with Equitable Advisors in Decatur, GA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Morgan Stanley, Merrill, and TD Ameritrade. Outside of his advisory work, he serves as Vice President and Pastoral Consultant at Calvary Worship Center International and holds board memberships with organizations such as Families First and The Mary Parker Foundation, along with coaching youth sports and leading small group discussions in his community. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves matching client information and risk profiles to various advisory programs and third-party managers, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.