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.

Taneil Brown Prudence is a financial advisor at Morgan Stanley with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2023, she held roles at E*Trade Securities LLC, FedEx Ground, Door Dash, Floor and Decor, Randstad, and Chime Solutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analytics. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

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 in Atlanta, GA, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Morgan Stanley and has experience in various roles outside of finance, including positions at Uber, Lyft, and Keller Williams. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

David Lee is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at Danko Education and Cruz Noellien & Associates, LLC, and spent eight years at Chef Lee's, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Thomas Wade is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 credentials and 32 years of industry experience. His career includes roles at Fidelity Investments, PNC Wealth Management, and Banyan Partners, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Christopher Hartnett is a financial advisor with UBS Financial Services in Atlanta, Georgia, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Bank of America, N.A. and Merrill Lynch Pierce Fenner & Smith Incorporated. Outside of his advisory work, he advises his wife on business planning for her interior design company, Markey Design Co. 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 provides fee-based financial planning, discretionary and non-discretionary portfolio management, and uses proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

William Kennon is a Series 66–licensed financial advisor with 11 years of industry experience. He is currently with UBS Financial Services in Atlanta, GA, where he has worked since 2023. Prior to UBS, he was employed at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of services supported by proprietary research and comprehensive capital markets platforms.

Jesse Walton Jr. is a Certified Financial Planner (CFP®) with 25 years of industry experience, currently serving at Morgan Stanley in Atlanta, GA. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is a member of the Finance Committee at The Walker School in Marietta, Georgia, where he participates in financial decision-making and fundraising activities. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, offering tailored financial planning supported by advanced modeling tools and a substantial client asset base.

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 in Atlanta, GA, with 10 years of industry experience. He holds Series 65 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to that, he was with Bank of America and Merrill from 2015 to 2017. He also serves in the United States Marine Corps Reserves. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

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.

Andrea Molavi is a CFP® professional affiliated with Wells Fargo Clearing in Atlanta, GA, with 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at USAA Financial Planning Services and USAA Investment Services Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and third-party databases to guide investment decisions, offering both brokerage and advisory solutions.

Mindy Spencer is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. She has worked at Wells Fargo Bank since 2012 and is also the owner of Thistle & Butterfly, a business focused on designing, manufacturing, and selling greeting cards, fine art, and gifts. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, integrating advisory services with other financial products and referral channels.

Michael Cusick is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in working with high net worth clients to enhance their financial well-being by aligning their financial goals with their personal aspirations. His approach to wealth management is holistic, focusing on understanding each client’s unique circumstances to tailor personalized strategies that support asset growth throughout their working years, retirement, and future generations. Michael began his career in financial services in 2012 and joined Merrill Lynch Wealth Management in 2014. He holds a Bachelor of Science degree in Electrical Engineering from the University of Michigan. Michael has earned the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. He utilizes the resources of Merrill and Bank of America, including banking, lending, and an extensive network of legal, tax, estate planning, and liability professionals, to assist clients in their financial planning. Outside of his professional role, Michael resides in Alpharetta with his wife, two teenage sons, and their two Golden Retrievers. He is involved in several local community organizations, including the Boy Scouts of America, and serves as an Elder at his church. Michael enjoys attending his sons’ sporting events and engages in activities such as golf, biking, hiking, and traveling with his family.

Matthew Wilson is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018, including time at Charles Schwab Bank. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and centralized operational structures.

Ryan Hilliard is a CFP® with 26 years of industry experience and has been with Stifel since 2005. He is based in Atlanta, GA. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group. The firm provides episodic, fee-based financial planning and works alongside affiliated trust companies and banks to offer additional financial services.