Philip Mall is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Capital Management and E*TRADE Securities LLC. Outside of finance, he had a role at Truck and Tap Duluth. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Alexander Bush is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on delivering personalized wealth management strategies tailored to each client's unique financial situation and goals. He provides access to Merrill's investment insights along with banking and lending solutions from Bank of America. Alexander supports clients in various areas including college education planning, corporate executive services, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, portfolio management services, women and wealth, sports and entertainment, and tax minimization. He emphasizes building personal relationships and providing focused attention to meet the distinct needs of his clients. He holds a Bachelor's Degree from Kennesaw State University and has earned professional designations such as Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Alexander serves as the Board Chair for Athletes for a Better World, reflecting his commitment to community involvement and supporting athletes beyond their professional careers.

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.

James Kennedy is a financial advisor at Ameriprise Financial Services with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise since 2016. Kennedy serves on the Board of Directors for the Development Authority of Fulton County and manages his own advisory business, Meg Moore, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Davis Culwell is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 credentials and six years of industry experience. He has been associated with Sullivan & Schlieman Wealth Management and LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing various portfolio management strategies supported by in-house and third-party research.

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.

Michael Hugghins is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. 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, including tailored financial planning that utilizes firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

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.

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.

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.

Kathleen Ohara is a financial advisor at Edward Jones in Alpharetta, GA, holding a Series 66 designation with 15 years of experience at the firm. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel De Scalzo is a financial advisor with Edward Jones in Canton, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked for the Hamilton County Department of Education for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds, with a nationwide network of financial advisors and branch offices.

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.

Reid Mason is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2020. Prior to his current role, he was involved with Leverage Life Coaching and Adventures in Missions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses and written recommendations across various financial topics. The firm combines planning with managed-account programs under a consolidated billing option while keeping services separate and does not accept discretionary trading authority for its planning service.