William Janci is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, including eight years as a Senior Pricing Manager at Bank of America's Dealer Financial Services division, where he managed a team and was responsible for pricing bank asset originations. At Merrill Lynch, William focuses on developing strategies that align with clients' short- and long-term financial objectives, serving individuals and families with a holistic approach that considers assets, liabilities, and tailored risk mitigation. William's areas of expertise include college education planning, executive compensation, equity compensation services, family wealth management, legacy planning, tax minimization, and retirement income. He holds the Chartered Financial Analyst® (CFA) designation as well as the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Finance, graduating Cum Laude, from Villanova University. Outside of his professional work, William is active in his local community and coaches his son's soccer team. He resides in Dunwoody with his wife, three children, and their pets. His personal interests include skiing, gardening, golf, and cooking.

Ayodele Adeyemo is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses and five years of industry experience. He has been employed with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013 in various roles. Adeyemo is concurrently employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services, including deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Richard Arno is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2017, following 14 years at Next Financial Group. Outside of his advisory role, he is involved in independent insurance brokering and manages his own business entity, Arno & Associates, Inc. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team in partnership with financial advisors.

Caroline Reid is a financial advisor at Stifel in Atlanta, GA, holding a Series 66 designation with seven years of industry experience. She has been with Stifel since 2018 and previously worked at Kensie and the University of Georgia. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

Simon Young is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley in various capacities from 2009 to 2026 before joining Wells Fargo Clearing in 2026. Outside of his advisory role, Young is a baseball pitching instructor. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Rebecca Thompson is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 license and six years of industry experience. She previously worked at UBS Financial Services and has a background that includes roles at Neiman Marcus and Kravet Inc. Outside of her advisory work, she serves as a volleyball referee for an adult sports league operated by Live Life Fun LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Joshua Morrison is a financial advisor with Morgan Stanley in Atlanta, GA. He holds a Series 66 designation and has been with Morgan Stanley since 2022. Prior to his current role, he worked in various positions across multiple industries, including hospitality and logistics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and economic models.

Sina Taghizadeh is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and has 11 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Sage Mountain Advisors, Voya Investment Management, and Charles Schwab. Outside of advising, he is involved with Lifetime Fitness in a customer service role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that leverages firm-approved tools and modeling techniques.

Henra Chennault is a financial advisor at LPL Financial with 12 years of industry experience. His prior roles include positions at Edward Jones, Wells Fargo Advisors, and JP Morgan Securities. In addition to his advisory work, he is involved with Park Avenue Baptist Church in a pastoral capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Frendisha Davis is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior work includes roles at The Vanguard Group, Talent Bridge, AmerisourceBergen - The Lash Group, and Aon Retiree Health Exchange. She has been with Wells Fargo Clearing since 2019. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Melissa Budnik is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, specializing in Global Corporate and Institutional Advisory Services (GCIAS) in Atlanta. She provides tailored financial advice and forward-thinking strategies to ultra-high-net-worth entrepreneurs, executives, and their families, focusing on wealth management needs such as managing concentrated stock positions, retirement income planning, and corporate benefit programs including equity compensation and deferred compensation plans. Melissa combines her analytical skills with a planning-based approach to wealth management, working closely with clients to understand the purpose of their wealth and designing strategies aligned with their financial objectives and resources. As a member of the GCIAS group, she facilitates corporate benefits education and individualized client guidance, integrating investment resources from Merrill and banking services from Bank of America to address various aspects of clients' financial lives. She holds a Bachelor of Business Administration degree from the University of Georgia and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Outside of her professional responsibilities, Melissa enjoys playing tennis and spending time with her son, Caden.

Bryan Weiss is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and over 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Weiss operates a retail business selling gift cards. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services.

Maha Khashan is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in delivering personalized wealth management strategies to help clients address the complexities of their financial needs and goals. Maha's approach involves understanding her clients' priorities, designing customized plans, and providing ongoing investment guidance. Maha collaborates closely with clients to pursue their financial objectives by leveraging the investment insights of Merrill and the banking services of Bank of America. Her service focuses on preserving, growing, and distributing wealth while maintaining transparent communication and tailored support. Additional details about Maha’s education, credentials, or personal interests have not been provided.

Katherine Azzarella is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1989. 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.

Caitlin Leahy is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch as a Financial Advisor in 2018. Prior to that, Caitlin worked for a family office specializing in tax and account management for high net worth individuals and began her career at Deloitte in real estate tax. Her expertise includes college education planning, executive and equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Caitlin works with clients to create tax-efficient portfolios while optimizing other areas of their financial lives. Caitlin earned both her Bachelor of Science and Master of Science degrees in Accounting from New York University Stern and is a Certified Public Accountant (CPA). She also holds designations including Certified Divorce Financial Analyst (CDFA), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). She is involved with Junior Achievement and the United Way of Broward County. In her personal time, Caitlin enjoys music, reading, spending time with family, and watching movies.

Ken Geraghty is Vice President, Wealth Planner at Financial Investments. In this role, he partners with high net worth clients to develop comprehensive financial plans focused on retirement planning, income protection, investment strategies, and estate planning considerations. He has held various positions in the financial services industry, including Financial Consultant at Financial Investments from 2019 to 2025, Wealth Manager at USAA from 2015 to 2019, and Financial Advisor at New York Life from 2010 to 2015. Ken is a Certified Financial Planner™ practitioner, applying a holistic financial planning process to help clients pursue their financial and life goals.

Stephen Zeliff II is a financial advisor with Wells Fargo Clearing based in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and UBS Financial Services. He serves on the Church Support and Endowment Committee and the Mission Forward Fund Committee at Shallowford Presbyterian Church, contributing to investment oversight and grant decisions. 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 combines research and analytics with both brokerage and advisory solutions and manages approximately $671 billion in assets through over 14,000 financial advisors.

Todd Hallauer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been employed in the securities industry since 2002 and brings extensive experience in portfolio structuring, lending solutions, and personalized wealth management strategies. Todd's client focus includes family wealth management strategies, personal retirement planning, and small business strategies. Prior to his current role, Todd worked as a Financial Advisor with Morgan Stanley Wealth Management and as a Registered Financial Analyst with Merrill's Private Banking and Investment Group, now known as Merrill Private Wealth Management. He holds FINRA Series 7, Series 66, and Series 63 registrations, an insurance license, and the Personal Investment Advisor (PIA) designation. Todd earned a Bachelor of Arts degree in Communications from the University of New Orleans. Todd resides in Decatur with his wife and two sons. Outside of work, he enjoys music, reading, soccer, traveling, and spending time with his family. He is also active in community volunteer efforts, reflecting his commitment to the communities he serves.

Lloyd Walker Jr. is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill for a decade. Based in Atlanta, GA, he has been with Wells Fargo Clearing since 2023. 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 both brokerage and advisory solutions.

Patrick Varriano is a CFP® with 35 years of industry experience, currently serving at Morgan Stanley in Atlanta, GA. He has held roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies such as Global Investment Committee’s return estimates and Monte Carlo simulations.