Mitchell Boehm is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings a diverse background to his practice, drawing on experience as a former corporate executive at a Fortune 50 company and as a small business owner in industries ranging from technology to consumer products. Mitchell focuses on providing personalized wealth management strategies that help clients pursue their long-term financial goals. Mitchell holds a Bachelor's degree in Finance and Business from the University of Tulsa. He began his financial advising career with Edward Jones before transitioning his practice to Merrill Lynch Wealth Management. He maintains FINRA Series 7 and Series 6 registrations and holds the Personal Investment Advisor (PIA) designation. His client focus areas include personal retirement planning, small business strategies, and helping widowed or divorced women manage their financial futures. Outside of his professional life, Mitchell is married to a CPA and has three children. He is committed to ongoing learning and community involvement, volunteering with local organizations. His personal interests include baseball, chess, cooking, football, golf, table tennis, tennis, and spending time with his family.

Tory Hunter is a financial advisor with Primerica Advisors in Douglasville, GA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with PFS Investments Inc. since 2014 and has been affiliated with Primerica Financial Services since 2001. Outside of his advisory role, Hunter co-founded The Hunter Associates Group, where he is involved in motivational speaking and self-improvement life coaching. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Justin Thai is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. His background includes roles at E*Trade Securities LLC and experience in the food service industry prior to his financial career. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and broad investment programs. The firm manages approximately $2.74 trillion in client assets and includes specialized services such as estate planning and access to private funds.

Deborah Akers is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 63 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors from 2011 to 2016. Outside of her advisory role, she operates a wardrobe consulting business focused on personal shopping. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Bari Beilinson is a financial advisor at Charles Schwab with eight years of industry experience. She holds the CFP® and Series 66 designations and has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2017. Outside of her financial advisory role, she teaches first graders Hebrew and Jewish studies at Temple Sinai. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice, discretionary managed accounts, and integrated brokerage and custody services. The firm is notable for its scale and centralized operational structure across multiple advisory programs.

Grace Kennedy is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Her work history includes multiple periods at Morgan Stanley beginning in 2020, interspersed with roles in education and other sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning and a range of advisory programs using structured discovery processes and firm-approved tools.

Andrew Hoeflinger is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, J.P. Morgan Securities, JPMorgan Chase Bank, and Raiser LLC. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee‑based financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu and personalized recommendations supported by proprietary research and tools, with flexible implementation options across brokerage and advisory programs.

Darrell James is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill, Bank of America, and JP Morgan Chase. Outside of his financial advisory work, he occasionally works as a part-time Uber Eats driver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research-driven and diversification-based approaches in its investment strategies.

Shafiq Virani is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 credentials and six years of industry experience. He has held roles at Wachovia Bank, N.A., and has been involved with Ice Dreams Inc. dba Marble Slab Creamery. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and provides both discretionary and non-discretionary retirement plan services supported by extensive research and analytics.

Mark Johnson is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Next Financial Group Inc for 13 years. Outside of his advisory role, he is involved in insurance sales focused on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Christian Raynor is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in September 1998 and focuses on personal retirement planning, portfolio management services, and retirement income strategies. Christian works with clients to develop personalized financial strategies tailored to their long-term goals. Christian graduated from Florida State University in 1995 and subsequently played professional golf for three years before joining Merrill Lynch. He holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Christian participates in community volunteering and enjoys football, golfing, running, and spending time with his family.

David Easterling is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Auburn University, and Pritchard and Jerden. 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 emphasizes structured planning processes supported by firm-approved tools and models.

Robert Joyner is a CFP® credentialed financial advisor with 17 years of industry experience. He currently works at RBC Capital Markets, having previously held positions at UBS Financial Services and E*TRADE Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and combines in-house and third-party management to meet client-specific risk profiles.

Robert Gaynier is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has worked with Prudential Insurance Company of America since 2016 and previously at Pruco Securities, LLC. In addition to his advisory role, he is involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset management, and insurance products.

William Thompson is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Daniel Egbert is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Eric Reynolds is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at several affiliated firms including Truist Advisory Services and Pinnacle Financial Partners. In addition to his advisory role, he is an associate at Pinnacle Asset Management, where he assists clients with banking and investment needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Tracy Garrett is a financial advisor at UBS Financial Services with 25 years of industry experience. She has worked at UBS since 2018 and previously held positions at Janney Montgomery Scott and Mizuho Securities USA. UBS Financial Services 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 provides research-driven, model-based asset allocation tailored to client goals.

Lori Jordan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at various Wells Fargo entities since 2009 and briefly at Raymond James & Associates in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Clayton Anthony is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2009. Outside of his advisory role, Clayton serves as a board member for the University of Georgia School of Public and International Affairs Board of Visitors, where he is involved in fundraising. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm‑approved tools and comprehensive investment research.