Spencer Curtis is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Frank Stanley II is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 designations and seven years of industry experience. Prior to his current role, he served in the U.S. Army from 2006 to 2017 and continues to serve in the U.S. Army Reserves, 335th Signal Command. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing a combination of in-house and third-party investment managers.

John Boccaccio Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior work includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A., where he worked for six years, as well as a year at Carroll Organization. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Brian Frank is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 65 and Series 66 licenses and having 25 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in several investment-related business activities, including partnerships in real estate and lending ventures in Montana and Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenarios developed by its Global Investment Committee.

John Lindsey is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank and JPMorgan Securities. Outside of his advisory role, he serves as Treasurer for the Loring Heights Neighborhood Association in Atlanta, managing payments and neighborhood upkeep initiatives. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocation to tailor investment plans. The firm also provides custody, underwriting, and capital markets services alongside wealth management.

Leslie Lauer is a financial advisor with RBC Capital Markets in Atlanta, GA, holding a Series 66 credential and 20 years of industry experience. Prior to joining RBC in 2023, she spent 17 years at UBS. Outside of her advisory role, she serves on the board and several committees of Intervine Inc., a 100% ESOP-owned wine distributor. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and multiple advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services.

Vicente Jimenez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. He is based in Atlanta, GA. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to inform non-discretionary recommendations.

Kelly Westmoreland is a Private Wealth Advisor at Merrill Private Wealth Management. She has been with Merrill and the Westmoreland Group since 1994. In her current role, Kelly and her husband, Rod Westmoreland, lead a team of over 25 professionals to provide comprehensive advice and guidance to families, primarily focusing on business owners, C-suite executives, and families experiencing liquidity events. Over her tenure, Kelly has held various roles within the team, including client associate, analyst, business development coordinator, relationship manager, and ultimately Private Wealth Manager and equity partner. She serves on the team's Executive Committee and Investment Committee. Kelly holds a Bachelor's degree in Business Administration with a concentration in Finance from Auburn University and holds FINRA Series 7 and 66 registrations as well as the Accredited Wealth Management Advisor™ designation. She is also a Personal Investment Advisor. Kelly is a native and resident of Atlanta, Georgia. She and her husband support the local community through organizations such as the High Museum of Atlanta, Odyssey, and the Atlanta Humane Society. Kelly's team provides a boutique family office experience to over 160 client relationships across the U.S., offering services that include wealth management, estate planning, family legacy planning, philanthropic planning, as well as banking and lending services through Bank of America.

Elise Mueller is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2020. Outside of her advisory role, she is the sole owner of a rental property in Charlotte, NC. 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Minella is a financial advisor with Morgan Stanley in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. His background includes roles at Morgan Stanley and Lead Strategy, as well as academic experience at the Georgia Institute of Technology. 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 structured discovery and firm-approved tools.

Jacqueline Bowen is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has worked at Merrill since 2002 and joined Bank of America, N.A. in 2024. Outside of finance, Bowen is co-owner of JAQS Design & Printing LLC, a family-held printing and design business. 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 investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

David Paek is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual and service as an independent contractor for Uber providing food delivery. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Mary Topping is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2019. She has five years of industry experience and previously held positions at ChildPlus Software and several hospitality businesses. Outside of her advisory role, she is involved with Big Sky Buckhead, a food and bar service in Atlanta, where she works as a bartender. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and methodologies.

A King Ishmael is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations. His prior work experience includes roles at Wells Fargo Clearing Services, E*TRADE Securities, and several companies outside finance such as UPS, Amazon, and Delta Air Lines. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide investment recommendations.

Shelley Davidson is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 15 years. Davidson is based in Atlanta, GA. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, along with integrated capital-markets and lending capabilities.

Brigid Mc Grath is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and five years of industry experience. Her prior work includes positions at RJ Pope and various roles outside finance, including at Crabapple Tavern and Taqueria Tsunami. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad platform that includes custody, underwriting, and capital markets services.

Deshunnon Thomas is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Fidelity in Atlanta, GA. His prior experience includes roles at Wealth Enhancement Advisory Services, Minnesota Life Insurance Co, Securian Financial Services, JOYN Advisors Inc, and Synovus Securities. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, including management of multiple registered investment companies and fund-of-funds.

Constance Visco is a financial advisor at Morgan Stanley based in Atlanta, GA, with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2017, previously working at UBS Financial Services for one year. 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. The firm emphasizes structured financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Sophie Courts is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation. She has one year of industry experience, with prior roles at UBS Financial Services Inc. and Brookwood Associates. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

James Myers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with executives and business owners to develop financial solutions aimed at helping them and their families establish lasting legacies. His client focus areas include executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, tax minimization, and retirement income. James has been in the financial services industry since 2001. He earned a Bachelor's degree in Finance from Georgia Southern University. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). James resides in Dunwoody, GA, with his wife Amanda and their dog Ella. He is an avid golfer and enjoys attending live music events, football games, playing the guitar, and spending time with his family.