Kimberly Garland is a financial advisor at Morgan Stanley in Atlanta, GA, with 27 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Jefferies & Company, Inc. for ten years. Outside of her advisory role, she owns and manages vacation rental properties in Georgia. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and comprehensive asset management.

Lauren Moore is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley, she held roles at a variety of organizations including the Shooting Star Jackson Hole Golf Club and Jackson Hole Mountain Resort. Outside of financial services, her background includes experience in retail and hospitality sectors. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of investment and planning services.

Hunter Garland is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2017 and Bank of America, N.A. since 2018. Prior to that, he was employed at Dorsey Wright & Associates from 2015 to 2016. 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.

John Mccarthy Jr. is a CFP®-certified financial advisor with 37 years of industry experience, currently practicing at Stifel in Atlanta, GA. Prior to joining Stifel, he worked at Truist Advisory Services and Bb&T Securities. He serves as a board member of the Fulton County Employees Retirement System Retiree Pension Board and is a member of the golf committee at Brookfield Country Club. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Alysia Van Beverhoudt is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at law firms and service positions at UberEats and Kroger. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and modeling tools.

Adunni Covington is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Bank of America, Merrill, Fidelity Investments, and TIAA, among others. Outside of her advisory work, she is involved in entrepreneurial activities through Adunni LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers non-discretionary advice, with a focus on funds and strategies approved through its internal review processes.

Joseph Falzone is a financial advisor with LPL Enterprise in Atlanta, GA, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Truist Investment Services, and BB&T Securities. Outside of his advisory work, he volunteers as a baseball coach with Ocee Park Recreation. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Hugh Moody is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Merrill since 1998, concurrently serving at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Robert Southall is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides clients with tailored financial strategies that leverage the resources of Merrill and Bank of America. His expertise includes asset allocation guidance, tax-efficient investing, cash flow management, lending, retirement income strategies, and wealth transfer. Robert holds the Personal Investment Advisor (PIA) designation and completed his High School Diploma at the University of Southern Mississippi.

Keven Davis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Linda Swain is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Truist Investment Services, SunTrust Banks, Edward Jones, and Country Financial. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and futures commission merchant registrations.

Daphne Willis is a Series 66-registered financial advisor with Merrill in Atlanta, GA, with six years of industry experience. She has worked at Bank of America Merrill Lynch since 2019. 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 for individuals, high-net-worth clients, and institutions.

Jimmy Meadows is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing Services, LLC since 2017 and has also worked with Wells Fargo Bank NA since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of 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 the Wells Fargo Investment Institute and third-party sources.

Maxwell Hampton is a financial advisor at J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation with three years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, as well as a position at the American Institute For Economic Research. He also worked at Hampden-Sydney College and was involved with The Caramel House. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Angela Cain is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. Her career includes positions at Bank of America, Merrill Lynch, and Rockefeller Financial LLC. Outside of her advisory role, she assists a dog breeder by acting as an in-cabin flight nanny for Chihuahuas. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Zachary Zwieg is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2011, he has focused on helping clients develop personalized financial strategies by understanding their short- and long-term financial objectives. He works closely with individuals, families, and businesses to provide investment guidance and potential solutions tailored to their specific needs. As a member of the Global Corporate & Institutional Advisory Services team, Zach emphasizes the educational aspect of his role, aiming to make clients more knowledgeable and comfortable with their personal finances. He holds the Certified Financial Planner (CFP®) certification as well as the Chartered Retirement Planning Counselor (CRPC™) designation. Zach earned his bachelor's degree in Finance from the University of Florida. Originally from Central Florida, Zach lives in Atlanta with his wife Lauren and their daughter Blakeley. They are actively involved in the special needs and Down Syndrome community following their daughter's diagnosis at birth in 2024.

Raymond Bright is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with individuals, families, and business owners to understand their financial goals and develop personalized strategies for wealth accumulation, retirement planning, investment management, and legacy planning. He provides ongoing advice and guidance, helping clients make informed financial decisions through every stage of life. His areas of focus include college education planning, corporate benefits, corporate executive services, equity compensation services, family wealth management strategies, portfolio management services, tax minimization, and retirement income. As a Merrill Financial Solutions Advisor, Raymond takes the time to get to know his clients and understand what is important to them in order to tailor financial strategies that pursue their short-, mid-, and long-term goals. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. Raymond holds a Bachelor's Degree from the University of Alabama at Birmingham and is a Personal Investment Advisor (PIA). Outside of his professional work, he has interests in basketball, football, and running.

Christopher Brantley is a financial advisor at Morgan Stanley in Atlanta, GA, with 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as an executor for multiple estates and is sole proprietor of an agricultural business involving farmland in Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Alexa Kamisky is a Series 66-licensed financial advisor with Merrill in Atlanta, GA, and has three years of industry experience. Prior to joining Merrill in 2021, she worked in roles at Kennesaw State University and Village Park Senior Living. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutions.

Alex Elmore is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, customized investment solutions across a broad platform.