Jordan Diab is a Series 66-licensed financial advisor with six years of industry experience, currently practicing at J.P. Morgan Securities in Atlanta, GA. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Retail Rebel, Livingood Daily, Equilibria, Alvarez & Marsal, and Interior Define. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities through various regulatory registrations.

Quinton Bennett is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Goldman Sachs & Co LLC and has experience at Mastercard, HSBC, and Morehouse College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a team of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a forward-looking approach to capital markets, serving clients with a non-discretionary program.

George Gervais is a financial advisor at Ameriprise with one year of industry experience. He previously operated Gervais Capital Management and has experience in both educational and business roles. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service. The firm’s approach combines investment research, third-party data, and algorithmic tools to provide tailored recommendations within a defined investment universe.

Alicia Dunlap Dolby is a financial advisor at Merrill with 8 years of industry experience. She holds the Series 63 and Series 66 credentials and previously worked at Truist Financial for 6 years before joining Merrill in 2021. 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, and corporations.

John Fisher is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for UBS Financial Services and Morgan Stanley Private Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs.

Shallan Farmer is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 credential and has been with Edward Jones since 2016. Outside of her advisory role, she is associated with Advocare International, a health products business based in Plano, TX. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fees, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Remington is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at John Hancock and John Hancock Distributors for three years. His background also includes roles outside finance, including positions at The Home Depot and The Perfect Game. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools to model outcomes, offering a broad range of investment and financial strategies.

John Sullivan is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career as a Financial Advisor in 1995, he has focused on creating strategies tailored to clients’ risk tolerance, time horizon, liquidity requirements, and investment goals. He works primarily with high-net-worth individuals, their families, and businesses to address both short- and long-term financial objectives. John’s process involves a consultative approach where he first listens and reviews clients’ financial situations and goals. He then recommends asset allocations aligned with their income and growth expectations, followed by ongoing discussions on various opportunities including investments, retirement, estate planning, and philanthropy. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned a bachelor's degree from The University of Georgia, graduating in 1992. Outside of work, John spends time with his wife and children, and enjoys reading, golfing, and flying.

Tamika Riggins is a financial advisor at UBS Financial Services with nine years of industry experience. She holds the Series 66 designation and has worked previously at firms including Morgan Stanley, E*Trade Securities, and Wells Fargo Clearing Services. Outside of her advisory role, she owns a retail and online business, Isajo- Your Fashion CO., and operates a notary service as a sole proprietor. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored financial solutions through a nationwide network of advisors.

Teraise O'Connor is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Chirag Shah is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at TD Ameritrade and Scottrade. Outside of his advisory work, he is a partner in several rental property businesses. 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 and discretionary investment management, as well as comprehensive brokerage and custodial services.

Otis Pollard III is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 63 designation and 34 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is involved with an independent production team associated with Netflix, providing a residence for filming. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Hunter Pierpont is a financial advisor with Merrill based in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill since 2013 and concurrently at Bank of America, N.A. since 2016. 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.

Diego Sarmiento is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to align their investments with their lifestyle goals, ensuring that financial plans maintain the flexibility needed to adapt to life transitions. His expertise includes college education planning, legacy planning, retirement income, tax minimization, and small business strategies, among other areas. Diego began his financial services career in 2007 with Merrill Lynch Wealth Management. He holds a Bachelor of Arts degree in Economics from Rutgers University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and Spanish. Originally from the New York metropolitan area, Diego moved to Atlanta in 2013. He is active in the community, contributing to organizations such as the Northside Youth Organization and Habitat for Humanity. Diego lives in Buckhead with his wife, Tina, and their two children, Mason and Ella.

Luis Martinez is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Jax Federal Credit Union, Main Event, Bbt, and FedEx. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios and fund advisory services.

Kathryn King is a financial advisor at Merrill in Atlanta, GA, holding a Series 66 license with 13 years of industry experience. She has been with Merrill since 2013. 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 plans, corporations, and charitable organizations.

Stanley Sharp is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Merrill since 1985, also working at Bank of America since 2009. 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 with model-based and discretionary investment strategies developed by internal and third-party managers.

Steven Crowley is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, he was involved with Perco Equipment Rental, LLC and Southern Land Conservation, LLC. Outside of his advisory role, Crowley has passive partnerships in several land and real estate-related entities and is a passive partner in a tech startup focused on booking outdoor guided trips. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and modeling techniques.

Nicole Decker is a financial advisor with Merrill based in Atlanta, GA, holding a Series 66 designation and three years of industry experience. Her prior experience includes positions at Bank of America N.A. and Tavistock, as well as a role with Atlanta Habitat for Humanity. 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, pension plans, corporations, and charitable organizations.

Garrett Cathey is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds a Series 66 designation and has been with the firm since 2024. Prior to his current role, he has experience in various service and retail positions and is affiliated with Kennesaw State University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs using firm-approved analytical tools and structured, collaborative client relationships.