Johanna Velasquez is a Series 66-licensed financial advisor with Merrill in Atlanta, GA, where she has worked since 2005. She has 3 years of industry experience. Velasquez serves as a board member of the Latin American Association, a nonprofit organization that supports Latin American immigrants in the metro Atlanta area. 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.

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.

Cody Hamilton is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab & Co., Inc. for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods.

Natalie Payne is a financial advisor at Fidelity Investments with one year of industry experience. She holds a Series 66 designation. Prior to her current role, she worked in various positions including independent contracting with 4E Barns and Sheds, where she managed logistics and invoicing for building deliveries. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and provides advisory services to multiple registered investment companies.

Jonathan Bucchere Jr. is a financial advisor at Merrill in Atlanta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill and Bank of America, he worked with Major League Baseball and completed four years at The University of Alabama. 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.

Michael Evanoff is a CFP® professional with 30 years of experience in the financial services industry. He has been with Ameriprise since 2009, currently serving as an advisor in Norcross, GA. His credentials also include the Series 63 and Series 65 licenses. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored Recommendation Reports through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions.

Brittany Hyde is a financial advisor at Merrill with six years of industry experience, holding a Series 66 designation. She has been with Merrill since 2019 and previously worked at Bob Steele Salon from 2013 to 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, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Smith is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, with prior roles at Bank of America and Merrill. Outside of finance, she is involved as a holiday artist, creating themed art pieces. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by a structured discovery process and firm-approved tools. The firm manages significant client assets and provides a range of investment and planning services without offering individual security recommendations as part of standalone plans.

Kenyatta Harris is a financial advisor at Morgan Stanley with 15 years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Charles Schwab and Charles Schwab Bank from 2010 to 2022. Outside of her advisory role, she is involved in content creation and affiliate marketing through her ownership of JK Effect Media LLC and participates in online sales and delivery services with platforms such as Poshmark, DoorDash, TikTok, and Amazon. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and serves clients under both direct and corporate financial planning agreements.

Christopher Ross is a financial advisor with Wells Fargo Clearing in Atlanta, GA. He holds the Series 66 designation and has over 20 years of industry experience, including long-term tenure at Wells Fargo Bank and prior roles at Merrill and Bank of America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Mary Greene is a financial advisor at LPL Enterprise with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 16 years before joining LPL Enterprise in 2024. Outside of financial services, she owns two businesses: Genesis Consulting Solutions LLC and Explore the World Travel LLC, a travel and leisure company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products within an integrated platform.

Clayton Larsen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes seven years of service in the U.S. Navy and education at the United States Naval Academy. 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 recommendations.

Aaron Golden is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for eight years. Golden also maintains a New York law license. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jefferson Pace II is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining RBC in 2024, he spent 15 years with UBS Financial Services Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Martin Holmes is a Financial Advisor with Merrill Lynch Wealth Management. He serves clients by providing personalized financial strategies that reflect their individual goals and circumstances. He holds a Bachelor's Degree from Louisiana State University System and has earned the Personal Investment Advisor (PIA) designation. Martin focuses on helping clients manage complex financial priorities such as home purchasing, college savings, elder care, and healthcare preparation. He works closely with clients to define goals, develop portfolio strategies, and offer ongoing advice to adapt investments as their situations evolve. Outside of his professional role, Martin enjoys billiards, bowling, music, reading, spending time with his family, watching movies, and writing.

Kevin Barnes is a financial advisor at Merrill with 23 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2001 and concurrently at Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dianna Moore is a financial advisor at RBC Capital Markets in Atlanta, GA, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 15 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies, combining in-house and third-party managers along with multiple portfolio management features.

Hyunwoo Cho is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2019, following prior roles at Bank of America and Merrill. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its planning process.

Mary Ellen Garrett is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 37 years of industry experience to her role. She leads The Garrett Group, delivering wealth planning, investment, and financial management services to individuals, families, family offices, corporations, charitable gift programs, endowments, and foundations. Mary Ellen focuses on helping clients simplify complex financial situations through personalized wealth plans tailored to their unique goals. Throughout her career, Mary Ellen has been recognized for her professional excellence and community service. She was named to Forbes’ "Best-In-State Wealth Advisors" list from 2018 to 2022, the "Top Women Wealth Advisors" list in 2017, 2018, 2020, and 2021, and received the Bank of America Corporation’s David Brady Community Service Award in 2015. She frequently speaks at seminars on wealth and estate planning strategies and emphasizes client education and family involvement to empower informed financial decisions. Mary Ellen is actively engaged in the Atlanta community, serving as Trustee and Vice Chair of the Emory St. Joseph Hospital Board, Chair of the Atlanta Catholic Archdiocese Finance and Advisory Council, and Trustee of The Parkinson’s Foundation. She holds the Personal Investment Advisor (PIA) designation and attended Sinclair College. Outside of her professional pursuits, Mary Ellen enjoys cooking, gardening, golfing, reading, running marathons, traveling, and spending time with her husband Scott, their three children, and three grandchildren.