Eric Kelley is a financial advisor with Merrill, holding a Series 66 designation and over 20 years of industry experience. He has been with Merrill since 2005 and also works with Bank of America, N.A. since 2015. Outside of his advisory role, he is a member of Second Square LLC, an investment-related LLC focused on property renovation and resale. 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 managed by internal Chief Investment Office teams and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Bradley Cohen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 2004, initially with SunTrust Bank Private Wealth Management before joining Merrill Lynch in 2013. His professional roles have focused on coordinating and planning financial goals for individuals, families, retirees, and business owners. Brad concentrates on areas such as college education planning, personal retirement planning, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. His education includes a Bachelor's Degree from the University of Florida and an Accredited Certificate Program from the University System of Georgia. Based in Atlanta, Brad lives with his wife Catherine and their two sons, Jordan and Miles. In his personal time, he enjoys basketball, cooking, football, golfing, music, and spending time with his family.

Catherine Genty is a financial advisor at LPL Financial with 30 years of industry experience and a Series 66 designation. Her prior experience includes roles at CUNA Mutual Group, Cambridge Investment Research, AXA Advisors, E*TRADE Capital Management, Equitable Advisors, and Truist Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing a variety of portfolio strategies supported by technology and a large network of advisors.

Dwayne Reid is a financial advisor at J.P. Morgan Securities with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Empower Financial Services and Scotia Investment Jamaica LTD. 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.

Emma Smith is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including John Hancock, Bank of America, Merrill Lynch, Morgan Stanley, and Charles Schwab. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, pension plans, and municipal entities. The firm offers a range of financial planning and advisory services supported by research, diverse portfolio management styles, and specialized municipal advisory capabilities.

Carrie Viberg is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2016. 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 leverages proprietary research and model-based asset allocations to tailor client plans.

Casey Willett is a financial advisor with Edward Jones in Conyers, GA, holding a Series 66 designation. He joined Edward Jones in 2025 after seven years at Boehriner Ingelheim Vetmedica Inc and has prior experience with RSVP Prom and Pageant as well as Marker 7. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of net worth levels. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and advisory services through a nationwide network of more than 23,700 financial advisors.

Julie Schuette is a financial advisor with Merrill in Atlanta, GA, holding the Series 63 and Series 66 designations and has 17 years of industry experience. She has been with Merrill since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a co-owner of a family rental property in Edisto Beach, South Carolina. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Austin Sykora is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, and Equity Services, Inc. Outside of his advisory work, he serves as Chief Marketing Officer for Project Parlay and works as a rideshare driver. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Jason Pace is a financial advisor at Morgan Stanley in Atlanta, GA, with 27 years of industry experience. He has been with Morgan Stanley since 2009 and is currently associated with Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 licenses. 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, and manages approximately $2.74 trillion in client assets.

Patrick Campbell is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to plan for their goals and dreams. He employs a financial planning process that leverages Fidelity's broad offerings and focuses on investment strategy, retirement planning, tax-efficient investing, estate planning considerations, charitable gifting, and more. Prior to joining Fidelity Investments in 2022, Patrick served as a Financial Advisor at Merrill Lynch from 2019 to 2022 and as a Financial Consultant at E*TRADE Financial from 2015 to 2019. His experience spans wealth planning and helping clients work towards their own definition of success. Outside of his professional work, Patrick has interests in biking, cars, hiking, playing musical instruments, outdoor adventures, and parenthood.

Madison Martin is a financial advisor at Edward Jones in Decatur, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Madison worked at CMS Payments Intelligence, Inc. and has been involved with Emory University in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and managing over $1 trillion in assets through a nationwide network of advisors and branches.

Konsetta Kelly is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2019. She has two years of industry experience and a background that includes roles at Ricoh and Big Lots. Outside of her advisory work, she owns 4ever Natural Beauty, a business that sells handmade bath and body products, and has written two Christian books under Konsetta Kelly Ministries. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Samuel Yates is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, following ten years at Jefferies & Company and four years at Credit Suisse Securities. Outside of his advisory role, he serves on the advisory board of Wolfpack Fourth and Ten, an education-related organization based in Atlanta. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Elvyn Sanchez is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with a select group of families, retirees, corporate executives, and business owners in Atlanta and across the country. Elvyn provides clients with a comprehensive wealth planning experience, aiming to simplify financial complexities and make them easier to understand. His areas of expertise include divorce transition planning, employee benefits planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income. He believes in delivering holistic education to help clients make informed financial decisions and coordinates efforts with specialized firm professionals to provide thorough support. Elvyn holds the Chartered Retirement Planning Counselor™ designation, Certified Plan Fiduciary Advisor® designation, Personal Investment Advisor designation, and Retirement Benefits Consultant title from Merrill. He earned dual bachelor's degrees in Business Management and Real Estate from Florida State University. Elvyn communicates with clients in English and Spanish. He is also involved in community efforts such as Better Money Habits - Financial Literacy. Outside of work, Elvyn enjoys boating, cooking, hiking, and spending time with his family in Marietta, where he resides with his wife Amber and their three boys.

Sequoyeth Simpson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Simpson held roles at Fiserv and also worked as an umpire with Atlanta International Umpires. 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.

David Platt Jr. is a financial consultant at LPL Enterprise with Series 63 and Series 65 credentials and one year of industry experience. He has previously worked at Trinity Wealth Securities and Florida Financial Advisors. Outside of advisory roles, he has experience in fixed insurance sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs model-driven investment strategies and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Kurt Jones serves as a Managing Director and Wealth Management Advisor for Merrill Lynch Wealth Management in Atlanta, Georgia. He joined Merrill Lynch Wealth Management in 2007 and currently holds a leadership role as the Sales Manager for the Merrill Atlanta-Buckhead Market. Kurt provides a broad range of wealth management services, utilizing the open architecture and global resources of Merrill within a family-style, boutique environment. He follows a consistent, yet customized goals-based philosophy to develop tailored strategies for each family he serves. Kurt graduated with an honors degree in Finance from the Culverhouse College of Business Administration at The University of Alabama, where he concentrated in Investment Management and minored in Economics. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Accredited Wealth Management Advisor™ (AWMA), and Certified Plan Fiduciary Advisor® (CPFA). Outside of his professional commitments, Kurt is involved in various groups within the local community. He enjoys sports, traveling, and spending time outdoors, and is a passionate fan of Alabama football. Kurt resides in Johns Creek with his wife, Lindsay, and their children Millie, Knox, and Luke.

Robert Karem Jr. is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He has been with UBS Financial Services since 1986. 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 uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

David Forston Jr. is a Series 66-credentialed financial advisor with 18 years of industry experience, currently practicing at Ameriprise in Peachtree City, GA. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he coaches girls under-8 soccer for a local youth club. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.