Joseph Wilber is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, portfolio management services, and tax minimization. Joseph works with individuals and families to help them accomplish their financial goals. Joseph holds a Bachelor's Degree in Finance from the University of Georgia. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Portfolio Manager (CPM), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Joseph is involved in community and volunteer activities including the Atlanta Outdoor Club, Northside Youth Organization where he helps coach a youth baseball team, the UGA Mentorship Program, and the UGA Alumni Association. He lives in Brookhaven with his wife and enjoys spending time with family and friends, as well as activities such as baseball, billiards, fishing, football, golfing, skiing, and traveling.

John Mason Jr. is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cahaba Wealth Management. Outside of finance, he has experience working with a university student print organization and in the restaurant industry. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with clients responsible for implementing and updating their plans.

Brent Walker is a Financial Consultant currently working at Fidelity Investments since 2023. In his role, he guides clients through various stages of life, focusing on wealth accumulation, risk management, and income planning. He collaborates with clients to develop tailored financial roadmaps based on personalized strategies, tax-efficient investing, and ongoing communication to help clients pursue retirement and long-term financial goals with efficiency and clarity. Prior to his current position, Brent worked as a Financial Consultant at E*TRADE Capital Management from 2019 to 2023. He also held roles at E*TRADE including Branch Service Representative from 2018 to 2019 and was part of the Elite Client Service Team at E*TRADE Securities from 2016 to 2018. Outside of his professional work, Brent has interests in the beach, football, and outdoor adventures.

M Ichael Kane is a financial advisor with LPL Financial in Alpharetta, GA, holding a Series 63 designation and over 43 years of industry experience. His career includes roles at HUB International Investment Services, Inc., NRP Advisors, Inc., and New England Securities. Kane serves as a board member of the Retirement Advisor Council, a nonprofit industry organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning, portfolio management, and institutional platforms, supported by a large network of advisors and diverse investment strategies.

Barry Kaufman is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 2002. Outside of his advisory role, he is the owner of Foodsic LLC, a music publication business based in Roswell, GA. Ameriprise offers retirement-income planning services tailored for individuals approaching or in retirement with substantial investable assets, delivering detailed recommendation reports that incorporate tax-smart strategies and Social Security options. The firm combines research and algorithmic tools with personalized advisory to support clients’ retirement planning needs.

Christina Patel is a Series 66 licensed financial advisor at Merrill with seven years of industry experience. She previously worked at Boulevard Homes and Keller Williams Buckhead and spent six years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christina is also the registered agent of CP Real Estate LLC, an entity formed for real estate activities; she currently holds an inactive real estate license. 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 a variety of individual and institutional clients.

Matt Ellis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo and Truist Advisory Services. J.P. Morgan Securities 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.

Joseph Mraz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2019, he worked at Capstone Financial and has held coaching and teaching roles, including serving as an assistant golf coach at Blessed Trinity High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional services supported by comprehensive research and multiple portfolio management approaches.

Agnieszka Chmielewski is a financial advisor at Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior work includes positions at PFS Investments Inc., Primerica Financial Services, and APCO. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, offering model-based investment strategies supported by third-party asset managers and custodial services.

Erik Williams is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Morgan Stanley, Fidelity Investments, and Wells Fargo. He also founded Kreative Intelligence LLC, a business selling custom goods. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with tailored financial planning and consulting, offering a range of portfolio management styles supported by affiliated research and model managers.

Tommy Mills is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Merrill from 1991 to 2017 and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, offering a range of retail and institutional investment options.

Antoinette Bryce is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and four years of industry experience. Her work history includes roles at PFS Investment Inc and Primerica Financial Services, along with experience in nonprofit and educational organizations. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-driven strategies managed by third-party asset managers.

Gorav Baidwan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. J.P. Morgan Securities 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Thomas Carlock is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Carlock is involved with the Wrestlers in Business Atlanta Chapter. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through a broad network and specialized advisory programs.

Lisa Gravlee is a financial advisor at Edward Jones in Peachtree Corners, GA. She holds a Series 66 designation and has nine years of experience with Edward Jones, along with prior roles as a self-employed advisor and with FAST Mentoring. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Christa Ross is a financial advisor with Merrill in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she serves as the Executive Sideline Director for the Alpharetta Junio Raiders Cheer program, a middle school cheer team. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Noah Brand is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses. He has been with Thrivent and its affiliates since 2025. Outside of financial services, Brand has experience managing small businesses in exterior cleaning and automotive repair. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic analyses covering a wide range of planning topics, with clients able to integrate planning with managed-account services under the WealthPlan billing option.

Diana Rosales Quintanilla is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2018 and has a longer tenure at Wells Fargo Bank NA beginning in 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Matthew Joines is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019, following roles at Kestra Financial, NFP Securities, and Veracor. In addition to his advisory role, he serves as a Retirement Operations Specialist providing consulting and coaching services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Bryant Thomas is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Morgan Stanley, he worked at Byrd-Mclellan Agency, Inc. and has experience with The River Golf Club and Clemson University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools.