Noah Murphy is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and various positions outside finance, including time with the Alabama Air National Guard. 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 a range of clients including individuals, high-net-worth clients, and institutional accounts.

Larsen Maasikas is a financial advisor with Ameriprise in Atlanta, GA, holding a Series 66 designation. He has one year of industry experience and previously worked at Northwestern Mutual and The Ohio State University. Prior to entering the financial industry, he was employed outside finance and also worked in the hospitality sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focusing on retirement income planning, asset allocation, and tax-aware withdrawal strategies.

David Green is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Samsara, Storm Smart Industries, Deutsch, and SS+K. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and systematic methodologies in portfolio construction and serves as a registered commodity pool operator with advisory responsibilities to multiple registered investment companies.

Lauren Galvin is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2010. Outside of advisory work, she is a co-owner of a family rental property in Inlet Beach, Florida. 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, pension plans, corporations, and charitable organizations.

Christopher Payne is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Aaron Miller is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Enterprise, he held roles at Trinity Wealth Securities, Florida Financial Advisors, and other firms. He is also the co-founder and lead developer of CleverCash LLC, a website that aggregates corporate press releases related to corporate actions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm generally employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Cory Sellers is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and having 12 years of industry experience. He has been with UBS since 2013 and is also involved with the Church of the Redeemer, where he works part-time. Additionally, he occasionally performs music locally, playing guitar and singing at various venues and private events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including 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 client strategies.

Daniel Kaufman is a Certified Financial Planner (CFP®) with 17 years of experience in the financial industry. He is currently affiliated with Morgan Stanley and has previously worked at Bank of America and Merrill Lynch. Kaufman is based in Atlanta, GA. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Colin O'Hare is a Senior Financial Advisor on Merrill's Global Corporate & Institutional Advisory Services team. He utilizes the investment insights provided by Merrill alongside the banking services of Bank of America to support various aspects of his clients' financial lives. His work with clients centers on identifying primary financial goals and needs, with a focus on wealth management planning strategies, wealth forecasting, stock option analysis, concentrated stock strategies, and coordinating tax minimization strategies in collaboration with clients' tax and legal advisors. Colin holds FINRA Series 7 and 66 registrations, as well as the Chartered Retirement Planning Counselor™ designation. He is also recognized as a Personal Investment Advisor. He earned his bachelor's degree from The Ohio State University Fisher College of Business, where he was named an Ohio State Scholar-Athlete and participated on the Division 1 Men's Lacrosse team that finished as national runners-up. Raised in Jupiter, Florida, as the son of two Merrill financial advisors, Colin now resides in Buckhead, Georgia. Outside of his professional role, he enjoys spending time with family, exercising, fishing, and paddleboarding.

Adrian Powell is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 2005 to 2009. Outside of his advisory work, Powell coaches youth soccer and serves as President of the Board of Directors for Camp Twin Lakes, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and modeling techniques in its financial planning process.

Laura Paul is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2005. She has 16 years of industry experience. Outside of her advisory role, she owns a rental property in Atlanta. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs that include tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a wide range of retail and institutional investment services.

Susan Parrish is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63, 65, and 66 designations and possessing 26 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she serves on the Executive Committee of TABLE Ministries, a faith-based nonprofit providing personal care items and organizing activities for the homeless community in Gwinnett County. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to customize client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Sung Ko is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2009 onward. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product services through affiliated entities.

Clark Oetting is a financial advisor with Cetera based in Duluth, GA, holding a Series 66 designation and with two years of industry experience. Prior to joining Cetera in 2024, he worked at Hitachi Digital Services and spent several years in full-time education. He is also a financial advisor at North Star Resource Group, where he provides securities and financial planning services. Cetera Investment Advisers LLC is a large SEC-registered adviser with a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes both affiliated and third-party investment options.

Jeanne Kerney is a financial advisor at Primerica Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked concurrently in various roles across multiple firms, including Rohadfox Construction Control Services and Gude Management Group. Outside of advisory services, she is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports account custody through Pershing, focusing primarily on client-focused advisory services rather than institutional portfolio management.

Susan Ramirez is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she owns and manages a business called Riley Management LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts within its advisory approach.

Madlyn Bocinsky is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been serving clients in this role since 2019, leveraging her background in education and mathematics to assist them in creating individualized financial plans. Her approach involves a detailed analysis of a client's assets and liabilities to develop strategies aligned with their personal goals. Prior to her career in wealth management, Madlyn spent nearly a decade teaching advanced high school mathematics. This experience, combined with her affinity for numbers and education, informs her collaborative work with clients. Her areas of focus include corporate benefits, divorce transition planning, education planning, equity compensation services, family wealth management strategies, LGBT wealth planning, personal retirement planning, socially responsible investing, and women and wealth. Madlyn holds a Bachelor's Degree from Kennesaw State University and holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Outside of her professional life, she enjoys camping, gardening, reading, spending time with her family, and playing tennis.

Scott Reynolds is a financial advisor with UBS Financial Services in Atlanta, GA. He holds the Series 66 and Series 65 designations and has six years of industry experience. Prior to joining UBS, Reynolds served in the United States Army and worked in real estate licensing and brokerage. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jeffries Clottey is a financial advisor at Raymond James & Associates with nine years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Clottey holds Series 63 and Series 66 licenses and is based in Atlanta, GA. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Cathryn Lindsey is a Series 66-licensed financial advisor with Merrill in Atlanta, GA, with 25 years of industry experience. She has worked with Merrill since 1999. Outside of her advisory role, she is the owner and treasurer of CLXCL LLC, a company that designs and markets shoes online, and serves as secretary for the Peachtree Ridge Cheer Lions Boosters. 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 various institutional investors.