Kyle Leavitt is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Bank of America N.A. and Merrill since 2019. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Deacon Broda is a financial advisor at Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses. He joined Wells Fargo Advisors in 2025 after working in logistics and education roles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services for business-owner transitions, sports and entertainment planning, special-needs analysis, and divorce planning.

William Pettyjohn III is a Certified Financial Planner® with 33 years of industry experience, currently serving at Wells Fargo Advisors since 2015. He has ownership in BPC Wealth Management, LLC, where he is actively involved. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a large network of advisors, offering a broad range of planning solutions that include specialized services such as business-owner transition and special-needs planning.

Steven Grosswald is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he serves as President of the Dunwoody Homeowners Association and participates on finance and investment committees for local nonprofit organizations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Timothy Baker is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Omar Talbi is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Jeannie Darwin is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and 27 years of industry experience. She has been with Merrill since 1999. 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 using model-based and discretionary investment strategies constructed by internal and third-party managers.

John Garrison is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in executive compensation, equity compensation services, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. John holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), Certified Investment Management ConsultantSM (CIMC), Certified Private Wealth Advisor® (CPWA), and Personal Investment Advisor (PIA). He earned both his Bachelor's Degree and Master's Degree from the University of Georgia. Outside of his professional work, John enjoys fishing, football, hiking, hunting, and spending time with his family.

Ja Vail Lewis is a financial advisor at J.P. Morgan Securities in Atlanta, GA, with five years of industry experience. She holds Series 63 and Series 66 certifications and has previously worked at Fidelity Investments. Outside of her advisory role, she is the CEO of Nue Wav LLC, a company that sells clothing online. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Andrew Kronitz is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of FansRthegame, a business based in Atlanta. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Samuel Green is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2015, including four years at Morgan Stanley Private Bank, N.A. He serves on the finance committee of Congregation B'nai Israel in St. Petersburg, Florida. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Robert Tamarkin is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes 18 years at UBS Financial Services before joining Elevation Point Wealth Partners, LLC, and subsequently Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including customized financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-supported financial planning services.

Andres Rubio is a financial advisor with Edward Jones in Conyers, GA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Branch Banking & Trust Co and Moody Capital Solutions, Inc., as well as ownership of a small roofing contracting business. He has also been involved with Jack's Bar & Grill since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment products supported by a nationwide network of more than 23,700 financial advisors.

James Rohrer is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds Series 65 and Series 63 licenses and has one year of experience in the industry. Prior to his current role, he worked at Earth Wall Products and has a background that includes positions in education and underwriting. 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 offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative annual planning relationships.

Justin Cardon is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, serving previously as a Financial Consultant and Relationship Manager. Prior to joining Fidelity, Justin worked as a Senior Financial Advisor at Vanguard from 2017 to 2020 and as a Wealth Strategy Associate at UBS Private Wealth Management from 2013 to 2017. Justin is a CERTIFIED FINANCIAL PLANNER who emphasizes understanding clients' goals and values to develop tailored financial plans that integrate all areas of personal finance. He holds an Arkansas Insurance License, supporting his expertise in financial planning and related services.

Michael Abraham is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Piedmont Healthcare and Epic Systems Corp. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and trust services.

Brent Lane is a financial advisor at UBS Financial Services with 22 years of industry experience and holds the Series 66 designation. He has worked at UBS since 2015 and previously spent six years at Credit Suisse Securities (USA) LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform to tailor investment solutions.

Alice Neill is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1996 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning facilitated by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Christian Watson is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has prior experience with firms including Bank of America, MassMutual Investors Services, and The Piedmont Group. Outside of finance, Watson has worked in various sectors including retail and real estate. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yumi Lee is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley for one year and Seikoh Giken USA, Inc. for twelve years. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.