David Burroughs is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds a Master's and Bachelor's degree from Auburn University and has completed the Accredited Certificate Program at Wharton Business School. David is a Personal Investment Advisor (PIA) with extensive experience providing financial guidance to corporate executives, small business owners, and clients seeking family wealth management and legacy planning solutions. His expertise includes asset allocation, succession planning, retirement and estate planning, executive compensation, personal retirement planning, portfolio management, and tax minimization. David's approach focuses on developing personalized financial strategies through a comprehensive understanding of each client's financial goals. He utilizes the resources of Merrill and Bank of America to assist clients in managing all aspects of their financial lives. David is engaged in his community through volunteering with organizations such as Charity Water, Children's Hospital of Atlanta, Compassion International, Make-a-Wish Foundation, Shriners Children's Hospital, and United Way. In his personal time, he enjoys golfing, traveling, and spending time with his family.

Mark Johnson is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 credentials and over 41 years of industry experience. His prior work includes roles at Next Financial Group Inc, Raymond James Financial Services, and Invest Financial Corporation. He is also involved in insurance sales related to his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advanced operational tools and a broad platform of non-advisory financial services.

Ebony Armstrong is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining LPL Financial in 2024, she worked at Primerica Advisors and Primerica Financial Services from 2017 to 2023. Armstrong also has a long-term role at Resurgens Orthopedics beginning in 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Dod is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 asset allocation models to tailor strategies to clients’ goals and risk tolerances.

Christian Raynor is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in September 1998 and focuses on personal retirement planning, portfolio management services, and retirement income strategies. Christian works with clients to develop personalized financial strategies tailored to their long-term goals. Christian graduated from Florida State University in 1995 and subsequently played professional golf for three years before joining Merrill Lynch. He holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Christian participates in community volunteering and enjoys football, golfing, running, and spending time with his family.

David Easterling is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Auburn University, and Pritchard and Jerden. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and models.

Robert Joyner is a CFP® credentialed financial advisor with 17 years of industry experience. He currently works at RBC Capital Markets, having previously held positions at UBS Financial Services and E*TRADE Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and combines in-house and third-party management to meet client-specific risk profiles.

Robert Gaynier is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, with a current position at LPL Enterprise since 2024. He is involved in Prudential sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

William Thompson is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Virginia Dalton is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. She has worked at Bank of America and Merrill since 2018 and previously at Merrill Lynch in 2017. Outside of her advisory role, she operates a business selling bedazzled sunglasses on Etsy as a managing member of V Wear. Merrill, alongside 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.

Jason Bunin is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and 66 licenses and totaling 27 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2008. Outside of his advisory role, he serves on the Board of Directors for AB Design Vision, a company specializing in interior design and visual space planning. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when assembling investable universes and recommending strategies.

Daniel Egbert is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Eric Reynolds is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at several affiliated firms including Truist Advisory Services and Pinnacle Financial Partners. In addition to his advisory role, he is an associate at Pinnacle Asset Management, where he assists clients with banking and investment needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Scott Dozier is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1983, specializing in family wealth management strategies, legacy planning, and managing new wealth. Scott holds the Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA) designations, having completed coursework at The Wharton School of Business and the University of Chicago Booth School of Business, respectively. He is also a certified public accountant, having received his CPA certificate in 1980, though he does not provide tax advice in his current role. Scott earned a Bachelor of Science degree in Accounting from Florida State University in 1978 and completed his high school education at Darlington School. He is a member of the Atlanta Estate Planning Council and the Investments & Wealth Institute. Throughout his career, Scott has been recognized on the Forbes "Best-in-State Wealth Advisors" list from 2018 through 2025. He resides in the Vinings area of Atlanta with his wife Margaret. Scott has served on the Board of Directors of the High Museum for six years and on the Investment Committee for the Woodruffs Art Center. He also joined the Board of Trustees of Darlington School in 2014 and served as Chairman. His personal interests include fishing, golf, running, and playing guitar.

Chandon Glenn is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Wells Fargo and JPMorgan Chase Bank, N.A., as well as positions outside the financial industry at Uber Technologies and Lululemon Athletica. 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. The firm applies an ESG eligibility framework in recommending strategies and generally offers non-discretionary services delivered by a select group of Wealth Advisors.

Tracy Garrett is a financial advisor at UBS Financial Services with 25 years of industry experience. She has worked at UBS since 2018 and previously held positions at Janney Montgomery Scott and Mizuho Securities USA. 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 provides research-driven, model-based asset allocation tailored to client goals.

Johanna Velasquez is a financial advisor at Merrill with over 21 years at the firm and holds a Series 66 designation. She has four years of industry experience. Outside of her advisory role, she serves as a board member of the Latin American Association, a nonprofit organization in Atlanta that supports Latin American immigrants. 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 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.