Callie Thompson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2024, she worked at Morgan Stanley and First Horizon. Outside of finance, she has held roles in retail and hospitality, including at Babalu's and Kendra Scott. 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, and various institutional investors.

Daniel Molloy is a financial advisor with Ameriprise Financial Services in Atlanta, GA. He holds Series 65, Series 63, and Series 66 designations and has 25 years of industry experience. His prior roles include positions at Lincoln Financial Distributors and Colonial Life. 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 annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Micah Moseley is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014, including two years affiliated with Bank of America, N.A. Outside of his advisory role, Moseley owns an LLC through which he provides interior design assistance to friends and family on a volunteer basis. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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.

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 bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was employed at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its planning process.

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 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, with prior experience at Citigroup Global Markets beginning in 2005. Outside of his advisory role, Powell coaches youth soccer for a nonprofit organization and serves as president of the board of directors for Camp Twin Lakes, a charitable foundation. He is also involved with Leadership Atlanta’s investment committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

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 with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2009 before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, Model Wealth Portfolios, third-party asset management arrangements, and a range of brokerage and insurance products, utilizing an integrated platform that combines advisory programs with active sales of financial products.

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 at UBS Financial Services in Atlanta, GA, with six years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at Truist Advisory Services, TTR Sotheby's International Realty, and served four years in the United States Army. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor advice according to clients’ goals and risk tolerances.

Jeffries Clottey is a financial advisor with Raymond James & Associates, holding Series 66 and Series 63 designations and bringing nine years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities with a range of financial planning and advisory services.

Andrew Patel is a financial advisor at UBS Financial Services in Atlanta, GA, holding Series 66 and Series 63 designations with one year of industry experience. He previously worked at Morgan Stanley and has an academic background from Arizona State University. He is a sole proprietor of an inactive investment-related entity, ARA Capital Investments LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Michael Skrynecki is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. Skrynecki is also the founder and board chairperson of the Wiskott-Aldrich Foundation, a nonprofit supporting families affected by Wiskott-Aldrich Syndrome. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.