Natalie Armstrong is a Series 66 licensed financial advisor with Merrill in Atlanta, GA. She has 13 years of experience with Merrill, having worked there since 2013. 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. The firm offers a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gerald Kehoe is a Financial Advisor with Merrill Lynch Wealth Management. He partners with individuals and families to understand their financial goals and provides personalized guidance to help navigate life's opportunities and challenges. Gerald's approach involves developing personalized wealth, retirement, and legacy strategies while building long-term relationships based on trust and thoughtful guidance. His expertise includes family wealth management strategies, portfolio management services, sports and entertainment, individual and corporate investment strategy, and retirement income planning. Gerald has earned professional designations including Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Gerald holds a Bachelor's Degree from the University of Massachusetts System. Outside of his professional work, he has interests in football, ice hockey, skiing, soccer, and tennis.

Ryan Freimuth is a CFP® with 11 years of experience in the financial services industry. He is currently with Charles Schwab, where he has worked since 2022, and previously held roles at Bank of America, Merrill, and Fidelity. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Todd Urowsky is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and bringing 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach incorporates structured discovery and advanced modeling tools but does not include individual security recommendations as part of standalone planning.

Marek Misewicz is a financial advisor at UBS Financial Services with 23 years of industry experience. He has held his current position at UBS since 2008. He holds a Series 66 designation. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Capiz Calloway is a financial advisor with Raymond James Financial, holding CFP® and Series 66 credentials and 18 years of industry experience. Calloway has been with Raymond James Financial Advisors, Inc. since 2009 and is also associated with Advanced Financial Strategies. Outside of advising, Calloway serves as a power of attorney to assist in managing a family member’s financial affairs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a range of advisory programs and specialized services including municipal and public finance consulting.

Keaton Russell is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior roles include positions at Morgan Stanley, Charles Schwab & Co. Inc., Hilltop Securities Inc., and Southbridge Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, emphasizing eligible strategies and incorporating ESG criteria within a non-discretionary framework.

Christopher Metzger is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2016, following two years at Harrisdirect LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts, offering clients multi-asset model portfolios supported by Schwab’s Center for Financial Research.

Roger Hunt is a financial advisor with Merrill in Atlanta, GA, holding Series 63, 65, and 66 credentials and 31 years of industry experience. He has worked at Merrill Lynch Pierce Fenner & Smith Inc since 2002 and at Bank of America since 2009. Outside of his advisory role, he serves as a director for MagellanOne AI LLC, an AI-based corporate wellness program. 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, institutions, and charitable organizations.

Travis Sewell is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Customer Service Specialist at TD Ameritrade and as an Account Executive at Turner Wealth Management. In his role, Travis partners with clients to develop financial plans aimed at helping them work toward their financial goals. His experience spans various facets of financial consulting, investment advising, and client service within the financial services industry.

Justin Pugh is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. 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 leverages proprietary research and model-based asset allocations to tailor client plans.

Andrew Lavrennikov is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with six years of industry experience. He previously worked at UBS Financial Services, Inc. for six years and at The Gersh Agency for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

George Christian Jr. is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Bloom Billing and Accounting, FIS Global, and the University of Georgia. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Jeremy Becht is a financial advisor at Morgan Stanley in Atlanta, GA, with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Michael Allee is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages rental properties in Georgia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm is recognized for its extensive advisor and branch network and offers various discretionary and non-discretionary investment strategies under a fiduciary standard.

Sophia Johnston is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Bank of America, Merrill, and several years at Auburn University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm integrates structured discovery conversations and firm‑approved planning tools to support tailored financial plans.

Darrell Springer is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, William Blair, and E*TRADE Securities. Outside of his advisory role, he is also an insurance agent specializing in fixed insurance products and is the owner of NXTGEN Capital Advisors, a financial services business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to both affiliated and third-party managers.

Collen Keifer is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and E*TRADE Securities LLC. His background also includes roles outside the financial sector, such as positions at English American Tailoring and Falls Road Animal Hospital. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning using firm-approved analytical tools.

Steve Mcclelland is a financial advisor with Equitable Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is involved in various outside insurance brokerage activities. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions.

Scott Mayer is a financial advisor at Morgan Stanley in Atlanta, GA, with 13 years of industry experience. He holds a Series 66 credential and has worked at UBS Financial Services, INC., Bank of America, N.A., and Merrill prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery and firm-approved tools.