Mari Elaine Bryan is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes positions at Wells Fargo Advisors, Citigroup Global Markets, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that emphasize structured financial planning supported by firm-approved tools and methodologies.

Thomas Shoup is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Raymond James since 2012 and also manages Shoup Family LLC since 2018. Outside his advisory role, he is a passive investor in private investments through REVO SQUARED. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Naomi Kim is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation. She has one year of industry experience, including positions at JPMorgan Chase Bank, Wells Fargo, Cox Automotive, and Soliant Health. She also attended the University of Georgia from 2024 to 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Hanseung Lee is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a wide client base, including individuals, high-net-worth investors, and various institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Saumil Shah is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Atlanta, GA. He has been with LPL Enterprise since 2026 and has prior experience at Project WorldWide, Inc., Cherry Bekaert, Brasscraft Manufacturing, and La-Z-Boy Incorporated. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers a range of financial planning, asset management, and insurance-related services.

Margery Farr is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers financial planning through its Financial Advisors and Estate Planning Strategies Group.

Cole Gabbai is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation. His prior experience includes roles at JPMorgan Chase Bank, NA, and G Squared Funding, as well as working at the University of Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Lucas Hopkins is a financial advisor at Raymond James & Associates with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at W&S Brokerage Services, Western & Southern Life, and Capstone Hospitality. 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, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Cason Crenshaw is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at the University of Georgia and Alpharetta First Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services supported by a large network of investment adviser representatives.

Clayton Roell is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on delivering a comprehensive approach to managing wealth that begins with listening to clients' needs and ensuring every strategy is grounded in understanding their goals. Clayton provides access to investment insights from Merrill Lynch Wealth Management as well as banking and lending solutions from Bank of America to address various aspects of clients' financial lives. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University System of Georgia. Clayton emphasizes working one-on-one with clients to develop personalized financial strategies designed to help them pursue their long-term objectives. In line with the Merrill tradition, Clayton participates in community activities and spends time volunteering with local organizations.

Michael Barthmaier is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. His work history includes positions at J.P. Morgan SECURITIES LLC since 2016, Jpmorgan Chase Bank NA since 2019, as well as previous roles at UBS Financial Services and Morgan Stanley. 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 and an ESG eligibility framework in its investment process.

David Westnedge is a CFP® professional based in Atlanta, GA, with 23 years of industry experience. He has worked at OSAIC since 2024, following tenures at American Portfolios Financial Services, Inc. and Axa Advisors, LLC. In addition to his advisory role, he is involved in life insurance sales and servicing through a separate insurance agency. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of financial services through a large network of advisors, incorporating asset allocation tools and multiple advisory platforms to construct customized portfolios.

Richard Kenney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He partners with individuals and families to develop and implement financial strategies tailored to their unique goals. Richard offers portfolio management services, personal retirement planning, legacy planning, and tax minimization strategies. He also focuses on family wealth management and managing new wealth, with specialized experience in sports and entertainment sectors. Since graduating from Cornell University, Richard has applied his expertise to creating personalized wealth management solutions. He holds the designations of CERTIFIED FINANCIAL PLANNER® and Chartered Alternative Investment Analyst (CAIA). His work involves comprehensive financial planning, secure lines of credit using eligible securities, and estate plan development. Outside of his professional role, Richard enjoys football, pickleball, and spending time with his family.

William Moss is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Cetera Investment Services, Regions Bank, PNC Wealth Management, and Truist Investment Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ryan Van Meter is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in retirement planning and works closely with clients to address each new phase of their financial lives. Ryan and his team draw upon nearly thirty years of combined experience to understand the unique needs and goals of their clients, crafting tailored solutions to support their financial objectives. His areas of expertise include college education planning, divorce transition planning, executive compensation, family wealth management strategies, and services for endowments, foundations, and non-profits. Additionally, he provides guidance in liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. Ryan holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the University of Houston System. Outside of his professional work, Ryan enjoys fishing, golfing, running, scuba diving, traveling, and spending time with his family.

Jeffrey Mohammadi is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities LLC since 2013. 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 and an ESG eligibility framework to support its recommendations.

Darren Marold is a Financial Advisor with Merrill Lynch Wealth Management. He has been responsible for managing assets and trading since 2005, including overseeing trading in discretionary portfolios. He holds the Chartered Retirement Planning Counselor™ designation along with Series 7 and Series 66 FINRA registrations. Additionally, Darren maintains insurance licenses in life, health, long-term care, and variable contracts. Prior to his current role, Darren worked as an independent research analyst in the oil and gas industry. He earned a Bachelor of Arts degree in Political Science from the University of Delaware.

Michael Marino is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Marino serves as a board member for Purpose Built Communities, a nonprofit focused on strengthening neighborhoods and promoting educational and economic growth in Atlanta. 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, and institutions.

James Occhiato is a Wealth Management Advisor at Merrill Lynch Wealth Management. He practices a disciplined, long-term approach to investing tailored to each client's specific financial needs and risk tolerance. He serves as a focal point for clients' financial affairs by leveraging specialists and resources available through Merrill Lynch and Bank of America, and collaborates with clients' professionals such as CPAs and attorneys to coordinate and customize personal financial strategies. Jim focuses on establishing trustworthy and meaningful working relationships by understanding clients, their families, lifestyles, and financial aspirations. His expertise includes corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. He assists business owners with special retirement accounts, corporate sponsored group 401(k)/retirement plans, corporate cash/debt management, and business succession planning. Originally from Colorado, Jim earned a Bachelor of Science in Accountancy from the University of Denver's Daniels College of Business. He holds multiple professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his spare time, Jim enjoys traveling, music, and exercise.

Olivia Brantley is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with six years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.