Margaret Greer is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Theodore Grant III is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 12 years of industry experience. His career includes roles at firms such as Equitable Advisors and Purshe Kaplan Sterling Investments. He is also involved as a Senior Associate with Brant Hickey, working on structured annuities for personal injury settlements. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and both proprietary and third-party model strategies tailored to client objectives.

Nicole Avery is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC before joining J.P. Morgan. Avery also operated Nic Avery Coaching, LLC from 2021 to 2024. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering services on a non-discretionary basis.

Donald Bodnar Jr. is a financial advisor with Merrill, holding a Series 66 credential and 24 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2008 and at Bank of America, N.A. since 2019. Outside of finance, he owns a modeling and acting business and operates a landscaping company during the summers. Merrill, along 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 with a range of model-based and discretionary investment strategies.

Kevin Carnahan is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. His career includes over a decade at Wells Fargo affiliated firms. He is the sole owner of RED STICK LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owners, sports and entertainment professionals, and clients with unique needs.

Mitchell Stratton is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has been with Merrill since 2017. Prior to joining Merrill, he held roles at Université de Caen, Craft on Draft, and Valdosta State University. 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 model‑based and discretionary strategies for a range of client types including individuals, high-net-worth clients, and institutional investors.

Leslie Ruiz is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Michelle Chapman is a Series 66-registered financial advisor with Morgan Stanley in Atlanta, GA, where she has worked since 2015. She has 19 years of industry experience. 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 financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Bryan Scott is a CFP® with 26 years of industry experience currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. Prior to this, he spent 15 years at FSC Security Corporation, Inc. He is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through a network of independent professionals, with investment approaches tailored to client objectives and including proprietary model strategies and access to third-party managers.

Rebekah Clough is a CFP®-designated financial advisor with LPL Financial based in Atlanta, GA, and has five years of industry experience. Her background includes roles at Delta Community Credit Union and IFG Advisory, LLC d/b/a Healy Wealth Management. She also serves as a Trust Liaison Officer and Notary for Delta Community Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services including financial planning, retirement plan consulting, and access to model portfolios supported by LPL Research and third-party subadvisors.

Christopher Jones is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Merrill in Atlanta, GA. Prior to joining Merrill and Bank of America in 2020, he worked at New Callas Holdings, Inc. from 2016 to 2020. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes tax-focused investment capabilities and is integrated with Bank of America’s broader capital markets and banking platform.

Michael Duffy is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Merrill since 2016, following a nine-year tenure at Goldman Sachs. Merrill serves a diverse client base that includes individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes a range of program strategies with both client and advisor discretion and integrates closely with Bank of America affiliates to support trading, lending, and capital-markets activities.

Jared Mcclure is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2024, following a 16-year tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools.

Tatyana Zaytseva is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018. Prior to her career in finance, she held positions at Kroger, CVS Pharmacy, and the University of North Georgia. 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 model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Felix Bikai is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Morgan Stanley. His career also includes roles at Uber, Lyft, and Keller Williams. 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 manager due diligence and applying an ESG eligibility framework in its investment recommendations.

Thomas Wade is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, PNC Wealth Management, and Banyan Partners. Wade is based in Atlanta, GA. 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 applying an ESG eligibility framework in its investment recommendations.

Rod Bazarsky is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Tradebe Environmental Services from 2010 to 2018. 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 through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Bradley Leventhal is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds Series 65 and Series 63 designations and has two years of industry experience. Prior to his current role, he worked at Foreside Fund Services, LLC and Angel Oak Capital Advisors, LLC, and also has a background in hospitality management. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by proprietary software and various specialized planning programs.

Robert Weiland Jr. is a financial advisor with RBC Capital Markets in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment preferences.

Errol Rhoden is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017, following prior roles at Bank of America and Merrill. He is also a member of the United States Marine Corps Reserves. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary process.