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 63 and Series 66 licenses and has prior experience at Morgan Stanley as well as positions outside of finance including roles at Uber and Lyft. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm offers customized investment advice on a non-discretionary basis through a select group of advisors.

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.

Bradley Leventhal is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining MassMutual Life Insurance Company and MML Investors Services in 2026, he worked at Foreside Fund Services, LLC and Angel Oak Capital Advisors, LLC from 2023 to 2026. He also has experience with Hospitality South LLC and was a full-time student from 2013 to 2020. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software and a collaborative planning approach to deliver written recommendations.

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 credentials and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017, following previous roles at Bank of America and Merrill. He is also a member of the United States Marine Corps Reserves. Rhoden owns Rhoden Capital Group, LLC, a holding company for his personal investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting delivered on a non-discretionary basis. The firm incorporates quantitative asset-allocation modeling and ESG criteria in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Elizabeth Davis is a CFP®-designated financial advisor with Morgan Stanley in Atlanta, GA, bringing 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and currently serves with Morgan Stanley Private Bank, N.A. since 2018. She also holds a trustee role in a trust outside of her primary advisory work. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Andrea Molavi is a CFP® professional with 19 years of experience in financial advisory services. She has been with Wells Fargo Clearing since 2011, including prior roles at USAA Financial Planning Services and Wells Fargo Advisors, LLC. Molavi is based in Atlanta, GA, and holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm leverages research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a large national platform.

Mindy Spencer is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. She has worked at Wells Fargo Bank since 2012 and is also the owner of Thistle & Butterfly, a business focused on designing, manufacturing, and selling greeting cards, fine art, and gifts. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, integrating advisory services with other financial products and referral channels.

Michael Cusick is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in working with high net worth clients to enhance their financial well-being by aligning their financial goals with their personal aspirations. His approach to wealth management is holistic, focusing on understanding each client’s unique circumstances to tailor personalized strategies that support asset growth throughout their working years, retirement, and future generations. Michael began his career in financial services in 2012 and joined Merrill Lynch Wealth Management in 2014. He holds a Bachelor of Science degree in Electrical Engineering from the University of Michigan. Michael has earned the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Personal Investment Advisor (PIA) designation. He utilizes the resources of Merrill and Bank of America, including banking, lending, and an extensive network of legal, tax, estate planning, and liability professionals, to assist clients in their financial planning. Outside of his professional role, Michael resides in Alpharetta with his wife, two teenage sons, and their two Golden Retrievers. He is involved in several local community organizations, including the Boy Scouts of America, and serves as an Elder at his church. Michael enjoys attending his sons’ sporting events and engages in activities such as golf, biking, hiking, and traveling with his family.

Matthew Wilson is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018, including time at Charles Schwab Bank. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and centralized operational structures.

Ryan Hilliard is a CFP® with 26 years of industry experience and has been with Stifel since 2005. He is based in Atlanta, GA. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group. The firm provides episodic, fee-based financial planning and works alongside affiliated trust companies and banks to offer additional financial services.

Matthew Rhodes is a financial advisor at Morgan Stanley in Atlanta, GA, with two years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Morgan Stanley in 2025, he worked at Wells Fargo Bank and Wells Fargo Clearing, as well as at Northwestern Mutual Investment Services. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery conversations and firm-approved tools, focusing on advisory services rather than individual security recommendations.

David Cauble IV is a financial advisor with Thrivent Investment Management in Atlanta, GA, holding the Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked with Ferst Readers and Kennesaw State, and he has been involved with Stadia Church Planting. Cauble serves in several nonprofit roles, including as a board member and trustee for multiple foundations and colleges, providing strategic planning and governance support. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines client planning with managed-account options under a consolidated billing approach while maintaining separate service components.

Christopher Shoukry is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He holds Series 65 and Series 66 licenses and is based in Atlanta, GA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Krista Clarke is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017, following two years at Stifel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kathryn Montcalm is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Ridley International Inc. and ongoing work with PFS Investments Inc. She is also involved with Post Oak Baptist Church. In addition to advisory services, she receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Joseph Morris is a Financial Advisor at Merrill Lynch Wealth Management. He began his role as a Financial Advisor in 2026 after serving as an associate with the firm since 2022. His client focus areas include Family Wealth Management Strategies, Personal Retirement Planning, Tax Minimization, and Retirement Income. Joseph holds the Personal Investment Advisor (PIA) designation. Joseph received his High School Diploma from Sequoyah High School. Outside of his professional work, he enjoys playing billiards, golfing, and skiing.