Erik Berg is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. He serves as a board member and treasurer for UPPER90, a nonprofit focused on children, youth, education, and community activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach based on modern portfolio theory. The firm offers both discretionary and non-discretionary services and includes insurance-related products and bank deposit sweep options among its investment offerings.

Matthew Wood is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. He has worked at Bank of America and Merrill since 2010. Outside of his advisory role, Wood is the owner of Southpoint Vacations LLC, a for-profit entity unrelated to investment activities. 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 for individuals, high-net-worth clients, and institutional investors.

Randall May is a Series 66 licensed financial advisor with Morgan Stanley in Atlanta, GA, and has 21 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning using structured discovery conversations and analytical planning tools.

Elford Morgan is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including AVANTAX, Nichols, Cauley & Associates Financial Services, and Elliott & Painter. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Zuri Abdul Saboor is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Colonial Life. 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 an ESG eligibility framework.

James Burk is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has previously worked at UBS Financial Services before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Ryan Cox is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 11 years of industry experience. He joined UBS in 2017 after spending one year at CAPTRUST Financial Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and research from UBS Global Research to tailor plans and analyses to clients’ goals and risk tolerances.

Fuller Callaway is a Series 66-licensed financial advisor at Morgan Stanley with 10 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2017 and previously worked at the Georgia Environmental Finance Authority from 2015 to 2017. Outside of advising, he is the owner of F&A Capital LLC, a real estate investment business based in Atlanta. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Michael Adams is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He is dedicated to assisting clients in creating straightforward and actionable financial plans that utilize Fidelity's tools and resources to support their financial journeys. Michael has held various roles within Fidelity Investments, including Planning Consultant from 2023 to 2025 and Financial Representative in 2023. Prior to joining Fidelity, he was Vice President and Financial Advisor at Empower Personal Wealth from 2021 to 2023. He also gained experience as an Operations Associate at Empower Personal Wealth, a Client Service Associate at Fisher Investments, and an Investment Banking Summer Analyst at Wells Fargo Securities. Outside of his professional work, Michael has interests in baseball, beach activities, cars, football, museums, and photography.

Joshua Foy is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at UBS Financial Services, Harrisdirect LLC, and Edward Jones. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Brian Ranck is a CFP® professional with 19 years of experience, currently with Morgan Stanley in Atlanta, GA. He previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC from 2012 to 2023. Ranck serves on the board and finance committees of Mount Pisgah Christian School and Peachtree Road United Methodist Church. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Chase Billington is a Financial Advisor and a member of the Merrill Global Corporate and Institutional Advisory Services team within Merrill Lynch Wealth Management. In his role, he focuses on delivering corporate benefits education as well as individual advice and guidance to clients. Chase provides access to the investment resources of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. He works with clients one-on-one to identify their primary goals and develop personalized investment strategies designed to address asset allocation, cash flow requirements, wealth preservation, and retirement planning. Chase holds the Chartered Retirement Planning Counselor™ designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's Degree in business from Georgia College and State University. Raised in southern Georgia, Chase spends his free time enjoying activities such as golfing, wakeboarding, walking the Atlanta Beltline, and attending Atlanta Braves games at Truist Park.

Jordan Thompkins is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 2010 and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Retirement Planning Counselor™ (CRPC™) designations, along with the Personal Investment Advisor (PIA) designation. Jordan applies a goals-based approach to financial planning, emphasizing an understanding of his clients' unique objectives, concerns, and personal values. His services include tailored financial planning, tax-efficient portfolio management, and access to alternative investments and wealth management banking solutions provided by Bank of America. Prior to his financial career, Jordan served in the United States Air Force. He graduated with honors from Ashford University with a bachelor’s degree in finance and earned an associate’s degree from the Community College of the Air Force. Jordan is actively involved in his community and serves on multiple boards, including the SWFL Veterans Alliance, Grow Holdings Florida Inc., Valencia Lakes HOA, and The Future Podiums Foundation Inc. He participates in various professional and community organizations, such as the Estate Planning Council of Naples, The Collier Community Foundation’s Professional Advisors Council, Merrill Christian Advisors Focus Group, Grow Church of Naples, CityLead SWFL, Paradise Region Porsche Gruppe, The CCREC, Freedom Waters Foundation, VFW Post 7721, and the Leadership Collier Foundation. Outside of work, Jordan enjoys spending time outdoors with his wife Danielle, their two daughters, Moreh and Anabella, and their dog, Finn. His family activities include boating, fishing, swimming, pickleball, cycling, and golf. Jordan also engages in biking, camping, hiking, hunting, and music. He is affiliated with the Republican Women of SWFL Federated and The Men’s Republican Club of Naples, and is involved with community groups such as the Collier County Veterans Council, First Podium Foundation, Freedom Waters Foundation, Grow Church, local homeowners associations, the Republican Men’s Club of Collier County, Southwest Florida Veterans Alliance, Veterans of Foreign Wars Post 7721, and Young Professionals of Naples.

Meredith Jordan is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2009, with a brief period at Dogwood Wealth Advisors and Raymond James Financial Services in 2022 and 2023. She is based in Atlanta, GA. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment and planning resources without providing individual security recommendations as part of standalone planning.

Lexa Mcdaniel is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. She has worked at Merrill since 2012 and at Bank of America, N.A. since 2024. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Bird Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Based in Atlanta, GA, he is part of a large institutional firm serving a broad client base. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and advanced modeling tools, offering services that include but are not limited to investment advisory and estate planning strategies.

Samuel Lucas is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab Bank. He 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 recommendations.

Virginia Willis is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation. Her prior experience includes a role at High Country Outfitters and a four-year period at the University of Georgia. 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 that incorporate firm-approved tools and methodologies.

Joseph Wright is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and having 13 years of industry experience. He has worked at Merrill since 2013 and concurrently with Bank of America since 2015. Outside of his advisory role, Wright is involved in operating a family dermatology practice where he assists with bookkeeping and payroll setup. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Darin Stevens is a CFP® professional with 26 years of experience in financial advising. He is currently with LPL Financial and has previous work history at Blue Water Asset Management, INVEST Financial Corporation, and OSAIC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.