Daniel Remington is a financial advisor at Morgan Stanley in Atlanta, GA, with three years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at John Hancock Distributors LLC and The Home Depot. 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 and financial planning services supported by structured discovery processes and firm-approved planning tools.

John Sullivan is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career as a Financial Advisor in 1995, he has focused on creating strategies tailored to clients’ risk tolerance, time horizon, liquidity requirements, and investment goals. He works primarily with high-net-worth individuals, their families, and businesses to address both short- and long-term financial objectives. John’s process involves a consultative approach where he first listens and reviews clients’ financial situations and goals. He then recommends asset allocations aligned with their income and growth expectations, followed by ongoing discussions on various opportunities including investments, retirement, estate planning, and philanthropy. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned a bachelor's degree from The University of Georgia, graduating in 1992. Outside of work, John spends time with his wife and children, and enjoys reading, golfing, and flying.

Curtis Wright is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Cetera, where he has worked since 2021, and previously worked at VOYA Financial Advisors for seven years. Wright is also the owner of Wright Financial Group, LLC, a firm involved in insurance and financial product sales. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, employing a multi-manager platform that includes both affiliated and third-party managers.

Tamika Riggins is a financial advisor at UBS Financial Services with nine years of industry experience. She holds the Series 66 designation and has worked previously at firms including Morgan Stanley, E*Trade Securities, and Wells Fargo Clearing Services. Outside of her advisory role, she owns a retail and online business, Isajo- Your Fashion CO., and operates a notary service as a sole proprietor. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored financial solutions through a nationwide network of advisors.

Vicky Deshazier is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities for two years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software tools to deliver written investment strategy recommendations.

Teraise O'Connor is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 financial planning process supported by firm-approved tools and market simulations.

Richard Winn is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by both proprietary and third-party research.

Nathan Shaw is a Series 66 licensed financial advisor with two years of industry experience, currently with Thrivent Investment Management in Atlanta, GA. His prior roles include positions at Edward Jones and educational institutions such as Dominion Christian School and Lafayette Christian School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad range of written recommendations covering retirement, tax, estate, and other planning areas. The firm provides holistic, goal-based analyses and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.

Chirag Shah is a financial advisor with Charles Schwab in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at TD Ameritrade and Scottrade. Outside of his advisory work, he is a partner in several rental property businesses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, as well as comprehensive brokerage and custodial services.

Otis Pollard III is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 63 designation and 34 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is involved with an independent production team associated with Netflix, providing a residence for filming. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Aaron Young is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1989. His prior work includes roles at Tax America Group, Mastec, and Delta Air Lines. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while managing potential conflicts through disclosure and oversight.

Hunter Pierpont is a financial advisor with Merrill based in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill since 2013 and concurrently at Bank of America, N.A. since 2016. 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.

Diego Sarmiento is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to align their investments with their lifestyle goals, ensuring that financial plans maintain the flexibility needed to adapt to life transitions. His expertise includes college education planning, legacy planning, retirement income, tax minimization, and small business strategies, among other areas. Diego began his financial services career in 2007 with Merrill Lynch Wealth Management. He holds a Bachelor of Arts degree in Economics from Rutgers University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and Spanish. Originally from the New York metropolitan area, Diego moved to Atlanta in 2013. He is active in the community, contributing to organizations such as the Northside Youth Organization and Habitat for Humanity. Diego lives in Buckhead with his wife, Tina, and their two children, Mason and Ella.

Kathryn King is a financial advisor at Merrill in Atlanta, GA, holding a Series 66 license with 13 years of industry experience. She has been with Merrill 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stanley Sharp is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Merrill since 1985, also working at Bank of America since 2009. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Steven Crowley is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, he was involved with Perco Equipment Rental, LLC and Southern Land Conservation, LLC. Outside of his advisory role, Crowley has passive partnerships in several land and real estate-related entities and is a passive partner in a tech startup focused on booking outdoor guided trips. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and modeling techniques.

Nicole Decker is a financial advisor with Merrill based in Atlanta, GA, holding a Series 66 designation and three years of industry experience. Her prior experience includes positions at Bank of America N.A. and Tavistock, as well as a role with Atlanta Habitat for Humanity. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Timms is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in working with corporate executives, family wealth management, legacy planning, retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. David collaborates closely with clients and their other professional advisors to develop personalized financial strategies aimed at helping clients pursue their long-term goals. David began his career at Merrill Lynch in 1996 and holds a Bachelor of Arts degree from Furman University. He has earned several professional designations, including Certified Private Wealth Advisor® (CPWA) from the Investments & Wealth Institute™ and the University of Chicago, Chartered Retirement Planning Counselor™ (CRPC), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). His approach includes comprehensive wealth management emphasizing planning, cash flow, risk management, and efficient wealth transfer. Outside of his professional role, David is involved in community organizations such as the Boy Scouts and the Foster Foundation. He enjoys personal interests including baseball, cooking, fishing, golfing, running, scuba diving, spending time with his family, and traveling.

Betty Jo Renner is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2011, totaling 15 years at the firm. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Blake Goodman is a financial advisor at Morgan Stanley in Atlanta, GA, with 17 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its predecessor firms since 2009. 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 that utilizes structured discovery and firm-approved tools to model outcomes.