Thays Pires is a financial advisor with UBS Financial Services who holds the Series 66 designation and has 13 years of industry experience. Prior to joining UBS in 2021, Thays worked for Morgan Stanley Private Wealth Management from 2011 to 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

Wallace Hatcher is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he spent nine years with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a team of financial advisors.

Peter Mcgaffigan is a financial advisor with Wells Fargo Clearing in Atlanta, GA. He holds the Series 66 designation and has five years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Wookuen An is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Grand Canyon University. An is a co-owner of Corbieres LLC, managing his Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ashley Hardeman is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 designations and four years of industry experience. She has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2010. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Scott Laurentius is a financial advisor with Edward Jones in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2011 and previously worked at Target. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a large nationwide network of advisors and branch offices.

Rodney Beasley is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. In addition to his advisory role, he is also an employee of J.P. Morgan Bank, enabling him to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage, distribution, and investment management capabilities.

Damon Butler is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has been with Primerica Advisors since 1996 and concurrently works with the General Services Administration since 1991. Outside of financial advising, he is involved as an investor in a faith-based production company and is a partner in a meat and produce farming business in Georgia. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and selectively managed accounts tailored for individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing to implement its investment models within a wrap-fee structure.

Heather Henn is a CFP® professional with 34 years of industry experience, currently serving at Merrill in Atlanta, GA. She has been with Merrill and Bank of America, N.A. since 2009. Outside of her advisory role, she is involved in real estate investment through ownership in multiple entities and serves on the boards of Holy Innocents Episcopal School and the Young Men’s Service League. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of portfolio implementation options including tax-aware strategies.

Sofia Varzi is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Bank of America N.A. and Merrill since 2022, and previously spent time at the University of Georgia and Atlanta International School. 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, and institutional investors.

Teresa Rodriguez is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her career includes roles at JPMorgan Chase, Bank of America, Merrill Lynch, and Wells Fargo. She volunteers monthly to coordinate alumni meetings for Northeastern University in Georgia and serves as power of attorney for two cousins. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services with a range of portfolio management styles and provides municipal advisory services alongside its institutional and wealth advisory programs.

Raquel Nalo is a Financial Advisor with Merrill Lynch Wealth Management who prioritizes putting clients' needs first. She focuses on helping clients pursue personal financial goals, including college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Raquel emphasizes creating personalized financial plans that align with her clients' unique priorities and perspectives. In her professional role, Raquel aims to simplify the complexities of investing and wealth planning, fostering transparency throughout the process. Her approach involves connecting clients to the people, plans, and processes best suited to their ambitions, helping them manage and reach their long-term financial goals. Outside of her professional work, Raquel enjoys a variety of personal interests such as baseball, basketball, football, soccer, interior decorating, woodworking, watching movies, and spending time with her family.

Logan Vaughn is a financial advisor at Edward Jones in Atlanta, GA, with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Delores Jones Rapoport is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2024, following seven years at SunTrust Advisory Services and related affiliates, as well as roles at Wells Fargo. Outside of her advisory work, she serves on the boards of We Build Black Inc. and the Ovarian Cancer Institute, contributing to workforce development initiatives and supporting cancer research. 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 plans, corporations, and charitable organizations.

Amber Golay is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2022, she worked in physical therapy and related healthcare roles from 2010 to 2022. Outside of advisory work, she operates a sole proprietorship selling medical products through Amazon. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Rafael Gutierrez Meza is a financial advisor at Merrill in Atlanta, GA, holding a Series 66 designation with three years of industry experience. His career includes roles at Bank of America and GameStop. Merrill, together with its affiliate Managed Account Advisors LLC, provides model-based and discretionary managed account services to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs strategies developed by internal teams and third-party managers and offers support in trading, account administration, and custody.

Brian Kazinec is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously spent 30 years at Pruco Securities, LLC and has been associated with Prudential Insurance Company of America throughout his career. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, operating an integrated platform that combines adviser programs with active sales of other financial products.

Ne'quan Williams is a financial advisor at Merrill with Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Bank of America N.A., Wells Fargo Clearing Services LLC, The Vanguard Group, and Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Matthew Townsend is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in comprehensive wealth management strategies for corporate executives and key employees, focusing on areas such as concentrated stock positions, equity awards, 10b5-1 trading plans, and retirement planning. Matthew holds a Bachelor's Degree from Southern Illinois University System and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He integrates access to Merrill’s investment insights and Bank of America’s banking and lending solutions to create personalized financial strategies tailored to clients' goals. In addition to his professional work, Matthew is involved in community activities, dedicating time to volunteer with local organizations in line with Merrill’s tradition of community participation.

Chad Fleming is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Atlanta, Georgia. He has been working with high net worth individuals, families, and business owners since 1994, providing support in making confident, informed financial decisions. Chad holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential, demonstrating his commitment to practical and personalized wealth planning. Chad focuses on helping clients build and manage investment portfolios, preserve and grow wealth, plan for retirement, and prepare for future generations. He employs a relationship-driven approach and leverages the resources of Merrill and Bank of America to offer services including investment management, estate planning support, tax-aware strategies, and business succession planning. He co-created the Fleming-McDavid Group at Merrill, which centers on client needs and adapts to their evolving financial situations. He earned his bachelor's degree from the University of North Carolina at Chapel Hill. Outside of his professional work, Chad is involved in his community as a coach with the Northside Youth Organization and is active in the Northside Presbyterian Church. His personal interests include golfing, hiking, music, reading, scuba diving, skiing, spending time with his family, traveling, and yoga.