Courtney Griffith is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following two years at WELLS FARGO Advisors, LLC. In addition to her advisory role, she has been involved in full-time education since 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Travis Haines is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill for 19 years and has been involved with Cetera and Cetera Advisors since 2022. Haines is also a registered administrative assistant at Chastain Park Capital Partners, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and manages over $256 billion in assets through a network of more than 10,000 advisors.

John Mclaren is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2017. His prior experience includes positions at Fidelity Bank and SunTrust Advisory Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Emily Bradshaw is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation. She joined Morgan Stanley in 2025 and has prior experience in real estate with CBRE and ran private chef services from 2021 to 2024. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning for individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, emphasizing advisory services without individual security recommendations in standalone plans.

Jason Halliburton is a Senior Financial Advisor and Senior Portfolio Advisor in the Global Wealth and Investment Management division at Merrill Lynch Wealth Management in Atlanta/Buckhead. He focuses on serving the wealth management needs of business owners, senior executives, and entrepreneurs, helping them navigate complex financial requirements to balance professional and personal goals. Halliburton and his team develop tailored strategies to pursue clients' investment objectives, utilizing Merrill and approved third-party investment managers’ strategies, funds, or portfolios. Before joining Merrill Lynch, Halliburton worked at an Atlanta-based boutique private equity firm specializing in acquiring and growing lower middle-market service companies with annual revenues between $50 and $250 million. His expertise includes executive compensation, family wealth management, legacy planning, liquidity management, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Halliburton holds a Bachelor's Degree from the University System of Georgia and carries the Personal Investment Advisor (PIA) designation. He is actively involved in professional and community organizations, including the Corporate Cabinet of The Woodruff Arts Center, Merrill’s NextGen Leadership Council (Digital Committee co-chair), and the 100 Black Men of Atlanta. He also serves as a Graduate Mentor at Georgia State University’s Robinson College of Business and is a Legacy Advisor for Children’s Healthcare of Atlanta.

Paul Griffin is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Joshua Krohne is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Clarity Wins, LLC, an independent advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Bradley Marshall is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity in various roles since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He also spent a year at T. Rowe Price Advisory Services, Inc. early in his career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Paula Gulich is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. She is based in Atlanta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies in its financial planning process.

Debra Johnson is a financial advisor with Cetera, holding a Series 66 designation and bringing 22 years of industry experience. She has held roles at Avantax Advisory Services and Avantax Investment Services, and currently operates Hagan, Johnson & Associates, a CPA firm providing tax preparation and advice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and investment strategies.

Kurt Hirshman is a financial advisor at RBC Capital Markets based in Atlanta, GA, holding a Series 66 designation with 24 years of industry experience. He worked at UBS Financial Services for 23 years before joining RBC Capital Markets in 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and implemented through a combination of in-house and third-party investment managers.

Jesse Thompson is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Mass Mutual in 2019, he worked at Boca Resort and Club. He also conducts outside insurance sales, specializing in life, disability, long-term care, fixed annuities, and health insurance. 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 ongoing financial planning, asset management, and educational seminars, employing firm-approved analytical tools and emphasizing collaborative, annual planning relationships.

Christopher Gannon is a financial advisor at Morgan Stanley in Atlanta, GA, with 26 years of industry experience. He has held roles at Morgan Stanley Private Bank, Jpmorgan Chase Bank, UBS Financial Services, and Deutsche Bank Securities. His credentials include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and the Global Investment Committee’s Secular Return Estimates to support financial plans.

Andrew Ghimpeteanu is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked at Santander, Extended Holiday, Auto Tech USA, and Capco, among other roles. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and financial planning services supported by firm-approved tools and comprehensive investment resources.

Robert Dick is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various capacities since 1993. His career includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Ian Roth is a financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at Goldman Sachs for seven years and SunTrust Robinson Humphrey for three years. Roth holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Charmaine Sylvester is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and 66 credentials and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2007. Morgan Stanley Wealth Management serves individual and institutional clients, providing advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process with firm-approved tools and modeling techniques.

Raymond Mcgrew is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating firm-approved tools and scenario modeling.

Reginald Brown Jr. is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 credentials and 38 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, as well as prior positions at Citigroup Global Markets and Truist Securities. He is also involved as Treasurer and Secretary of a private company, N19PE LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Pierce Faragasso is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan entities since 2016. 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 an ESG eligibility framework.