Gloria Koester is a financial advisor at OSAIC with 25 years of industry experience. She holds a Series 66 designation and has worked at FSC Securities Corporation and Nettuno & Associates Inc. since 2006. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and a variety of investment options across multiple platforms.

Peter Wilder is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Wilder is involved in coaching other financial practice owners through eXtraordinary Coaching, LLC and serves on the Board of Directors for the Marietta Firefighter Support Fund. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.

Michael Mattix is a Series 66 licensed financial advisor with UBS Financial Services in Marietta, GA. He has 24 years of industry experience and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and offers proprietary research and capital markets solutions through its platform.

Joseph Caccippio is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He has been with Wells Fargo in various capacities since 2013. Outside of his advisory role, he owns and operates Caccippio Financial Planning, Inc., and serves as a trustee for its associated 401(k) plan. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. The firm provides tailored recommendations based on proprietary research and planning tools, with optional implementation through brokerage or advisory programs.

Sibyl Steverson Slade is a financial advisor at Osaic with 12 years of industry experience. She holds a Series 66 designation and has worked at several firms including Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of her advisory role, Sibyl is co-founder of the Small Business Mastermind Forum, a collaborative network that provides training and education to small business owners, and serves on the advisory board of the One Million Dreams Foundation. OSAIC serves a diverse client base including individual investors, corporations, pension plans, and charitable organizations through a large network of financial advisors. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools and third-party money managers.

Griffin Gilliam is a financial advisor with Fisher Investments in Atlanta, GA, holding a Series 66 designation and eight years of industry experience. Prior to joining Fisher Investments in 2018, he worked at Park Avenue Securities and Guardian Life Insurance. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach with an emphasis on diversification, tax-awareness, and risk management strategies.

Lisa Greene is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, supporting clients in implementing and updating their plans.

Widmark Cano is a financial advisor at Edelman Financial Engines based in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Tmfs Advisors, LLC and Cross Coaching since 2015. Additionally, he is involved with Atlanta Cosmetology Educators. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, utilizing a committee-driven proprietary modeling process combined with planner delivery and online tools.

Gbadebo Adetula is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Morgan Stanley Smith Barney, J.P. Morgan Securities, Merrill Lynch, and Bank of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without discretionary trading authority. The firm supports both one-time and ongoing planning relationships and allows clients to integrate planning with managed-account programs under a consolidated billing option.

Alvin Floyd II is a financial advisor with MassMutual Investors Services based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at MassMutual and MissionSquare Retirement. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved analytical tools to deliver written recommendations tailored to client goals.

John Golemo is a CFP®-certified financial advisor with Edward Jones in Marietta, GA, where he has worked for 13 years. He holds a Series 66 license and has experience exclusively with Edward Jones throughout his career. 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, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Kenneth Brandenburg is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years and Ashworth & Sullivan Wealth Management Group, LLC for 11 years. He is also president of Brandenburg Wealth Advisors, where he manages and services investor investment accounts. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and employs a variety of asset-allocation tools and third-party solutions to manage portfolios.

Jason Walker is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 17 years. Walker is also involved with Three Pines LLC in Atlanta, where he spends limited time monthly. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and research from both in-house and third-party sources, along with various investment management and consulting services.

Rory Mckendrick is a financial advisor at LPL Financial with 20 years of industry experience and a Series 66 designation. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Fisher Investments. He also serves as a FINRA arbitrator and is involved with a transportation referral business, Sharco Express LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by discretionary and non-discretionary management, as well as research and technology resources.

Faizan Moosa is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term financial goals. His approach focuses on understanding each client's full financial picture to create adaptable wealth management plans tailored to changing market conditions. Moosa's expertise includes managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, women and wealth, sports and entertainment, tax minimization, and retirement income. He holds professional designations such as Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Moosa earned his Bachelor's Degree from Mercer University. In addition to his professional work, Moosa is actively involved in the community. He serves as the 2025 President of the Buckhead Business Association and is a member of the Board of Directors for Susan G. Komen, Atlanta. His community involvement spans organizations including the Alzheimer's Association, Atlanta Community Food Bank, Buckhead Business Association, Habitat For Humanity, and Susan G. Komen. Moosa is also multilingual, speaking English, Urdu, French, and Hindi.

Robert Whitaker is a financial advisor at Edward Jones in Atlanta, GA, holding a Series 66 designation with seven years of industry experience. He joined Edward Jones in 2018 after working at Stresser & Associates, P.C. from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

John Gin is a CFP®-designated financial advisor with Ameriprise in Atlanta, GA, bringing 41 years of industry experience. He has been with Ameriprise since 2005, including its predecessor entities, and serves on the advisory board of ACE Louisiana. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Austin Wagoner is a financial advisor with Wells Fargo Clearing in Marietta, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior firms include J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Bank of America, N.A., and Merrill. He has also been involved with Unwine'd & Tap/MTMT, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Raymond Nelson Jr. is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding CFP® and Securities Industry designations with 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent five years at MetLife Securities Inc. In addition to his advisory role, Nelson is licensed as an insurance agent and a mortgage loan originator. 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 provides ongoing financial planning and asset management through collaborative, annual engagements using firm-approved analytical tools.

Theresa Fabbrini is a financial advisor at Wells Fargo Advisors with seven years of industry experience. She holds the Series 66 designation and has worked in various roles including at Wells Fargo Clearing, Pulte Homes, and Auburn University. She is the owner of Fabbrini Enterprises, LLC. 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 and integrates advisory services with other financial products and referral channels.