Karl Kennedy is a financial advisor with Thrivent Investment Management in Decatur, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Bankers Life and has experience in the fitness industry with Youfit and LA Fitness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors, offering goal-based analyses and written recommendations on various financial planning topics without portfolio management or institutional advisory services.

Dianne Pagan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. She previously worked with the DeLong Real Estate Team and has background experience in the automotive and oil industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm is also registered as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

David Cohen is a financial advisor at Wells Fargo Advisors in Atlanta, GA, with 18 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is a part-owner of BPC Wealth Management LLC and serves as an executor of an estate in Alpharetta, GA. Wells Fargo Advisors Financial Network provides investment and financial planning services to a range of clients, including individuals, trusts, and institutions. The firm offers a broad planning menu that covers various areas such as retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Natalia Abbott is a financial advisor at UBS Financial Services with 19 years of industry experience. She has held her current position since 2016 and previously worked at Wells Fargo Clearing from 2007 to 2008. Abbott holds Series 63, Series 65, and Series 66 designations and is based in Atlanta, GA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Raymond Suplee is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with the firm since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.

Kok Wong is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Cetera Advisors LLC since 2013 and has a concurrent role at David Wong, CPA, a CPA consulting business he owns. Outside of financial advising, he is involved in selling land, commercial, and residential properties through Virtual Properties Realty. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party strategies across multiple program structures.

Madison Schroeder is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation. Madison has worked at UBS since 2024 and has prior experience in education at The University of Georgia and The Lovett School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Pace Huff is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in wealth management. He works extensively with high net worth individuals and families to develop customized financial strategies that encompass asset management, liability management, cash management, stock risk management, estate planning, and trust services. Pace is committed to collaborating one-on-one with clients to help them achieve their long-term financial goals. A native of Atlanta, Pace earned his bachelor's degree from Emory University. He has been with Merrill Lynch exclusively since 1999. He holds the Personal Investment Advisor (PIA) designation. Pace is involved in various community activities. He is passionate about dog rescue and works with organizations such as Ruffus Rescue and Orphan Annie Dog Rescue. He has served as past President and board member of the Atlanta Branch of the English Speaking Union and as past President and board member of BRAVO, supporting the Atlanta Symphony Orchestra. He lives in Buckhead, is an active athlete, an avid reader, and traveler.

Kerry Senna is a Wealth Management Advisor with The Garrett Group at Merrill Lynch Wealth Management. He specializes in providing tailored financial guidance to families across all stages of life, designing personalized investment portfolios aligned with clients’ short-term and long-term financial goals. Kerry's approach integrates access to Merrill’s investment insights alongside Bank of America's banking and lending solutions to develop flexible strategies suited to evolving market conditions. With a background in equities trading, Kerry brings expertise in portfolio construction and risk management to his advisory role. His focus areas include family wealth management strategies, legacy planning, liquidity management, retirement income, tax minimization, and small business strategies. As a CERTIFIED FINANCIAL PLANNER® (CFP) professional and holder of several additional designations—Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA)—he combines hands-on market experience with comprehensive financial planning knowledge. Kerry earned a Bachelor of Science degree in Finance from The College of New Jersey, where he also played collegiate baseball. He participates in community volunteer efforts through the Merrill & Bank of America Community Volunteers Service Network, including projects like Habitat for Humanity. Kerry resides in Atlanta with his wife Amy and their two children and enjoys baseball, football, golf, music, traveling, and spending time with his family.

Shannon Hill is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2005. Hill is also the owner-operator of Shamie LLC, a business used to manage office expenses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Timothy Bonner is a financial advisor with Cetera in Atlanta, GA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co for nine years. Outside of his advisory role, he is involved as an insurance agent selling life, disability, fixed annuities, and long-term care products, and is affiliated with Totus Wealth Management, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Devin Mc Giboney is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held various roles including positions at Georgia Southern University, Northwestern Mutual, and in the hospitality sector. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Andrew Halpern is a financial advisor at UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses. He has 25 years of industry experience and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Melvin Brittian III is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at UBS Financial Services, Wells Fargo Advisors, and Prudential-affiliated firms. Outside of finance, he serves as a funeral director and visitation attendant at Roscoe Jenkins Funeral Home. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process 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.

Norinne Millner is a Private Wealth Advisor within Merrill Private Wealth Management, a division comprising a select group of financial advisors recognized for their expertise in serving ultra high net worth clients. In her role, she collaborates with attorneys, CPAs, and other advisory professionals to provide comprehensive advice and services tailored to the unique needs of her clients. Her mission is to assist wealth creators in preserving and growing their wealth to achieve their life and legacy goals. Norinne brings experience since 1994 in various roles serving individuals with significant wealth. She has navigated complex family and ownership structures, market environments, estate planning arrangements, privately held business concerns, and family dynamics. She focuses on understanding her clients' aspirations, biases, and goals to design personalized financial, estate, philanthropic, and legacy strategies. Her client base includes families, founders, C-suite executives, inheritors, entertainers, and wealth creators, often including women in leadership roles. She holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Norinne earned her bachelor's degree from the University of Tennessee System and has completed executive education at Wharton. She is active in the community, serving on boards such as the Atlanta Estate Planning Council, CHRIS 180, the Georgia Council on Economic Education, and Peachtree Road United Methodist Church.

Howard Coote is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Merrill prior to his current role. Based in Atlanta, GA, his background includes 15 years at Bank of America, N.A. and Merrill. J.P. Morgan Securities 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.

Lawrence Salberg is a financial advisor with Ameriprise in Decatur, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Delta Community Credit Union and LPL Financial. He is also involved with Thu Clear, Inc. outside of his advisory work. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations.

Joslin Alberique is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing two years of industry experience. Prior to joining Wells Fargo Advisors in 2026, Joslin worked at Kingsview Wealth Management, Securities America Advisors, Fidelity Investments, and Charles Schwab & Co. He has experience in diverse roles including non-financial positions such as at True Quality Roofing and Ripple Effect Promotions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and sports & entertainment planning, using proprietary research and tools to develop tailored client recommendations.

Leanne Decook is a financial advisor with Morgan Stanley in Atlanta, GA, holding the Series 66 designation and eight years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019, and previously held roles at UBS Financial Services, PNC Wealth Management, and the University of South Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 a structured planning process utilizing firm-approved tools and modeling techniques.

Dawn O'Rourke is a CFP® with 35 years of industry experience, currently serving at Wells Fargo Clearing since 2018. She previously worked at FSC Securities from 2014 to 2018. Outside of her advisory role, she is a majority owner of a clothing boutique, Fab'rik, based in Nashville, Tennessee. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.