Shannon Hill is a financial advisor with Ameriprise in Roswell, GA, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she owns and operates Shamie LLC, a business used to pay office expenses. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.

Dontae Simmons is a financial advisor at Edward Jones in Atlanta, GA, with eight years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley, E*TRADE Securities LLC, Propane Taxi, and Bank of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Devin Mc Giboney is a financial advisor with LPL Enterprise holding a Series 66 designation. Based in Atlanta, GA, Devin has been with LPL Enterprise since 2026 and has previous experience at Northwestern Mutual and Georgia Southern University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering advisory and brokerage services supported by a platform that integrates investment advice, financial planning, and access to third-party asset management 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.

Douglas Peterson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. Douglas provides access to investment insights from Merrill as well as the banking and lending solutions of Bank of America. With a background as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), Douglas focuses on helping clients achieve their financial objectives through service-oriented, client-centered advice. He values building meaningful relationships and making a positive impact on the lives of those he serves. Douglas earned his bachelor’s degree from Loma Linda University. Outside of his professional responsibilities, Douglas participates in community volunteer activities and pursues personal interests including tennis, golf, and travel.

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.

Donald Gifford Jr. is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Ameriprise Financial Services, Inc. and Dempsey Lord Smith, LLC. Outside of his advisory work, he serves as President of the Atlanta Lions Club Foundation and holds board or committee roles with several nonprofit organizations, including the Georgia Lions Lighthouse Foundation and International Women’s House. He is also a bass player and vocalist in the band All In Red. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary models and third-party strategies tailored to client objectives.

Todd Urowsky is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and bringing 27 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach incorporates structured discovery and advanced modeling tools but does not include individual security recommendations as part of standalone planning.

Keith Mason is a financial advisor with Thrivent Investment Management in Atlanta, GA. He holds Series 63 and Series 66 credentials and has one year of industry experience. His prior work includes roles at Thrivent Financial and a tax preparation business, Ayoby Taxes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning without discretionary trading authority. The firm integrates planning with managed accounts under a consolidated billing option called “WealthPlan” while maintaining separate service structures.

Marek Misewicz is a financial advisor at UBS Financial Services with 23 years of industry experience. He has held his current position at UBS since 2008. He holds a Series 66 designation. 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 and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Randall Martinez is a CFP® professional with 21 years of industry experience. He has been with OSAIC since 2024 and previously worked at Triad Advisors, Inc. for 18 years. Martinez also owns Asset Advisors Group, LLC, where he leads CFP programs at universities nationwide and provides tax planning and film tax credit services. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm offers integrated brokerage and advisory services using proprietary asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Ryan Odendahl is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Aston Carter and Consolidated Planning, as well as several years focused on full-time education. 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 investment recommendations and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated service model, and multi-asset investment approach supported by comprehensive due diligence.

Keaton Russell is a financial advisor with Morgan Stanley in Atlanta, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab & Co., Hilltop Securities, and Southbridge Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Christopher Metzger is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2016. Based in Atlanta, GA, Metzger works within one of the largest firms in the industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and provides integrated advisory, brokerage, custody, and cash-sweep services.

Andrew Lavrennikov is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with six years of industry experience. He previously worked at UBS Financial Services, Inc. for six years and at The Gersh Agency for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 planning process supported by advanced modeling tools.

Jeremy Becht is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Morgan Stanley since 2014, including roles at Morgan Stanley Private Bank and MML Investors Services LLC, as well as MassMutual Life Insurance Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized groups such as the Estate Planning Strategies Group.

Jeffrey Moore is a Series 66-registered financial advisor with Edward Jones in Dallas, GA, and has eight years of industry experience. He has worked with Edward Jones since 2017 and previously spent eight years at Regions Bank. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.