Jessica Callaham is a financial advisor with LPL Financial in Atlanta, GA, holding a Series 66 designation and four years of industry experience. She has been with LPL Financial since 2015. In addition to her advisory role, she is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Michael Sherwood is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 65 and Series 63 licenses with 11 years of industry experience. His prior roles include positions at AMERIPRISE FINANCIAL SERVICES, Inc. and Brightview Advisors, LLC. He serves as a board member of the Finance Committee for the Tally Green Homeowners Association. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored agreements.

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.

Brian Mariano is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked with MML Investors Services LLC and MassMutual Life Insurance Co since 2014 and was previously with Cetera Advisors LLC from 2010 to 2014. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools to deliver written recommendations within collaborative client relationships.

Thomas Mayhew is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at MassMutual Life Insurance Co and MML Investors Services, LLC, as well as positions outside finance such as at Patriots Pride Windows and Atlanta Window Pros. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm offers a range of services including wrap and money-manager programs and educational seminars.

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.

Kathryn Benton is a financial advisor with Equitable Advisors in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has worked at various firms including PNC Wealth Management and Mass Mutual Investors Services and serves as a trustee of the Patricia Benton Trust. Outside of her advisory role, she is a public notary in Cherokee County, a state-appointed county and family mediator in Florida, and vice president of the Longleaf Woodstock Homeowners Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

Norinne Millner is a Private Wealth Advisor within Merrill Private Wealth Management, a division that serves a select group of clients with complex financial needs. She specializes in helping wealth creators, including families, founders, executives, inheritors, entertainers, and women in leadership roles, preserve and grow their wealth to achieve their life and legacy goals. She collaborates closely with attorneys, CPAs, and other advisory professionals to provide comprehensive advice and service tailored to each client’s unique situation. With a career beginning in 1994, Norinne has experience in navigating complex family and ownership structures, estate planning, privately held business concerns, and philanthropic planning. She emphasizes understanding each client's aspirations and biases to design personalized wealth management strategies. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Norinne holds a bachelor's degree from the University of Tennessee System. Norinne is active in the Atlanta community, serving in leadership and board roles with various organizations such as the Atlanta Estate Planning Council, CHRIS 180, Georgia Council on Economic Education, Georgia Planned Giving Council, and Peachtree Road United Methodist Church. Her community involvement reflects a commitment to supporting education, economic literacy, and social services.

Howard Coote is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2022, following a 15-year tenure at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process integrates quantitative and qualitative due diligence and may incorporate ESG criteria, supported by affiliated implementation and portfolio services.

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.

Kevin Hearn is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at Bank of America NA, Merrill Lynch Inc, and Primerica Financial Services before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Eleanor Pascual is a financial advisor at Cetera with four years of industry experience. She has previously worked at Minnesota Life Insurance Co, Securian Financial Services Inc, Providential Legacy Group, and Pruco Securities, LLC, and spent over two decades at State Farm Mutual Automobile Insurance Company. Outside of her advisory role, she serves on the boards of the Philippine American Chamber of Commerce of Georgia and Makabayan Georgia, Inc., focusing on community outreach and affairs, and is involved with the WWAAC Alliance Foundation, a nonprofit supporting Asian American communities. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement a variety of portfolio strategies, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Joslin Alberique is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Wells Fargo Advisors, Joslin worked at Kingsview Wealth Management, Securities America Advisors, Fidelity Investments, and Charles Schwab & Co. Outside of financial services, Joslin has one year of experience in the roofing industry and promotional services. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

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.