Martin Halberg is a CFP® professional with 30 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at IFP Securities, LPL Financial, and Independent Financial Partners. Halberg is also involved in non-variable insurance products, including term and whole life insurance, long-term care insurance, and fixed annuities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various portfolio management strategies and platform options with both discretionary and non-discretionary implementations.

Marlon Somersall is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, Bank of America, and other firms prior to joining J.P. Morgan in 2025. Outside of his advisory role, he serves as a Non-Public Arbitrator for FINRA. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Paige Calman is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 credential with three years of industry experience. Prior to joining Morgan Stanley, she worked in various roles including at Anatolia Cafe and in education at Nickajack Elementary School and ET Booth Middle School. Outside of finance, Paige operates a dog sitting and walking business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and firm-approved methodologies.

Bogdan Vasiljevic is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including at Harvard Extension School and GameStop. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios constructed using proprietary research, quantitative analysis, and algorithmic methods.

Craig Houck is a financial advisor with Raymond James Financial, holding the Series 66 designation and bringing 25 years of industry experience. He has served with Raymond James Financial Services Advisors, Inc. since 2014 and is involved with the Baker's Brace Foundation. Outside of his advisory role, he is the owner of Dogwood Wealth Advisors, LLC and acts as a trustee for a testamentary trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports its advisors with tools that incorporate risk profiling and outcome modeling.

Samuel Cagle is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving on Merrill's Global Corporate & Institutional Advisory Services team since 2021. He has been with Merrill since 2015. In his role, Samuel assists clients in simplifying their financial lives by helping them establish and prioritize their goals. Samuel provides tailored strategies including asset allocation guidance, tax-minimization strategies, retirement income planning, and wealth transfer solutions. He leverages the global resources of Merrill and access to lending and credit solutions from Bank of America to deliver his services. Samuel grew up in Knoxville, Tennessee, and earned a Bachelor of Science degree in Finance from the University of Tennessee. He holds FINRA Series 7 and 66 registrations, as well as the Chartered Retirement Planning Counselor™ designation. He resides in Midtown Atlanta and spends his free time cooking, running, playing golf, and enjoying history and film.

Krashonda Gray is a financial advisor at Morgan Stanley in Atlanta, GA, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, DHL Supply Chain, and multiple Wells Fargo entities. Outside of her financial advisory role, she owns and operates an interior design business called Designed by Krashonda. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Agustin Hays is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 66 and Series 63 licenses with three years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services that utilize structured discovery and firm-approved planning tools.

Dejah Gay is a CFP®-certified financial advisor with four years of industry experience, currently with LPL Financial in Atlanta, GA. She previously worked at Truepoint, Inc. for six years and holds a Series 63 license. Gay is involved with Delta Community Credit Union and Members Trust Company in financial institution roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management with access to model portfolios and third-party research.

Charles Mutz is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 63 designation and 27 years of industry experience. He has been with Raymond James & Associates since 2016 and has been involved with Turo since 2023. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a range of portfolio management styles and affiliated research.

Judy Wimpey is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and bringing 38 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 employs a structured planning process using firm-approved tools and models to support client goals.

Alexander Shindnes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in corporate retirement and benefit plans, stock options and equity awards, as well as wealth planning strategies. Alexander has over ten years of experience in the financial services industry, including expertise in sales strategy, and has been part of the Global Corporate & Institutional Advisory Services team since 2014. He holds a Bachelor's Degree from Arcadia University and maintains the Personal Investment Advisor (PIA) designation. Fluent in Russian and English, Alexander works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He is also actively involved in community volunteering, aligning with Merrill’s tradition of community participation.

Robert Hickey Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and two years of industry experience. He has been associated with Wells Fargo Bank, N.A. since 2011. Outside of his advisory role, he sells sneakers on eBay as a separate business activity. 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 both brokerage and advisory solutions.

Paul Jacobson is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he held positions at KidsPeace and White's Residential and Family Services. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Serafin is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 66 designation and previously worked for 15 years at UBS Financial Services Inc. He is co-owner of Graystone Square Investments LLC, a partnership formed to invest in a restaurant. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, complemented by RBC’s capital-markets and affiliated asset management capabilities.

Kimberly Piontek is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate firm-approved tools and modeling techniques to support tailored client plans.

Kimberlee Mott is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She previously worked at Cetera and Foresters Financial Services. She is a 30% owner of Pack Financial LLC, operating as the For Cetera Investors Team. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Lindsay Belton Paugh is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she serves as Chair of the Finance Committee at the First Church of Christ Scientist in Atlanta, where she assists with annual budgeting and financial reviews. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad platform that includes custody, underwriting, and capital markets services.

Hubert Twum Barima is a Series 66-registered financial advisor with Thrivent Investment Management in Atlanta, GA, with one year of industry experience. Before joining Thrivent, he worked at LPL Enterprise LLC and spent eight years at Atlantic Bay Mortgage Group. His other activities include serving as a financial professional with Prudential Advisors and engaging in non-variable insurance business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing system called “WealthPlan” while maintaining separation between these services.

James Fleming is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Havener Capital Partners, Edward Jones, Alps Distributors, Inc., and Caldwell & Orkin. Fleming is currently based in Atlanta, GA. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive asset management services.