Andrew Brereton is a CFP® and ChFC® with nine years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Ameriprise and Generational Financial Partners LLC. Outside of his advisory roles, he has experience as a local community sports fitness coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, portfolio management, and institutional services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Nicholas Ray is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he serves as a primary point of contact for clients, providing personalized service tailored to individual needs and preferences. He facilitates discussions with Wealth Management Advisers when deeper wealth planning is required to ensure clients and their families receive comprehensive support. Nicholas has held various positions at Fidelity Investments, including Wealth Management Service Specialist, Planning Consultant, Relationship Manager, and Financial Representative, accumulating experience since 2021. His progression through these roles reflects his involvement in providing wealth management services and client support within the firm.

Gabriel Steagall is a financial advisor at Ameriprise with 23 years of industry experience. He previously worked at Raymond James & Associates for 23 years before joining Ameriprise in 2025. Steagall holds a Series 66 designation and serves as Vice President and board member of the Darrel & Patricia Steagall Family Foundation. He is also involved with Body Science RD in a non-investment-related capacity. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, written recommendations through a centralized consulting team.

Jennifer Borus is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC from 2012 to 2021. She has been with Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Kirsten Clark is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She previously worked for 11 years at Credit Suisse Securities (USA) LLC before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics based on diversification principles and modern portfolio theory.

Courtney Griffith is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. In addition to her advisory work, she has nearly two decades of experience in full-time education. 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.

John Mclaren is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously held roles at Fidelity Bank and SunTrust Advisory Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and includes capabilities in derivatives and commodities.

Emily Bradshaw is a Series 66-licensed financial advisor at Morgan Stanley in Atlanta, GA, with one year of industry experience. Before joining Morgan Stanley in 2025, she worked at CBRE and operated private chef services under her own name. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by a structured process and firm-approved tools.

Joshua Weber is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and structured analysis. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Jason Halliburton is a Senior Financial Advisor and Senior Portfolio Advisor in the Global Wealth and Investment Management division at Merrill Lynch Wealth Management in Atlanta/Buckhead. He focuses on serving the wealth management needs of business owners, senior executives, and entrepreneurs, helping them navigate complex financial requirements to balance professional and personal goals. Halliburton and his team develop tailored strategies to pursue clients' investment objectives, utilizing Merrill and approved third-party investment managers’ strategies, funds, or portfolios. Before joining Merrill Lynch, Halliburton worked at an Atlanta-based boutique private equity firm specializing in acquiring and growing lower middle-market service companies with annual revenues between $50 and $250 million. His expertise includes executive compensation, family wealth management, legacy planning, liquidity management, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Halliburton holds a Bachelor's Degree from the University System of Georgia and carries the Personal Investment Advisor (PIA) designation. He is actively involved in professional and community organizations, including the Corporate Cabinet of The Woodruff Arts Center, Merrill’s NextGen Leadership Council (Digital Committee co-chair), and the 100 Black Men of Atlanta. He also serves as a Graduate Mentor at Georgia State University’s Robinson College of Business and is a Legacy Advisor for Children’s Healthcare of Atlanta.

Paul Griffin is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Joshua Krohne is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Clarity Wins, LLC, an independent advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Keel is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley since 2013 and is currently affiliated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by structured tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Everett Morris IV is a CFP®-certified financial advisor with 14 years of industry experience, currently with Mass Mutual Investors Services since 2014. He also owns Morris Legal and Tax LLC, a firm providing CPA and legal services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Paula Gulich is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2009, following a brief period at Merrill in 2002. 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 supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Jeffrey Fortson is a CFP® professional with 34 years of experience in the financial services industry. He is currently with OSAIC and has held prior roles at Woodbury Financial, Mass Mutual Investors Services, and VOYA Financial Advisors among others. Outside of advising, he is co-owner and CFO of Normaltown Brewing Co LLC, a microbrewery involved in production and sales. OSAIC serves a diverse range of clients, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, affiliate network, and comprehensive multi-advisor platform.

Richard George is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, E*TRADE Securities LLC, and Morgan Stanley. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and order-routing services.

Kurt Hirshman is a financial advisor at RBC Capital Markets based in Atlanta, GA, holding a Series 66 designation with 24 years of industry experience. He worked at UBS Financial Services for 23 years before joining RBC Capital Markets in 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and implemented through a combination of in-house and third-party investment managers.

Matthew Hossom is a financial advisor with Equitable Advisors in Atlanta, GA, holding Series 66 and Series 63 designations and seven years of industry experience. His prior work includes roles at AXA Advisors LLC and entrepreneurial ventures such as Gata Movers LLC and Corners Cut LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a range of third-party asset managers and advisory platforms.

Christopher Gannon is a financial advisor at Morgan Stanley in Atlanta, GA, with 26 years of industry experience. He has held roles at Morgan Stanley Private Bank, Jpmorgan Chase Bank, UBS Financial Services, and Deutsche Bank Securities. His credentials include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and the Global Investment Committee’s Secular Return Estimates to support financial plans.