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.

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.

Norinne Millner is a Private Wealth Advisor within Merrill Private Wealth Management, a division comprising fewer than 450 advisors nationwide who have demonstrated complex technical proficiency through a rigorous accreditation process. She serves a diverse client base including families, founders, C-suite executives, inheritors, entertainers, and wealth creators, with a focus on women in leadership roles. Norinne collaborates closely with attorneys, CPAs, and other advisory professionals to provide coordinated advice aimed at preserving and growing her clients' wealth. Beginning her career in 1994, Norinne brings extensive experience in wealth management, navigating complex family and ownership structures, estate planning, privately held business concerns, and multifaceted family dynamics. She emphasizes understanding each client's unique aspirations and financial goals, developing tailored strategies that address financial, estate, philanthropic, and legacy objectives. Norinne holds a bachelor's degree from the University of Tennessee System and 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). Her community involvement includes leadership roles with 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 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Kingsview Wealth Management, Securities America Advisors, Fidelity Investments, and Charles Schwab & Co. He has also worked outside the financial services industry in roofing and promotional businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet specific net-worth criteria. The firm uses proprietary research and planning tools to develop recommendations, offering a variety of planning services including retirement, education, business-owner transitions, and niche areas such as sports and entertainment planning.

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.

Natalie Armstrong is a Series 66 licensed financial advisor with Merrill in Atlanta, GA. She has 13 years of experience with Merrill, having worked there since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gerald Kehoe is a Financial Advisor with Merrill Lynch Wealth Management. He partners with individuals and families to understand their financial goals and provides personalized guidance to help navigate life's opportunities and challenges. Gerald's approach involves developing personalized wealth, retirement, and legacy strategies while building long-term relationships based on trust and thoughtful guidance. His expertise includes family wealth management strategies, portfolio management services, sports and entertainment, individual and corporate investment strategy, and retirement income planning. Gerald has earned professional designations including Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Gerald holds a Bachelor's Degree from the University of Massachusetts System. Outside of his professional work, he has interests in football, ice hockey, skiing, soccer, and tennis.

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.

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.