ADVISOR BIO

Marcus Clark is a financial advisor currently registered with Rockefeller Financial LLC in Atlanta, Georgia. Marcus has been in the financial industry since 2017. Marcus is a CERTIFIED FINANCIAL PLANNER™ professional and has experience with a variety of financial services including portfolio management, financial planning, and pension consulting. Marcus is licensed to offer securities and investment advice in 53 states, including Texas, Georgia and Florida. Marcus has been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past.

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Marcus Gustafsson is an Investment Advisor Representative with Gustafsson Wealth Management, Inc. Marcus has been in the industry for more than 20 years and has a strong background in providing financial planning and portfolio management services to both individuals and high-net-worth individuals. He is registered in both Georgia and Louisiana and has a Series 7, Series 63, and Series 65 license.

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Marcus Welborn is a financial advisor with Ameriprise Financial Services, LLC. Marcus has been in the financial services industry since November 3, 1997. Marcus has a Series 7, Series 63, and SIE license. Marcus is registered to provide investment advice in 24 states. Marcus is also a Certified Financial Planner and a Chartered Financial Consultant. Marcus's office is located in Atlanta, Georgia, where he works with individual investors and small businesses. Marcus also provides financial planning services, including retirement planning, college savings, and estate planning.

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Marcus David Theriault is a financial professional with over 20 years of experience in the financial services industry. Marcus is currently registered with Truist Advisory Services, Inc. Marcus has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Marcus holds the Series 7, Series 24, and Series 63 licenses, and is a Certified Financial Planner. Marcus's previous experience includes roles at J.P. Turner & Company, L.L.C. and Charles Schwab & Co., Inc.

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Marcus Wheeler is a financial advisor with Stifel, Nicolaus & Company, Inc., located in Atlanta, Georgia. Marcus has over 25 years of experience in the financial services industry. Marcus specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Marcus is committed to providing personalized service and helping clients achieve their financial goals.

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Marek Misewicz is an investment advisor representative with UBS Financial Services Inc. Marek has been in the financial services industry since July 1, 2002 and is licensed to provide investment advice in Florida, Georgia, North Carolina, and Texas. Marek also holds Series 66, Series 10, Series 9, SIE and Series 7 licenses. Marek has previously been registered with BEAR, STEARNS & CO. INC., WACHOVIA SECURITIES, LLC and PRUDENTIAL SECURITIES INCORPORATED.

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Margaret Frances Shipley is a financial advisor with Osaic Advisory Services, LLC, located in Atlanta, GA. Margaret has been in the financial services industry since 2023. Prior to joining Osaic Advisory Services, LLC, Margaret worked for Triad Advisors LLC. Margaret holds Series 7TO, SIE, and Series 66 licenses. Margaret has experience working with individual clients, business clients, pension and profit-sharing plans, and charitable organizations.

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Margaret Mary Graff is a financial advisor with Ameriprise Financial Services, LLC. Margaret has been in the financial services industry since April 1991. Margaret works with clients in Georgia and Texas. Margaret is registered with the state of Georgia and Texas. Margaret is a Certified Financial Planner and a Chartered Financial Consultant. Margaret is a member of the Financial Industry Regulatory Authority (FINRA). Margaret is a licensed investment advisor. Margaret is a member of the American Institute of Certified Public Accountants (AICPA). Margaret is a member of the National Association of Personal Financial Advisors (NAPFA). Margaret is a member of the National Association of Registered Investment Advisors (NARIA).

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ADVISOR BIO

Margaret Elizabeth Mahone is a financial advisor with over 20 years of experience in the financial services industry. Margaret has been registered with Wells Fargo Clearing Services, LLC since 2016. Prior to joining Wells Fargo, Margaret was a financial advisor with J.P. Morgan Securities LLC. Margaret is a Series 6, 7, 63, and 65 licensed professional. Margaret's practice specializes in providing financial planning, investment consulting services, and portfolio management for individuals, corporations, and institutions. Margaret works with clients in Georgia, Texas, and several other states.

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ADVISOR BIO

Margaret Archer has been in the financial services industry since 1990 and is currently a registered representative with Wells Fargo Advisors Financial Network, LLC. Margaret is licensed to conduct business in Alabama, California, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New Mexico, North Carolina, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virginia, and Wisconsin. Margaret has been working with individuals, families, and businesses in the Atlanta, GA area for over 30 years. Margaret holds the Series 7, 31, 63, and 65 securities licenses. Margaret has a strong reputation for providing sound financial advice and helping clients achieve their financial goals.

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