Thomas Dortch is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Automotive Risk Management Partners, Nolan Transportation Group, Cole Hixon Insurance, and the University of Alabama. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across multiple areas, offering both one-time and ongoing engagements without discretionary trading authority.

William Grant is the Resident Director and Wealth Management Advisor at Merrill Lynch, where he specializes in serving business-owning families and corporate executives, particularly in the management of equity compensation. He joined Merrill in 2001, initially in Charlotte before relocating to Atlanta. William works closely with clients to develop personalized financial strategies aimed at achieving their long-term goals, leveraging resources from Merrill and Bank of America to meet their evolving needs. William holds the Certified Private Wealth Advisor® designation and the Certified Exit Planning Advisor (CEPA) credential, and he is a member of the Investments & Wealth Institute™. He graduated from Winthrop University in Rock Hill, SC, with degrees in Economics and Political Science. Additionally, he served six years in the United States Marine Corps Reserve and attended the Marine Corps Officer Candidate's School in Quantico, VA. In addition to his professional work, William serves on the Gwinnett Medical Center Foundation Board and supports various health, military, and animal charities. He resides in Duluth with his wife, Kendra, and enjoys golfing, reading, and spending time with his family.

Robert Bishop is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Arundale is a financial advisor at Charles Schwab in Alpharetta, GA, with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, Northwestern Mutual Investment Services LLC, and several other financial firms. 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 non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a comprehensive operational platform including centralized custody and alternative investment programs.

Ehsanur Chowdhury is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2025, Chowdhury worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. He has also been involved in small business activities, including roles at Synergy Windows of Atlanta LLC and Us Auto Sales in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

David Tricker is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2013 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides additional offerings such as custody, underwriting, and securities-backed lending.

Devin Bulna is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Atlantic Mortgage Consultants and has experience in both educational and retail sectors. Outside of advisory work, he is involved with Peter Glenn Ski & Sports in Sandy Springs, Georgia, focusing on sales and marketing. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and investment research to support tailored financial plans, primarily acting in an advisory capacity.

Morgan Tullis is a financial advisor at Edward Jones in Roswell, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, he worked for Allegis Group - Aerotek for five years. Outside of his advisory role, he owns Brain Boosters Media LLC, a business that publishes and sells non-industry-related audiobooks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Thomas Boykin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked with Edward Jones from 2012 to 2017 before joining JPMorgan Securities LLC in 2017. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Broadway is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing. Broadway is also involved as a partner in Roswell 4 Freedom LLC and owns Broadway Financial Group, businesses based in Roswell, GA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Holley Kenyon is a CFP®-certified financial advisor with 34 years of industry experience, currently with Wells Fargo Clearing since 2016. Her prior experience includes roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. Outside of her financial career, she serves as treasurer for a homeowners association in Alpharetta, GA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Charles Mears Jr. is a financial advisor with OSAIC in Canton, GA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior work includes roles at Wealth & Pension Services Group, Inc., Vining Financial, and Triad Advisors, Inc. Outside of his advisory duties, he assists clients with probate court processes related to wills and serves as president of AMA Capital Management, Inc., where he manages client securities and retirement assets. OSAIC serves a diverse client base ranging from individual investors to institutional entities through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a range of portfolio construction tools and access to third-party managers, operating within a complex corporate structure marked by multiple mergers and private-equity ownership.

Stephen Young Jr. is a financial advisor at Edward Jones in Roswell, GA, holding Series 63 and Series 65 designations with six years of industry experience. His prior work includes roles at Apple Inc. and Aviem International Inc. Outside of his advisory role, he has a personal arrangement renting space in his home to a friend. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Douglas Himel is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities, E*TRADE Capital Management, and USAA Financial Advisors. Douglas is based in Alpharetta, GA. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate agreements.

Ifejika Okonkwo is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. Prior to joining Morgan Stanley, Okonkwo worked at E*TRADE Capital Management and E*TRADE Securities, and operated Ifejika Okonkwo and Associates as well as Legacy Global Ltd., a business consulting service based in Nigeria. Outside of his advisory role, he is involved in business consulting activities, including consulting services in Nigeria. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions supported by firm-approved planning tools and investment modeling techniques.

Chelsey Melton is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with 14 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she is affiliated with Think Vertical Storage Solutions LLC, a wholesale and distribution business based in Dallas, Georgia. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and incorporates structured discovery processes and firm-approved tools in its financial planning approach.

Joseph Ippolito Jr. is a financial advisor at Edelman Financial Engines with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade Inc. and Mount Pisgah Christian School. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios through advisor-led and online offerings.

Joseph Hunt is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping families, founders, executives, entrepreneurs, and individuals in sports and entertainment connect to a better financial life by providing access to a comprehensive range of personal banking services. These services include credit, investment, trust, cash management, and estate planning needs, leveraging resources from Merrill and Bank of America. Joseph's client focus areas include college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, sports and entertainment, and tax minimization. He holds a Bachelor's Degree from the University of Colorado System and holds the professional designation of Personal Investment Advisor (PIA). Additionally, he serves as a board member of the Chastain Park Conservancy. Joseph and his wife, Edith Anne, are Atlanta natives residing in Milton with their two children. Edith Anne is an entrepreneur and workout enthusiast. Joseph is passionate about coaching his children's sports teams, including soccer, football, and baseball, and enjoys motorsports such as cars, jetskis, and dirtbikes.

Edward Sturdivant is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Fidelity, Chase Investment Services, Scottrade, TD Ameritrade, and Financial Engines Advisors L.L.C. Since 2020, he has also been involved in acting as a side activity. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

Anthony Sodipo is a financial advisor with Ameriprise in Powder Springs, GA, holding Series 63 and Series 65 designations and over 35 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team working alongside financial advisors.