Heather David is a financial advisor with Wells Fargo Advisors in Suwanee, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Merrill from 2017 to 2020 and spent two years at Northside Hospital before entering the financial services sector. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including cash-flow, retirement, and niche services such as business-owner transition and special-needs planning, supported by proprietary research and planning tools.

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 66 and Series 63 licenses with one year of industry experience. His prior roles include positions at Atlantic Mortgage Consultants and various academic institutions. Outside of finance, he is involved in retail and marketing activities with a sports equipment store in Sandy Springs, Georgia. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, combining tailored financial planning with investment strategies supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

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 Series 66-licensed advisor with J.P. Morgan Securities, based in Johns Creek, GA, and has 14 years of industry experience. He worked at Edward Jones for five years before joining J.P. Morgan Securities in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

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®-credentialed financial advisor with 34 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, Kenyon worked for A. G. Edwards & Sons, Inc. from 2003 to 2008. Outside of financial advising, Kenyon serves as treasurer for a homeowners association in Alpharetta, GA. Wells Fargo Advisors is a national securities firm that provides a range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, including consulting and discretionary services for retirement plans.

Dennis Mc Lynn is a financial advisor with Edward Jones, holding a Series 66 credential and nine years of industry experience. He has worked at Edward Jones during two separate periods totaling six years, and has also been associated with Triad Advisors, McLynn Financial Services, LLC, which he founded but has not actively used for over three years, and Allstate Insurance Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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.

Timothy Owens is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 38 years of industry experience, including 16 years at FSC Securities Corporation and seven years at Cambridge Investment Research Advisors. Outside of his advisory role, he is a skeet and sporting clay shooting instructor and serves as president of a local homeowners association. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Joseph Ippolito Jr. is a financial advisor with Edelman Financial Engines based in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at TD Ameritrade, Fidelity, and Financial Engines Advisors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified, long-term oriented investment solutions and manages approximately $326 billion for roughly 477,000 clients.

Richard Schneiderman is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with Ameriprise since 2005, including its predecessor Ameriprise Financial Services, Inc., and is currently based in Suwanee, GA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

Yoleiba Jenner is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2006 and currently serves as the Resident Director of the Pleasanton office, overseeing 24 financial advisors and managing over $3.8 billion in assets as of March 2025. Jenner leads a team focused on helping individuals and families build and manage wealth by developing comprehensive plans tailored to each client’s goals, needs, and priorities. He also serves as a Retirement Benefits Consultant, assisting public and private companies with retirement plans and employee financial wellness programs. Jenner has over 22 years of industry experience, including leadership roles, and has shared his expertise as a speaker to hundreds of Merrill financial advisors. He holds several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor’s degree from the California State University System. Outside of his professional work, Jenner is involved with the Gratitude Network and resides in Danville with his wife and two daughters. He enjoys traveling within the US and abroad, along with interests in baseball, basketball, cooking, football, music, running, swimming, and spending time with his family.

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.

Levi Dutton is a financial advisor with Ameriprise in Cumming, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2023, he worked in healthcare organizations including Northeast Georgia Health Systems, Wellstar, and Gwinnett Medical Center. He is also co-owner of 3 Siblings, LLC, where he manages his Ameriprise business. Ameriprise provides retirement-income planning services targeting individuals with at least $1 million in net investable assets, delivering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jaime Soto is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked with JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Wendell Sarmir is a financial advisor at Raymond James & Associates in Alpharetta, GA, with 44 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he is a director of Marnic LLC, a company established primarily to hold the lease for his office space. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.