Ehsanur Chowdhury is a financial advisor at Morgan Stanley in Alpharetta, GA, with two years of industry experience. Prior to joining Morgan Stanley in 2025, Chowdhury held positions at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. He has also worked in the automotive and retail sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

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 in 2024, he worked at Atlantic Mortgage Consultants for two years. Outside of his advisory role, he is involved with Peter Glenn Ski & Sports, a retail and online store based in Sandy Springs, Georgia, where he participates in sales and marketing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by advanced analytical tools.

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.

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 at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Wealth & Pension Services Group, Vining Financial, and Triad Advisors. In addition to his advisory work, he assists clients and families with the probate process for wills. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing advanced asset-allocation tools and access to third-party money managers.

Stephen Young Jr. is a financial advisor at Edward Jones in Roswell, GA, holding Series 65 and Series 63 licenses with six years of industry experience. His work history includes roles at Edward Jones, Apple Inc., Roam Innovative Workspace, and Aviem International Inc. Outside of advisory work, he has occasionally rented out part of his primary residence to a non-client. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of financial advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and other advisory services under a fiduciary standard.

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 at Cambridge Investment Research Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at FSC Securities Corporation for 16 years. Outside of his advisory work, Owens is a certified shooting instructor teaching skeet and sporting clay shooting and serves as president of the Wolf Creek Park Homeowners Association. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension and profit-sharing plans, charitable organizations, and trusts—through financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management options, including proprietary models under the Founders Gate Capital brand and access to unaffiliated strategists, delivering strategies tailored to client objectives across multiple custody platforms.

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.

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.

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 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including TD Ameritrade Investment Management, SCOTTRADE, and Financial Engines Advisors L.L.C. Outside of finance, he has experience as an actor. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios while serving a large client base through advisor-led and online platforms.

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.

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.

Ryan Frantik is a financial advisor with Ameriprise in Smyrna, GA, holding a Series 66 designation and beginning his career in 2024. Prior to joining Ameriprise, he held various roles outside the financial industry, including work at Rookies Pub and Ambassador Wealth Management. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to create written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.