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.

Stephen Groover is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network, Moore Colson PC, and Nichols Cauley & Associates. Outside of advising, he is involved in tax preparation through Paige Rossi, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports clients through advisory programs while maintaining a focus on technology and risk management.

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.

Hyungghee Kim is a CFP® and holds a Series 66 license with 15 years of experience in the financial services industry. Kim has been with Mass Mutual Investors Services since 2017 and has prior experience at Metlife Securities. Outside of advising, Kim is involved in business development and client relationship management through a consulting role and is the owner of OnGen Wealth Group, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements using firm-approved analytical tools.

Jacob Mckelvey is a CFP® professional with 19 years of industry experience. He is currently with Ameriprise, where he has worked since 2021, and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors, PNC Wealth Management, and several other firms. Outside of advising, he is a co-owner of a real estate business in Port Saint Joe, Florida. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with retirement-income planning advice, including written recommendation reports focused on income sources and tax-aware withdrawal strategies.

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.

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.

Debra Bond is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 37 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. 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, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for both discretionary and non-discretionary plan management.

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.

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.

Farrell Bradford is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds Series 63 and Series 66 licenses. Outside of advising, he owns and maintains a real estate rental property in Lawrenceville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed account strategies, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a nationwide network of over 23,000 financial advisors.

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.

Manohar Kasetty is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. He also provides consulting, coaching, and goal-setting services for business owners focused on business growth and exit strategies. MassMutual Investors Services offers financial planning and asset management to individuals, business owners, trusts, and charitable organizations, using firm-approved analytical tools to support collaborative, annual planning relationships.

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.

Cherisse Cain is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and eight years of industry experience. She has been associated with Primerica Financial Services since 2005. Outside of her advisory role, Cain operates Brown Sugar Sweetshop, a baking business. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven strategies created by unaffiliated asset managers alongside discretionary separately managed account options.