Joshua Lewis is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.

Thomas Ellis is a financial advisor with LPL Financial, holding a Series 66 designation. He has been working in the industry since 2024, with experience at several firms including Sullivan & Schlieman Wealth Management, BIP Wealth, and Pointe North Insurance Group. Prior to his financial career, he worked in education for several years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party research, and advanced technology to support diversified investment strategies.

Kevin Watkins is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses. He joined Morgan Stanley in 2025 and has prior work experience outside the financial industry, including several years at Starbucks. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Robert Greisinger is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Fidelity Investments, and Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Hazelrigs is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 1995. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to a variety of advisory and brokerage services through an integrated platform.

Lewis Walker Jr. is a financial advisor with LPL Financial in Woodstock, GA, holding Series 63, 65, and 66 licenses and possessing 28 years of industry experience. He has been with LPL Financial since 2008. Outside of advising, he is engaged in a partnership with his spouse for commercial real estate investment. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing both proprietary and third-party research to support diversified investment strategies.

Dawn Anderson is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2025. Prior to her current role, she was a homemaker for 14 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced analytical tools.

Amanda Lewis is a Series 66 licensed financial advisor with Morgan Stanley in Alpharetta, GA, and has 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to assist clients in their financial decision-making.

Emmanuel Chikerema is a financial advisor at Morgan Stanley with a Series 66 designation and experience dating from 2018 across roles at ZB Financial Holdings, Walmart, and in academia at Bindura University of Science Education. He joined Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individuals and institutional clients by providing advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning approach incorporates structured discovery conversations and firm-approved tools without individual security recommendations as part of standalone plans.

Ivan Garcia is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Woodstock, GA. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Kendall is a financial advisor with Edward Jones in Canton, GA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kiel Shaw is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and formerly served sixteen years in the U.S. Marine Corps. Shaw has been with Edward Jones since 2018, based in Milton, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Sharpe Sablon is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior work includes roles at E*TRADE Capital Management, Northwestern Mutual, and The Piedmont Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Cortlandt Howell is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and institutional clients. The group employs a variety of investment strategies, including discretionary and non-discretionary management, and offers specialized services such as tax management and municipal advisory.

Grace Jolly is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Morgan Stanley, she worked at the University of Alabama and has professional experience in real estate and hospitality sectors. She also has involvement with Session Cocktails and Spirits. Morgan Stanley Wealth Management provides financial advisory and planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes tailored financial planning utilizing structured discovery processes and firm-approved tools, supporting clients with broad investment and advisory offerings.

Harvey Snider Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he began his career in 1981. He leads a multigenerational family team, serving clients through various stages of their lives and collaborating with both his teammates and clients' outside counselors. His approach involves fostering open dialogue and understanding client families to develop customized strategies that align with their life goals, emphasizing risk management and enhancing cash flow and tax efficiency to sustain and grow wealth. He holds multiple professional certifications, including Certified Investment Management Analyst (CIMA®), Certified Portfolio Manager (CPM®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Harvey graduated from the University of Alabama and serves on the Board of Visitors for the Culverhouse College of Business. He is also involved with the Norcross Touchdown Club, the Rober D. Fowler Family YMCA, and co-founded the Norcross High School Foundation for Excellence. Harvey's client focus areas include family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, retirement planning, philanthropic and socially responsible investing, and women and wealth. His personal interests include basketball, football, and gardening.

Zachary Aumage is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2009 and has held roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Tommy Kim is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to his current role, he was involved with Pastries a Go Go, a restaurant business, and has held various positions in education. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm serving individuals and institutions with a variety of financial planning and investment services.

Ryan Tennant is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His background also includes roles outside finance, such as positions at Centro Bar and Papa John's Pizza. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

James Adams Jr. is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, utilizing structured discovery conversations and firm-approved planning tools.