Kenneth Shipp III is a financial advisor with Edward Jones in Lawrenceville, GA, holding a Series 66 designation and 17 years of industry experience. He 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 nationwide network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Heidi Mulling is a CFP® with 30 years of industry experience, currently affiliated with Raymond James Financial Services, Inc. She has served as an investment adviser and CEO of Stonewall Asset Management Inc. since 2005. In addition to her advisory roles, she is named as a successor trustee for Hammock, a responsibility contingent on certain circumstances. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports various advisory programs across a large network of affiliated advisors.

Howard Sparrow is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at UBS Financial Services, Uvest Financial Services Group, and various divisions of Wells Fargo since 2010. He is a 50% owner of Peak View, LLC, an investment-related business based in Big Canoe, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Robert Carter is a financial advisor with Primerica Advisors, holding a Series 66 credential and nine years of industry experience. His previous roles include positions at Invesco and Edward Jones. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, using model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, providing advisory services supported by third-party custodians and overlay managers.

Robert Kurkjian Jr. is a financial advisor with Edward Jones in Cumming, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Daniel London is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Questar Asset Management, Inc. for seven years before joining Primerica Financial Services in 2016. Outside of his advisory role, he has been involved with Creative Financial Partners in managing investment-related products and providing notary services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies created by unaffiliated asset managers. The firm supports its advisory services with a large network of financial advisors and emphasizes various portfolio models including strategic, tactical, and tax-managed approaches.

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 with Wells Fargo Clearing in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party sources.

Mark Blackwell is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2014. Outside of his advisory role, he works as an independent voice actor and is also involved in customer service at a grocery store. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lee Stebbins is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017, following prior roles at SunTrust Advisory Services and Truist Investment Services. In addition to his advisory work, Stebbins acts as an independent insurance agent through The Stebbins Bolen Group. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management options.

Thomas Arundale is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Bank of America, Merrill, and Northwestern Mutual Investment Services. His background includes various roles, with notable experience at White Columns Country Club and St Croix Yacht Club outside the financial sector. Charles Schwab serves a large client base primarily composed of 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 affiliated discretionary SMA portfolios and offers a multi-asset model portfolio approach supported by in-house research and due diligence.

Ehsanur Chowdhury is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 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 business activities outside finance, including roles with Synergy Windows of Atlanta LLC and Us Auto Sales. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by advanced modeling tools, acting primarily in an advisory capacity.

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.

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.

Debra Bond is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 38 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at Chase Investment Services, Wamu Investments, and Truist Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.