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.

Mir Ali Mohsin Moosvi is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, Bank of America, Truist, and SunTrust Bank. Outside of finance, he has worked as an Uber driver on a part-time basis. 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

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®-certified financial advisor with 19 years of industry experience, currently with Ameriprise since 2021. His prior roles include positions at Wells Fargo Clearing, PNC Wealth Management, Morgan Keegan & Company, LLC, and Morgan Stanley & Co. LLC. Outside of his advisory work, he is a co-owner of Overlook PSJ 12 LLC, a real estate business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

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.

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.

Danny Buchanan is a financial advisor with LPL Financial based in Stone Mountain, GA, holding a Series 66 designation and seven years of industry experience. His prior work includes five years at Edward Jones and roles at Buchanan Tax Services and General Electric. He also operates Buchanan Tax Services Inc., providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing research-driven model portfolios, third-party subadvisors, and technology tools across a broad advisory platform.

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.