Otto Menendez is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with two years of industry experience. His prior work includes a decade at Merrill and one year at Ameriprise. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and employs various investment programs, including advisory and institutional services.

Sneha Satyanarayana Varanasi is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Sneha worked at Frost & Sullivan and ICICI Prudential Asset Management Company. She is the sole proprietor of OneNest LLC, an entity involved in organizing passive investments in real estate and startups. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of investment vehicles.

Chad Streetman is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2021, following four years at Edward Jones and three years at Verizon Wireless. Outside of his advisory work, he owns a rental property in Tupelo, Mississippi. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 offers planning services supported by firm-approved tools and models without providing individual security recommendations as part of standalone programs.

Ryan Stewart is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for nine years before joining Wells Fargo Advisors. Stewart has ownership interests in two investment-related entities, Dixie Hawk LLC and McHale Group LLC, both based in Alpharetta, GA. 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 planning menu to clients meeting a net-worth threshold and integrates advisory services with other financial products and referral channels.

Stephan Oster is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes over two decades at Securities America, Inc., and he is also a part owner and financial planner at Oster & Fischer, LLC, where he incorporates insurance planning into client financial strategies. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through numerous financial professionals and multiple platforms.

Daniel Aiello is a CFP® professional with 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent nine years at UBS Financial Services. Outside of his advisory work, he serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third parties with diversification principles and modern portfolio theory to evaluate investment options.

David Rosenfeld is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Charles Schwab since 1999, including roles at Charles Schwab Bank, SSB, and a brief period at TD Ameritrade Inc. from 2023 to 2024. Charles Schwab & Co., Inc. serves a large client base of primarily 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 offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Thomas Tarabicos is a financial advisor with Wells Fargo Advisors in Roswell, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Wells Fargo Advisors Financial Network LLC since 2009. In addition to his role at Wells Fargo, he owns Covenant Wealth Management, LLC, where he dedicates part of his time as a financial professional. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services with tailored recommendations supported by its research and planning tools.

Brandon Gutierrez is a CFP® professional with eight years of industry experience, currently advising at Osaic since 2023. His prior experience includes six years at FSC Securities Corp and one year at Northwestern Mutual. He also maintains a financial planning and investment advisory role through BDL Advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and access to multiple advisory programs and third-party managers.

Gurminder Multani is a CFP®-certified financial advisor with 27 years of industry experience, currently with Morgan Stanley in Alpharetta, GA. His prior roles include positions at Wells Fargo Clearing, Ameriprise, and Charles Schwab. He serves as a board member and officer of the Georgia Indo American Chamber of Commerce. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Michael Thigpen is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., Investacorp Advisory Services, and Equity Services, Inc. He is also president of Evolutions Financial, LLC, a wealth management firm providing financial planning, investment, and risk management services to individuals and business owners, and serves as a solicitor referring prospective clients to LTAM's iAdvice platform. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing access to discretionary strategies, third-party managers, and alternative investments.

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.

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.

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.

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.