Patricia Chilton is a Financial Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with clients to provide clarity for making informed financial decisions and collaborates with them to create plans that assist in navigating major life events. Patricia has been with Fidelity Investments since 2017, progressing through various roles including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Senior Financial Services Stock Plan Representative at E*Trade from 2016 to 2017.

Crawford Long IV is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2017. His prior experience includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools to develop tailored financial plans.

Shannon Thomason is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. 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 tools and models developed by its Global Investment Committee.

Bikram Chandhok is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to his current role, he worked extensively at E*TRADE Capital Management and E*TRADE Securities from 2015 to 2023. Outside of finance, he is involved with Fire Maker Brewing Co, a restaurant and bar in Atlanta, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Avika Parlecha is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity in 2024, Avika held positions across various companies including Life Time, Inc., Office Max, and The Balanced Blueprint. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Wesley Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he leads clients through sophisticated wealth-management strategies aimed at growing, preserving, and transitioning assets across generations. He utilizes Merrill Lynch's global insights and resources to provide a comprehensive approach to wealth management. Wesley has experience advising a diverse range of clients, including executives, entrepreneurs, and multigenerational families. He helps clients navigate market cycles, significant financial milestones, and evolving long-term objectives. His expertise includes investment strategy, financial planning, and risk oversight. He holds a Bachelor's Degree from Georgia State University and holds professional designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC).

Ray Dotson is a financial advisor with Cambridge Investment Research Advisors based in Alpharetta, GA. He holds a Series 63 designation and has 28 years of industry experience, including over 18 years with Cambridge and extensive prior experience at Collner, Higgins & Anderson. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and discretionary and non-discretionary portfolio management tailored to client objectives.

Michele Jackson is a financial advisor with Robert W. Baird & Co. in Atlanta North Point, GA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Robert W. Baird since 2001. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Gregory Ewing is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by approved tools and offers a broad range of investment and financial solutions.

Mason White is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at United Parcel Service, McDaniel College, and Austin's Restaurant Bar & Grill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 employs structured planning tools supported by its Global Investment Committee.

Olivia Jack is a financial advisor at Morgan Stanley with one year of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory role, she is an officer and director of sales and marketing at Pipoca Brazil, LLC, a retail and online store based in Atlanta, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Zach Kirby is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides personalized wealth management strategies designed to align with clients' individual goals, risk tolerance, liquidity needs, and broader life circumstances. He combines investment insights from Merrill with banking solutions from Bank of America to support clients through dynamic market conditions. Zach's expertise includes corporate executive services, executive compensation, family and international wealth management, liquidity and portfolio management, tax minimization, and services tailored to clients in sports and entertainment. His professional background spans business administration and psychology, professional athletics, entrepreneurship in technology startups, nonprofit operations, and corporate partnerships in professional sports. Zach holds a Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from Boston University, where he received an athletic scholarship, and completed a master's degree at Florida Atlantic University. Zach is bilingual in English and Spanish. Outside of work, he enjoys billiards, chess, cooking, reading, soccer, and spending time with his family.

Jillian Vasquez is a financial advisor at Morgan Stanley with 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2021. Prior to that, she worked in education at Gwinnett County Public School from 2017 to 2019. 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 utilizes a structured planning process supported by firm-approved tools and investment research.

William Wulfers is a CFP® professional affiliated with Raymond James Financial in Woodstock, GA, with 22 years of experience in the financial services industry. He previously worked at Edward Jones for 21 years before joining Raymond James in 2025. He is also the president of Luxury Wealth Advisors LLC, a support company working in partnership with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports its clients through various advisory programs and institutional consulting services.

Steven Baardon is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and two years of industry experience. His prior roles include positions at IP Financial Services LLC, Innovation Partners LLC, Spartan Approach LLC, Assured Partners of South Florida, and Fiorella Insurance Agency. Baardon also operates Baardon Services, LLC, where he advises on business growth and exit strategies. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliates. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct portfolios tailored to client risk tolerance and preferences.

Anthony Van Gelder is a financial advisor with Cambridge Investment Research Advisors in Alpharetta, GA, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge, he worked at Philips Electronics Australia Limited for five years. Van Gelder serves as treasurer of the Alpharetta Rotary Club and is a board member of Futures Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

Brian Mcgill II is a CFP® professional affiliated with LPL Financial, with 18 years of experience in the financial services industry. His prior experience includes roles at Kestra Investment Services, Redwood Wealth Management, Fidelity, Merrill, and other firms. He operates under the DBA John's Creek Financial, related to his LPL business. 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 advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Nyasia George is a financial advisor at Edward Jones in Alpharetta, GA, with seven years of industry experience. She previously worked at J.P. Morgan Securities and Bank of America, and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary advisory strategies through a nationwide network of financial advisors and branch offices.

Kwanza Ellis is a financial advisor at Merrill Lynch Wealth Management, specializing in wealth management services for successful individuals and small businesses. She works with women and Sports and Entertainment professionals to help preserve their legacy. Kwanza's approach involves partnering closely with clients to understand their unique objectives and providing thoughtful guidance, disciplined planning, and ongoing support. Kwanza holds a Bachelor's Degree from the University of Florida and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is also a member of Sigma Lambda Gamma National Sorority Inc. Her expertise includes helping clients make informed decisions about their money and preserving their assets and estate. Outside of her professional work, Kwanza's personal interests include music, reading, and yoga. Her personal philosophy is to help clients uncover what matters to them and their families to create strategies that pursue their financial goals.

Brandon Cable is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 24 years of industry experience. He previously worked at E*TRADE Capital Management LLC and TD Ameritrade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.