Robert Agnone II is a financial advisor with Morgan Stanley in Duluth, GA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America, N.A., and Merrill before joining Morgan Stanley in 2019. Outside of his advisory role, he is involved in managing rental properties in Atlanta, GA, and New Cumberland, PA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services that utilize firm-approved tools and methodologies to model investment outcomes.

Nawal Nahra is a financial advisor with J.P. Morgan Securities in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining J.P. Morgan, Nahra worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that delivers written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and includes an ESG eligibility framework as part of its recommendations.

Ashton Green is a financial advisor at Cetera with 16 years of industry experience and holds the Series 66 designation. He has worked at several firms including Wells Fargo Clearing and Edward Jones. Outside of financial advising, Green is the owner of a construction company and serves as vice president of an insurance services organization. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.

Paul Jammeh is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked extensively with E*TRADE Capital Management and E*TRADE Securities. Outside of his advisory role, he serves as the president of United Kalorn America, a social and philanthropic organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and corporate financial planning agreements.

Danica Rumney is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning both directly and through corporate agreements.

Andrew Yenn Batah is a financial advisor at Morgan Stanley Wealth Management with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Securities and MassMutual Investors Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies that utilize market modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly as well as through corporate financial planning agreements.

Elisabeth Baldwin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Her career includes multiple roles within Cetera and Avantax, spanning over a decade. She is active in community and nonprofit organizations, serving on the boards of Good News Clinics and Pay it Forward Scholarships, as well as holding treasurer positions for local soccer and volleyball booster clubs. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a broad client base, including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform offering a range of program options and manages over $256 billion in assets through a large network of advisors.

Taylor Robinson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Morgan Stanley since 2023. Prior to that, he was employed by E*TRADE Securities LLC and Discover Financial Services. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, with financial planning services that incorporate firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Alvin Crosby Jr. is a financial advisor at Edelman Financial Engines in Duluth, GA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various affiliated entities within the Edelman Financial Engines group since 2016. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term focus and providing both discretionary and non-discretionary advice.

Michael Neville is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. 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.

Mary Palmer is a financial advisor with Thrivent Investment Management in Johns Creek, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2021, following prior roles at Equitable Advisors and AXA Advisors LLC. Before entering financial services, she spent five years with Forsyth County Public Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across multiple planning areas. The firm offers these services through a large network of advisors without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Nartasha Cooper is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at E*TRADE Securities and Capital Management prior to joining Morgan Stanley. Outside of her advisory role, she is involved with Intele Travel, a travel agency. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning and utilizing firm-approved tools and modeling techniques to support client outcomes.

Chang Han is a financial advisor at Cetera with Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Han is also the CEO and financial consultant of Harvest Financial Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Autumn Jones is a financial advisor at Primerica Advisors with 10 years of industry experience and holds Series 63 and Series 65 licenses. She has been with Primerica Advisors since 2015 and has prior work experience at Novelis, Landis + Gyr, Discover Staffing, and Zola. Outside of finance, she owns an automobile rental service called The Auddy Experience. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides discretionary portfolio management supported by BNY Mellon Advisors and Pershing custodial services.

Ahmad Grays is a financial advisor with Ameriprise in Alpharetta, GA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Ameriprise, he worked at Fifth Third Securities, Fifth Third Bank, Trinity Wealth Securities, and Florida Financial Advisors. Outside of advisory roles, he has experience at Delaware North, AMC Theatres, and in education at Kennesaw State University and Thomson High School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides personalized retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Brereton is a CFP® and ChFC® with nine years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Ameriprise and Generational Financial Partners LLC. Outside of his advisory roles, he has experience as a local community sports fitness coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, portfolio management, and institutional services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Lauren Carney is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and with 20 years of industry experience. Prior to joining Morgan Stanley, she worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for over a decade. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that combine advisory planning with various investment and brokerage offerings.

John Mclaren is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and previously held roles at Fidelity Bank and SunTrust Advisory Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and includes capabilities in derivatives and commodities.

Tommy Bowers is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Primerica Financial Services since 1999. Outside of his advisory role, he is involved in the management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers, using an independent due-diligence consultant and delegating trading responsibilities to BNY Mellon Advisors.

Joseph Audu is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials with 18 years of industry experience. He previously worked with E*TRADE Capital Management and E*TRADE Securities between 2008 and 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its advisory services.