Marshall Whitworth is a financial advisor at Morgan Stanley with 20 years of industry experience. He has previously held various roles at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2005 to 2023. Whitworth holds Series 63 and Series 66 credentials and is based in Alpharetta, GA. 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 tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Christopher Sloan is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Alpharetta, GA, and has three years of industry experience. He previously worked at United Parcel Service for over three decades before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses without discretionary trading authority or institutional portfolio management.

Justin Ramaglia is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*Trade Securities and E*TRADE Capital Management. Ramaglia is based in Alpharetta, GA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Global Investment Committee’s Secular Return Estimates.

Joseph Gutierrez is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 13 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for 10 years. His previous broker activities included commissions from variable universal life and long-term disability insurance products, though he is no longer active in those roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes approved tools and modeling techniques without providing individual security recommendations in standalone plans.

Walter Jameson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of advisory work, he is involved in real estate as a partner and sole proprietor in several investment properties in North Carolina. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm combines structured discovery processes with analytical tools like Monte Carlo simulations to develop planning outcomes, managing approximately $2.74 trillion in client assets.

Christy Morrison is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her prior roles include positions at City National Bank, RBC Capital Markets, Bank of America, and Merrill. She serves as a director on the Woodward Academy alumni board, a nonprofit organization, where she dedicates time to fostering leadership among alumni. Raymond James & Associates is a large broker-dealer and investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by in-house research and affiliated sub-advisers.

David Sandstrom is a financial advisor with Ameriprise in Roswell, GA, holding the PFS™ and Series 63 designations and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns and manages a business entity related to his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to support income planning. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Michael Petros is a financial advisor with Robert W. Baird & Co. based in Atlanta North Point, GA. He holds Series 63 and Series 65 licenses and has 37 years of industry experience, including 25 years at Robert W. Baird. He 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 consulting and portfolio management services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Kevin Johns is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, Wilmington Trust, and Wells Fargo Advisors LLC. Outside of his advisory work, he coaches a travel lacrosse team in Marietta, GA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Roger Doty is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding a Series 66 designation and 28 years of industry experience. He has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Merrill prior to his current role. Outside of his advisory work, he has ownership in a development company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, utilizing proprietary research and planning tools to create tailored recommendations.

Ann Hintz is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding a Series 63 designation and 31 years of industry experience. She previously worked at Stifel from 2015 to 2017. Outside of her advisory role, she has been an independent consultant for Avon since 1993. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Michael Stokes is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and has 8 years of industry experience. His prior work includes roles at E*TRADE Securities LLC and State Farm. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning that utilizes firm-approved tools and methodologies to model client outcomes.

David Chabucos is a CFP® designated financial advisor with Edward Jones in Acworth, GA, and has eight years of industry experience. His background includes roles at Edward Jones since 2018 and prior positions at Chick-fil-A Scott Hall and Chick-fil-A Brookstone. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Darian Avery is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, Avery held roles at firms including TEKsystems, Splunk, and H&R Block, and was involved with Casino Party Aces and Enlightened Homes LLC. 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 and financial planning services supported by structured planning tools and extensive asset management.

Elizabeth Nelson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and beginning her industry career in 2024. Prior to joining Morgan Stanley, she worked at Havertys Furniture and has been operating a publishing business since 2013. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 a combination of advisory and broker-dealer capabilities.

Jeffrey Shibata is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at TTV Capital, Cox Enterprises, Emory University, SitusAMC, ArganoArbela, Jeffan International, DXC Technology, and positions at Georgia Institute of Technology. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved analytical tools.

Jeffrey Moore is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and E*TRADE Securities LLC. Outside of finance, he has experience in the hospitality sector and has been affiliated with the University of Georgia. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Harper is a financial advisor with Wells Fargo Clearing in Alpharetta, GA. He holds the CFP® and ChFC® designations and has 39 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing for the past 17 years. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Christopher Powell is a financial advisor with Merrill, holding a Series 66 designation and 6 years of industry experience. He has worked at Merrill since 2004 and previously at Bank of America, N.A. for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional plans.

Mike Verroi is the Vice President, Wealth Planner at Fidelity Investments, where he has worked since 2018. In this role, he focuses on helping families and philanthropies build a legacy of meaningful impact through a structured financial planning process. He has extensive experience in the financial services industry, having served as Vice President, Financial Consultant at Fidelity Investments from 2010 to 2018. Prior to that, he held positions including Vice President, Sales Development at Futurity First Insurance Group in 2009, Assistant Regional Marketing Director at MetLife in 2008, Managing Partner at New England Financial from 2003 to 2008, and Senior Partner at New York Life Insurance Company from 1991 to 2003. Outside of his professional work, Mike has interests in baseball, football, military service, outdoor adventures, and softball.