Jeffery Jordan is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at E*TRADE Securities and E*TRADE Capital Management for over eight years before joining Morgan Stanley. Morgan Stanley Wealth Management offers a range of 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 approved tools, with plans that incorporate the Global Investment Committee’s return estimates and Monte Carlo simulations.

Thomas Kinney III is a Series 66-licensed financial advisor with Morgan Stanley, based in Alpharetta, GA, and has 26 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Kinney serves on the Finance Committee of the Northbrook UMC Preschool, a nonprofit organization in Roswell, GA. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and a structured discovery process.

Luke Donahue is a financial advisor with Edward Jones holding a Series 66 designation and currently based in Cumming, GA. He has one year of experience in the financial industry following a 20-year career in the United States Navy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Wilfred Cuthbert is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Morgan Stanley in Alpharetta, GA. Prior to joining Morgan Stanley, he worked at E*Trade Securities and E*TRADE Capital Management. Outside of his advisory role, he provides private music lessons and leads worship through songwriting and performance. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment models.

Lavar Leak is a financial advisor at Morgan Stanley in Alpharetta, GA, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and agreements with employers.

Benjamin Marshall is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at E*Trade Securities and E*Trade Capital Management prior to joining Morgan Stanley in 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Juling Yang is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. Prior to joining Morgan Stanley, Yang worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through directly contracted advisors as well as corporate financial planning agreements.

Travis Doyle is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with UBS since 2000 and previously worked at Morgan Stanley Smith Barney LLC for one year. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Jennifer Langwell is a financial advisor at Merrill with six years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2019. Outside of her advisory role, Langwell is the owner of two small businesses, including one focused on the production of chocolate and confectionary items. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Heath is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Breit is a financial advisor at Edward Jones in Alpharetta, GA, holding the CFP®, ChFC®, and Series 66 designations with six years of industry experience. He has been with Edward Jones since 2020 and previously worked in staffing and other roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Lindsey Flynn is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a variety of advisory programs. The firm’s financial planning process includes structured discovery conversations and firm-approved tools, utilizing modeling techniques such as Monte Carlo simulations.

William May II is a financial advisor at Morgan Stanley with 12 years of industry experience. He has held roles at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. He holds a Series 66 designation and is based in Alpharetta, GA. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, and manages approximately $2.74 trillion in client assets.

Glen Romm is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Timothy Bassett is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is the sole proprietor of Hudson Management LLC, a manufacturing business based in Birmingham, Michigan. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved planning tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Christopher Baudhuin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He previously worked at E*Trade by Morgan Stanley for 10 years before joining J.P. Morgan in 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ann Wall is a Series 66-registered financial advisor with Wells Fargo Clearing in Alpharetta, GA, bringing 19 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Outside of her advisory role, Wall performs as a professional Mrs. Claus for events and photography sessions. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Karl Schiefer is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of his advisory role, he serves as an assistant tennis coach at St. Andrew's School in Savannah, GA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies that include Monte Carlo simulations and secular return estimates.

Jennifer Johnston is a CFP® professional with 23 years of experience in the financial industry. She has worked at OSAIC since 2024 and previously spent over two decades at Triad Advisors, Inc., along with ongoing involvement at Farnsley Financial Consultants. Johnston is also president of genFinance, LLC, a financial services firm. OSAIC Wealth, Inc. serves a diverse client base including individual investors, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managers, utilizing various asset-allocation tools and investment strategies.

Jody Smith is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors for 13 years. In addition to her advisory role, Smith serves as a notary public in the state of Georgia and is the administrator of her sister’s estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.