Justin Baker is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 credential and three years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a three-year period at Jackson National Life. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals 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 emphasize structured financial planning without providing individual security recommendations as part of standalone plans.

Dean Spaniol is a financial advisor at Edward Jones in Snellville, GA, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Edward Jones in 2025, he was involved with Executive Summits for six years and has participated in organizations such as FUSE Soccer and Future Music Makers, a nonprofit. 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 solutions supported by a large national network of advisors and branch offices.

Joshua Helms is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Publix, Integritas Investment Management, and the University of North Georgia. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning programs.

Daniel Taylor is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and eight years of industry experience. His prior roles include positions with Guardian Life Insurance Company and Park Avenue Securities. He is also involved as an insurance and benefits agent outside of his advisory work. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services delivered through a large network of independent Financial Professionals. The firm utilizes multiple platform arrangements and provides both proprietary model strategies and access to third-party managers.

Amy Zachery is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Truist and Everel America. Outside of her advisory role, she has provided pet play space services through Sniffspot. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence to deliver non-discretionary advice.

Aidan O Connell is a financial advisor at Morgan Stanley with 25 years of industry experience and holds Series 63 and Series 66 designations. His work history includes roles at Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, and Supply and Save. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by structured planning tools and investment analytics.

David McInnis Jr. is a CFP® professional with 24 years of experience currently affiliated with LPL Financial. His career includes roles at Morgan Stanley, Triad Advisors, Acg Wealth, Arkadios Capital, and EPG Wealth Management. He also operates McInnis Capital Group, LLC, an investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies across various platforms.

William Kitto is a financial advisor at Morgan Stanley with the Series 66 designation and one year of industry experience. Before joining Morgan Stanley, he held various roles, including multiple positions at Trinity University and work at SSS-Steel. 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 supported by firm-approved tools and modeling techniques.

Kenyatta King is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2023. Prior to that, she was with E*Trade Capital Management LLC and E*Trade Securities LLC for over a decade. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its financial planning process.

Zachary Coburn is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at E*TRADE Securities LLC, Wells Fargo Clearing Services, and TD Ameritrade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Sabrina Jackson is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. She previously worked at E*Trade Capital Management, E*Trade Securities, New York Life Insurance Company, World Financial Group/Transamerica, and The Coca-Cola Company. Outside of her advisory role, she operates a small content editing business providing proofreading and editing services. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals 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 both directly and through employer-sponsored financial planning agreements.

Carole McNichol is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Voya Financial Advisors, and her own McNichol Financial Group, LLC. In addition to her advisory role, she is also licensed as an insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using multiple platforms and tools to construct portfolios that may include a range of asset classes managed either discretionarily or non-discretionarily.

Xavier Railey is a financial advisor at Raymond James Financial with four years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Advisors and has a background that includes disability adjudication and fitness training. Outside of advising, he is involved in strength, speed, and agility training at a sports facility. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in municipal advising and SIMPLE IRA employer consulting.

Marcus Thompson is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Edward Jones, Wells Fargo Advisors, BB&T Investment Services, and A.G. Edwards & Sons. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christopher Otufale is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at NYLIFE Securities LLC and New York Life. Outside of his advisory role, he has experience as a delivery driver for Uber Eats. Morgan Stanley Wealth Management serves individual and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Lee Koster is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Alpharetta, GA. He previously spent over two decades with E*TRADE Securities and its affiliated entities before joining Morgan Stanley. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagement and corporate financial planning agreements.

Aaron Olalude is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at E*Trade Securities and Northwestern Mutual. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through diverse investment strategies and affiliated entities.

Robert Crean is a financial advisor with Raymond James Financial in Peachtree Corners, GA, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James, he worked at The Coca-Cola Company for 17 years. He is also an associate at Insight Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to help clients evaluate potential outcomes, supporting implementation through various advisory programs.

Minh Doan is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2024, he worked at Bank of America and Merrill from 2016 to 2024. Outside of his advisory role, Doan has ownership interests in several businesses, including a nail salon and investment-related holding companies, and serves as treasurer for a networking organization. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from its investment institute with diversification and portfolio theory principles while providing both brokerage and advisory solutions.

Dean Awuah Fosu is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2024. Prior to joining the firm, he worked at Jersey Mikes and spent over a decade in the Cobb County schooling system. Additionally, he has been affiliated with Georgia State University since 2022. 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 analyses. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.