Raymond Levandoski Jr. is a financial advisor with Cetera who holds a Series 66 designation and has 26 years of industry experience. His career includes prior roles at Avantax Investment Services and 1ST Global Advisors, among others. Outside of his advisory work, he is a shareholder in Eagle Payroll Systems, a management operations business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Galen Daugherty is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and having eight years of industry experience. Before joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management and E*TRADE Securities from 2018 to 2023. Prior to his financial services career, he worked at P.F. Chang's Bistro from 2010 to 2018. 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. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools.

Christian Pattillo is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he worked at E*TRADE Securities and E*TRADE Capital Management. Outside of his advisory work, he owns and operates BuildingaBar, an online business selling bars. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial plans using firm-approved tools and methodologies, operating primarily in an advisory capacity.

Chris Tyas is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior experience includes roles at E*TRADE Capital Management LLC and E*Trade Securities LLC, where he worked for over two decades. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Thomas Mc Dermott is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he served eight years in the United States Army. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process using advanced modeling tools and offers both direct client relationships and Corporate Financial Planning agreements.

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 65 and Series 63 licenses with one year of industry experience. Prior to joining Edward Jones, he worked at Executive Summits and has been involved with organizations including 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. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Joshua Helms is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Publix, Integritas Investment Management, and teaching positions at the University of North Georgia. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

Daniel Taylor is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations and eight years of industry experience. He has previously worked with Guardian Life Insurance Company and Park Avenue Securities. Taylor is also involved as an insurance agent focused on benefits and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies through Founders Gate Capital.

Amy Zachery is a financial advisor with J.P. Morgan Securities in Lilburn, GA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to joining J.P. Morgan Securities, she worked at Truist for seven years and has experience with Wells Fargo Clearing and Everel America. Outside of finance, she has provided pet services through Sniffspot, offering a space for dogs to run off-leash. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Aidan O Connell is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at E*Trade Securities LLC and Supply and Save. O Connell is based in Alpharetta, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

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 at Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 licenses with five years of industry experience. His prior work includes roles at E*TRADE Securities, 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, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a variety of advisory programs supported by structured planning tools and a global investment committee.

Sabrina Jackson is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Morgan Stanley, she worked at E*Trade Capital Management, E*Trade Securities, New York Life Insurance Company, World Financial Group/Transamerica, and spent 18 years at The Coca-Cola Company. Outside of her advisory role, she owns and operates a small content editing business providing proofreading and editing services. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery and firm‑approved tools, emphasizing advisory support without individual security recommendations in standalone plans.

Kristopher Harkless is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Cetera, Regions Bank, and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its diversified investment approach.

Carole McNichol is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at Securities America Advisors, VOYA Financial Advisors, and Valic Financial Advisors. She also operates McNichol Financial Group, LLC and holds an insurance agent designation. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and strategies.

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 financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Wells Fargo Advisors, and BB&T Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.