Patrick Grey is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. His background includes roles at Morgan Stanley and work related to Camp Stanislaus and Georgia College & State University. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides planning services that incorporate advanced modeling techniques without offering individual security recommendations in standalone planning.

James Broadway Jr. is a financial advisor at Raymond James Financial with 11 years of industry experience. He has worked at Raymond James since 2018 and previously held a position at Wells Fargo Clearing from 2014 to 2018. In addition to his advisory role, he is involved with Roswell 4 Freedom, a nonprofit organization, where he dedicates significant time. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary planning and advisory solutions.

Keith Powell is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Morgan Stanley in 2023, he was with E*TRADE Capital Management and E*Trade Securities for over a decade. Outside of his advisory work, Powell is a partner in Automatic Goods LLC, a business involved in automotive, publishing, and retail sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include broad retail and institutional offerings as well as private funds and structured-product activities.

Daisy Phelps is a financial advisor with Merrill in Alpharetta, GA, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has been with Merrill since 2014 and previously worked at Stifel from 2013 to 2014. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors, supported by the internal Chief Investment Office and third-party managers.

Maria Mancheno Norin is a financial advisor at Raymond James & Associates with 17 years of industry experience. She previously worked at FirsTrust LLC for seven years before joining Raymond James in 2024. Maria holds the Series 63 and Series 66 designations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research resources.

Jason Vorhauer Jr. is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He has been with Morgan Stanley since 2024 and has prior experience in recreation and wellness at Auburn University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory and financial planning programs, managing approximately $2.74 trillion in client assets.

Mario Peruza is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with two years of industry experience. Before joining Morgan Stanley, he worked in various roles including a position at Hudson River Park Trust and operated Peruz's Transportation & Contracting Services LTD. He also has a background in education, having worked at The University of the West Indies St. Augustine Campus. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning and employs structured planning tools to guide clients, while emphasizing an advisory role without providing individual security recommendations as part of its standalone planning services.

Gregg Mahoney is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has been associated with Sagepoint Financial, Inc. and The Mahoney Group, LLC, where he is an owner and sells life and health insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various investment types.

Jeanne Blanchard is a financial advisor at Osaic Wealth, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked at Osaic since 2024, previously spending nine years with Securities America Inc. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm utilizes firm-provided asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Oded Cohen is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America Inc. for 15 years. Cohen also operates Cohen Wealth Strategies, LLC, providing investment advice and insurance services to clients. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services supported by various investment platforms and tools.

Timothy Mc Gaha is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Securities LLC and GC&E Systems Group. Outside of his advisory role, he is involved in education as a securities instructor through Exam FX. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Jack Shampine Jr. is a financial advisor with LPL Financial, holding a Series 66 license and 17 years of industry experience. Prior to joining LPL in 2017, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2013 to 2017, and Edward Jones from 2009 to 2013. Outside of his advisory work, he owns an art gallery called J. Lyndon Gallery. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Steven Hennig is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with E*TRADE Capital Management and E*TRADE Securities. Outside of finance, he was involved with Cinco's Mexican Cantina from 2010 to 2018. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client decision-making.

Daniel Libow is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. His work history includes roles at Morgan Stanley and academic positions at Florida State University, Tallahassee State College, and the University of North Florida. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models but generally acts in an advisory capacity without offering individual security recommendations as part of its standalone planning services.

Stephen Koehler is a financial advisor with Cetera in Johns Creek, GA, holding Series 63 and Series 66 credentials and 12 years of industry experience. His career includes roles at Cetera, Johns Creek Advisors, NEXT Financial Group, Edward Jones, and COUNTRY Capital Management Company. Koehler serves as an elected board member of the Alpharetta Business Association, where he participates in community events and educational initiatives. Cetera is an SEC-registered adviser providing a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various program platforms and third-party managers.

John Simmons is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*Trade Securities and Verizon. Morgan Stanley Wealth Management serves 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 employs a structured planning process supported by firm-approved tools and modeling techniques.

Adrienne Doster is a financial advisor with Merrill in Alpharetta, GA, holding a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2018 and previously held roles at Macy’s, Recycling Rules!, and PruitThealth. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Brett Hansen is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management in Atlanta, Georgia. He began his career as a financial advisor with Morgan Stanley in 2001 and joined Merrill in 2006. Brett holds the Chartered Retirement Planning Counselor (CRPC) designation and is a qualified Portfolio Manager. His services focus on wealth management planning, portfolio management, and tax-minimization strategies, supporting clients at all stages of wealth with a specific emphasis on retirement planning and investment management. Brett works with clients to prioritize their financial goals, evaluate their finances, and create straightforward, personalized plans. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, special needs planning strategies, and retirement income. Brett graduated from the University of Georgia with a Bachelor's degree in Business Administration, majoring in Finance. He was a Varsity Football Letterman, twice selected to the All SEC Academic Honor Roll, and is a two-time Scholar Athlete in the National Football Foundation College Hall of Fame. He was also named to the UGA 40 Under 40 Class of 2015. Brett is active in his community with involvement in The Jeanette Rankin Foundation and the Leukemia & Lymphoma Society. He enjoys outdoor activities, participating in sporting events, and spending time with his family. Brett lives in Alpharetta with his wife, Shannon, and their three children.

Joshua Hamilton is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Morgan Stanley, he worked with E*TRADE Securities LLC and has held positions in the retail sector with Chick-fil-A. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced modeling and planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning arrangements.

Patrick Perrin 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, he held various roles in sectors including fitness, education, and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services.