Kirat Vyas is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 licenses. Vyas has one year of industry experience, including prior roles at JP Morgan Chase and Panera Bread. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Timothy Rine is a financial advisor with LPL Financial in Buford, GA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Charles Schwab & Co., Wells Fargo Funds Management, and Evergreen Investment Management. 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 financial planning and portfolio management services, utilizing a combination of proprietary research, third-party subadvisors, and customized strategies.

Colby Hutchings is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and bringing 12 years of industry experience. His prior work includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Harrisdirect LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and market modeling techniques to support clients’ financial plans while operating primarily in an advisory capacity.

Sarah Mvula is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has 13 years of industry experience. She previously worked at TIAA and TIAA-CREF for 10 years before joining Fidelity in 2023. Outside of her advisory role, she works as a personal shopper and an Uber Eats delivery driver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction within a systematic and long-term asset allocation framework.

Michael Hintz is a Financial Consultant currently with Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Platinum Relationship Manager at Morgan Stanley from 2023 to 2024 and was a Senior Financial Consultant at E*TRADE from Morgan Stanley between 2013 and 2023. He holds a California Insurance License. Michael's professional approach combines attentive listening with practical guidance to assist clients in making clear and confident financial decisions. His experience spans various aspects of financial consulting and relationship management. Outside of his professional work, Michael enjoys spending time at the beach, engaging in family activities, football, music, outdoor adventures, and caring for his pets.

Heather Murphy is a Series 66-registered financial advisor with Morgan Stanley in Cumming, GA, where she has worked since 2014. She has 13 years of industry experience. Outside of her advisory role, she serves as a referee for the Georgia High School Fencing League. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

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 at Merrill in Alpharetta, GA, holding Series 65 and Series 63 credentials with 19 years of industry experience. She has worked at Merrill since 2014 and previously spent one year at Stifel. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Cole Cates is a financial advisor with Raymond James Financial in Roswell, GA, holding a Series 66 designation and beginning his financial advisory career in 2026. Prior to this, he worked at Northwestern Mutual and was involved with the Gates Tennis Center. 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 institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

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 Wealth with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Sagepoint Financial, Inc. and American General Securities Incorporated. He is also the owner of The Mahoney Group, LLC, which sells life and health insurance. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various analytical tools and multiple program arrangements.

Anthony Miller is a financial advisor with Stifel in Gainesville, GA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior work includes ten years at Morgan Keegan & Company, LLC, six years at Raymond James & Associates, and seven years with Stifel Nicolaus & Co Inc. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and financial planning, emphasizing client discretion in implementation.

Mandi Miglino is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at World Financial Group, Inc, Transamerica Financial Advisors, Inc, and Signator Investors, Inc. She also serves as a Compliance Operations Associate at Capitol Financial Solutions, assisting registered representatives with their business activities. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Jeanne Blanchard is a financial advisor at Osaic with 11 years of industry experience. She holds the Series 66 designation and previously worked at Securities America Inc for nine years prior to joining Osaic in 2024. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing various strategies such as Unified Managed Accounts and third-party manager programs.

Oded Cohen is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 licenses. His previous roles include positions at Securities America Advisors, Inc., Banc of America Investment Services, Inc., and UBS Financial Services. Cohen is also involved with Cohen Wealth Strategies, LLC, where he provides investment advice and insurance services. OSAIC serves a diverse client base ranging from individual investors to institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation and portfolio optimization, supported by a range of managed account programs and third-party money manager options.

Carol Alka is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Primerica Advisors and Primerica Financial Services in 2021, she worked at American Lawyer Media for ten years and had brief roles at Nalley Nissan and a period of retirement. Outside of advisory duties, she is involved in the sale of home-related products and loan services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-driven strategies and a limited range of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.