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Kirat V

Series 65, Series 63

Alpharetta, GA

Morgan Stanley

Kirat Vyas is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 licenses. He has one year of industry experience, with prior roles at JP Morgan Chase, Panera Bread, and in education. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets and employing a structured planning process supported by firm-approved tools.

General estate planning guidance
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Colby H

Series 66

Alpharetta, GA

Morgan Stanley

Colby Hutchings is a financial advisor at Morgan Stanley with 12 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley since 2023 and was previously with E*TRADE Securities and E*TRADE Capital Management from 2016 to 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery and firm-approved tools, while also offering various investment and product solutions.

General estate planning guidance
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Michael H

CFP®, Series 63, Series 66

Alpharetta, GA

Fidelity

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.

Equity Recipients (RS/RSU, SOP, ESPP) Liquidity event planning Stock option exercise strategy Retirement income strategy General retirement planning Financial Professional
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Heather M

Series 66

Cumming, GA

Morgan Stanley

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.

General estate planning guidance
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Patrick G

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

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.

General estate planning guidance
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James B

Series 63, Series 65

Roswell, GA

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Keith P

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

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.

General estate planning guidance
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Daisy P

Series 65, Series 63

Alpharetta, GA

Merrill

Daisy Phelps is a financial advisor at Merrill with 18 years of industry experience. She holds Series 65 and Series 63 credentials and has been with Merrill since 2014. Merrill, together with 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, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Maria M

Series 63, Series 66

Alpharetta, GA

Raymond James & Associates

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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jason V

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

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.

General estate planning guidance
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Mario P

Series 66, Series 63

Alpharetta, GA

Morgan Stanley

Mario Peruza is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include work with the Hudson River Park Trust and involvement with Peruz's Transportation & Contracting Services LTD, as well as academic experience at The University of The West Indies St. Augustine Campus. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies.

General estate planning guidance
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Gregg M

Series 66

Milton, GA

OSAIC

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Timothy M

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

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.

General estate planning guidance
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Jack S

Series 66

Canton, GA

LPL Financial

Jack Shampine Jr. is a financial advisor with LPL Financial in Canton, GA, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2017. Outside of his advisory role, he owns an art gallery called J. Lyndon Gallery. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and services supported by extensive research and model portfolio options.

College savings (529s, UTMA, etc.)
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Steven H

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

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.

General estate planning guidance
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Daniel L

Series 63, Series 66

Alpharetta, GA

Morgan Stanley

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.

General estate planning guidance
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Stephen K

Series 63, Series 66

Johns Creek, GA

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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John S

Series 66, Series 63

Alpharetta, GA

Morgan Stanley

John Simmons is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*Trade Securities and Verizon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs. The firm emphasizes a structured financial planning process using approved tools and models and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Adrienne D

Series 66

Alpharetta, GA

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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Brett H

Series 66

Alpharetta, GA

Merrill

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.

Wealth management Retirement income strategy General retirement planning Tax-loss harvesting Parents
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