Charles Shakar is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he is a partner in CWS Ventures LLC, a construction and engineering business based in Alpharetta. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its advisory process.

Katlyn Bradach is a Series 66-credentialed financial advisor with Morgan Stanley in Alpharetta, GA, and has six years of industry experience. She has been with Morgan Stanley since 2020 and previously focused on family life as a stay-at-home mom for eight years. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured tools and firm research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Nawal Nahra is a financial advisor with J.P. Morgan Securities in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining J.P. Morgan, Nahra worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that delivers written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and includes an ESG eligibility framework as part of its recommendations.

Jonathan Masters is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 designations and has 42 years of industry experience. He has worked at several firms including Wells Fargo Clearing, UBS Financial Services, J.P. Morgan Securities, and Lehman Brothers. Outside of his advisory role, he is involved in independent insurance brokering specializing in Universal Life insurance through New York Life. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Paul Jammeh is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked extensively with E*TRADE Capital Management and E*TRADE Securities. Outside of his advisory role, he serves as the president of United Kalorn America, a social and philanthropic organization. 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 analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and corporate financial planning agreements.

Phillip Wallace is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has worked at LPL Financial since 2007 and previously worked at Raymond James Financial Services from 2004 to 2007. He also operates a separate business, Wallace Financial Group, which sells directly to long-term care companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Doris Cheek is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds a Series 66 credential and previously worked at Edward Jones from 2010 to 2019. Cheek serves on the missions committee of Wieuca Road Baptist Church and holds board positions with Lifespan Resources and the Druid Hills Civitan, contributing to community and senior advocacy activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated WealthPlan billing option while maintaining separate service delivery.

Kyle Lacivita is a financial advisor at Charles Schwab with a Series 66 credential and four years of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., along with prior work outside the financial sector at Pauley's Original Crepe Bar and the University of Georgia. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Danica Rumney is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management and E*TRADE Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning both directly and through corporate agreements.

Andrew Yenn Batah is a financial advisor at Morgan Stanley Wealth Management with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Securities and MassMutual Investors Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies that utilize market modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly as well as through corporate financial planning agreements.

Elisabeth Baldwin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Her career includes multiple roles within Cetera and Avantax, spanning over a decade. She is active in community and nonprofit organizations, serving on the boards of Good News Clinics and Pay it Forward Scholarships, as well as holding treasurer positions for local soccer and volleyball booster clubs. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a broad client base, including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform offering a range of program options and manages over $256 billion in assets through a large network of advisors.

Taylor Robinson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Morgan Stanley since 2023. Prior to that, he was employed by E*TRADE Securities LLC and Discover Financial Services. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, with financial planning services that incorporate firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Donna Joyner is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with individuals, families, and their businesses to help them understand the direction and scope of their financial lives. Donna emphasizes learning what clients want to accomplish with their wealth and resolving their concerns through tailored guidance. She has more than two decades of experience assisting clients with complex needs at the intersection of wealth, careers, families, and long-term goals. Donna holds a Bachelor's Degree from Georgia Southern University and is a CERTIFIED FINANCIAL PLANNER (CFP) as well as a Personal Investment Advisor (PIA). Her expertise includes college education planning, women and wealth, and tax minimization. She is recognized for her technical insight, empathy, and commitment to high standards of service. Donna and her team have been ranked multiple times by Forbes and Barron's, including #1 in Georgia on the Forbes "Best-in-State Wealth Advisors" list and inclusion in Barron's "Top 100 Women Financial Advisors". Engaged in her community, Donna supports organizations dedicated to the well-being of children and youth such as Murphy-Harpst Children's Center, Hopewell Youth Association, and BEATs Inc. In her personal time, she enjoys baseball, cooking, gardening, reading, spending time with her family, watching movies, and practicing yoga.

William Perkins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 44 years of experience in the financial industry. His prior roles include positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Outside of his advisory work, he serves on the Alpharetta Planning Commission. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jeremy Edwards is a CFP® professional with six years of experience currently serving at Fisher Investments in Alpharetta, GA. His prior experience includes roles at Clemson University and First Harbor at Raymond James. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and offers a range of sub-advisory and retirement plan services.

Jack Erbs is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual and Creative Financial Group. Outside of his advisory role, he is associated with Founder Financial LLC in Roswell, GA. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance through specialized advisory services.

Mary Palmer is a financial advisor with Thrivent Investment Management in Johns Creek, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2021, following prior roles at Equitable Advisors and AXA Advisors LLC. Before entering financial services, she spent five years with Forsyth County Public Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across multiple planning areas. The firm offers these services through a large network of advisors without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Nartasha Cooper is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at E*TRADE Securities and Capital Management prior to joining Morgan Stanley. Outside of her advisory role, she is involved with Intele Travel, a travel agency. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning and utilizing firm-approved tools and modeling techniques to support client outcomes.

Autumn Jones is a financial advisor at Primerica Advisors with 10 years of industry experience and holds Series 63 and Series 65 licenses. She has been with Primerica Advisors since 2015 and has prior work experience at Novelis, Landis + Gyr, Discover Staffing, and Zola. Outside of finance, she owns an automobile rental service called The Auddy Experience. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides discretionary portfolio management supported by BNY Mellon Advisors and Pershing custodial services.

Ahmad Grays is a financial advisor with Ameriprise in Alpharetta, GA, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Ameriprise, he worked at Fifth Third Securities, Fifth Third Bank, Trinity Wealth Securities, and Florida Financial Advisors. Outside of advisory roles, he has experience at Delaware North, AMC Theatres, and in education at Kennesaw State University and Thomson High School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides personalized retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.