Olivia Jack is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and one year of industry experience. Before joining Morgan Stanley, she was involved with Pipoca Brazil, LLC as an officer and director of sales and marketing, a retail and online store business. Olivia also has prior experience working at Fogo de Chão and other financial advisory roles. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and approved planning tools to guide financial planning without offering individual security recommendations as part of standalone plans.

Zach Kirby is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides personalized wealth management strategies designed to align with clients' individual goals, risk tolerance, liquidity needs, and broader life circumstances. He combines investment insights from Merrill with banking solutions from Bank of America to support clients through dynamic market conditions. Zach's expertise includes corporate executive services, executive compensation, family and international wealth management, liquidity and portfolio management, tax minimization, and services tailored to clients in sports and entertainment. His professional background spans business administration and psychology, professional athletics, entrepreneurship in technology startups, nonprofit operations, and corporate partnerships in professional sports. Zach holds a Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from Boston University, where he received an athletic scholarship, and completed a master's degree at Florida Atlantic University. Zach is bilingual in English and Spanish. Outside of work, he enjoys billiards, chess, cooking, reading, soccer, and spending time with his family.

Jillian Vasquez is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to joining Morgan Stanley, she had roles including employment with Gwinnett County Public School and The Waters Organization. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Steven Nootbaar is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 credential and has worked at several firms, including IP Financial Services LLC, Innovation Partners LLC, and Assured Partners of South Florida. Outside of his advisory role, he serves as a Business Growth Advisor at Baardon Services, LLC, focusing on maximizing business value as part of exit strategies. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Alexandria Williams is a financial advisor at MassMutual Investors Services with four years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at MWA Financial Services Inc and Modern Woodmen of America. Williams serves on the boards of the Dawson County Rotary and the Dawson County Chamber of Commerce. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering various programs and educational seminars.

Anthony Van Gelder is a financial advisor with Cambridge Investment Research Advisors in Alpharetta, GA, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge, he worked at Philips Electronics Australia Limited for five years. Van Gelder serves as treasurer of the Alpharetta Rotary Club and is a board member of Futures Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

Brian Mcgill II is a CFP®-designated financial advisor with 18 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Kestra Investment Services and Redwood Wealth Management. His activities include operating under the DBA "John's Creek Financial" for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network. The firm offers a range of advisory programs and financial planning services, utilizing diverse investment strategies and technologies, including model portfolios and machine learning.

Nyasia George is a financial advisor at Edward Jones in Alpharetta, GA, with seven years of industry experience. She previously worked at J.P. Morgan Securities and Bank of America, and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary advisory strategies through a nationwide network of financial advisors and branch offices.

Kwanza Ellis is a financial advisor at Merrill Lynch Wealth Management, specializing in wealth management services for successful individuals and small businesses. She works with women and Sports and Entertainment professionals to help preserve their legacy. Kwanza's approach involves partnering closely with clients to understand their unique objectives and providing thoughtful guidance, disciplined planning, and ongoing support. Kwanza holds a Bachelor's Degree from the University of Florida and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is also a member of Sigma Lambda Gamma National Sorority Inc. Her expertise includes helping clients make informed decisions about their money and preserving their assets and estate. Outside of her professional work, Kwanza's personal interests include music, reading, and yoga. Her personal philosophy is to help clients uncover what matters to them and their families to create strategies that pursue their financial goals.

Brandon Cable is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and 24 years of industry experience. He previously worked at E*TRADE Capital Management LLC and TD Ameritrade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad 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.

Nicohlas Porter is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked at E*Trade Securities and has roles at DoorDash and as a music artist outside of his advisory work. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, focusing on tailored financial planning and employing firm-approved tools to support client outcomes.

Steven Naylor is a CFP®-designated financial advisor with 12 years of industry experience. He is currently affiliated with Morgan Stanley and has previously worked at E*TRADE Capital Management, Raymond James & Associates, and UBS Financial Services. Morgan Stanley Wealth Management delivers a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Yingyi Liu is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, Liu spent several years at the University of Georgia in various roles. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model potential outcomes.

Beth Morgan is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 22 years. Outside of her advisory role, she owns a freelance writing and editing business and serves as the secretary of a local church board, where she advises on and oversees financial records. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Jai Hong Park is a financial advisor with Equitable Advisors in Suwanee, GA, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Stephen Young Sr. is a CFP®-designated financial advisor with Edward Jones, where he has worked for 25 years. He has 32 years of industry experience and serves clients from Roswell, GA. Outside of his advisory role, he is a director of the Wayford Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Jonak Gonzalez is a financial advisor with J.P. Morgan Securities in Suwanee, GA, holding Series 63 and Series 66 credentials and bringing eleven years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016, following a brief tenure at Massachusetts Mutual Life Insurance in 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Casey Bradley is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He has previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co. Bradley is also the CEO and owner of Founder Financial, LLC, a non-investment support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Frank Chin is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored financial plans aimed at meeting their unique goals. Prior to his current role, he held positions as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Financial Services Representative at Primerica. His professional experience spans multiple roles within the financial services industry, focusing on client relationship management and financial planning. Frank holds a California Insurance License. Outside of his professional work, Frank engages in activities such as gardening, hiking, outdoor adventures, traveling, and volunteering.

James Prior is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 63 and Series 66 designations. Prior previously worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC from 2014 to 2023 before joining Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques such as Monte Carlo simulations in its financial planning process.