Aidan O Connell is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at E*Trade Securities LLC and Supply and Save. O Connell is based in Alpharetta, GA. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

David McInnis Jr. is a CFP® professional with 24 years of experience currently affiliated with LPL Financial. His career includes roles at Morgan Stanley, Triad Advisors, Acg Wealth, Arkadios Capital, and EPG Wealth Management. He also operates McInnis Capital Group, LLC, an investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies across various platforms.

Yelena Suleymanova is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. She has four years of industry experience, including roles at Bank of America, Merrill, and PNC Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports more than 14,000 financial advisors, offering both brokerage and advisory solutions.

William Kitto is a financial advisor at Morgan Stanley with the Series 66 designation and one year of industry experience. Before joining Morgan Stanley, he held various roles, including multiple positions at Trinity University and work at SSS-Steel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Kenyatta King is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2023. Prior to that, she was with E*Trade Capital Management LLC and E*Trade Securities LLC for over a decade. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its financial planning process.

Zachary Coburn is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 licenses with five years of industry experience. His prior work includes roles at E*TRADE Securities, Wells Fargo Clearing Services, and TD Ameritrade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a variety of advisory programs supported by structured planning tools and a global investment committee.

David Mayeux is a financial advisor with Charles Schwab, holding a Series 66 designation and 14 years of industry experience. He previously worked at Invesco for eight years and LPL Financial for four years before joining Charles Schwab in 2025. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Sabrina Jackson is a financial advisor with Morgan Stanley Wealth Management in Alpharetta, GA, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Morgan Stanley, she worked at E*Trade Capital Management, E*Trade Securities, New York Life Insurance Company, World Financial Group/Transamerica, and spent 18 years at The Coca-Cola Company. Outside of her advisory role, she owns and operates a small content editing business providing proofreading and editing services. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery and firm‑approved tools, emphasizing advisory support without individual security recommendations in standalone plans.

Kristopher Harkless is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Cetera, Regions Bank, and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its diversified investment approach.

Carole McNichol is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at Securities America Advisors, VOYA Financial Advisors, and Valic Financial Advisors. She also operates McNichol Financial Group, LLC and holds an insurance agent designation. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and strategies.

Reginald Pineda is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. His career includes prior roles at Truist Investment Services and A. G. Edwards & Sons, Inc. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Samantha Dutto is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked with PFSI Investment Inc. since 2018 and Primerica Financial Services since 2017. Outside of advisory roles, she has been involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of separately managed accounts. The firm curates third-party asset managers and offers a wrap-fee billing structure, with custody and trade execution handled by Pershing and Primerica Brokerage Services.

Marcus Thompson is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Wells Fargo Advisors, and BB&T Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Christopher Otufale is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Morgan Stanley in 2025, he worked at NYLIFE Securities LLC and New York Life. Outside of his advisory role, he has experience as a delivery driver for Uber Eats. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning guided by structured discovery processes and firm-approved tools.

Lee Koster is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Alpharetta, GA. He previously spent over two decades with E*TRADE Securities and its affiliated entities before joining Morgan Stanley. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagement and corporate financial planning agreements.

Aaron Olalude is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at E*Trade Securities and Northwestern Mutual. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through diverse investment strategies and affiliated entities.

Robert Crean is a Series 66-licensed financial advisor with Raymond James Financial, where he has worked since 2018. He has eight years of industry experience and previously spent 17 years with The Coca-Cola Company. He is also involved with Insight Wealth Advisors in Peachtree Corners, GA, where he serves as a financial advisor outside of his primary role. 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 unique affiliation uncommon among large institutional advisors.

Minh Doan is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2024, he worked at Bank of America and Merrill from 2016 to 2024. Outside of his advisory role, Doan has ownership interests in several businesses, including a nail salon and investment-related holding companies, and serves as treasurer for a networking organization. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from its investment institute with diversification and portfolio theory principles while providing both brokerage and advisory solutions.

Dean Awuah Fosu is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2024. Prior to joining the firm, he worked at Jersey Mikes and spent over a decade in the Cobb County schooling system. Additionally, he has been affiliated with Georgia State University since 2022. 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 analyses. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Ethan Wells is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Georgia College and State University and several small businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios built from mutual funds, ETFs, and ETPs.