Jay Pickett is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2025, following nearly a decade at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services that incorporate advanced modeling techniques without providing individual security recommendations within standalone planning programs.

Alan Woodby is a financial advisor at Edelman Financial Engines with a Series 65 designation. He has worked in the financial services industry since 2020, including roles at Northwestern Mutual and Plains Capital Bank. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Trenton Austin is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management and E*TRADE Securities. Before entering the financial sector, he was employed at P.F. Chang's China Bistro for ten years. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and does not provide individual security recommendations as part of its standalone planning services.

John Carter is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Muhammad Salahuddin Khan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. Previously, he was with Transamerica Financial Advisors from 2019 to 2021. Additionally, he is involved as a real estate agent with VICI Real Estate. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Clayton Rimmer is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*Trade Securities LLC. Outside of his advisory role, he is involved with Cinderfella's Residential & Commercial Cleaning Atlanta, LLC, where he assists with taxes and bookkeeping duties. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery conversations and firm-approved tools to support tailored financial plans.

Josue Levis Jr. is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials. He has been with Morgan Stanley since 2024 and has prior experience working in education and retail. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and delivering services through its Financial Advisors and Estate Planning Strategies Group.

Michael Witt is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2014. 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, pension plans, and charitable organizations, offering tailored financial planning and consulting with a range of portfolio management styles and affiliated research.

Talyia Bradshaw is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, she held roles at the Center on Budget and Policy Priorities, The White House, and Securing America’s Future Energy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside the Global Investment Committee’s return estimates to support client planning.

Nirmala Sarju Wulfers is a financial advisor at Raymond James Financial with 11 years of industry experience. She previously worked at Edward Jones before joining Raymond James in 2025. Outside of her advisory role, she is a vice president and co-owner of Luxury Wealth Advisors, where she manages client investments and office operations. 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 institutions. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and also offers specialized services such as municipal advising and SIMPLE IRA employer consulting.

Joseph Eggensperger is a financial advisor at Edward Jones in Milton, GA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Austin Arnett is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes extensive experience at E*TRADE Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Katelyn Lee is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her work background includes roles at Charles Schwab Bank SSB and Charles Schwab since 2024, as well as internships in the Governor's Office and the Georgia Legislature in 2023. Outside of finance, she has worked occasionally as a bartender at 52 West Brewing. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its wealth advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and order-routing services.

Todd Franks is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. He has 29 years of industry experience, including 16 years with FSC Securities Corporation and over seven years at Cambridge Investment Research Advisors. Outside of his advisory role, he is a notary and owner of several small businesses, including F&F Financial Inc. and Market Worth LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment strategies through its network of independent Financial Professionals and offers both proprietary and third-party model portfolios.

John Zent is a financial advisor at Morgan Stanley in Alpharetta, GA, with seven years of industry experience. His prior roles include positions at E*TRADE Securities LLC, The Milner Group, and K. Mark Simons PC. Outside of his advisory work, he is an independent owner of a retail and online store business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning programs supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Diana Sanchez Nazario is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked previously at Bank of America, Wells Fargo, and has a background including roles outside finance such as at Montero Drapes and the Cheesecake Factory. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Jake Oliver is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses. He joined Morgan Stanley in 2025 and has a diverse work background including roles at Mill Creek Residential Trust and Graco Inc., as well as entrepreneurial experience at Big John's Christmas Trees Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Danielle Herritt is a Series 66-licensed financial advisor with Edward Jones, based in Woodstock, GA, and has 14 years of industry experience. Prior to joining Edward Jones in 2020, she spent 13 years with Raike Financial Group and Woodstock Financial Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shreya Talusani is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill, she held roles at Merrill Lynch Wealth Management and has a background that includes work in education and technology. 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, and various institutional investors.

Johnny Simpkins is a Series 66-credentialed financial advisor with Morgan Stanley in Alpharetta, GA, with 14 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and various investment strategies.