Medhane Elias is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Primerica, he worked at Citrin and E*Trade Securities, among other roles. Outside of his advisory work, he has experience as a delivery driver for food services including Uber Eats and DoorDash. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports its advisory services with custodial and trade execution partnerships.

Scott Haggas is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding a Series 66 designation and seven years of industry experience. His prior experience includes five years at First Command in various advisory and brokerage roles, along with 26 years of service in the US Army. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

James Jackson is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. Prior to joining Ameriprise, he worked at Equitable Advisors, LLC and operated Jackson Auto Sales for five years. He has also been involved with the Boys and Girls Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Guthrie is a financial advisor with UBS Financial Services, holding a Series 66 designation and 22 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets and research resources to tailor client solutions.

Joseph Gaudino is a financial advisor with J.P. Morgan Securities in Alpharetta, GA, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Jeffrey Hettinger is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Primerica Financial Services since 2016. Prior to this, he was involved in futures brokerage and managed client futures trading accounts as an independent contractor. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Raymond Levandoski Jr. is a financial advisor with Cetera, holding a Series 66 credential and 25 years of industry experience. His career includes roles at Avantax Investment Services, Coker James, and 1ST Global Advisors. Outside of advising, he is a shareholder in a payroll management company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a large nationwide network of independent advisors.

Galen Daugherty is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and having eight years of industry experience. Before joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management and E*TRADE Securities from 2018 to 2023. Prior to his financial services career, he worked at P.F. Chang's Bistro from 2010 to 2018. 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. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools.

Christian Pattillo is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley, he worked at E*TRADE Securities and E*TRADE Capital Management. Outside of his advisory work, he owns and operates BuildingaBar, an online business selling bars. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial plans using firm-approved tools and methodologies, operating primarily in an advisory capacity.

Chris Tyas is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior experience includes roles at E*TRADE Capital Management LLC and E*Trade Securities LLC, where he worked for over two decades. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Thomas Mc Dermott is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation. He began his career with Morgan Stanley in 2025 after serving eight years in the United States Army. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analyses to support its advisory services.

Justin Baker is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 credential and three years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a three-year period at Jackson National Life. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that emphasize structured financial planning without providing individual security recommendations as part of standalone plans.

Joshua Helms is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Publix, Integritas Investment Management, and teaching positions at the University of North Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Daniel Taylor is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and eight years of industry experience. His prior roles include positions with Guardian Life Insurance Company and Park Avenue Securities. He is also involved as an insurance and benefits agent outside of his advisory work. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services delivered through a large network of independent Financial Professionals. The firm utilizes multiple platform arrangements and provides both proprietary model strategies and access to third-party managers.

Aidan O Connell is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at E*Trade Securities LLC and Supply and Save. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and 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 through both direct and corporate financial planning agreements.

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 with Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at E*TRADE Securities, Wells Fargo Clearing Services, TD Ameritrade, and Regions Bank. 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 programs, including tailored financial planning supported by structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.