Harsh Jayaswal is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with 20 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is the sole proprietor of Jayaswal Properties LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, using structured financial planning tools and investment models, and manages approximately $2.74 trillion in client assets.

Renee Gauthier is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and E*Trade. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning that incorporates firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Nathan Rachels is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at The Pacific Financial Group, Inc. for seven years before joining LPL Financial in 2024. Outside of his advisory role, he is involved with B & N Whitetail LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

Fergus Ambe is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Primerica Advisors since 2022 and has been associated with Primerica Financial Services since 2010. Outside of his advisory role, he serves as CEO, President, Partner, and Co-Founder of Noah's Ark Immunology Corp., a nonprofit organization focused on medical research. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Samuel Calixte is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2016, with a one-year tenure at E*Trade Securities in between. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and methodologies.

Michael Nguyen is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with eight years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Capital Management and E*TRADE Securities from 2019 to 2021, and at Atlanta Financial Associates from 2016 to 2018. Outside of his advisory role, he is a commissioned Notary Public involved in notarizing legal documents. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

Margarita Alvarado Hernandez is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Merrill, and American Express. Her background also includes diverse roles in landscaping, painting, and community-related positions. 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 and analytics from Wells Fargo Investment Institute.

James Johnson is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 registrations with nine years of industry experience. His prior experience includes roles at E*TRADE Capital Management LLC, E*TRADE Securities LLC, PFS Investments Inc., Primerica Financial Services, and TJ Distribution. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and corporate financial planning agreements.

Michael Agol is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Hilltop Securities Inc. and Burrows Capital Advisors, among others. Outside of advisory work, he serves as an elected board member for the College of the Mainland Foundation and owns a roofing company. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Nicholas Ballance is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping clients navigate complex financial decisions by developing personalized strategies that align with their unique goals and priorities. His areas of expertise include liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He also has experience working with clients in sports and entertainment sectors. Nicholas holds a Bachelor’s Degree from the University of Georgia and maintains the Professional Investment Advisor (PIA) designation. He and his team utilize a Personal Wealth Analysis® approach to provide clients with financial certainty while minimizing risk. Nicholas aims to simplify the investing process and support clients through important life stages such as funding education, planning retirement, and managing wealth. Outside of his professional work, Nicholas enjoys spending quality time with his family and has interests that include basketball, cooking, football, music, pickleball, reading, tennis, and watching movies.

Rodney Hill is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent since 2018. Outside of his advisory role, Hill is involved in product development for gaming markets and serves as a director consultant for Business Networking International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers an integrated approach that allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Brian Burkett is a financial advisor with LPL Financial in Roswell, GA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Arkadios Wealth Advisors, Arkadios Capital, Triad Advisors, Inc., and Waddell & Reed. He is also involved with 21 Goats Financial Planning, an independent financial planning business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Christopher Birozes is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with five years of industry experience. His prior experience includes roles at Bank of America, Merrill, and the Diocese of Charlotte. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process employs structured discovery conversations and firm-approved tools to model outcomes, with clients responsible for plan implementation and updates.

Steven Domenico is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at several Morgan Stanley entities since 2002, including the Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Mark Diver is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. He has worked with Cambridge Investment Research Advisors since 2022 and is also involved with Nettuno Group since 2014. Outside of his advisory role, he is an independent insurance agent for various agencies. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and offering a range of account platforms and proprietary model strategies.

Kourtney Cooper is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has previous experience with E*TRADE Capital Management, E*TRADE Securities, TD Ameritrade, and T-Mobile. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and strategies.

John Jackle is a CFP® professional with 30 years of experience in the financial industry. He is currently with Wells Fargo Clearing, where he has worked for a total of 15 years across two periods, and has prior experience at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he serves as treasurer for the Bear Creek Hunting Club in Marietta, GA. 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 manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Aditya Patel is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Edward Jones in 2018, he worked at Southern Company (Georgia Power) for eleven years. Outside of his advisory role, Patel owns a construction holding company and several holding companies related to private placements and real estate. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and a trust company, operating under a fiduciary standard.

Brian Nickerson is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as treasurer for the Whittingham Park Home Owners Association, managing its budget and expenses. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Tory Nixon is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Morgan Stanley in 2021, Nixon worked at E*Trade Securities LLC from 2018 to 2021 and Verizon Wireless from 2013 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals 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 provides services through both individual and corporate financial planning agreements.