Joanne Renshaw is a financial advisor at Merrill with seven years of industry experience. She has held her current role at Merrill since 2017 and previously worked for five years at Bath and Body Works. She holds the Series 66 designation. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Freeman is a financial advisor with Wells Fargo Clearing in Alpharetta, GA, holding a Series 66 designation and 27 years of industry experience. He was previously with UBS Financial Services Inc. for 11 years before joining Wells Fargo Clearing in 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers a combination of brokerage and advisory solutions.

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.

Shantique Rozell is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Citigroup Global Markets, and A. G. Edwards & Sons, Inc. Rozell is also the sole proprietor of a real estate property management business, Your Abode on the Road LLC. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by proprietary tools and market simulations.

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 with one year of industry experience. Prior to joining Morgan Stanley in 2025, he served eight years in the United States Army. 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 emphasizes a structured financial planning process using advanced modeling tools and offers both direct client relationships and Corporate Financial Planning agreements.

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 serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

Daniel Taylor is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations and eight years of industry experience. He has previously worked with Guardian Life Insurance Company and Park Avenue Securities. Taylor is also involved as an insurance agent focused on benefits and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies through Founders Gate Capital.

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.

Randall Stallings is a financial advisor with Robert Baird & Co. based in Atlanta North Point, GA. He holds Series 63 and Series 66 designations and has five years of industry experience. Prior to joining Baird in 2021, his work history includes roles at E*TRADE Securities and various other positions outside the financial services industry. Baird’s DDK Group operates within the Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers a broad range of services including financial planning, portfolio management through various separately managed account programs, and custody and brokerage services, supported by ongoing manager oversight and internal research tools.

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.

Brian Karavish is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Bank of America, Merrill Lynch, and MassMutual Life Insurance. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

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.

Timothy Pritts is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at SunTrust Investment Services and Merrill. Outside of his advisory role, he serves as a power of attorney for his mother. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through multiple program structures and a range of affiliated and third-party investment options.

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.