Kenan Fazlic is a financial advisor with LPL Financial in Acworth, GA, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and E*TRADE Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Charles is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, as well as previous roles at Citigroup Global Markets Inc and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and investment committee insights.

Andrew Gullion is a CFP® with 14 years of experience in financial advising. He currently works at Edelman Financial Engines in Alpharetta, GA. His previous experience includes roles at Fidelity and Financial Engines Advisor Center, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace retirement solutions, planner-led wealth management, and online advice, emphasizing diversified model portfolios and a long-term investment approach.

Warren Bray is a financial advisor at Morgan Stanley with 7 years of industry experience. He holds a Series 66 designation and has previously worked with firms including E*TRADE Capital Management, Wells Fargo, Merrill, and Bank of America. Outside of his advisory role, Bray serves as treasurer for the IVYS HOA in Atlanta, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured discovery processes and firm-approved planning tools.

Michael Smith is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, Smith serves on the boards of Cafe 1040, an organization supporting missionary immersion experiences, and The Fort Foster Care, which provides support for foster children in Forsyth County. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial analyses across various planning areas without including implementation. The firm emphasizes a separation between planning and managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Kevin Mayer is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC for nearly a decade. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based financial planning agreements.

Jerry King is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has previously worked at E*TRADE Capital Management, Bank of America, Merrill, JPMorgan Chase Bank, and JP Morgan Securities. Outside of finance, he owns and operates a pressure washing company based in College Park, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

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.

Tracy Mc Manus is a Series 66 licensed financial advisor with Edward Jones and has 14 years of industry experience, all with the firm since 2012. She is based in Kennesaw, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,100 branch offices.

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.

Adam Blandino is a Series 65-licensed financial advisor at Fisher Investments with six years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eight years at IDD Consultants LLC. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized Investment Policy Committee and employs tax-aware processes and defensive tactics to manage risk and portfolio positioning.

Andrew Flick is a financial advisor at Edward Jones in Woodstock, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent a year at Cornerstone University and was a full-time student for over two decades. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Tylor Jebaoui is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Ameriprise. Outside of his advisory role, Jebaoui works as an independent contractor delivering groceries for Shipt and Instacart. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm integrates planning and managed-account services through its WealthPlan option while maintaining them as separate offerings.

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.

Brandon Mc Clure is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Drummond and Total Graphic Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

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.”