Aidan O Connell is a financial advisor at Morgan Stanley with 25 years of industry experience and holds Series 63 and Series 66 designations. His work history includes roles at Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, and Supply and Save. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by structured planning tools and investment analytics.

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 with Wells Fargo Clearing in Alpharetta, GA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and MassMutual Life Insurance Co. 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 a range of brokerage and advisory solutions.

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 Merrill and SunTrust Investment Services. Outside of his advisory role, he serves as a power of attorney for his mother. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting a large network of independent advisors. The firm serves individual and institutional clients with a range of portfolio management, financial planning, and retirement services, offering diverse program structures and investment strategies.

Craig Long is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has worked with multiple firms including Avantax Investment Services, LPL Financial, and Synovus Securities. Craig is based in Woodstock, GA. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Zachary Coburn is a financial advisor with Morgan Stanley based in Alpharetta, GA. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at E*TRADE Securities LLC, 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. The firm offers a range of advisory programs and financial planning services utilizing structured discovery processes and firm-approved planning tools.

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 in Alpharetta, GA, holding Series 63 and Series 66 licenses and seven years of industry experience. She previously worked at E*Trade Capital Management, E*Trade Securities, New York Life Insurance Company, World Financial Group/Transamerica, and The Coca-Cola Company. Outside of her advisory role, she operates a small content editing business providing proofreading and editing services. Morgan Stanley Wealth Management offers a broad 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 both directly and through employer-sponsored financial planning agreements.

Justin Streeter is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2016. Prior to joining Ameriprise, he worked at Kalos Capital for five years. Outside of his advisory role, he is the owner and president of Causey Streeter, CPAs, LLC, a tax preparation firm, and serves on the Board of Directors for the Brotherhood of St. Andrew. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Cecil Loyd III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Merrill, where he worked for 13 and 19 years respectively. Loyd is a partial owner of Praxis Financial Partners LLC, an investment-related business based in Alpharetta, GA. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory and brokerage services.

Christopher Otufale is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at NYLIFE Securities LLC and New York Life. Outside of his advisory role, he has experience as a delivery driver for Uber Eats. Morgan Stanley Wealth Management serves individual and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Lee Koster is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Alpharetta, GA. He previously spent over two decades with E*TRADE Securities and its affiliated entities before joining Morgan Stanley. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagement and corporate financial planning agreements.

Aaron Olalude is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at E*Trade Securities and Northwestern Mutual. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual 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 delivers services through diverse investment strategies and affiliated entities.

Maranda Barbour is a financial advisor with Morgan Stanley in Alpharetta, GA, holding the Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014. Outside of her advisory role, Barbour serves on a committee for Jack and Jill of America Inc., a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Dean Awuah Fosu is a financial advisor with Morgan Stanley in Alpharetta, GA. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2024. Prior to joining the firm, he worked at Jersey Mikes and spent over a decade in the Cobb County schooling system. Additionally, he has been affiliated with Georgia State University since 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Ethan Wells is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Georgia College and State University and several small businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios built from mutual funds, ETFs, and ETPs.

Stephen Solley is a financial advisor with Cetera in Alpharetta, GA, holding a Series 66 designation and having one year of industry experience. Prior to joining Cetera, he worked at Del Sur and held various service roles in the food industry. Outside of his advisory role, he also works as a server at Lily Sushi Bar and Firebirds Bar and Grill. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment programs and third-party managers.