Calvin Meeks is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at Sullivan and Schlieman Wealth Management. Outside of his advisory role, he serves as an advisor for Advisor's Network LLC, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

William Bentley is a Series 66-licensed financial advisor at Mass Mutual Investors Services with one year of industry experience. He has previously worked at Mortgage Assurance for 18 years and currently holds roles at MassMutual Life Insurance Company and Preferred Mortgage Source. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative planning engagements using firm-approved analytical tools and delivers investment strategy recommendations without discretionary authority.

Yan Staskiewicz is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has held various roles within the company, including Planning Consultant in 2024-2025, Relationship Manager in 2024, and Financial Representative from 2023 to 2024. As a Certified Financial Planner, Yan focuses on helping clients define their ideal financial futures and develop plans that align with their priorities. His approach emphasizes intention, clarity, and care throughout the planning process. Outside of his professional work, Yan has interests in football, hiking, soccer, and traveling.

Mitchell Cohen is a financial advisor with Ameriprise Financial Services, holding CFP® and Series 66 credentials and ten years of industry experience. He has been with Ameriprise since 2015 and provides financial planning and coaching through a separate consulting practice. Additionally, he is involved in developing a sports application through an unrelated business venture. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice focused on dependable income sources.

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.

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 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is the sole proprietor of a property management business, Your Abode on the Road LLC. 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 methodologies.

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®-designated financial advisor with 24 years of industry experience, currently affiliated with LPL Financial. His previous roles include positions at EPG Wealth Management, Arkadios Capital, Acg Wealth, Inc., and Triad Advisors Inc. Outside of his advisory duties, he is involved with McInnis Capital Group, LLC, an entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

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.