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.

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.”

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.

John Ballon is a financial advisor at Osaic with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory work, he is the author of a book about first-time fatherhood and has an investment stake in a home services startup. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various analytical tools, allowing advisors to implement tailored strategies.

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.

Christopher Mays is a financial advisor at Edward Jones in Duluth, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. His prior roles include positions at John Hancock Advisers, LLC and Jhfn Sii, where he worked for six and twelve years, respectively. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Kristopher Nintzel O'Hare is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2013. He works with established professionals and business owners who are preparing for retirement, assisting them in developing personalized financial strategies to achieve their long-term goals. Kris utilizes Merrill's proprietary financial modeling process, Personal Wealth Analysis®, to help clients test retirement timing and spending decisions, enabling informed adjustments to savings, risk, and portfolio structure before retirement. Kris holds several professional designations, including Retirement Management Advisor® (RMA®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). He earned both his MBA and BBA from Georgia Southern University. In 2018, he was selected to mentor new advisors through Merrill’s Financial Advisor Development Program within the Atlanta Buckhead Complex. Outside of his professional work, Kris volunteers with The Shepherd Center. He also pursues personal interests such as music, where he performs as a drummer, guitarist, and vocalist.

Brett Blackwell is a financial advisor at Edward Jones in Alpharetta, GA, holding Series 63 and Series 66 licenses with nine years of industry experience. He has been with Edward Jones since 2019 and previously worked at MWA Financial Services Inc. and Modern Woodmen of America. Outside of his advisory role, he is noted as the owner of Residential Transport Inc., a delivery services business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.