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.

Zachary Coburn is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at E*TRADE Securities, Wells Fargo Clearing Services, TD Ameritrade, and Regions Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.

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 at Morgan Stanley with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including E*Trade Capital Management, E*Trade Securities, New York Life Insurance Company, and World Financial Group/Transamerica. Prior to her financial services career, she spent 18 years at The Coca-Cola Company. Outside of advising, she owns a small content editing business providing proofreading and editing services. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing a structured planning process supported by firm-approved tools and modeling techniques.

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.

Carole McNichol is a financial advisor at OSAIC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Voya Financial Advisors, and her own McNichol Financial Group, LLC. In addition to her advisory role, she is also licensed as an insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using multiple platforms and tools to construct portfolios that may include a range of asset classes managed either discretionarily or non-discretionarily.

Reginald Pineda is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Cecil Loyd III is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at Wells Fargo Advisors for 13 years before joining LPL Financial in 2026. Loyd holds a significant ownership interest in Praxis Financial Partners LLC, where he is actively involved. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

Samantha Dutto is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked with PFSI Investment Inc. since 2018 and Primerica Financial Services since 2017. Outside of advisory roles, she has been involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of separately managed accounts. The firm curates third-party asset managers and offers a wrap-fee billing structure, with custody and trade execution handled by Pershing and Primerica Brokerage Services.

Christopher Otufale is a financial advisor at Morgan Stanley with two years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life, and also has experience running a franchise business. Outside of his financial career, he has worked as a delivery driver for Uber Eats. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis techniques.

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.

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.

Krupaben Patel is a financial advisor with Merrill in Alpharetta, GA, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Merrill, Patel worked at Bank of America, Hill Advisor Group, The Vanguard Group, and other financial firms. Patel has volunteered with the University of Georgia's Volunteer Income Tax Assistance service and Aspire Clinic. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Johnson is a financial advisor with UBS Financial Services in Cumming, GA. She holds Series 63 and Series 65 licenses and has 17 years of industry experience, including 16 years with UBS. Outside of advising, she is involved as a sales consultant for Arbonne, a skincare company, and is a member of Stebon International Inc., a recruiting firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored financial solutions.

Nathan Zahm is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at E*TRADE Securities, LLC for 23 years before joining Morgan Stanley Smith Barney LLC in 2022. 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 uses structured discovery conversations and firm-approved tools in its planning process.

James Nichols is a financial advisor at Raymond James & Associates with 44 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Raymond James & Associates since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and multiple portfolio management styles.