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.

Minh Doan is a financial advisor with Wells Fargo Clearing in Duluth, GA, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2024, he worked at Bank of America and Merrill from 2016 to 2024. Outside of his advisory role, Doan has ownership interests in several businesses, including a nail salon and investment-related holding companies, and serves as treasurer for a networking organization. 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 combines research from its investment institute with diversification and portfolio theory principles while providing both brokerage and advisory solutions.

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.

Terry Crawford is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has four years of industry experience, with prior roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Company among others. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm primarily employs model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated non-securities products and services.

Jason Smith is a financial advisor with Primerica Advisors in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He previously worked at E*Trade Securities and E*Trade Clearing from 2010 to 2018 and spent a brief period at Peachtree Planning in 2018. Outside of financial services, he has done freelance professional voice-over work. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selected separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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 at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2010. Outside of her advisory role, she is involved as a sales consultant in the skincare industry and is a member of a recruiting firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by proprietary research and model-based asset allocations.

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.

Purvi Bhavsar is a certified financial planner (CFP®) affiliated with Mass Mutual Investors Services, with 20 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously held roles at Metlife Securities and Equitable Advisors. Bhavsar is also an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services, LLC is 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 uses firm-approved software and collaborative planning to develop tailored recommendations and offers specialized services including divorce planning and estate settlement.

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.

Connor Mulligan is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked in various roles including event operations at Auburn University and in hospitality at Moes Barbeque. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and advisory programs. The firm employs a structured financial planning process incorporating firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Jonathon Anderson is a CFP® with 17 years of industry experience and is currently affiliated with Ameriprise in Alpharetta, GA. He has worked at Ameriprise and its affiliated entities since 2016. Outside of his advisory role, he is involved in independent insurance brokering and refers group and individual health insurance opportunities to a specialized firm, receiving ongoing finder’s fees for these referrals. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a combination of proprietary research, third-party data, and algorithmic tools.

Nazanin Mall is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Bank of America, Merrill, and several other firms. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Pedro Bautista is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Allen Creek and Amazon, and also has experience in education at both Gainesville High School and Gainesville Middle School. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs structured discovery conversations and approved planning tools to guide its financial planning process.

Sean Gaffey is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2014 in various roles including Financial Consultant and Investment Consultant. He partners with individuals and families to tailor financial plans that align with their money, wealth, and legacy goals. Prior to joining Fidelity Investments, Sean held positions at PNC Bank, NA, including Officer, Assistant Branch Manager, and ACCEL Program Associate. Sean's professional experience spans over a decade in the financial services industry, with expertise in financial consulting and client relationship management. Outside of his professional work, he enjoys family activities, football, golf, running, tennis, and traveling.

Joshua Salo is a financial advisor with LPL Financial in Cumming, GA, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Haag Jr. is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2007. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Brian Keach is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for seven years before joining Wells Fargo in 2020. 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 employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.