ADVISOR BIO

Trenten David Youssi is a financial advisor at Morgan Stanley. Trenten has been in the financial services industry since November 2015. Trenten is registered to provide investment advice in all 50 states and the District of Columbia. Trenten holds Series 3, 4, 7, 9, 10, 63, and SIE licenses. Trenten's current and prior employers include E*TRADE SECURITIES LLC and Morgan Stanley.

SPECIALIZATIONS

ADVISOR BIO

Trenton Austin is an investment advisor representative associated with Morgan Stanley. Trenton has been in the securities industry since September 12, 2018. Trenton is registered to provide investment advisory services in Georgia and Texas. Trenton has passed the Series 63, Series 66 and Series 7 exams, as well as the SIE exam. Prior to joining Morgan Stanley, Trenton worked at E*TRADE Securities LLC.

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ADVISOR BIO

Trenton Bryde is an investment advisor representative with Cresset Asset Management, LLC based in Atlanta, Georgia. Trenton is a registered Investment Advisor in the state of Georgia. Trenton obtained his Series 65 license in July 2023. Trenton has been in the financial industry for over 10 years. Trenton specializes in providing portfolio management services to individuals, families, and businesses. Trenton also offers financial planning services, such as retirement planning, college savings planning, and estate planning.

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ADVISOR BIO

Trenton J. Adams is a financial advisor at IFG Advisory, LLC, an SEC-registered investment advisor. Trenton has been in the financial industry since 2004 and has a wide range of experience providing financial planning and investment management services to individuals, families, and businesses. Trenton holds the Series 7, Series 66, and Series 24 licenses, as well as the CFP designation. Trenton is also a member of the Georgia Securities Commission. Trenton is committed to helping clients achieve their financial goals and providing them with the guidance and support they need to make informed decisions about their money.

SPECIALIZATIONS

ADVISOR BIO

Trevor Maxwell is an investment advisor representative currently registered with Cape Investment Advisory, Inc. in Virginia. Trevor has been in the industry since 2018, and has worked previously with KMS Financial Services, Inc. and The O.N. Equity Sales Company. Trevor holds a Series 6, Series 63, and Series 65 license and the SIE exam. Trevor also has experience in life insurance and annuities.

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ADVISOR BIO

Trevor John Yochum is an investment advisor representative with Incompass Financial Partners, LLC. Trevor has been in the financial services industry since September 11, 2014. Trevor is registered with the state of Georgia. Trevor's firm has offices in Marietta, GA. Trevor is a Certified Financial Planner. In addition to his role at Incompass Financial Partners, LLC, Trevor is also involved in the following businesses: Incompass Financial Partners; OSAIC WEALTH, INC. and Triad Advisors. Trevor offers a variety of services to his clients, including financial planning, investment management, and educational seminars. Trevor specializes in working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Trevor Bauer is a financial advisor registered with Morgan Stanley. Trevor is an active advisor, having been in the industry since 2008. Trevor's current registration is with Morgan Stanley. Trevor is licensed to provide financial advice in Georgia. Trevor has a Series 63, Series 7, Series 24 and Series 99TO license. Trevor is a financial advisor with over 15 years of experience. Trevor can assist clients with a wide range of financial needs, including investment management, financial planning, and retirement planning.

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ADVISOR BIO

Treyce Addison is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Treyce is licensed to provide investment advice in Georgia and Texas. Treyce holds the Series 66, Series 7TO and SIE licenses. Treyce is a Registered Representative and Investment Advisor Representative with over 4 years of experience in the financial services industry. Treyce has worked for Raymond James & Associates, Inc. and Morgan Stanley prior to joining Merrill Lynch.

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ADVISOR BIO

Tricia Monique McIntosh is a financial advisor with over 20 years of experience in the industry. Tricia currently works with UBS Financial Services Inc. and previously held positions with Transamerica Financial Advisors, Inc., World Group Securities, Inc., Southtrust Securities, Inc., Liberty Securities Corporation, American Express Financial Advisors Inc., IDS Life Insurance Company, PaineWebber Incorporated, and First Atlanta Securities, LLC. Tricia holds licenses for Series 63, Series 66, Series 7, and the SIE, and specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Tricia is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Trinity N. Rogers is an investment advisor representative at Ameriprise Financial Services, LLC. Trinity has been in the securities industry since 2019. Prior to joining Ameriprise Financial Services, LLC, Trinity was employed by TRIAD ADVISORS LLC. Trinity is registered with FINRA and is Series 7 and SIE licensed. Trinity specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Ameriprise Financial Services, LLC is a large firm with over $479 billion in assets under management. The firm specializes in portfolio management for individuals and businesses, as well as financial planning, and pension consulting.

SPECIALIZATIONS