Sonia Balfour Fears is a CFP® certificant with 15 years of experience in financial services, currently serving at Morgan Stanley. Her work history includes roles at Bank of America and Merrill prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. Outside of her advisory role, she is involved in family business activities related to farmland management and is a member of an LLC focused on agriculture and recreation. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, utilizing structured financial planning tools and a variety of investment strategies without providing individual security recommendations in its standalone planning services.

Mayumi Britt is a financial advisor at Morgan Stanley in Atlanta, GA, with 10 years of industry experience. She has held roles at Morgan Stanley since 2018 and previously worked at Oppenheimer from 2008 to 2018. She holds the Series 63 and Series 65 securities designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Lisa Rinzler Lubel is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Her prior firms include Merrill and Bank of America. Outside of her advisory work, she is involved as the sole proprietor of a rental property business in Santa Rosa Beach, Florida. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and advisory services that incorporate structured discovery processes and advanced modeling tools.

Michael Zowine is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2001. He serves as a board member and finance committee member for Interfaith Outreach Homes, a nonprofit organization providing hardship assistance in Doraville, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Alan Sitkoff is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 1987. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing approved tools and scenario modeling.

Carter Oswald is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 license with two years of industry experience. His prior roles include positions at Paces Ferry Wealth Advisors, Parrish Capital, and various organizations outside finance such as Kennesaw State University and North Cobb Christian School. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Lissa Dewindt is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Morgan Stanley, she worked with the Inter-American Institute on Justice and Sustainability and has experience in education from roles at American University, Cypress Bay Highschool, and Sagemont School. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include planning support without individual security recommendations as part of standalone programs.

Patrick Beale is a financial advisor at Morgan Stanley in Atlanta, GA, holding Series 63, 65, and 66 licenses with 24 years of industry experience. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Kayonnoh Akinnuoye is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and nine years of industry experience. Before joining Morgan Stanley in 2018, Akinnuoye worked at E*Trade Securities from 2016 to 2018. He is also the owner of Golden Plum Kay LLC, a lifestyle blog where he manages all writing and business operations outside of work hours. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and planning tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Jonathan Dickson is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and over 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Dickson serves as a board member of the Georgia Captive Insurance Association, a charitable foundation based in Marietta, GA. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning processes and a range of investment and financial products to serve its diverse client base.