Nasera Kaouss is a financial advisor with Raymond James & Associates in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets with over 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by a broad affiliate network and specialized municipal finance capabilities.

Ryan Lopez is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Brooks International and the University of Alabama. Lopez is based in Charlotte, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs focused on tailored financial planning supported by structured discovery processes and advanced modeling tools.

Megan Hern is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at The Vanguard Group and Point Me to the Water, LLC, as well as legal work at Baylor University School of Law and Jackson Law PC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Brian Green is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Morgan Stanley in Washington, DC, where he has worked since 2019 across the Private Bank and Smith Barney divisions. Prior to Morgan Stanley, he spent sixteen years at Wells Fargo Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved processes and tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Robert Wells is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Morgan Stanley in 2022, he worked at Wells Fargo from 2004 to 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers plans both directly and through Corporate Financial Planning agreements.

Thomas Brown is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. Prior to joining Raymond James in 2025, he worked at Edward Jones for 15 years. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and maintains capabilities in public finance and municipal work.

Hassan Kaouss is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley in various capacities from 2011 to 2023. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients through its public finance and institutional consulting capabilities.

Dennis Allen II is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2015. He holds the Series 66 designation and is based in Charlotte, NC. Outside of his advisory role, he invests individually in real estate, focusing on purchasing and reselling distressed properties. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients through its Institutional Fiduciary Solutions division.

Chase Greeson is a Planning Consultant at Fidelity Investments, where he focuses on enhancing and managing client relationships within the Financial Consultants' team. He works to effectively communicate with clients to address their concerns and complex issues, ensuring they receive priority attention and support. Chase has experience in several roles at Fidelity Investments, including Relationship Manager and Customer Relationship Advocate, positions he held prior to his current role. Before joining Fidelity, he gained experience as a Payroll Intern at Pendo.io. In his personal time, Chase has interests that include beach activities, fitness, food, golf, soccer, and traveling.

Ricardo Desoto II is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he serves as a board member of a nonprofit focused on youth and athletics. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses.

Madison Rosenberg is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley, Madison worked at Family Motors Too Inc and Fidelity Investments, and has served as a board member for the University of Tennessee Charlotte Alumni Chapter. Morgan Stanley Wealth Management provides advisory services to individuals and institutional clients, offering financial planning and estate planning strategies supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs through its extensive network of advisors.

Susan Johnson is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing and Advisors. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and provides both direct and corporate financial planning solutions.

Courtney Joyner is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has prior work history at Stanley Black and Decker and North Carolina State University. Outside of advisory work, she is a fitness instructor at Corepower Yoga in Charlotte, North Carolina. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, serving clients primarily in an advisory capacity.

Michael Feld is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 credential and with two years of industry experience. Before joining Morgan Stanley in 2023, he worked at Kilroys Sports Bar and Grill and was involved with Indiana University's Student Recreation Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning and a broad range of investment services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research to support its advisory services.

Matthew Marks is a financial advisor with Morgan Stanley Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Wells Fargo Clearing Services for nine years and has been with Morgan Stanley since 2016. Outside of his advisory role, he is the proprietor of You Matter Daily, a recreational business based in Charlotte. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.

Paige Brenner is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Foot and Ankle Associates and has experience in both educational and hospitality settings. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment committee resources. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

James Robinson Jr. is a financial advisor with Cetera who holds a Series 66 designation and has 11 years of industry experience. He has worked at Cetera Investment Services LLC and Cetera Investment Advisors LLC since 2019 and previously worked at CUNA Brokerage Services, Inc., CUNA Mutual Group, and Edward Jones. Outside of his advisory role, he is the owner and operator of JDADDY Hauling, a small business involved in hauling away yard material and oversized household objects. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, managing over $256 billion in assets with more than 10,000 advisors.

Matthew Harris is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at CLA for nine years and Workpath for one year. Raymond James & Associates provides financial planning and investment consulting to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Jessie Mccollough is a financial advisor at Morgan Stanley in Charlotte, NC, with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Citizens Investor Services and First Citizens Bank in various roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market-return modeling.

Robert Brownlow is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved planning tools and methodologies.