Jacqueline Lister is a financial advisor with Morgan Stanley in Duluth, GA, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she operates a handmade jewelry and home decor booth at community events and serves as an officer on the Scholarship Committee for P.E.O., a civic organization in Des Moines, Iowa. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

Philip Mall is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Capital Management and E*TRADE Securities LLC. Outside of finance, he had a role at Truck and Tap Duluth. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Megan Pennington is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked at Atlanta Flooring Design and Vera Bradley. Outside of advising, she occasionally assists with paid events at her church in Auburn, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Donnie Sanders is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 2004 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Richard Capurso is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at E*TRADE Capital Management, Wells Fargo Bank, and PNC Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 utilizes structured planning tools and market simulations to assist clients in financial decision-making.

Benardo Richardson is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Charles Schwab, SunTrust Advisory Services, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory services with extensive non-advisory financial activities.

Justin Ellis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having six years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2019 and at Wells Fargo Bank NA since 2016. Outside of his advisory role, he is a 50% owner of Chase Card Collectibles LLC, a trading card collectibles business. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ting Chor Szeto is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, Szeto worked at E*TRADE Securities LLC and FCS North America, Inc. He has been with Morgan Stanley since 2021. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

William Belcher is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has worked at multiple firms including LPL Financial, Invest Financial Corporation, and Aviva USA Corporation. In addition to his role at Cetera, he provides financial advisory services through Infinity Wealth Management Group and is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to affiliated and third-party managers.

Angela Jude is an Investment Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2012, progressing through various roles including Planning Consultant, Relationship Manager, Financial Representative, Retirement Planner, Retirement Representative, Self Directed Brokerage Specialist, and Trader. Her experience encompasses retirement and income planning, strategic financial planning, and investment guidance. Angela is focused on empowering individuals to pursue financial security and long-term prosperity. Outside of her professional responsibilities, Angela has interests in movies, reading, and traveling.

Khanh Lam is a financial advisor with Merrill in Duluth, GA, holding a Series 66 designation and six years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2014, with a one-year tenure at the Social Security Administration from 2018 to 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cason Crenshaw is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at the University of Georgia and Alpharetta First Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services supported by a large network of investment adviser representatives.

Jeffrey Jensen is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 license and seven years of industry experience. His prior roles include positions at E*TRADE Capital Management, E*TRADE Securities, Edward Jones, Ag-Pro, and TNT Equipment. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets and offering customized plans supported by firm-approved tools and investment research.

Alexander Allen is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses. He joined Morgan Stanley in 2026 and has prior experience at Kimera Ventures and Florida Financial Advisors. Outside of finance, his work history includes roles in various companies such as Krispy Kreme and Chick-fil-A. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm‑approved tools and analysis methods.

Mark Sargon is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at E*TRADE Securities LLC, E*TRADE Capital Management LLC, Saxony Capital Management, LLC, and Patrick Capital Markets. 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 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 market forecasts.

Aiko Baxter is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, Aiko worked at Valvoline and Amazon. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured discovery and modeling tools to support client financial goals, offering a broad range of retail and institutional investment services.

William Murphy III is a financial advisor with Primerica Advisors in Duluth, GA. He holds a Series 65 designation and has 14 years of industry experience, including 15 years with Primerica Financial Services. His other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Justin Schneider is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Florida Financial Advisors and PeoplesBank, and has a background that includes roles at Big Y Foods Inc and educational institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Wesley Mathis is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at FSC Securities Corp and National Planning Corp. Mathis also operates a sole proprietorship offering fixed insurance products and provides notary services to clients. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisers and multiple advisory platforms. The firm employs a range of investment solutions incorporating firm-developed tools and third-party services to construct customized portfolios across various asset classes.

Meng Mounga is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan, Meng worked at Merrill Lynch, Bank of America, Santander Bank, Starbucks Coffee Company, and USA Top Education. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.