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 in Duluth, GA, holding Series 65 and Series 63 licenses and having six years of industry experience. He has been with Wells Fargo Clearing Services since 2019 and also has worked with 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 based in Columbus, GA. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ting Chor Szeto is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at E*TRADE Securities LLC and FCS North America, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by 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 at Morgan Stanley in Alpharetta, GA, holding a Series 66 credential with seven years of industry experience. His prior work includes roles at Edward Jones and E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 planning process supported by proprietary tools and data analyses.

Alexander Allen is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Kimera Ventures and Florida Financial Advisors, as well as positions outside finance such as at Krispy Kreme and Chick-fil-A. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs, emphasizing tailored financial planning supported by structured discovery processes and firm-approved tools.

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, Baxter worked at Valvoline and Amazon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research.

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 credentials with two years of industry experience. His prior roles include positions at Florida Financial Advisors, PeoplesBank, and Big Y Foods Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Wesley Mathis is a financial advisor at Osaic Wealth with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Fsc Securities Corp and National Planning Corp. Outside of his advisory role, he operates a sole proprietorship offering fixed insurance products and is a licensed notary. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services across multiple platforms, emphasizing model-based asset allocation and portfolio optimization supported by various tools and managed strategies.

Meng Mounga is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A., both from 2020 to 2022. He also has experience in the banking and education sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Glennis Rose II is a financial advisor with Primerica Advisors, holding Series 66 and Series 63 credentials and 34 years of industry experience. His career includes multiple periods with Primerica Advisors as well as roles at Nationwide Investment Services Corporation and LPL Financial. He is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by third-party asset managers and supports accounts with BNY Mellon Advisors and Pershing custody services.