Joann Pauley is a financial advisor at Merrill with 30 years of industry experience. She holds a Series 63 designation and has been with Merrill since 2006. Merrill, together 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 strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benardo Richardson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Charles Schwab & Co Inc, Schwab Wealth Advisory Inc, and SunTrust Advisory Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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.

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.

Kathleen Ohara is a financial advisor at Edward Jones in Alpharetta, GA, holding a Series 66 designation with 15 years of experience at the firm. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 65 and Series 63 licenses. He joined Morgan Stanley in 2026 and has prior experience at Kimera Ventures and Florida Financial Advisors. Before entering the financial industry, he held various roles in sectors including engineering, food service, and education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Reid Mason is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2020. Prior to his current role, he was involved with Leverage Life Coaching and Adventures in Missions. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses and written recommendations across various financial topics. The firm combines planning with managed-account programs under a consolidated billing option while keeping services separate and does not accept discretionary trading authority for its planning service.

Donald Delahunt is a financial advisor at Morgan Stanley with 36 years of industry experience. He has held roles at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association since 2007. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Mark Conard is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of experience. He is currently with Cetera and has previously worked at Voya Financial Advisors and Legacy Financial Advisors. He is also the owner of Aspen Financial Solutions, LLC, which provides insurance and investment products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a network of over 10,000 independent advisors and provides access to both affiliated and third-party managers across multiple program structures.

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.

Suzanne Rider is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017 and previously worked at RBC from 2014 to 2016. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Aiko Baxter is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, Baxter worked at Valvoline and Amazon and has experience in educational roles at American Public University, Stoughton High School, and Mount Saint Michael Academy. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

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.

Elijah Levi Sheffield is a financial advisor at LPL Financial in Suwanee, GA, holding the CFP® designation with one year of industry experience. His prior work includes roles at Delta Community Credit Union, Cetera, and AE Wealth Management, among others. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

John Coleman is a financial advisor with UBS Financial Services in Alpharetta, GA, holding Series 63 and Series 65 licenses. He has 41 years of industry experience, including 16 years at UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Jeremy Evans is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC and Primerica Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Rodrigo Huarachi Cruz is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2019 and previously was employed at Alliance Global Partners and Bluefield University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Luke Haymond is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for nine years and has operated the Haymond Antonio Group for nearly three decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charities through a large national network. The firm provides a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, third-party research, and both discretionary and non-discretionary management options.

Stuart Novoselsky is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Morgan Stanley since 2022 and previously held roles at E*TRADE Securities and E*TRADE Capital Management from 1999 to 2016. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning. The firm utilizes structured planning tools and models but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.