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 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.

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.

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.

Christopher Wright is a financial advisor with Osaic Wealth, Inc. in Marietta, GA, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at LoCorr Distributors and J.J.B. Hilliard, W.L. Lyons, LLC. He also serves as president of CW Wealth Management, LLC. Osaic Wealth, Inc. provides brokerage and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations, using integrated platforms and tools for portfolio construction and management that include third-party money managers and automated rebalancing.

Rodrigo Huarachi Cruz is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. His prior experience includes a position at Alliance Global Partners and a five-year tenure at Bluefield University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Stuart Novoselsky is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes over a decade with E*TRADE Securities and E*TRADE Capital Management before joining Morgan Stanley. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning agreements.

Scott Mc Quilken is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Bluechip Wealth Advisors LLC, Arkadios Wealth Advisors, Bank of America, and Merrill. He is also president of SMA Advisors LLC, a non-investment related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools developed by its Global Investment Committee.

Jason Torres is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has previously worked for various divisions of E*TRADE from 2000 to 2024 before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning services.

Alexander Templeton is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Fidelity Investments, E*TRADE Securities, and Salesforce. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and methodologies.

Matthew Roberts is a financial advisor at Merrill Lynch Wealth Management. He serves as the first point of contact and trusted confidant for clients, managing all aspects of their financial lives with a focus on delivering a comprehensive service experience. Matthew approaches wealth management with a commitment to collaboration, intentionality, and integrity, working closely with individuals and families to simplify complex financial decisions while prioritizing clients' interests. Matthew is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree in Economics with minors in Business Administration and Spanish from the University of South Carolina. During his college years, he competed on the Carolina Club Tennis travel team and held the position of Lead Trumpet Section Leader for the Carolina Band. His professional career includes experience at The Vanguard Group, where he developed skills in disciplined investing and client-focused advice before joining Merrill Lynch in Charlotte, North Carolina. Outside of his professional work, Matthew enjoys tennis, table tennis, and pickleball, along with supporting local musicians at small-venue concerts. He listens to cinematic scores, particularly those composed by John Williams and Hans Zimmer, as part of his personal interests.

Sam Snider is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Snider Team, recognized on the 2023 Forbes Best-in-State Wealth Management Teams list. He specializes in college education planning, personal retirement planning, and women and wealth. Sam works closely with clients to build confidence in their financial futures by creating personalized life plans that address their most important goals. Sam holds a bachelor's degree from the University of Alabama and has earned the Certified Portfolio Manager (CPM) and Personal Investment Advisor (PIA) designations. His professional affiliations include the Kiwanis Club of Atlanta and the Pi Kappa Alpha Atlanta Alumni Association. Outside of his work, Sam participates in community activities through organizations such as the Winship Cancer Institute's Friends of Winship and Hillside Inc. He enjoys boating, football, golfing, skiing, tennis, and yoga.

Brian Owens is a CFP®-designated financial advisor with 16 years of industry experience, currently affiliated with J.P. Morgan Securities in Woodstock, GA. He has been with JP Morgan Chase Bank, N.A. and JP Morgan Securities LLC since 2016. 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 support non-discretionary decision-making.

Joshua Katz is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2023. Prior to his advisory role, he had positions at the University of Georgia, Emory University, and was involved with Blue Moon Pizza and 643 DP Athletics. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jay Pickett is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2025, following nearly a decade at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services that incorporate advanced modeling techniques without providing individual security recommendations within standalone planning programs.

Alan Woodby is a financial advisor at Edelman Financial Engines with a Series 65 designation. He has worked in the financial services industry since 2020, including roles at Northwestern Mutual and Plains Capital Bank. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Trenton Austin is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management and E*TRADE Securities. Before entering the financial sector, he was employed at P.F. Chang's China Bistro for ten years. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and does not provide individual security recommendations as part of its standalone planning services.