Michael Taylor is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020 and was previously associated with Serenbe. Outside of his advisory role, he serves as a board member for Serenbe Land Company, LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Shu Zhang is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of advising, Zhang is the sole proprietor of Helenairy, a retail and online store based in Marietta, Georgia. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and ongoing plan management. The firm manages approximately $2.74 trillion in client assets and provides services under a structure that includes financial advisory and estate planning strategies.

Joanne Hughes is a Series 66-credentialed financial advisor with Morgan Stanley in Atlanta, GA, with 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside diverse investment strategies.

William Mccartney Jr. is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cetera in Atlanta, GA. His career includes previous roles at Regions Bank, Truist Bank (formerly SunTrust Bank), LPL Financial, and Merrill. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Morton Levey is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is a co-manager of The Cloud Blazer Photo LLC, a retail and online store based in Sandy Springs, Georgia. 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 supported by various analytical tools and offers diverse investment and financial product solutions.

Sebastian Russell is a financial advisor at Raymond James & Associates with three years of industry experience. He previously worked at Morgan Stanley and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he spends some time managing a cryptocurrency account and doing food delivery. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles along with firm research and affiliated sub-advisers.

James Morton is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with UBS since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Nathan Harries is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Quadrant Real Estate Advisors, and Goldman Sachs. Morgan Stanley Wealth Management serves 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 financial planning process supported by firm-approved tools and modeling techniques.

Quinton Green is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and 17 years of industry experience. He has worked with various Cetera entities since 2017 and also has experience with AIG Advisor Group. Outside of his advisory role, he is involved in food delivery as a Door Dash driver and manages a room rental business on Airbnb. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options and affiliations that support diverse investment strategies.

Christy Hooper is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 32 years of industry experience. Her career includes roles at Credit Suisse Securities and Pershing LLC prior to joining Wells Fargo. She serves as a trustee and co-trustee for multiple family trusts and is a managing member of non-investment related family LLCs. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

James Smith III is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jeremy Jones is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Prudential Insurance Company of America, AXA Advisors LLC, Morgan Stanley, and Wells Fargo Clearing. Equitable Advisors serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various program models and third-party managers.

Gloria Barajas is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and US Auto Sales Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

An Tran is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 63 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions.

Megan Miller is a financial advisor at Morgan Stanley with 15 years of industry experience. She has held positions at Raymond James & Associates and Morgan Stanley, where she has worked since 2017. Miller holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Charles Scott III is a financial advisor with Charles Schwab in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at SunTrust Advisory Services and SunTrust Investment Services. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, integrating multi-asset model portfolios with strategic asset allocation and access to alternative investments.

Brooke Sberna is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2019. 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, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

John Sewell is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Goldman Sachs for four years and held roles at Duke University and in various positions related to the U.S. government, including The White House and the 2016 Presidential Transition Team. J.P. Morgan Securities 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. The firm delivers non-discretionary services through a select group of Wealth Advisors within the broader J.P. Morgan organization.

John Mcintyre Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliates since 1998. Outside of his advisory role, he is involved in private investments through Cheswell Investment, LLC in Atlanta, GA. Morgan Stanley Wealth Management provides comprehensive advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate agreements.

Justin Scales is a financial advisor with Thrivent Investment Management in Atlanta, GA. He holds a Series 66 designation and has prior experience with StateFarm Insurance and HCL Technologies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based planning and offering a combination of planning with managed-account programs while keeping services separate.