Reginald Brown Jr. is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is the treasurer and secretary of a private company, N19PE LLC. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured planning tools and advisory-capacity relationships without individual security recommendations in standalone plans.

Linda Smith is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 36 years of industry experience. She has been with Cambridge Investment Research Advisors since 2011. In addition to her advisory work, she is an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals using both proprietary and third-party strategies tailored to client objectives.

Dennis Mostyn is a financial advisor at Morgan Stanley in Atlanta, GA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and models outcomes using Global Investment Committee estimates and Monte Carlo simulations.

Jonathan Marcus is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets starting in 2002. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning guided by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through Corporate Financial Planning agreements.

Christopher Moseley is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2006. In addition to his advisory role, Moseley serves as a board member for the Mountain Park Community Pool in Stone Mountain, Georgia. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and models but generally acts as an advisor rather than an ERISA fiduciary unless specifically engaged.

Connor Esposito is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Securities America, Inc., the Professional Economic Growth Group, and a previous stint at Morgan Stanley. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, providing tailored financial planning supported by firm-approved tools and modeling techniques.

Chawandia Robson is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at E*Trade Securities LLC and Anthem Inc. before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Katherine Jenkins is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 credentials and with 12 years of industry experience. She has been with Morgan Stanley since 2015 and currently works with Morgan Stanley Private Bank, N.A. In addition to her advisory role, she is involved in sales and marketing activities as a contractor for Nu Skin. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured discovery processes and firm-approved planning tools to support client goals.

Gary Neigeborn is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate since 2013. In addition to his advisory role, he is involved in fiduciary activities as a trustee. Ameriprise is an institutional firm offering a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations, while offering a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

C Woodruff is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets offerings.

Thomas Seamans is a CFP® professional with 11 years of industry experience based in Atlanta, GA. He is currently affiliated with LPL Financial and Delta Community Credit Union, where he also serves as Assistant Vice President. His prior experience includes roles at Morgan Stanley and Duval County Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various technology-driven investment solutions.

William Lobb II is a financial advisor at Morgan Stanley with 48 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014. Outside of his advisory role, he serves as a board member of the Southeastern Horticultural Society, assisting with the implementation of horticultural events. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and analyses to model potential outcomes.

Jayson Best is a financial advisor at Morgan Stanley in Atlanta, GA, with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Edward Jones, Allen Mooney & Barnes, and Bank of America. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 employs a structured planning process using firm-approved tools and modeling techniques.

Stefanie Yelverton is a financial advisor at Thrivent Investment Management based in Atlanta, GA. She holds a Series 66 designation and has recently begun her career in the industry, joining Thrivent Investment Management in 2025. Prior to her current role, she worked for over two decades at The Westin Peachtree Plaza. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning across various topics, with an option to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

William Browning III is a financial advisor at Morgan Stanley in Atlanta, GA, with five years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory role, Browning is involved in real estate investment and modeling as a partner in an unofficial partnership. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning and manages approximately $2.74 trillion in client assets.

Antonio Elias Magana is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has five years of industry experience, having previously worked at firms including Edward Jones, J.P. Morgan Securities, Merrill, Bank of America, and Wells Fargo. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional investors. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products through an integrated platform combining advisory and brokerage services.

Stephen Caphton is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning. 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.

Robert Marmorato Jr. is a financial advisor at Morgan Stanley in Atlanta, GA, with 15 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2013. Outside of his advisory role, he is the owner and active manager of The Cooinda Conservancy, which focuses on timber farming and natural resource conservation in Cedartown, GA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by proprietary tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Kent Balch Jr. is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at firms including Woodbury Financial Services and Questar Capital Corporation. He is also involved in health and life insurance sales as an owner of a related business. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Frederick Sumter III is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. He also serves as a trustee in an investment-related capacity outside of his advisory role. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad 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 services through Financial Advisors and specialized planning groups.