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.

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.

Sung Kim is a financial advisor with LPL Enterprise in Atlanta, GA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he held roles at Intuition Employment, DLL Financial Services, and Hyundai Capital America. Outside of his advisory work, he is a business owner of PK COFFEE ROASTER LLC in Duluth, GA. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining brokerage and insurance products to serve a diverse client base.

Nader Kaliel is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at several notable firms, including JPMorgan Chase Bank, Fidelity, Bank of America, Merrill, and Wells Fargo. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and incorporates ESG considerations within a non-discretionary program.

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.

Corey Moody is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Services, Regions Bank, and TD Ameritrade before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

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, 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.

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.

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.

Enos Slauson Jr. is a financial advisor with Ameriprise in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christopher Wright is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including LoCorr Distributors and J.J.B. Hilliard, W.L. Lyons, LLC. He is also president of CW Wealth Management, LLC, where he manages administrative operations and fixed insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization, supported by technology and a broad range of investment programs.

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 at Morgan Stanley with 26 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*TRADE Capital Management LLC and Harrisdirect LLC. Based in Alpharetta, GA, he has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

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 at Morgan Stanley with eight years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Fidelity Investments, E*TRADE Capital Management, and Salesforce. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory services.