ADVISOR BIO

Debra Kay Russell is an active Investment Advisor Representative (IAR) and Broker/Dealer with Morgan Stanley. Debra has been in the industry since 1993 and has experience working at various firms including First Union Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and CitiCorp Investment Services. Debra Russell has a comprehensive knowledge base with specializations in various areas including Fixed Income, Mutual Funds, Options, and Variable Annuities. Debra is currently registered in numerous states and has passed multiple securities exams including the Series 63, Series 65, Series 7 and Series 31. Debra Russell is also a Registered Representative (RR) with Morgan Stanley.

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ADVISOR BIO

Demitri Paidas is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Demitri has over 29 years of experience in the financial services industry and is currently registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Demitri has passed the Series 63, Series 65, and Series 24 exams and is also a registered representative with FINRA. Demitri's previous employers include Legg Mason Wood Walker, Incorporated, Prudential Securities Incorporated, and Paragon Capital Corporation. Demitri is currently registered with the following states: Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Kansas, Louisiana, Maryland, Massachusetts, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia.

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ADVISOR BIO

Dewey Craig is a financial advisor with over 40 years of experience in the industry. Dewey is currently registered with Grove Point Advisors, LLC and has a Series 6, 7, 22, 63, and 65 license. Dewey has previously been registered with Hibbard Brown & Co., Inc., Swan Securities Inc., Jefferson-Pilot Investor Services, Inc., and Hibbard-Beck, Inc. Dewey offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Dewey also owns and operates Dewey C. Craig Tax Service, providing tax preparation services for individuals and businesses. Dewey is a Chartered Financial Consultant.

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ADVISOR BIO

Diane Herring is a registered representative and investment advisor representative with Grove Point Advisors, LLC. Diane has been in the industry since 1981 and is registered in 23 states. Diane specializes in financial planning, portfolio management, and pension consulting. Diane works with individuals, families, and businesses. Prior to joining Grove Point Advisors, LLC, Diane worked at H. Beck, Inc.

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ADVISOR BIO

Don C. Morton is a financial advisor with Edward Jones. Don has been in the financial services industry since 2020. Don holds the Series 7, 63 and 65 licenses, and is also a Certified Financial Planner. Don provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. Don is registered with FINRA and the states of California, Colorado, District of Columbia, Florida, Georgia, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Dakota, Texas, and Virginia. Don was previously registered with Fidelity Brokerage Services LLC.

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ADVISOR BIO

Donald Edward Burklo is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Donald has been in the industry since 1999. Donald is currently registered with the state of Maryland. Donald has worked for several companies in the past, including Lincoln Investment, Capital Analysts, Inc., and Bauer & Burklo Ent. Donald's experience and expertise allow Donald to provide a variety of financial services to clients.

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ADVISOR BIO

Douglas Jarrard is a financial advisor at Morgan Stanley. Douglas has been a financial advisor for over 20 years and has experience working with a variety of clients, including individuals, businesses, and institutions. Douglas is registered to provide investment advice in over 50 states. Douglas is a graduate of the University of Maryland and holds a Series 7, Series 31, and Series 66 license. In addition to his work at Morgan Stanley, Douglas has previously worked for Legg Mason Wood Walker and Citigroup Global Markets.

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ADVISOR BIO

Douglas Ulrich is a registered investment advisor with over 24 years of experience in the financial services industry. Douglas is currently registered with Morgan Stanley and has been with the firm since June 2009. Prior to Morgan Stanley, Douglas was employed by CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. Douglas holds both Series 66 and Series 7 licenses and is registered in a variety of states. Douglas's expertise includes financial planning, portfolio management for businesses and individuals, and asset allocation advice.

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ADVISOR BIO

Duggan Wright Neville is an Investment Advisor Representative with Grove Point Advisors, LLC. Neville has been in the financial services industry since May 1976. Neville holds Series 63, Series 65, Series 7, Series 1, and Series 31 securities licenses. Neville has experience working with clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Eddy Han tak Shum is a financial advisor registered with the state of California and the Securities and Exchange Commission (SEC). Eddy is an active registered representative with Grove Point Advisors, LLC. Eddy has been in the securities industry since September 1988. Eddy has worked with several other financial firms, including USA Financial Securities Corporation, First Allied Securities, Inc., FFP Securities, Inc., National Planning Corporation, and H.D. Vest Investment Securities, Inc. Eddy holds several securities licenses, including Series 7, Series 6, Series 22, Series 26, Series 51, and Series 63. Eddy is also a Certified Financial Planner (CFP) and a Personal Financial Specialist (PFS). Eddy provides financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and charitable organizations. Eddy has worked with over 6735 clients and manages over $2.3 billion in assets.

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