Matt Pappas

Cottonwood Capital Advisors LLC (dba Cottonwood Wealth Strategies) is an independent registered investment advisor headquartered in Salt Lake City, Utah. Founded in 2020, the firm is solely owned by Thomas Pappas and Matthew Pappas. Cottonwood Wealth Strategies provides investment management and financial advisory services to individual and institutional investors to help them achieve their financial needs and goals.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

MP Real Estate LLC provides real estate services.

Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.