Celeste Dinerman is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.

Jonathan Shepard is a CFP®-credentialed financial advisor with 11 years of industry experience. He has been with Charles Schwab since 2021 and previously worked at Life Time Asset Management, Commonwealth Financial Network, and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily 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 using multi-asset model portfolios and a range of alternative investment options, supported by a large-scale, integrated operational platform.

Adam Worthy is a financial advisor with Ameriprise in Alpharetta, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Papa Johns and Alcon. Outside of his advisory role, Worthy is also associated with Meg Moore LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sustainability and tax-aware withdrawal strategies.

Baylis Gruber is a financial advisor at Morgan Stanley with over 51 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is president of a software company that designs and sells software programs and is an officer of a company that creates and sells children’s games. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and research.

Timothy Mixon is a financial advisor at Morgan Stanley with 27 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, National Association since 2015. Outside of his advisory work, he serves as a director for the Georgia National Guard Family Support Foundation. 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, employing structured planning tools and a range of advisory programs.

Milton Martin is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Financial Services since 1985 and Primerica Advisors since 1999. In addition to his advisory role, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plan clients.

William Bruning is a financial advisor with Wells Fargo Advisors in Alpharetta, GA, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Bruning has ownership interests in two investment-related businesses, Alpha Wealth Advisors LLC and Ridgeback LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored client recommendations, with planning engagements typically being discrete and fees negotiated based on scope and complexity.

Dietrah Pegues Britton is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials and four years of industry experience. She previously worked at Morgan Stanley for ten years before joining UBS in 2025. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes research from its Chief Investment Office and UBS Global Research to tailor client plans.

Evan Meyer is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with nine years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC for seven years. Outside of his advisory role, Meyer is involved with Johns Creek Indoor Gun Range and GoodNeighbor Valet Services. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Jonathan Schuler is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been part of Fidelity Investments in various roles since 2015, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Client Management Representative. Prior to joining Fidelity, Jonathan held financial consultant and client service roles at E*TRADE from 2007 to 2014 and served as Director of Marketing at MRM Capital from 2014 to 2015. With over 14 years of experience in the brokerage and financial services industry, Jonathan brings a broad range of expertise to his work. He holds a California Insurance License and focuses on helping clients achieve their financial goals through innovative and strategic thinking. Jonathan balances his professional life with personal interests such as boating, family activities, football, social events, parenthood, and skiing. He is a husband and father of three children.

Jenna Burt is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at firms including ProEquities, Raymond James & Associates, Bank of America, Merrill, and JJBW Law. Outside of finance, she is involved with Richard Burt Architect in a professional capacity. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Erin Murray is a financial advisor with Morgan Stanley in Alpharetta, GA, holding a Series 66 designation and bringing 43 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 individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Sam Zaretsky is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2018. In this role, he leads a team of advisors and financial professionals, focusing on strategic growth, collaboration, and innovation within the branch. Prior to this, he served as a Regional Planning Consultant at Fidelity Investments from 2016 to 2018. Sam's financial services career began in 2007 and includes experience as a Financial Advisor at Ameriprise Financial and Mass Mutual, as well as positions at E*TRADE Securities, where he worked as a Financial Consultant and Regional Planning Consultant. His background reflects extensive experience in client-focused financial advising and branch leadership. Outside of his professional work, Sam enjoys outdoor and fitness activities such as camping, fishing, fitness, snowboarding, surfing, and traveling.

Christian Pellman is a financial advisor at Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at The Collegiate Hotel and has been involved with Dive since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured processes and firm-approved tools.

Alexandra Negru is a financial advisor with Merrill in Alpharetta, GA, holding a Series 66 designation and two years of industry experience. She has previously worked at Truist and Ameris Bank. Alexandra is listed as an owner of LinkedIOT Technologies LLC, a limited liability company, though she does not have active responsibilities in the business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

S Markham III is a CFP® and ChFC® with 20 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Commonwealth Financial Network and MH Wealth Management, where he remains involved. Outside of his advisory role, he owns and operates MH Benefits, LLC, focusing on insurance and human resources services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management and model-based solutions across multiple custody platforms.

Amanda Coccia is a financial advisor with Edward Jones in Alpharetta, GA, holding the ChFC® and Series 66 designations and bringing four years of industry experience. She has worked at Edward Jones since 2016, following three years at Chicos FAS. Outside of her advisory role, she serves as Treasurer of Wordsmith Strategic Communications LLC, a business operated by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporations, and charities. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated investment products under a fiduciary standard.

Julia Butka is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and has prior work experience at the Florida Institute of Technology and the Naval Surface Warfare Carderock Division. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and public entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Lewis Martin III is a financial advisor with Ameriprise in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at UBS Financial Services for 23 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial 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 to deliver tailored retirement advice through a centralized consulting team.

Nathan Link is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.