Cherie Beasley is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009, following prior roles at Citigroup Global Markets and Morgan Stanley DW Inc. 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 focused on tailored financial planning supported by structured processes and advanced modeling tools.

Robert Guerry is a financial advisor with Morgan Stanley in Alpharetta, GA, holding Series 63 and Series 65 licenses and totaling 37 years of industry experience. His career includes roles at Merrill from 1992 to 2008 and Citigroup Global Markets Inc from 2008 to 2009 before joining Morgan Stanley Smith Barney in 2009. Since 2015, he has also been associated with Morgan Stanley Private Bank, National Association. 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 that utilizes structured discovery processes and firm-approved planning tools.

Alisa Eichinger is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities and E*TRADE Capital Management. 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 investment models. The firm manages approximately $2.74 trillion in client assets and provides financial planning services through structured discovery processes and a broad spectrum of investment offerings.

Umaru Sow is a financial advisor at Morgan Stanley in Alpharetta, GA, with seven years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities LLC. Outside of his advisory role, he is a partner in an LLC aiming to establish a daycare facility. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, combining financial planning with sophisticated modeling tools, and manages approximately $2.74 trillion in client assets.

Kirk Stewart is a Senior Financial Advisor with Merrill Lynch Wealth Management, focusing on helping clients preserve and grow their assets by adapting strategies to evolving market conditions and life stages. He employs a disciplined approach grounded in Modern Portfolio Theory, utilizing customized timelines, tactical asset allocation, and tax-aware investing to support wealth accumulation, retirement planning, and estate needs. Kirk serves a diverse clientele, including closely held businesses, nonprofit organizations, corporate employees with concentrated stock positions, retirees, and affluent individuals and families. Kirk began his career as a Financial Advisor at Morgan Stanley Smith Barney before joining Merrill Lynch Wealth Management in 2010. He leverages Merrill’s open architecture platform and extensive research resources to assist clients in achieving their financial objectives through personalized strategies. His professional designations include Personal Investment Advisor (PIA) and Retirement Manager Advisor (RMA). A graduate of the J. Mack Robinson College of Business at Georgia State University, Kirk holds a bachelor's degree in business administration with a major in finance. He is active in his community through involvement with the Cystic Fibrosis Foundation. Outside of work, Kirk enjoys playing golf, fishing, skiing, and spending time with his wife and their twin sons.

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.

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.

Richard Gankofskie is a financial advisor with LPL Financial in Woodstock, GA, holding a Series 63 license and 31 years of industry experience. He has worked at LPL Financial since 2010 and previously held positions at Edward Jones, Truist Investment Services, Valic Financial Advisors, and MetLife Investment Fund Services. He also operates a separate business under the name Gankofskie Financial Strategies, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William Bruning is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his primary role, he has ownership interests in two investment-related businesses, Alpha Wealth Advisors LLC and Ridgeback LLC, both based in Alpharetta, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory with other financial products and referral channels.

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 63 and Series 66 licenses with nine years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC for seven years. Outside of finance, he is involved with Johns Creek Indoor Gun Range and GoodNeighbor Valet Services. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured processes and firm-approved tools, serving clients 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.

Robert Duerre is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to his current role at Merrill and Bank of America, he worked at E*TRADE Capital Management LLC and E*Trade Securities Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at The Collegiate Hotel and has ongoing roles with Dive and previously with Coastal Kitchen & Daquiri Bar. 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, including tailored financial planning supported by firm-approved tools and methodologies.

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.