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.

Reese Fick is a financial advisor at Edward Jones in Lawrenceville, GA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Waffle House, Inc. from 2016 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

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.

Matthew English is a financial advisor with Merrill in Oakweed, GA, holding a Series 66 designation and 13 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2013. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cherry Mosienko is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012. 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 based on structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

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.

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.

Kerri Jackson is a Series 66-licensed financial advisor with Merrill in Alpharetta, GA, where she has worked since 2017. She has eight years of industry experience. Outside of her advisory role, she serves as a power of attorney and successor trustee for her parents. 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.

Grey Maples is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, Grey works with clients to define their financial goals and focuses on financial planning tailored to their individual needs. Prior to this, Grey served as a Financial Solutions Advisor at Merrill Lynch from 2012 to 2022. Grey's professional experience spans over a decade in financial advisory roles, emphasizing personalized client engagement and financial strategy development.

Brian Katz is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at E*TRADE Capital Management and E*TRADE Securities. Outside of finance, his background includes roles in the hospitality industry, such as managing pizzerias and restaurants. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery processes and firm-approved tools.

Michael Silver is a financial advisor with Ameriprise in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Ameriprise Financial Services since 2009. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Otto Menendez is a financial advisor at Morgan Stanley in Alpharetta, GA, holding a Series 66 designation with two years of industry experience. His prior work includes a decade at Merrill and one year at Ameriprise. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and employs various investment programs, including advisory and institutional services.