David Castellaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with Primerica Financial Services across two periods from 2011 to 2018 and from 2020 to present, and has been associated with Kaplan North American since 2018. His other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, focusing on a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

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.

Tamala Williams is a CFP® with 24 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She has worked at Cambridge since 2015 and also leads Tamala Williams & Associates as president. Additionally, she operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a network of thousands of financial professionals.

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.

Andrew Perlman is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a managing partner of family investment entities that hold interests in commercial real estate properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs and financial planning services for individual and institutional clients, managing approximately $2.74 trillion in client assets.

Linda Kuryloski is a CFP®-certified financial advisor with Edward Jones in Atlanta, GA, where she has worked since 1999. She holds Series 63 and Series 66 licenses and has 27 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

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.

Joseph Schreck is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with Mass Mutual and its affiliate since 2016. Outside of his advisory role, Schreck serves as president-elect of NAIFA-Georgia, advocating for legislative and regulatory issues affecting advisors and their clients. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements using firm-approved analytical tools, offering various specialized planning programs.

Liz Scherrer is a financial advisor at Wells Fargo Advisors in Atlanta, GA, with 14 years of industry experience. She has held positions at Wells Fargo Clearing and Wells Fargo Clearing Services prior to joining Wells Fargo Advisors. She holds Series 63 and Series 65 securities licenses. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations.

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.

Heather Horan is a financial advisor at Primerica Advisors in Duluth, GA, holding a Series 66 designation with six years of industry experience. Prior to joining Primerica Financial Services in 2020, she worked at the International Fashion Academy, United Lex, and McKesson. Outside of advising, she receives non-investment compensation related to mortgage loan sales and home security and automation product referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies from third-party asset managers and offering a range of strategic, tactical, tax-managed, and income-distribution investment models.

William Bruning is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. He is also involved in ownership roles at investment-related firms Alpha Wealth Advisors LLC and Ridgeback LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and tools to develop personalized recommendations.

Kristopher Peed is a financial advisor with Primerica Advisors in Duluth, GA. He holds the Series 66 designation and has one year of industry experience, having been with Primerica Financial Services since 2015. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

David Kanne is a financial advisor with LPL Financial in Decatur, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Cetera, Regions Bank, Synovus Securities, and Emory Alliance Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Joseph Consolo II is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018, following five years at State Farm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors.