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.

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.

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.

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.

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 with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at E*TRADE Securities LLC prior to joining Morgan Stanley. Outside of his advisory role, he is involved with Johns Creek Indoor Gun Range and GoodNeighbor Valet Services. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools, emphasizing client responsibility for plan implementation and updates.

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 with Morgan Stanley in Alpharetta, GA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at The Collegiate Hotel and has been involved with Dive since 2023, as well as 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

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 financial advisor with Cambridge Investment Research Advisors holding CFP® and ChFC® designations and over 20 years of industry experience. He has held roles at Cambridge Investment Research Advisors, Commonwealth Financial Network, and MSI Financial Services, and he is the owner of MH Wealth Management, LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.