ADVISOR BIO

Shelby Mulberger is a financial advisor at Morgan Stanley with over 30 years of experience in the industry. Shelby has worked at a number of firms throughout her career, including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, and Keystone Brokerage, Inc.. Shelby is a Series 7, Series 24, Series 31, and Series 63 licensed professional. Shelby is registered with the Securities and Exchange Commission (SEC) and is a member of FINRA. Shelby provides a range of financial services to individuals, businesses, and institutions, including investment management, financial planning, and asset allocation advice.

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ADVISOR BIO

Sheri E Gray is a financial advisor working with Morgan Stanley. Shari has been in the financial industry since January 2007. She holds Series 63, Series 7 and SIE licenses. Sheri is registered with FINRA and in multiple states. She has experience working with individual and institutional clients. Sheri is also able to provide financial planning services, pension consulting, educational seminars and investment club management.

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ADVISOR BIO

Sheri Lynn Stamm is an active investment advisor representative with Morgan Stanley. Sheri Lynn Stamm has been in the industry since 2007 and is licensed in 31 states. Sheri Lynn Stamm is also a registered investment advisor in Florida, Pennsylvania, and Texas. She has a wide range of experience in the financial services industry, including working with high-net-worth individuals, corporations, and institutions. Sheri Lynn Stamm has also worked with Wells Fargo Advisors LLC and PNC Funds Distributor LLC. She is committed to providing her clients with personalized financial advice and helping them reach their financial goals.

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Sherri A. Magsam DiMenna is a financial advisor currently registered with Morgan Stanley. Sherri Magsam DiMenna has been in the securities industry since August 1999, offering financial advice and services to a variety of clients. Sherri Magsam DiMenna has a broad range of experience in the financial services industry, including both previous roles at Citigroup Global Markets Inc. and her current role at Morgan Stanley. Sherri Magsam DiMenna holds multiple licenses and certifications, demonstrating her commitment to providing comprehensive financial services to her clients.

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Sherri Bartholomew is a financial advisor with over 20 years of experience in the financial services industry. Sherri Bartholomew has been registered with Morgan Stanley since 2009. Previously, Sherri Bartholomew was registered with Citigroup Global Markets Inc. Sherri Bartholomew holds FINRA Series 7, 63 and SIE licenses.

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ADVISOR BIO

Sidney Baker is a Registered Representative and Investment Advisor Representative with Hartford Funds, located in Wayne, Pennsylvania. Sidney has been in the financial services industry since January 2012. Before joining Hartford Funds, Sidney was employed by Chartwell TSC Securities Corp., OppenheimerFunds Distributor, Inc., LPL Financial LLC and Ameriprise Financial Services, Inc. Sidney has passed the Series 7, Series 63, Series 66 and SIE exams. Sidney holds registrations in Georgia, North Carolina and South Carolina.

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Siegfried Luke Saftner is an Investment Advisor Representative at Cookson Peirce Wealth Management. Siegfried is registered in Pennsylvania. Siegfried has been in the industry for over 2 years and focuses on financial planning, portfolio management for individuals and portfolio management for investment companies. Siegfried holds the Series 65 and the SIE. Siegfried earned their education from the University of Pittsburgh. Siegfried has previously worked at Andora and ZVerse Inc.

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Skylar Harrison Riddle is a financial advisor with Fort Pitt Capital Group, LLC. Skylar has over 10 years of experience in the financial services industry, including prior roles at PNC Investments and Edward Jones. Skylar holds the Series 7, Series 66, and SIE licenses and is registered as an Investment Advisor Representative in Pennsylvania. Skylar specializes in providing financial planning, portfolio management, and insurance solutions to individuals, families, businesses, and institutions. Skylar is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Sondrine Gutierrez is a financial advisor at Morgan Stanley. She is a licensed investment advisor representative (IAR) in Pennsylvania and Texas and has been in the industry since 2015. Sondrine has a wide range of experience in financial planning, portfolio management, and asset allocation.

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ADVISOR BIO

Stacee Harer is a financial advisor at State Farm Investment Management Corp. Stacee has been in the financial services industry since 2014 and has a Series 6, Series 63, Series 65, and SIE. Stacee is registered in New York and Pennsylvania as both a broker and investment advisor. Stacee is also an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates.

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