Kelli Gerkin is a financial advisor at Merrill with 17 years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Morgan Stanley Smith Barney, UBS Financial Services, and Ameriprise. Outside of her advisory work, she self-publishes teen self-help books under the name "R S." Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Michelle Shinall is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 63 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves on the Architectural Change Committee for the Dunwoody Village Homeowners Association. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Jack Uber is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Citigroup, Merrill, and several positions at Auburn University. 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 employs a structured planning process utilizing approved tools and models, providing services primarily in an advisory capacity.

John Cameron is a Financial Advisor at Merrill Lynch Wealth Management, currently serving as a Team Financial Advisor with Lunsford and Associates. He joined Merrill in May 2022, bringing with him a focus on delivering tailored financial strategies and a holistic client experience. His expertise encompasses family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and retirement income. John began his financial services career in April 2011, holding various roles including Branch Manager. He emphasizes the importance of needs-based solutions tailored to a client's financial priorities. John is dedicated to helping families accomplish their financial goals through solid financial planning, which serves as the foundation of his practice. His approach is to listen carefully to client needs and provide financial solutions aligned with their comfort level regarding investment risk. He graduated from Howard University with a Bachelor of Business Administration in Management and holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, John is a member of Kappa Alpha Psi Fraternity, Inc. He enjoys bowling, chess, golfing, and music.

Katherine Bachmann is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and bringing 11 years of industry experience. She has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and a broad range of capital markets capabilities.

Undria Rollins is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2008. Outside of her advisory role, Rollins is a health and wellness consultant through her business, BodyByDri by Undria Rollins. Wells Fargo Clearing provides retirement plan consulting to ERISA-qualified and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, and participant education. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary plan management.

Keegan Hennessy is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client strategies.

Laura Clackler is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2009. Her prior experience includes roles at Citigroup Global Markets and A. G. Edwards & Sons, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning through a structured process focused on discovery and modeling potential outcomes.

Brent Duncan is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 license and three years of industry experience. He worked at Morgan Stanley beginning in 2022 and previously spent six years at the University of Tampa. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.

Jeffrey Lim is a Series 66-licensed financial advisor with Morgan Stanley in Atlanta, Georgia, where he has worked since 2011, accumulating 14 years of industry experience. In addition to his advisory role, he owns and operates Limitless Partners, LLC, a retail and online store based in Atlanta. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including comprehensive financial and estate planning, and manages approximately $2.74 trillion in client assets.

Michael Edelson is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Edelson serves as a power of attorney for his father in investment-related matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics to guide its investment approach.

Thomas Watkins is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to joining Morgan Stanley, he spent seven years at Citigroup Global Markets. He serves on the investment committee of Peachtree Road United Methodist Church in Atlanta. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of retail and institutional financial services.

Gary Parnaby Jr. is a financial advisor at RBC Capital Markets with 24 years of industry experience. He has held positions at RBC Capital Markets since 2022 and previously worked at Merrill from 2013 to 2021. He holds Series 63 and Series 66 designations and is based in Atlanta, GA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Elizabeth Baker is a financial advisor at Morgan Stanley in Atlanta, GA, with 24 years of industry experience. She has been with Morgan Stanley since 2009 and holds the Series 63 and Series 65 designations. 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 structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Hervey Blalock is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also employed by JPMorgan Bank, where he offers certain deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Danielle Wright is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and 26 years of industry experience. Her career includes roles at Wells Fargo Clearing and Allspring Funds Management, LLC, among others. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Hilsman is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner at Old Corps Partners, LLC, an investment and finance firm based in Atlanta. 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 and financial planning services that incorporate firm-approved tools and analytics to model potential outcomes.

Jeffrey Young is a CFA® charterholder with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2008. He owns Young Investment Management, LLC, a financial advice firm based in Atlanta. He also serves on the board of directors for the Mistral Condominium Owners Association in Inlet Beach, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using its research and planning tools to deliver tailored recommendations.

Philomena Hatcher is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. She has been with Cetera Advisors LLC since 2013 and maintains a role as a partner at Ridgeline Realty Holdings, LLC. Outside of her advisory work, she has longstanding experience with the Atlanta VA Medical Center. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers multiple portfolio management and financial planning solutions through a large network of independent advisors and provides access to a variety of third-party and affiliated investment models.

Dylan Templeton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He is a member of the Global Corporate and Institutional Advisory Services team, which oversees assets and liabilities for public companies, their employees, and retirees. In this role, Dylan assists individuals and families with managing concentrated stock holdings, personal assets and liabilities, and intergenerational wealth planning. Dylan attended the University of California in Santa Barbara, where he earned a Bachelor of Arts in Economics with a Minor in Art History. During his time at UC Santa Barbara, he competed in the PAC 12 Championships for Swimming. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Living in Atlanta, Georgia, Dylan participates in community activities through his involvement with the USTA and ALTA tennis leagues.