William Blumberg is a financial advisor with Morgan Stanley in Atlanta, holding a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley, he was self-employed and operated a business called FanClub from 2021 to 2022. Morgan Stanley Wealth Management is a large firm serving both individual and institutional clients, offering a variety of advisory programs including tailored financial planning and estate planning strategies. The firm employs a structured financial planning process that incorporates firm-approved tools and modeling techniques but generally does not provide individual security recommendations as part of standalone planning.

Derek James is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Morgan Stanley and E*Trade Financial prior to joining J.P. Morgan. Outside of finance, he is the owner of Southern Seahorses LLC, a business offering private swim instruction and coaching. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with an ESG eligibility framework and includes broader derivatives and commodities capabilities.

Laura Van Winkle is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, she works with clients to understand their financial goals and develop personalized investment strategies. Laura provides advice across a range of areas, including general investing, retirement planning, and saving for unexpected events. She holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Laura earned her Bachelor's Degree from The Ohio State University. Her approach focuses on building relationships with clients to uncover what matters most to them and their families, enabling her to offer tailored guidance and support as their needs evolve.

Nisarg Shah is a financial advisor with Merrill based in Atlanta, GA, holding a Series 66 designation and with 19 years of industry experience. His prior experience includes roles at Bank of America, Harrisdirect LLC, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he is a co-owner of a rental property in Alabama. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth individuals, and institutions.

Ross Bohan is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 credential with seven years of industry experience. His prior roles include positions within Morgan Stanley Private Bank, N.A., and Morgan Stanley, as well as work at Florida Atlantic University and Rocky's Aqua. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services under both direct and corporate financial planning agreements.

Daniel Robson is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with seven years of industry experience. He previously worked at JPMorgan Chase & Co from 2009 to 2018 and briefly at Edward Jones in 2018 before joining Morgan Stanley. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Zack Price is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he focuses on helping clients and their families grow and protect their wealth, make informed investment decisions, and simplify their financial lives. Zack aims to build strong relationships with clients founded on trust and reliability. He has been with Fidelity Investments since 2018, progressing through several positions including Investments Solutions Representative, Relationship Manager, and Planning Consultant. This experience has provided him with a comprehensive understanding of investment solutions, client relationship management, and financial planning. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Jeanine Delgado is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Morgan Stanley, JPMorgan Chase Bank, and Regions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes discretionary options tailored to plan objectives and risk tolerances.

Christopher Anderson is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at RBC Capital Markets for six years before joining Morgan Stanley in 2020. Outside of his advisory role, he is involved with Deerbird Stables LLC and Deerbird Farm, LLC, which focus on real estate and agricultural property management activities. 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.

Ian Rooks is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Morgan Stanley and multiple banking institutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Reginald Merritt is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Bank of America Merrill Lynch Wealth Management for eight years and at Wells Fargo for one year. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates quantitative and qualitative research with centralized due diligence, and it offers capabilities in derivatives and commodities through its broader regulatory registrations.

Lenard Iglar is a financial advisor with Raymond James & Associates in Atlanta, GA, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Austin Byers King is a financial advisor at UBS Financial Services in Atlanta, GA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Dwaan Black, Northwestern Mutual Investment Services LLC, and under Michael Watson. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor plans to clients’ goals and risk tolerances.

Spencer Maycock is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2023. His professional journey with Fidelity began in 2019 and has included roles such as Investment Consultant, Planning Consultant, Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. Spencer and his team focus on assisting clients with the transition from working life into retirement. Their services include developing comprehensive retirement plans that cover asset projections, annual cash flow reporting, withdrawal strategies, Roth conversion opportunities, and personalized investment recommendations. During initial consultations, Spencer emphasizes understanding clients' personal and financial situations to tailor strategies that meet their unique needs. Outside of his professional responsibilities, Spencer is interested in baseball, fishing, military service, music, and running.

Christy Dryden is a financial advisor at RBC Capital Markets in Atlanta, GA, with three years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. and 5 Seasons. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs delivering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Wayne Rubinas is a financial advisor with RBC Capital Markets in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. He worked at UBS Financial Services Inc. for 17 years before joining RBC Capital Markets in 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Brandon Brown is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and 22 years of industry experience. He has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

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 UBS Financial Services, Morgan Stanley Smith Barney, and Ameriprise. Outside of advising, she self-publishes teen self-help books under the name "R S." 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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.

April Wier is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 65 and Series 63 designations and two years of industry experience. She has been with Mass Mutual Investors Services since 2023 and also works with MassMutual Life Insurance Co. Additionally, she owns and operates Sugar Five Design LLC, a marketing agency that provides courses teaching marketing agencies how to work with healthcare clients. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with an emphasis on collaborative, annual planning relationships.