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.

Kell Hermetz is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. Prior to joining J.P. Morgan, Hermetz held roles at Bank of America, Merrill, and JPMorgan Chase Bank. Outside of finance, Hermetz has experience working in the restaurant industry with Carbonara Trattoria and Gus's Fried Chicken. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and an ESG eligibility framework.

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.

Wesley Diamantis is a financial advisor at LPL Financial based in Atlanta, GA, holding a Series 66 designation. His background includes roles at Auburn University’s Harbert College of Business and Credit Union Loan Source, among other institutions. Wesley has been with LPL Financial since 2022. 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 portfolios, and institutional platforms, supported by technology and a large network of investment adviser representatives.

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 bringing 27 years of industry experience. His work history includes positions at UBS Financial Services and over 16 years with JPMorgan Chase Bank, N.A. alongside his role at J.P. Morgan Securities. 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 integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities through affiliated entities.

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.

James Foley is a financial advisor at Ameriprise Financial Services with 41 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Ameriprise since 2019, with prior roles at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory work, he teaches at Emory University and coaches basketball at Marist School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Lynda Parker is a financial advisor with Raymond James Financial in Atlanta, GA, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2000 and Raymond James Financial since 2009. Outside of her advisory role, she serves as trustee of a family charitable lead trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports institutional consulting and portfolio management across a large advisor network.