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.

Jeffrey Ramsey is a CFP®-certified financial advisor with 31 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years at INVEST Financial Corp. Outside of his advisory role, he is a partner in Buckhead Beans, a for-profit business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and advanced portfolio management technologies.

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.

Michelle Shinall is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 63 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of her advisory role, she serves on the Dunwoody Village Homeowners Association Board, participating in the Architectural Change Committee. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

La Mont Mc Intosh is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Cetera entities since 2019. Outside of his advisory role, he serves as a treasurer for Family Health Centers of Georgia and works as a color commentator for live basketball broadcasts of the Georgia State men's basketball team. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and investment programs.

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.

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.

Jeffrey Vach is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to his advisory roles, he worked at Lockheed Martin for 26 years. Outside of finance, he co-owns a Bruster's Ice Cream franchise in Marietta, Georgia, where he assists with strategic planning on a limited basis. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, providing advisory services that rely largely on model-driven strategies developed by third-party asset managers.

Laura Clackler is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has been affiliated with Citigroup Global Markets since 2004. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-related financial planning agreements.

Haley Berger is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and previously worked for Triad Advisors, Inc. from 2012 to 2022 before joining Edward Jones in 2022. Outside of her advisory role, she owns an art and e-commerce business called Haley Hamilton Art, LLC. Edward Jones is a wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Brent Duncan is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2022, he spent six years affiliated with the University of Tampa. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and models while acting primarily in an advisory capacity.

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 bringing 27 years of industry experience. He has worked with Wells Fargo entities since 2009. Outside of his advisory role, he serves as a power of attorney for family investment matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven process and modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options among its investment offerings.

Thomas Watkins is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Watkins serves on the Investment Committee of Peachtree Road United Methodist Church in Atlanta, Georgia. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process relies on structured discovery conversations and firm-approved tools to support client goals.

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.

Danielle Wright is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 66 designation and has worked extensively within Wells Fargo entities as well as Allspring Funds Management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Gerald Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2014. He employs a goals-based wealth management approach, utilizing Merrill's advanced platform and resources to help clients align their financial strategies with their personal objectives. Gerald’s client focus areas include college education planning, legacy planning, and small business strategies. He is registered with the Nationwide Mortgage Licensing System (NMLS number 1242168) and licensed by the State of Georgia Department of Insurance, allowing him to assist clients with home financing and insurance inquiries through Bank of America. Gerald brings around 15 years of prior experience in corporate information technology focused on financial investment decisions. He is a qualified Senior Portfolio Manager, managing discretionary personalized or defined strategies that include individual securities, Merrill model portfolios, and third-party investments. Gerald helps clients identify and prioritize goals such as estate planning, tax minimization, wealth transfer, and retirement income, customizing strategies to fit their unique circumstances and preferences. He is known for translating complex financial concepts into understandable terms to reduce client confusion and anxiety. Gerald holds a bachelor’s degree in Marketing from the University of Georgia and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is fluent in English and Spanish and is an active member of his church. Gerald participates in mission trips to Africa and Central America, reflecting his commitment to community involvement.