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.

Reginald Merritt is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previous work history with Bank of America Merrill Lynch Wealth Management, Wells Fargo, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

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 registrations and has worked previously at UBS Financial Services and Morgan Stanley Smith Barney LLC. In addition to her advisory role, 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 a wide range of clients including individuals, corporations, and charitable organizations.

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.

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 with Merrill Lynch Wealth Management, currently serving as a Team Financial Advisor with Lunsford and Associates. He joined Merrill in May 2022, bringing experience from his prior role as a Wealth Management Banking Specialist. John began his career in financial services in April 2011 and has held various roles including Branch Manager. His expertise includes family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and retirement income. John emphasizes financial planning as the foundation of his practice, focusing on customized solutions that match clients' priorities and investment comfort levels. He graduated from Howard University with a Bachelor of Business Administration focused in Management. John holds the Personal Investment Advisor (PIA) designation. Outside of work, he enjoys bowling, chess, golfing, and music. He is a member of Kappa Alpha Psi Fraternity, Inc. and participates in various community service activities.

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 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.

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.