Angelo Maranon is a Financial Consultant at Fidelity Investments, where he collaborates with clients to understand their finances, goals, and priorities. He utilizes Fidelity's range of tools and strategies to develop personalized plans aimed at helping clients work towards their financial objectives. Angelo's experience in the financial sector includes roles as Financial Consultant and Investment Consultant at Fidelity Investments, as well as Financial Solutions Advisor and Relationship Banker at Bank of America Merrill Lynch. This progression reflects his involvement in client-focused financial services and investment consulting. Outside of his professional work, Angelo has personal interests in art, kayaking, movies, music, reading, and traveling.

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 possessing 10 years of industry experience. His prior roles include positions at Morgan Stanley and E*Trade Financial. Outside of finance, he owns and operates Southern Seahorses LLC, a private swim instruction business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on customized asset-allocation advice and manager selection through a combination of quantitative modeling and centralized due diligence.

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.

Dina Joseph is Vice President and Branch Leader at Fidelity Investments, where she leads a team dedicated to assisting clients and their families in achieving their financial goals. She has been with Fidelity Investments since 2007, progressing through roles from Financial Representative to her current leadership position. Her professional experience spans over a decade in wealth management and client relationship roles, including Regional Director, Wealth Management Planning Consultant, and Senior Relationship Manager. This extensive background supports her expertise in guiding clients through financial planning and investment strategies. Outside of her professional responsibilities, Dina has interests in art, music, outdoor adventures, traveling, and yoga.

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.

Thomas Young is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. His prior roles include positions at Merrill Lynch and Agwest. Outside of his advisory work, he serves as President of the Ravalli County Montana Farm Bureau, focusing on public education and community activities related to agriculture. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kimberly Jennings is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at J Perez Associates Inc for two years before joining Merrill in 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Timothy Burdick is a financial professional with 15 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations and has worked at Cetera and its related entities since 2024, following a decade at Burdick Financial Inc. He is also associated with Carolina Capital Management, where he provides financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services delivered through a large network of over 10,000 advisors, managing more than $256 billion in assets.

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.

Lisa Hawk is a CFP® professional with seven years of industry experience, currently advising clients at LPL Financial since 2025. Prior to joining LPL, she worked at Edward Jones for seven years and held a position at National Radiology Solutions. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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.