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.

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.

Hervey Blalock is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also employed by JPMorgan Bank, where he offers certain deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

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.

David Dillon is a CFP®-certified financial advisor with Raymond James & Associates, bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2018. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—as well as institutional, pension, charitable, and municipal clients, providing financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

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.

Tyrone Gibson is a financial advisor with Charles Schwab based in Atlanta, GA, holding a Series 63 designation and 34 years of industry experience. He has worked at Charles Schwab since 1994, including Charles Schwab Bank since 2005, with a brief tenure at TD Ameritrade in 2024. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house financial research.

Dylan Templeton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He is a member of the Global Corporate and Institutional Advisory Services team, which oversees assets and liabilities for public companies, their employees, and retirees. In this role, Dylan assists individuals and families with managing concentrated stock holdings, personal assets and liabilities, and intergenerational wealth planning. Dylan attended the University of California in Santa Barbara, where he earned a Bachelor of Arts in Economics with a Minor in Art History. During his time at UC Santa Barbara, he competed in the PAC 12 Championships for Swimming. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Living in Atlanta, Georgia, Dylan participates in community activities through his involvement with the USTA and ALTA tennis leagues.