Donald Mcneill

Chad Fowers is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Planmember since 2005 and also serves as president of Creekside Investment & Insurance Services, a fixed insurance sales and investment firm he has led since 1996. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through PlanMember Asset Allocation Portfolios. The firm’s investment approach centers on a top-down strategic asset allocation framework and risk-based mutual fund portfolios, supplemented by education and support services for plan sponsors and participants.

William Rogers is a financial advisor at Ameriprise with 33 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Rogers provides pro bono financial planning to military families through the Homes for Our Troops program and is working on authoring a book about improving financial life by integrating financial concepts with emotional and psychological aspects. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Ryan Cobo is a financial advisor with Edward Jones based in Thomson, GA. He holds a Series 66 designation and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked at MSC Industrial Supply, Star Granite Interiors, and Star Granite and Bronze. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Caleb Kidd is a financial advisor at Edward Jones in Thomson, GA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he was involved with Blue Haven Bee Company for five years. Outside of advising, Caleb is also the owner of a property rental business in Thomson. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of investment strategies and advisory services through a nationwide network of more than 23,000 financial advisors.

Kenneth Poole is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including Northwestern Mutual and Freeway International Logistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and more than 15,000 branch offices.