Lamar Plunkett is a CFA® charterholder with 20 years of experience in financial advising. He has been the sole advisor at Plunkett & Associates, Inc. since 1998. Plunkett & Associates serves individuals, trusts, estates, and charitable organizations, focusing on financial planning and discretionary portfolio management through individualized client relationships. The firm primarily uses direct selection of individual stocks and bonds, combining fundamental analysis with technical and cyclical methods, and conducts regular account reviews.

Adonis Roberson is a financial advisor with Principal Advised Services and holds Series 63 and Series 65 licenses. He has three years of industry experience with prior roles at Principal Securities Inc., Principal Life Insurance Company, Wells Fargo, and Amazon. Roberson also serves as an Assistant Vice President at Principal Bank, focusing on sales of bank deposit products. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm is affiliated with Principal Financial Group and integrates proprietary models and third-party tools to serve its clients.

Jason Backus is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously at Independent Financial Partners and LPL Financial. Backus is also involved with Villa Rica First United Methodist Church. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm utilizes a network of 219 advisors and employs a mix of model portfolios, sub-advisors, and technology platforms to manage client assets.

Jason Norton is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and 21 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and has prior experience with Independent Financial Partners, LPL Financial, and Norton Financial Inc. Norton also serves as a notary public. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm offers asset management, financial planning, retirement plan consulting, and acts as a sponsor for third-party managers and model portfolios, utilizing a combination of fundamental, quantitative, and portfolio-theory analysis.

Kimberly Moore is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. She has been affiliated with LPL Financial, LLC since 2016 and provides administrative support to Independent Advisor Alliance. Outside of her advisory role, she is a commissioned notary. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios, third-party managers, and technology platforms to manage client allocations.

John White is a financial advisor with Advisor Share Wealth Management, LLC in Carrollton, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Sequent Planning, LLC and operated his own advisory and insurance business as a sole proprietor. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs third-party sub-advisers and model portfolios, using quantitative and qualitative evaluations to manage client strategies.

Christopher Kitchens is a CFP® professional with one year of experience, currently affiliated with United Planners' Financial Services of America. He has held roles at several businesses including Integrity Health Solutions and owns Hound Hogs BBQ Supply Co., a company that produces hunting, fishing, and cooking videos on YouTube. He also serves as an associate pastor at Hope Church. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors. The firm operates an open-architecture platform with multiple custodians and money managers, focusing largely on non-discretionary assets.

Jonathon Monsour is a CFP® professional with 29 years of experience in the financial services industry. He has worked at United Planners Financial Services of America since 2017 and previously spent eight years with Cambridge Investment Research Advisors, Inc. In addition to his advisory work, Monsour has operated M&M Property Group since 2004. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors using an open-architecture platform.

Michael Stone is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Commonwealth since 2018 and previously at IFG Advisory, Milestone Investment Management, and LPL Financial. Stone is also involved in fixed insurance sales and owns an operating company related to his securities and advisory business. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios, allowing advisors discretion in portfolio construction while leveraging Commonwealth’s investment research and platform capabilities.

Julia Moody is a financial advisor at Truist Advisory Services with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and Truist Investment Services since 2023. Her prior experience includes roles at Regions Bank, Cetera Investment Services LLC, and BB&T Securities. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated entities.

Bobby Powers is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior roles include positions at Fogo Data Centers and SwingThought Tour. He also receives compensation for referrals related to home security and automation products through Primerica Client Services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts under a tiered wrap-fee structure. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation.

Derick Newton is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2005. Outside of his advisory role, he serves as a pastor and founder of Last Shall Be First Ministry and is involved in songwriting for gospel artists. 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 approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

Tiffany Middleton is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for over a decade at Georgia Mortgage Services Inc. as a mortgage loan officer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Amit Jaiswal Kalwar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping families and business owners grow and protect their wealth through customized investment management strategies. His approach involves listening carefully to clients' goals and objectives to develop personalized plans that address wealth accumulation, retirement planning, estate planning strategies, and college funding. With over 25 years of experience, Amit focuses on family wealth management strategies, legacy planning, and personal retirement planning. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Houston. Outside of his professional work, Amit is involved with the East Bay SPCA and enjoys cooking, football, golfing, and traveling.

Brody Parkerson is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at MWA Financial Services, Modern Woodmen of America, and Bank of America. He has also worked in education at Georgia Gwinnett College, Gordon State College, Bremen High School, and Alexander High School. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management includes multiple program strategies and manager-constructed approaches, supported by an integrated platform with Bank of America affiliates.

Larry Lyle is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. In addition to advisory work, he receives non-investment related compensation through referrals for home security, automation products, and other home-related services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Joey Key is a financial advisor at Edward Jones in Carrollton, GA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, including prior roles at Assurity Life and several Southern Farm Bureau companies. Key has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joseph Garrett is a financial advisor with LPL Financial in Carrollton, GA, holding Series 63 and Series 65 credentials and with 26 years of industry experience. He has been with LPL Financial and its predecessor since 2004. Outside of his advisory role, he is involved in publishing through Chapel Heights Publishing, LLC. LPL Financial provides advisory and brokerage services to a broad client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Jackson Grillo is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and one year of industry experience. He has worked at Cambridge Investment Research, Inc. since 2014, with roles spanning over several years, and also held positions at Rezolut and Rollins Inc. Grillo is registered as an advisory representative of a registered investment adviser. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing model portfolios, third-party strategists, and multiple account platforms.

Pamela Robinson is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 22 years of industry experience. Her career includes roles at Cambridge Investment Research Advisors and Cambridge Investment Research, as well as 25 years at Grillo & Associates. Outside of her advisory work, she serves as treasurer for Habitat for Humanity of West Georgia and is involved as a youth leader at Midway Macedonia Baptist Church. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing a range of platforms and third-party strategists to deliver both discretionary and non-discretionary investment advice.

Jeremy Sabo is a financial advisor with LPL Financial in Carrollton, GA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, Sabo is a certified athletics official with USA Track & Field and authored a book on the history of the track and field program at Carrollton High School. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Steven Holmes is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Prior to joining LPL, he worked at Cetera Advisors LLC for five years and has operated Holmes Financial Group, Inc. since 2001. He also provides individual and business income tax preparation services through Holmes Financial Group Income Tax Services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment solutions, combining large-scale advisory operations with various non-advisory product offerings.

Stephen Stana is a financial advisor with UBS Financial Services in Carrollton, GA, holding Series 63 and Series 65 licenses and possessing 50 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he owns and operates a family farm called Tailor-Made Farms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Kristian Faria is a financial advisor with Charles Schwab holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab in 2023, Faria held various positions including roles at Lowes Home Improvement and Crane Industry Services. Charles Schwab serves 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 centralized supervisory, custody, and order-routing arrangements.

Silke Wolf is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 63 and Series 65 credentials and 9 years of industry experience. She has been with Primerica Advisors since 2016 and previously worked for Augusta Richmond County from 2012 to 2017. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options to individual and high-net-worth clients within a tiered wrap-fee structure. The firm curates third-party asset managers and uses independent due diligence alongside BNY Mellon Advisors for model implementation.

Frederick O'Neal is a financial advisor with Edward Jones in Carrollton, GA, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 1988. Outside of advising, he serves as a director of Tanner Health Systems and is chairman of the Deacon's Ministry at First Baptist Church of Carrollton. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Jaylen Jones is a financial advisor at Edward Jones with four years of industry experience and holds a Series 66 designation. His career includes roles at Capital Group and American Funds, among others. Outside of finance, he founded 86 Hills LLC, a clothing resale business based in San Antonio, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

John Moore is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2018. His prior experience includes roles at United Community Banks, Inc., INVEST Financial Corp, and SunTrust Advisory Services. LPL Financial serves a diverse client base including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and provides strategic and tactical investment options.

Helen Reeve is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America Merrill Lynch and Cannon Financial Institute. Outside of her advisory role, she is involved with Garrett & Robinson Investment Management & Wealth. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Joel Shirey is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2012 and is also associated with GMS Planning and Grillo & Associates. Outside of his advisory work, Shirey serves as a secretary and deacon on the board of Tabernacle Baptist Church in Carrollton, GA, where he is involved in various church committees and the student ministry council. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers a range of advisory services such as financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory, utilizing multiple account platforms and third-party sub-advisers.

Ricky Powell is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked at Cetera Wealth Services, Nast Financial Solutions, and Concourse Financial Group Securities Inc. Prior to his advisory roles, he was involved with Powell Drilling and held positions at Turfnology Inc and GarrCo Products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities with multiple program options and custodial arrangements.

Ryan Nelson is a financial advisor at Edward Jones in Carrollton, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2019, he worked at the University of West Georgia Bookstore, Twin City Realty GA, and Denver Mattress Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

David Pollard is a financial advisor with Raymond James Financial in Carrollton, GA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. Pollard is the owner of Partners Financial Group, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and public entities. The firm provides financial planning and non-discretionary investment consulting through Wealth Advisory Services, wrap fee programs, and institutional consulting, with a distinctive emphasis on non-discretionary advisory relationships.

Samantha Butler is a financial advisor at Raymond James Financial with six years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and State Farm Insurance. Outside of her advisory role, she is an author and has published a poetry book. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis to tailor recommendations.

Michelle Martin Yoder is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. She has 35 years of industry experience, including over a decade at Dempsey Lord Smith, LLC. Outside of her advisory work, she is involved in life insurance sales and real estate management. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Robert Sullivan is a financial advisor with Raymond James Financial in Carrollton, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is co-owner of Henry Miller LLC and a partner/owner of Partners Financial Group, both support companies based in Carrollton. Sullivan has been with Raymond James Financial since 2006 and has concurrent roles at his other business ventures since 2016 and 2019. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through risk profiling and firm research, with a significant portion of its advisory business conducted on a non-discretionary basis.

David Thompson is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services and Questar Asset Management. Thompson is also the owner of JKL Financial Services, LLC, which operates his advisory business. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments with advanced portfolio optimization tools and offers a wide range of investment options across multiple platforms.

Chantrice Swint is a financial advisor with Edward Jones in Carrollton, GA, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019, following four years as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices.

John Martin Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones for 12 years before joining Cambridge in 2019. Outside of his advisory role, he is the owner and president of Martin Private Wealth Group, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals using multiple account platforms and third-party strategists.

William Taylor is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Tracy Mc Daniel is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Christopher Mills is a financial advisor at Fidelity with Series 63 and Series 65 licenses and six years of industry experience. His prior experience includes roles at First Command and service in the United States Army National Guard and Marine Corps. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies and AI-driven research in managing model portfolios and for its advisory roles with multiple registered investment companies.

Clayton Robinson is a financial advisor with LPL Financial in Carrollton, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in private firearms sales and ownership transfer services through Acorn Bluff Firearms. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Elly Chapman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to her advisory role, Chapman is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure for its investment solutions.