Robert Moody is a CFP®, CFA®, and Series 65-credentialed financial advisor with 13 years of industry experience. He is the sole advisor at Compass Advisors LLC, an independent firm he has been with since 1998, and has also been associated with Financial Preparedness LLC since 2023. Compass Advisors LLC is a fee-only financial planning firm that serves individual clients with a focus on risk management, income tax planning, retirement, investments, and estate planning. The firm emphasizes managing investment portfolios using individual stocks and exchange-traded funds, tailoring advice to clients’ financial goals, risk tolerance, and tax considerations.

Deborah Matz is a financial advisor at Design Life's Journey, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms including Choice Advisors and Securities Service Network. Outside of advising, she is involved in tax preparation and planning through DLJ Tax Services, which she founded. Design Life's Journey serves individual and high-net-worth clients as well as small business owners, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning. The firm employs a customized investment approach combining multiple analytical methods and maintains additional services such as tax preparation, insurance sales, and educational events.

Eric Holcomb is the founder of Holcomb Financial and holds a Series 65 designation with two years of industry experience. He also serves as a Project Manager at Irrational Kindness, LLC, the operator of Chick-fil-A Canton. Holcomb Financial provides wealth management, investment management, retirement plan consulting, and financial planning services to individuals, small business owners, employer retirement plans, and charitable organizations. The firm operates on a fee-only basis, offering discretionary portfolio management and personalized investment strategies, and is noted for providing educational seminars and speaking engagements to the public.

Patrick Paxton is a financial advisor at TRUFp with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Investment Planning Advisors and Cambridge Investment Research Advisors, INC. Outside of his advisory role, he serves as treasurer for the Forsyth County Republican Party, managing bookkeeping and fundraising activities. TRUFp provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, utilizing a range of approaches including asset allocation and technical analysis. The firm serves a large client base with a four-advisor team and participates in third-party marketing through the Ramsey Solutions SmartVestor program.

Andrew Castleberry is a financial advisor at TRUFP with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Investment Planning Advisors, Cambridge Investment Research, E*Trade Securities, and Edward Jones. Prior to his financial services career, he spent nine years at The Honeybaked Ham Company LLC. TRUFP serves individual and high-net-worth clients as well as employer retirement plans, providing tailored asset management, financial planning, and pension consulting. The firm’s investment approach is individualized and employs a mix of asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Paul Kiker is a financial advisor with Kiker Wealth Management, LLC in Jasper, GA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Kiker Wealth Management since 2010. Outside of his advisory role, he is the owner of Kiker Ventures, an S corporation established in 2003, and has involvement in fixed insurance sales. Kiker Wealth Management provides financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, primarily investing in mutual funds, ETFs, and individual stocks while utilizing both long- and short-term strategies.

Kenneth Bellavance is a financial advisor at TRUFP with 11 years of industry experience. He holds a Series 66 designation and has worked at Investment Planning Advisors and Cambridge Investment Research, Inc. His current role at TRUFP involves working within a four-advisor team based in Cumming, GA. TRUFP serves individual and high-net-worth clients as well as employer retirement plans, offering tailored asset management, financial planning, and pension consulting. The firm’s investment approach is individualized based on client objectives, risk tolerance, and time horizon, employing a mix of asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Robert Snelgrove is a financial advisor at Kiker Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to his advisory role, he worked at Northwestern Mutual and held positions in education and management, including at Reinhardt University and several high schools. Kiker Wealth Management provides financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, employing a range of investment strategies including mutual funds, ETFs, individual stocks, short sales, and options trading.

Michael Smith is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Kiker Wealth Management, LLC in Jasper, GA. He has been with Kiker Wealth Management since 2016 and previously worked at Bent Tree Community, Inc. Smith also holds a Series 65 license and is involved in fixed insurance sales on a limited basis. Kiker Wealth Management offers financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, employing a range of investment strategies including mutual funds, ETFs, individual stocks, short sales, and options trading.

John Alexander is a financial advisor at Kiker Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Kiker Wealth Management since 2017, following four years at Raymond James & Associates, Inc. He is also president of Alexander Wealth Management, LLC, a pass-through entity for tax purposes. Kiker Wealth Management provides financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, utilizing mutual funds, ETFs, individual stocks, and both long- and short-term strategies including options and short sales.

Austin Rowland is a Series 65 licensed advisor with TRUFP, based in Cumming, GA, and has two years of industry experience. Prior to his advisory role, he worked in the food service industry and held various positions including at DePalmas Downtown Italian Cafe and 19 Degrees N Seafood and Grille. TRUFP serves individual and high-net-worth clients as well as employer retirement plans, offering tailored asset management, financial planning, and pension consulting. The firm employs an individualized investment process based on client objectives and risk tolerance, managing accounts through Schwab Institutional with regular reviews and financial plans.

Cheryl Farmer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 credential and six years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019 and also works with U.S. Health Advisors. Outside of advisory work, she is active as a licensed insurance agent specializing in life, health, long-term care, and disability insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and discretionary strategies.

Paul Reid is a financial advisor at Transamerica Retirement Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Transamerica Life Insurance Company, LPL Enterprise, and The Prudential Insurance Company of America. Prior to his current role, he spent over a decade with the City of Roswell. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed portfolio services, investment education, and both discretionary and non-discretionary advice programs. The firm employs Morningstar Investment Management’s proprietary tools for portfolio construction and serves a large client base with a focus on scaled asset allocation and retirement guidance.

Gregory Stoia is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 42 years of industry experience. He has been with Commonwealth since 2001 and has operated Stoia Financial since 1985. Outside of his advisory work, he serves as Executive Director of the Anne Embree Charitable Foundation. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including model portfolios, personalized indexing, and retirement plan consulting, while offering a platform that supports advisors’ independent practices.

Virginia Griffith is a CFP® professional with seven years of experience in the financial services industry. She is currently affiliated with Equity Services, Inc. and has previously worked at TruOak Financial Partners LLC, Apogee Financial Partners, and The Prudential Insurance Company of America. Outside of her advisory role, Griffith serves as a vestry member and chair of the planned giving committee at the Episcopal Church of the Holy Family in Jasper, GA. Equity Services, Inc. (ESI Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines advisory services with broker-dealer product distribution and utilizes both proprietary and third-party platforms to offer a range of investment strategies tailored to client profiles.

Allison Baines is a CFP® professional with nine years of industry experience, currently serving at Kestra Advisory since 2016. She also holds roles with oXYGen Financial and provides financial dashboard services through Oxygen Financial as an independent contractor. Her work includes advising on insurance solutions such as life, disability, and long-term care coverage for families and business owners. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm provides fiduciary consulting, plan design, and investment management services supported by due diligence and access to multiple management platforms and third-party solutions.

Richard Cardin is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 36 years of industry experience. Cardin has been with Benjamin F. Edwards since 2010. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies including firm-developed and third-party models with ongoing portfolio oversight.

Joe Friend III is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, supporting both discretionary and predominantly non-discretionary asset management programs.

Deyka Charneco is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has prior work experience at Biome Soaps, LLC and the 4:12 Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Chaminda Mahawela is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, Equitable Advisors, and AXA Advisors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Allen Carter Jr. is a financial advisor at UBS Financial Services with 36 years of industry experience. He has been with UBS since 1993. He holds Series 63 and Series 65 designations. UBS Financial Services 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 provides proprietary research and a broad range of capital markets products.

Kendra Bau is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. She previously worked at Wells Fargo Bank for 11 years before joining Charles Schwab and its affiliated entities in 2022. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and integrates brokerage, custody, and advisory services within a large-scale, centralized operational structure.

Robert Herdina is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity since 2022. His prior roles include positions at Entoro Investments, GS Mining Company, Park Avenue Securities, and Guardian Life Insurance. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

William Stanton is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked at Linsco Private Ledger Corp since 2002. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Kenneth Reese is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Dave Ramsey SmartVestor since 2013 and previously with Concourse Financial Group Securities Inc for 15 years. Reese also has experience in education, having worked with Lumpkin County Schools for 14 years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Paul Fernandez is a financial advisor at Edward Jones in Canton, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the United States.

William Illg is a financial advisor with Primerica Advisors in Dawsonville, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles with PFS Investments Inc., Primerica Financial Services, Echo Ministries, and the City of Dawsonville. Outside of advising, he is involved in the sale of home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure distinct from fixed-fee billing.

Alexander Sankowski is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at TIAA-CREF and PNC Bank before joining Equitable Advisors in 2019. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Samantha Dunlap is a financial advisor at Raymond James Financial with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab, TD Ameritrade, JP Morgan Chase Bank, and Wells Fargo. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while allowing clients to maintain final decision authority.

Christopher Burns is a financial advisor at Edward Jones in Cumming, GA, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he serves on the Board of Directors for the Kiwanis of Cumming and is involved in preaching at Berea Baptist Church in Commerce, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a comprehensive range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Jake Vazquez is a Series 66-registered financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at World 50 Inc., Atlanta Country Club, and Dicks Sporting Goods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Sharon Burchett is a financial advisor at Dempsey Lord Smith, LLC with 41 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Dempsey Lord Smith since 2011. Prior to her current role, she was affiliated with Cambridge Investment Research Advisors. Dempsey Lord Smith, LLC offers discretionary and non-discretionary investment advisory services, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional investors. The firm uses a combination of fundamental, technical, and qualitative analysis to tailor asset allocations and manages portfolios through both direct and third-party platforms.

Shirley Prather is a Series 66 credentialed financial advisor at Edward Jones with two years of industry experience. She has been with Edward Jones since 2014. 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 is known for its extensive network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

William Hearn is a CFP® and Series 66 licensed financial advisor with six years of industry experience, currently with Edward Jones since 2020. His prior roles include positions at Emmanuel College, United Parcel Service, and Empire South Clothier. Hearn is also the Vice President of Memories Matter Forever, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports a broad network of over 23,700 advisors across more than 15,000 branch offices.

Clyde Cody is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 services including wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of over 23,000 advisors.

Diana Sanchez Nazario is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior work includes roles at Bank of America, Wells Fargo, and a variety of non-financial services positions. Merrill serves a broad range of clients including individuals across wealth levels, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm integrates its investment management through multiple program strategies and a broad selection of third-party managers, supported by oversight from its Chief Investment Office and tax-efficient implementation tools.

Kim Jackson is a financial advisor at Fidelity with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, following nearly a decade with Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Adam Green is a Series 66-licensed financial advisor at LPL Financial with four years of industry experience. He has worked at LPL Financial since 2021 and concurrently holds a position at Renasant Bank since 2015. Outside of his advisory roles, he is a notary public in Georgia and is involved with Tavern Talks Entertainment as a home-based representative. 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 combines large-scale advisory operations with non-advisory product offerings.

Mary Cantrell is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she was employed at United Community Bank Inc for twelve years. Mary serves on the finance committee of Woodstock Church in Jasper, Georgia, where she reviews financial statements and budget recommendations for the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds, trust services, and securities-based lending options.

James Lepp is a CFP® with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2016. Prior to this, he worked at MetLife Securities Inc. for one year. Outside of his advisory role, he is an independent insurance agent selling life and health products. 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 both discretionary and non-discretionary investment strategies.

William Spencer is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked previously at Primerica Financial Services, Maxim Healthcare Services, and the University Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.