Derrick Lowery is a CFP® professional with 19 years of industry experience currently serving as the sole advisor at Brookwood Wealth Advisors, LLC. His prior experience includes roles at Oppenheimer & Co. Inc., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a Budget Committee Member for Trinity Baptist Church in Cartersville, GA. Brookwood Wealth Advisors provides investment management and financial planning services to individuals and high-net-worth clients, typically requiring a $100,000 account minimum. The firm customizes portfolios based on client objectives and risk tolerance, employing a range of strategies including asset allocation, dollar-cost averaging, and technical analysis, with oversight conducted at least quarterly by the principal.

Moise Piram is a financial advisor with Asset Management Group in Cartersville, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior work includes roles at FOUNDATIONS INVESTMENT ADVISORS, MML Investors Services, LLC, and MassMutual Life Insurance Company. He is also active as an independent insurance agent, involved in the sale of various insurance products. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses third-party model portfolios and subadvisers to implement client strategies, managing portfolios on a discretionary basis tailored to client objectives and risk tolerances.

Andrew Nida is a financial advisor with Asset Management Group in Cartersville, GA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He is also president and CEO of Senior Care Solutions, a health insurance agency focused on seniors aged 65 and older. His background includes roles at Foundations Investment Advisors LLC and multiple investment-related businesses. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs third-party model portfolios and subadvisers to implement client strategies, offering discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.

Shelly Brockman is a financial advisor at Asset Management Group with four years of industry experience. She holds a Series 65 designation and previously worked at Potomac Fund Management and Fourlane. Asset Management Group provides advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm primarily uses third-party model portfolios and subadvisers to implement client strategies, offering discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.

Robert Battin is a financial advisor with Nations Financial Group, Inc. in Cartersville, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Summit Financial Group Inc., and Cetera Advisor Networks LLC. Outside of his advisory work, he is an owner of a commercial property business in Silverdale, WA. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach involves proprietary model portfolios combined with outside manager options, allowing advisors to tailor strategies based on client objectives and risk tolerance.

Paige Cunningham is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Strategic Retirement Solutions LLC and Bankers Life & Casualty Co. She is also co-owner of Cunningham Group LLC, a family holding company involved with real estate and business entities. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm employs model portfolio allocations and third-party sub-advisers, delivering advice through a large network of affiliated offices and licensed representatives.

Saverio Paglioni is a financial advisor with JFS Wealth Advisors, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at JFS Wealth Advisors since 2021 and previously spent 16 years with Integer Wealth Advisors Group LLC. JFS Wealth Advisors is a multi-team registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm combines financial goal planning with portfolio management through its Lifetime Planning Continuum® and employs Modern Portfolio Theory via an internal Investment Committee to guide investment decisions.

Blake Dixon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and two years of industry experience. He has worked at several firms including Gibbs Wealth Management, AE Wealth Management, and NuVenture Financial Group. Outside of advisory roles, he is involved with Your Wealth Advisors, providing insurance products and non-legal estate planning administrative services. Foundations Investment Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm utilizes model portfolios and third-party sub-advisers, delivering advice through a large network of affiliated offices and representatives.

Ivan Magalit is a financial advisor at United Brokerage Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including Merrill and Thrivent Financial. Outside of his advisory role, he is the co-founder of The A.U.T Initiative, a nonprofit focused on improving access to mental health services for marginalized communities. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking relationships and investment services.

Charles Reeves is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and over a decade of industry experience, including roles at USAA Trust Services and Charles Schwab & Co., Inc. He is based in Dallas, GA, and has been with Schwab Wealth Advisory since 2025. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to clients enrolled in the Schwab Wealth Advisory program. The firm serves Schwab brokerage clients meeting certain eligibility requirements and offers access to financial planning, trade execution, and custody services, relying on Schwab’s proprietary research and asset-allocation models.

Kevin Ullery is a financial advisor at Principal Financial Services with Series 63 and Series 65 licenses and 29 years of industry experience. His prior work includes roles at USA Financial Securities and Pacific Life Insurance. Outside of advising, Ullery has worked as a delivery driver and mystery shopper. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Garth Gherardini is a financial advisor at Integrity Alliance, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at MWA Financial Services Inc. and Modern Woodmen of America. Outside of his advisory role, he is a co-owner of Mission Escape, an arcade business in Cartersville, GA. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.

Samuel Lee is a financial advisor with Primerica Advisors in Cartersville, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at Primerica Advisors since 1999 and Peachtree Planning Corporation and Guardian Life Insurance Co. of America since 1989. Outside of his advisory work, he serves as an executor for family estates and is involved with managing an office building where his business operates. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm employs proprietary and third-party investment strategies and supports a variety of account-level services such as lending solutions and donor-advised fund options.

Robert Archer is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Certainty Home Loans. He has also worked in education at Reinhardt University, Chattahoochee Technical College, and Cartersville High School. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers multiple proprietary and third-party investment programs and supports a range of account-level services such as lending solutions and donor-advised funds.

Jerry Milam Jr. is a financial advisor with Primerica Advisors based in Cartersville, GA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Park Avenue Securities since 2007 and with Guardian Life Insurance Company of America since 2005. Milam serves as a City of Cartersville Planning Commissioner and is involved with the Exchange Club, a nonprofit focused on youth and child abuse prevention. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm employs a variety of proprietary and third-party investment strategies and supports a range of account services such as lending solutions and donor-advised funds.

Kathline Lerebours is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network and Concentric Private Wealth. Her career includes roles at Tiaa, TIAA-CREF, Longwave Financial, and a decade at JSA Sustainable Wealth Management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, investment management, and practice-management support. The firm supports advisors with operations, trading, technology, compliance, and access to a broad selection of securities and insurance products.

Stephen Kinney is a financial advisor with Edward Jones in Rockmart, Georgia, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Stephen Albritton is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing Services and Securities America Advisors. Albritton is based in Cartersville, GA. 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 advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Joshua Arrowood is a financial advisor with LPL Financial and Main Street Advisors, holding a Series 66 designation and three years of industry experience. He previously worked at Heidelberg USA for seven years. Joshua is involved with Main Street Advisors, Inc. as an investment representative. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, 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.

Joshua Brock is a financial advisor with Raymond James Financial Services, Inc. in Cartersville, GA, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His background includes roles at Primerica Advisors, Guardian Life Insurance, and Learfield Sports, LLC. Brock is also active in his community as a member of the advisory board for the Cartersville Parks and Recreation Department and works as a college football analyst for the University of Georgia. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm focuses on financial planning and non-discretionary investment consulting, often providing advisory and implementation support through tailored financial plans and a range of managed account options.

Harry Arrowood is a CFP® professional with 33 years of industry experience, currently affiliated with LPL Financial since 2018. He has also been associated with INVEST Financial Corp. since 2005 and owns A.A. Coffee Service Inc., a for-profit business unrelated to investments. 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 variety of financial planning and investment management solutions supported by an in-house research team and a broad network of investment adviser representatives.

Olen Suire is a financial advisor with Edward Jones in Cartersville, GA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he owns and manages office building rental properties in Cartersville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Roberto De Jesus is a financial advisor with Edward Jones in Acworth, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Roberto is also the owner of his Edward Jones office in Acworth. 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 with a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary advisory programs, separately managed accounts, and affiliated mutual funds.

Michael Fields is a financial advisor with Raymond James Financial Services Advisors, Inc. in Cartersville, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes prior roles at Park Avenue Securities and LPL Financial. Outside of his advisory work, he serves as treasurer and heads the finance committee at Heritage Baptist Church and is a committee member of the Cartersville Development Authority. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.

Kimberly Dahnke is a financial advisor at Edward Jones in Acworth, GA, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Aroundabout Local Media, All Roof Solutions, Rooms to Go, and Premier Designs. She is also an independent contractor for Melaleuca, a wellness products 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 with a large nationwide network of financial advisors and offers a range of advisory programs and affiliated investment products.

Jason Walling is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Osaic since 2023. He previously worked at LPL Financial for nine years. Walling is also president of Walling Financial Group, an LLC through which he provides financial advice and trades securities on clients' behalf. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through its large network of financial advisers.

Andrea Leota is a financial advisor at Fidelity with 15 years of industry experience. She holds a Series 66 designation and has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Luke Maxwell is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corp, Waterstone Wealth Strategies, and Robert Half International Inc. Outside of advising, he has experience working with Bentwater Golf Club and the Georgia Aquarium. 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 offers a broad range of advisory services supported by a nationwide network of financial advisors and branch offices.

Evan Robinson is a financial advisor at Fidelity with Series 63 and Series 66 credentials. He joined Fidelity Investments in 2024 and has prior experience that includes roles at Northwestern Mutual and various positions in education and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is also noted for its advisory role to registered investment companies and for using algorithmic methods and AI in its investment research.

Michael Dijak is a financial advisor with Raymond James Financial in Cartersville, GA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at USAA Financial Advisors and various Raymond James entities. Outside of his advisory work, he serves as a trustee for a family trust and holds power of attorney for his spouse. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client collaboration and supported by extensive research and institutional resources.

James Hale is a financial advisor with Edward Jones in Dallas, GA, holding Series 63 and Series 66 credentials and having 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Stacy Jefferson is a financial advisor at Edward Jones with 13 years of industry experience. She 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Thompson is a Series 66 licensed financial advisor at Raymond James Financial with one year of industry experience. He has worked in various roles including operational support at Merritt Financial and has been involved with Sam Jones Methodist Church since 2024. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by extensive research and a broad affiliate network.

Heather Elsenbach is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds the Series 66 designation and has worked with Raymond James since 2009. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary advisory relationships and institutional consulting services.

Joseph Thompson is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2023, he worked at Wealth Enhancement & Preservation and Triad Advisors, and spent thirteen years at Cox Enterprises. Outside of his advisory role, he is involved with Incremental Increases, LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, 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.

Glen Merritt is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Cartersville, GA. He has been with Raymond James Financial and its affiliate since 2011. Merritt is the owner of GAM Financial, Inc., a support company. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through tailored financial plans and a variety of implementation options, often supporting clients in an advisory capacity rather than as delegated managers.

Derek Strange is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at Aflac from 2001 to 2019. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Harold Collett II is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Summit Capital Solutions and PlanMember Securities Corporation. He has also served as a Paulding County Commissioner and is involved with Kinsman Wealth Educators, an insurance agency he has been associated with since 2006. 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 variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Austin Peters is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, with prior roles at Edward Jones, Lyft, and other firms. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis. The firm is noted for its use of algorithmic portfolio construction, model portfolios, and its advisory role to registered investment companies and fund-of-funds.

Jonathan Brown is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Paul Moss III is a CFP® professional with 47 years of industry experience. He is currently with LPL Financial, where he has worked since 2018. His prior experience includes roles at INVEST Financial Corporation and leadership at Grady Moss & Associates, a firm he has been involved with since 1993. Moss also serves as president of Grady Moss & Associates, a non-investment-related business. 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 delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and lending services.

Jeffrey Drennan is a financial advisor at Edward Jones in Cartersville, GA, holding the ChFC® designation and Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm servicing over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Billy Chandler Jr. is a financial advisor with Edward Jones in Cartersville, GA, holding Series 63 and Series 66 licenses, and has 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Darren Knight is a CFP®-certified financial advisor with 24 years of industry experience, currently with LPL Financial since 2023. Prior to joining LPL, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2015 to 2023. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with insurance and credit products.

Tyson Williams is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked at Advisors Mortgage Group LLC and Sterling Jewelers Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.