Tyler Baker is a CFP® professional with eight years of industry experience. He is the founder and sole advisor at Baker Wealth Group LLC, an independent firm based in Lagrange, GA. Prior to establishing his own firm in 2022, he worked at Mariner Wealth Advisors and Willis Johnson & Associates. Baker Wealth Group LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients. The firm focuses on tailored portfolios using asset allocation, technical analysis, and trading strategies, and offers select clients access to third-party tax return preparation.

Natalie Phillips is a CFP®-certified financial advisor with 17 years of industry experience. She has worked at Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC since 2024, following a 17-year tenure at Edward Jones. Outside of advisory services, she owns and manages a small insurance business and is involved in non-investment real estate management. Kestra Private Wealth Services manages approximately $10.2 billion in assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor decision-making with multiple platforms and both in-house and third-party solutions.

Daniel Phillips is a financial advisor at The Fiduciary Alliance with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Madison Park Capital Advisors, LLC and Charles Schwab & Co., Inc. Outside of his advisory role, he is a cofounder and 10% owner of Bloxx, LLC, an electronic privacy protection company. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a multi-division approach with a network of representatives operating under their own business names and uses a variety of analytical methods, including fundamental and technical analysis, to guide investment decisions.

Kyle Crawford is a CFP® professional with 23 years of experience in the financial industry. He is currently with The Fiduciary Alliance and previously worked at Bison Wealth, LLC and SA Stone Wealth Management, Inc. Since 2009, he has served as a planning and zoning board member for the City of LaGrange, GA. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients as well as other investment advisers. The firm operates through multiple divisions and a network of representatives, offering client-specific investment strategies and utilizing a mix of fundamental, technical, and alternative investment approaches.

Alicia Simpson is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds the Series 66 designation and has worked at Truist Advisory Services since 2021, following prior roles at BB&T Investments 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 discretionary and non-discretionary investment solutions through a combination of model portfolios, third-party managers, and advisor-led asset allocation.

Robert Ellis is a financial advisor with Ameriprise in La Grange, GA, holding a Series 63 designation and 39 years of industry experience. He has worked at Ameriprise since 2016 and previously operated Ellis & Ellis Investment Management, LLC. Outside of his advisory work, he is a co-owner of Ellis & Ellis Realty. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joshua Williams is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Stifel, Nicolaus & Company, Inc. since 2015. He holds the Series 66 designation and is based in Lagrange, GA. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Cynthia Little is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. She has worked with Raymond James Financial Services Advisors Inc. since 2013 and was previously involved with InvestingSimply from 2020 to 2022. Outside of her advisory work, she is a partner in Garner Family Farm LLC and serves as an officer and treasurer for the nonprofit Until All Hear. 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, often working in an advisory capacity rather than as a delegated manager, supported by a broad affiliate network.

Michael Mercer is a financial advisor with Primerica Advisors in West Point, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at PFS Investments Inc. since 2002 and Primerica Financial Services since 2001. In addition to his advisory role, Mercer is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Michael Ingersoll is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of advising, he is involved in sales of home security and automation products as well as loan products through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Tracy Bryant is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having five years of industry experience. Prior to joining Primerica Advisors in 2020, Bryant worked at Savannah River Nuclear Solutions from 2014 to 2018 and has been associated with Primerica Financial Services since 2008. Outside of advisory work, Bryant is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a wrap-fee structure and independent due diligence to select third-party asset managers, delegating trading execution to BNY Mellon Advisors.

Steven Boatner is a financial advisor with Edward Jones in Lagrange, GA, holding the ChFC® and Series 63 designations and bringing 24 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Infinex Investments, Inc., Commercial Banking Company, and Cetera Investment Services LLC. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors.

Aaron Mabon is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including 13 years at Commonwealth Financial Network. He is a partner in TNI Realty, Inc., a business involved in property ownership. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and access to various advisory programs, with a significant portion of its business focused on non-discretionary advisory services.

Summer Deal is a financial advisor with Raymond James Financial in La Grange, GA, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James, she worked at True North Wealth Advisors, True North Investments, Commonwealth Financial Network, and Ellis & Ellis Investment Management. She is the president and owner of True North Wealth Advisors, a support company she operates alongside her advisory role. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing client collaboration and tailored financial plans supported by extensive research and a broad affiliate network.

Stephanie Mcclain is a financial advisor with Ameriprise in La Grange, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior work includes roles at Capital City Bank, LPL Financial, L.M. Kohn & Company, and Charter Investments. Outside of finance, she is involved in a deli and bar service business. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with specific asset thresholds, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated recommendations with advisor collaboration to support client planning.

Allina Bell is a financial advisor with Raymond James Financial Services Advisors, Inc. in LaGrange, GA, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has been with Raymond James since 2014 and also maintains a long-standing role as an independent insurance agent. Outside of her advisory work, she is involved in managing a small equestrian boarding and lesson facility at Spring Creek Farm in Waverly Hall, GA. 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 offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client risk profiling and supported by firm research and a broad affiliate network.

Ellen Howard is a financial advisor at Stifel with the Series 66 designation and approximately six years of experience. Her background includes roles at Forvis Mazars LLP, Dixon Hughes Goodman, and Clemson University, where she worked in academic services. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Toni Falcone is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Wells Fargo Bank and Wells Fargo Clearing prior to joining LPL Financial. Falcone also serves as a client relationship manager for Ash Brokerage and as a trust liaison officer for Members Trust Company. 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 broad platform that integrates advisory and brokerage services.

Madeline Smith is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has four years of industry experience and has worked at several firms, including Southeast Asset Management and Dempsey Lord Smith, LLC. Outside of her advisory work, she is the owner of the International Association of Accredited Investors, a real estate-related business. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals and multiple account platforms.

Joseph Ellis is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2016, with prior experience at Ellis & Ellis Investment Management, LLC and Commonwealth Financial Network. Outside of his advisory role, he has been involved in business ownership related to realty. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Bobby Lumpkin is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2008. Outside of his advisory role, Lumpkin is the founder and board member of the nonprofit Until All Hear and is involved in hunting farm development through a real estate partnership. 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 emphasizes non-discretionary financial planning and investment consulting, offering tailored solutions supported by firm research and access to various managed account options.

Mark Headrick is a financial advisor at Dempsey Lord Smith, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Dempsey Lord Smith since 2009, including prior roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved in owning and managing several business entities outside the advisory field. Dempsey Lord Smith, LLC provides discretionary and non-discretionary investment advisory services, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional investors. The firm utilizes a combination of fundamental, technical, and qualitative analysis to tailor asset allocations and employs multiple managed account platforms for ongoing portfolio management.

Aaron Christian is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Uber, Lyft, Marco's Pizza, and S&S Termite and Pest Control. Outside of his advisory role, he volunteers as a minister at the Muscogee County Jail and serves as an associate pastor at Fountain Gate Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large national network of advisors and branches.

William Allison is a CFP®-designated financial advisor with 24 years of industry experience, currently serving at Stifel since 2009. He is involved in several nonprofit activities, including roles on the Resource Development Committee and Campaign Leadership Council for the USM Foundation, chairing the Investment Committee for the University of Southern Mississippi Foundation, and participating on the Stewardship Committee of Crosspoint Church. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using a proprietary investment methodology developed by its Investment Strategy Group.

Derrick Rivera is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliate since 2005. Outside of advising, he is involved with The 825 Group, LLC, an entity formed for employee payroll, group insurance, and hiring. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, using a blend of algorithmic automation and advisor collaboration.

Roy Le Blanc Jr. is a financial advisor with Ameriprise in La Grange, GA, holding Series 63 and Series 66 licenses and 31 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined total of 12 years. Outside of his advisory role, he is a writer and author with six fiction books available on Amazon. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

Glenn Ware is a financial advisor with Ameriprise in La Grange, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, Capital City Bank, L.M. Kohn & Company, and Charterbank. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver written recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Larry Duncan is a financial advisor with Raymond James Financial in West Point, GA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been affiliated with Raymond James Financial and Client First Financial Services, LLC since 2010, where he is also the owner of the support company Client First Financial Services. Additionally, he serves as a trustee for the nonprofit MissionSource Ministries. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice through fact-finding interviews and asset-allocation analysis, with a significant portion of its advisory business conducted on a non-discretionary basis.

David Evert is a financial advisor with Edward Jones in Lagrange, Georgia, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. 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, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

Melissa Churampi is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked at Merrill since 2022, with prior experience at Bank of America, N.A. and roles outside the financial sector including positions at Olive Garden and University of West Georgia. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm delivers investment management through multiple program strategies and emphasizes tax-efficient capabilities, supported by integration with Bank of America affiliates and capital markets platforms.