Michael Stetson is a financial advisor at Saint Francis Capital in Winder, GA, holding a Series 65 designation with 10 years of industry experience. He has been with Saint Francis Capital since 2015 and also serves as a senior advisor at Perpetual Trustees. Saint Francis Capital provides discretionary investment supervisory services to individuals and high-net-worth clients, managing personalized portfolios based on fundamental valuation, technical indicators, and macroeconomic factors. The firm oversees approximately $37.6 million in discretionary assets and emphasizes a mixed-methods research approach tailored to client objectives and risk tolerance.

Vincent Caine is a financial advisor with Saint Francis Capital, holding Series 63 and Series 65 licenses and 14 years of industry experience. He also serves as president and owner of RC Whatley & Company, a business consulting firm. Caine has worked at RC Whatley & Company since 2015 and joined Saint Francis Capital in 2022. Saint Francis Capital provides discretionary investment supervisory services to individuals and high-net-worth clients, managing personalized portfolios with an investment approach that combines fundamental valuation, technical indicators, and macroeconomic analysis. The firm oversees approximately $37.6 million in discretionary assets and focuses on individualized investment policies tailored to client objectives and risk tolerance.

Scott Harlan is a financial advisor with Inspire Advisors, LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Fiduciary Capital, Inc., Richlife Advisors LLC, SunTrust Banks, Inc., and Wells Fargo Bank, N.A. He is also an independent licensed insurance agent in Georgia, authorized to offer life, accident and sickness, long-term care, and annuity products. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a range of strategies including index-based, strategic, and tactical allocations, often utilizing model portfolios and affiliated proprietary ETFs.

Kelly Finger is a CFP® professional with 21 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2010 and First Citizens Investor Services, Inc. since 2016. She holds Series 63 and Series 65 licenses. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, offering global, multi-asset model portfolios across various implementation frameworks.

Cody Wilson is a financial advisor with Primerica Advisors holding Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Morgan Stanley, and E*TRADE Securities LLC. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary accounts.

Roxana Farrar is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. She has 15 years of industry experience, including prior roles at Morgan Stanley and Ameriprise Financial Services. She is co-owner of a family restaurant business with her husband, though she has no active role in its operations. Schwab Wealth Advisory, Inc. provides non-discretionary investment advice and wealth management services to clients enrolled in its managed account programs, leveraging Schwab’s proprietary asset-allocation models and research tools. The firm serves Schwab brokerage clients meeting eligibility requirements and operates within the broader Charles Schwab Corporation ecosystem.

Kelsey Mc Knight is a financial advisor at Edward Jones in Commerce, GA, holding a Series 66 designation with three years of industry experience. Kelsey has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices nationwide.

Mark Mc Cannon is a financial advisor with Edward Jones in Commerce, GA, holding Series 63 and Series 66 licenses and bringing 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lacy Hastie is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2018, she worked at Invest Financial Corp. and has been associated with United Community Banks, Inc. since 2014. 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 financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Charles Weaver is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at STR Wealth Brokers and Wells Fargo Advisors. He has also worked outside the financial sector, including time at Crown Electric INC and West Georgia Hay Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets, supported by a nationwide network of over 23,000 financial advisors.

Michael Housworth is a financial advisor with Edward Jones in Commerce, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and operates Housworth Farms LLC, a timber and cattle farm in Maysville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is known for its extensive network of advisors and branches, as well as its affiliated capabilities including a trust company and proprietary mutual funds.

Susan Cross is a financial advisor with UBS Financial Services in Danielsville, Georgia, holding Series 63, 65, and 66 licenses and possessing 29 years of industry experience. She has been with UBS Financial Services since 2009. Outside of her advisory role, she operates as an independent Mary Kay beauty consultant on a commission basis. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client solutions.

Michael Williams is a Series 66-licensed financial advisor with Edward Jones in Danielsville, GA, where he has worked since 2015. He has 11 years of industry experience. Outside of his advisory role, he serves as president of BALLJAM Properties, LLC, a real estate business involved in buying, selling, and renting properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through a nationwide network of over 23,700 advisors.

Brandon Loggins is a financial advisor with Edward Jones in Jefferson, GA, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously served with the Cornelia Police Department from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Warren Gray is a financial advisor at Primerica Advisors with credentials including Series 63 and Series 65. He has experience working at PFS Investments Inc., Resmed, Primerica Financial Services, and Philips. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that uses model-based investment strategies and operates at scale with thousands of advisors and billions in assets under management.

Deborah Williams is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at LPL Financial since 2018 and previously spent nine years at Invest Financial Corp. Additionally, she serves as a Referral Representative for United Community Banks Inc. 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.

David Varnedoe Jr. is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of advisory work, he is the owner of a real estate business, Half Moon Properties LLC, based in Jefferson, GA. Edward Jones is a full-service wealth management firm serving 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, supported by a nationwide network of approximately 23,701 advisors.

Walter Avrett is a financial advisor with Primerica Advisors in Hoschton, GA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2008. Outside of his financial advisory roles, Avrett co-owns Brick & Beam Events, LLC, an event planning business in Gainesville, GA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.