Zachary Purvis is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been the principal advisor at Halley Hill Wealth Management LLC since 2020 and previously worked at AgGeorgia Farm Credit, ACA from 2016 to 2020. Purvis also serves as an expert witness for legal cases. Halley Hill Wealth Management serves individuals, small businesses, and charitable organizations with financial planning, investment consultation, and portfolio management. The firm employs a core-and-satellite and Modern Portfolio Theory investment approach, primarily using ETFs and mutual funds, and provides quarterly account reviews along with educational workshops on personal finance and investing.

Lawrence Stack is the principal of Stack Wealth Management, LLC, an independent advisory firm based in Perry, GA. He holds Series 63 and Series 65 designations and has 17 years of industry experience, including prior work at Asset Management Strategies, Inc. Lawrence is also a licensed insurance agent offering life insurance products and annuities. Stack Wealth Management provides referral-based advisory services to individuals, including high-net-worth clients, and business entities. The firm facilitates client relationships with a third-party investment adviser and supports the onboarding process without providing direct portfolio management or investment discretion.

Patrick Bassett is a financial advisor at Jansson Financial Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arrow Investment Advisors, LLC since 2008 and Ceros Financial Services since 2025. Jansson Financial Services is a Georgia-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a range of investment strategies and combines fundamental, technical, and cyclical analysis to manage accounts on a discretionary basis.

Marilyn Mueller is a financial advisor with Jansson Financial Services in Warner Robins, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ceros Financial Services, Inc. since 2009. Outside of her advisory role, she is involved in life insurance sales, focusing on term life and long-term care policies. Jansson Financial Services provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs a range of investment strategies and combines multiple analytical approaches to tailor advisory services to client objectives.

Eric Jansson is a CFP® with 43 years of industry experience, currently serving at Jansson Financial Services in Warner Robins, GA. He has worked at Ceros Financial Services, Inc. since 2009 and Corporate Village Inc. since 1990, alongside his long-standing role at Jansson Financial Services since 1988. Jansson Financial Services is a Georgia-registered investment adviser providing discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a variety of investment strategies and combines fundamental, technical, and cyclical analysis to tailor advisory services to each client’s objectives.

Erin Watkins is a financial advisor at 56 Capital Partners, Ltd with 10 years of industry experience. She holds a Series 66 designation and has worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management prior to joining 56 Capital Partners in 2017. Watkins may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. 56 Capital Partners, Ltd provides discretionary investment management, financial planning, and pension consulting to individual clients, trusts, estates, and retirement plans. The firm emphasizes asset allocation, diversification, and integrated risk management, managing portfolios across multiple asset classes on a discretionary basis.

Heath Hampton is a Certified Financial Planner® with 12 years of industry experience. He currently works at Origin Investment Advisory LLC and has held prior roles at LPL Financial, Facet Wealth, and as a self-employed advisor. Outside of financial advising, he serves as a fractional CFO and business operations planner at Family Specialty Care. Origin Investment Advisory primarily serves individual retail clients through a subscription model and employer-sponsored workplace programs, offering AI-driven advice and automated index investing. The firm employs a rules-based investment approach grounded in Modern Portfolio Theory and behavioral finance, and operates with a subscription fee structure rather than percentage-of-AUM fees.

Lirime McGuire is a financial advisor with Synovus Securities, Inc., holding a Series 66 designation and nine years of industry experience. She has worked with Synovus entities and SunTrust affiliates since 2014 and recently joined Pinnacle Bank in 2026. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering a range of advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm employs a client risk-tolerance questionnaire and utilizes both internal and Envestnet due-diligence processes to guide portfolio management.

Russell Pierce is a financial advisor with NFSG Corporation in Warner Robins, GA, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Griggers Wealth Management and LPL Financial. Pierce serves as a director of Ironmen Ministries, a local men's prayer breakfast group that meets weekly and organizes an annual retreat. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management and financial planning to a diverse client base, including high-net-worth individuals and institutions. The firm customizes portfolios using a variety of investment strategies and frequently employs third-party managers to meet client objectives and risk tolerances.

Gray Way is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Canton Wealth Partners, Planters First Bank, Stronghill Capital, and CenterState Bank Mortgage. He is also the owner of Central Provisions LLC, a pass-through entity for accounting purposes. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors and serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary accounts, financial planning, and various investment programs while supporting independent advisor decision-making with access to both in-house and third-party managed solutions.

Brantley Whitley is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has operated his own advisory business since 2011 and joined Integrity Advisory Solutions in 2024. Outside of his advisory work, he is a partner in Price Wise Printing LLC, a direct mail marketing reseller. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios to manage a range of investment strategies.

Robert Mc Cullough is a financial advisor at Kestra Private Wealth Services, LLC with 29 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 27 years before joining Kestra in 2023. Outside of his advisory work, he serves as a deacon at HLPC Church, assisting with community support efforts. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, supporting advisor-led decision-making with access to various platforms and third-party solutions.

Mary Duke is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for 26 years before joining Kestra Investment Services and Kestra Private Wealth Services. Outside of advising, she is a commissioned Notary Public. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of 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-managed portfolios across multiple platforms while maintaining supervisory oversight.

Abby Gordy is a financial advisor with Valic Financial Advisors in Perry, GA. She holds Series 63 and Series 65 licenses and has nine years of experience in the financial services industry, including prior roles at Agia and Publix. Outside of advisory work, she is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with optional tax and ESG overlay services.

Carolyn Ford is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. She worked for Lincoln Financial Advisors Corporation from 2003 to 2023 before joining Commonwealth in 2023. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment strategies, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

Laura Connair is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 credentials. She has been with the firm since 2026 and has prior experience in career counseling through her ownership of Resumes for Heroes, as well as operating Pecan Indulgences, a business that harvests and sells organic pecans and holiday candies. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations, offering financial planning, discretionary asset management, brokerage, insurance, and banking products through affiliated entities. The firm emphasizes advisor-led, face-to-face financial coaching and structured planning engagements, supported by an in-house investment management team and a vertically integrated family of companies.

Candice Howell is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 19 years of industry experience. She has worked with Truist Advisory Services since 2021 and previously spent over 15 years with BB&T Investments and related entities. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated entities.

John Lamberth is a Series 66-licensed financial advisor with Valic Financial Advisors in Perry, GA, bringing 22 years of industry experience. He has been with Valic Financial Advisors since 2006 and has also worked at Agia since 2022. Outside of his advisory role, Lamberth is involved in several agricultural ventures, including ownership and partnership positions in pecan farming operations. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with over 1,200 advisors nationwide.

John Evans is a financial advisor with Centaurus Financial, Inc. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. Prior to joining Centaurus Financial in 2020, he worked at Woodstock Financial Group, Inc. and served in the U.S. Air Force. Outside of his advisory role, he serves as a City Councilman in Centerville, Georgia. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to a diverse client base including individuals, families, small businesses, and institutional clients. The firm offers financial planning, investment management, access to third-party money managers, and retirement-plan advisory services.

Preston Earle is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked in education at Mount de Sales Academy and other institutions. 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.

Sherri Goss is a financial advisor with Osaic who holds a Series 66 designation and has 21 years of industry experience. She is the owner and president of Lifespan Financial Services, where she provides fee-based asset and portfolio management, and hosts a weekly local TV interview and a live Saturday morning radio show. Her prior experience includes roles at Royal Alliance Associates and Rosenberg Financial Group. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charities. The firm employs a technology-driven investment process with access to multiple custodial platforms and offers advisory and brokerage services through a broad network of financial advisors.

Hugh Goss is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked at Rosenberg Financial Group, Inc. and Royal Alliance Associates, INC. since 2014. Outside of his advisory work, he serves as president of Father & Son Enterprises, Inc., an automotive service and repair business. OSAIC 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 offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Elizabeth Silenzi is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, she worked at Kimberly-Clarke and Bridgestone Americas and held a position at the Georgia Institute of Technology. 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 a large network of investment adviser representatives.

Mary Kimbrough is a financial advisor with LPL Financial in Centerville, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with LPL Financial since 2011 and previously worked at Independent Financial Partners. Outside of her advisory role, she serves as a presenter and educator for Life Investment Tools Inc. 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 wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product services.

Brett Malcom is a Certified Financial Planner® based in Warner Robins, GA, with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of more than 23,000 advisors.

Edward Landon is a financial advisor at Merrill with a Series 66 designation and approximately one year of industry experience. Prior to joining Merrill and Bank of America, he was employed at MGA for three years. Outside of finance, he owns and operates EL Lawn and Landscape, a lawn care service in Macon, GA. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm offers multiple investment strategies governed by a centralized oversight team and integrates its services with Bank of America’s broader capital-markets platform.

Parrish Jenkins is a ChFC® and Series 66 credentialed financial advisor with 11 years of industry experience, currently with Edward Jones since 2014. He serves in Bonaire, GA, and is involved as a poll manager and assistant manager with the Macon-Bibb County Board of Elections. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Joshua Pitts is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at Ag Technologies/Vantage Southeast and was involved with SL Sausage Company, 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 supports a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Wesley Smith is a Series 66-licensed financial advisor with Edward Jones, based in Perry, GA, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked in transportation roles at Walmart and Frito Lay. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary managed solutions. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors.

Joy Hurst is a CFP® professional with 36 years of industry experience, currently serving at LPL Financial since 2002. She is based in Warner Robins, GA, and holds Series 63 and Series 65 licenses. Outside of her advisory role, she provides administrative and bookkeeping support for her homeowners association. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment programs, combining advisory operations with insurance and lending products.

Andrew Patisaul is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, N.A., Bimbo Bakeries USA, and Mars Wrigley Confectionary. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution services. The firm integrates closely with Bank of America affiliates and emphasizes managed account strategies supported by a comprehensive investment platform.

Terri Minter is a financial advisor with LPL Financial in Warner Robins, GA, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at LPL Financial since 2022 and concurrently at Robins FCU and CUNA Brokerage Services since 2016. Additionally, she is a commissioned notary. 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 large-scale advisory operations with a variety of non-advisory financial products.

Silvio Silenzi is a CFP® professional with 31 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers, as well as operating Silton, Inc., a business entity providing financial services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and provides multiple service delivery options, combining large-scale advisory operations with non-advisory product offerings.

James Griggers is a financial advisor with LPL Financial in Warner Robins, GA, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2020, he worked at Griggers Wealth Management and has held roles in nonprofit and educational organizations. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a broad range of investment solutions supported by an in-house research team and multiple delivery options.

Shane Spells is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He previously worked at SunTrust Advisory Services and SunTrust Investment Services. Outside of his advisory role, he owns Protec-Tees, a home-based business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. 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.

Tucker Coody is a Series 66-licensed financial advisor with Edward Jones, based in Warner Robins, GA, and has two years of industry experience. Prior to joining Edward Jones, he worked at Colony Bank and Ryan Mosely State Farm Insurance. 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 provides a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Garth Paulicheck is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2017, he worked at Doss Aviation, Inc for 13 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, operating under a fiduciary standard.

Cory Albrecht is a financial advisor at OSAIC with a Series 66 designation and experience spanning various roles since 2014, including positions at Lifespan Wealth Management Inc and PowerMax. He is also involved as an agent selling annuities, life insurance contracts, and long-term care policies. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced investment tools and multiple custodial platforms.

Andrew Fogal is a financial advisor with Edward Jones in Warner Robins, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2016 and has prior work history at Geico and James W. Fogal, CFP. Outside of advising, he owns a residential rental property in Macon, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a broad range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors.

Samuel Gardner is a financial advisor with LPL Financial in Warner Robins, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining LPL Financial in 2022, he worked at Cambridge Investment Research Advisors and Thrivent Financial. Before his finance career, he was involved with Innovation Equine for 17 years. 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 advisory services with non-advisory product offerings such as insurance and credit options.

Marlon Rhodes is a Series 66-licensed financial advisor at Edward Jones in Perry, GA, with 10 years of industry experience. He has been with Edward Jones since 2016. 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 solutions supported by a nationwide network of more than 23,700 financial advisors.

Jonathan Eisner is a CFP® and ChFC® with 12 years of experience in financial services. He currently works at OSAIC and previously spent a decade with Northwestern Mutual in various roles. Eisner is also the president and owner of Eisner Insurance Solutions, LLC, which sells life, disability, and long-term care insurance products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm utilizes a range of investment tools and offers programs such as third-party manager access and retirement plan consulting, supporting a large network of over 6,200 advisors and managing approximately $200 billion in assets.

Roger Gilbert is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Prudential Insurance Company of America since 1992 and was affiliated with Pruco Securities, LLC from 1992 to 2024. In addition to his advisory role, Gilbert is a licensed health insurance agent. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm provides financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory services with brokerage and insurance product offerings.

William Griggers is a financial advisor with LPL Financial in Warner Robins, GA, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been with LPL Financial and its predecessor entities since 2000. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and combines advisory services with non-advisory product offerings such as insurance and annuities.