Jacob Binner is a financial advisor at BinnerInvestments with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Fidelity, Merrill Lynch, and E*Trade Securities. BinnerInvestments provides portfolio management and financial planning services primarily to individuals and high-net-worth clients, employing a long-term trading approach that incorporates various analysis methods across a range of investment types. The firm prepares investment policy statements, seeks discretionary trading authority, and offers both one-time financial plans and ongoing management.

Skyelyn Layson is a Series 65-licensed advisor at Gradient Advisors, LLC with six years of industry experience. She has been with Gradient Advisors since 2019 and is also involved with OSBS Inc, where she provides tax preparation and accounting services. Outside of financial services, she works as an account manager for Hey PHD Regenerations Technologies, a company specializing in stem cell treatments. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm supports a network of 169 advisors across 154 offices and manages approximately $218.6 million in regulatory assets under management.

Shayna Fossum is a financial advisor at Impact Partnership Wealth, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Security First Asset Management and Madison Avenue Securities, LLC. Outside of her advisory role, she is the owner and president of S.E.L.F. Wealth LLC, where she is involved in financial planning and investment advising. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing, offering discretionary portfolio solutions alongside financial planning and consulting services.

Eric Manson is a financial advisor with Eagle Strategies (New York Life) in Macon, GA, holding a Series 66 designation and 15 years of industry experience. Prior to joining Eagle Strategies in 2019, he spent a decade at Merrill Lynch. He serves as a board member of the Macon Bibb Housing Authority, a nonprofit providing public and Section 8 housing to local residents. Eagle Strategies LLC offers financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

James Barnes II is a financial advisor with Eagle Strategies (NY Life) in Macon, GA, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior work includes roles at Mahoney Financial Organization, Nylife Securities, and New York Life Insurance Company. He is also appointed as an insurance broker with outside carriers for brokering non-registered insurance products. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions through third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, coordinating investment advice with affiliated insurance and broker-dealer entities.

Peter Persons is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is a partner in two local businesses, Murphey Taylor & Ellis and Persons Family Holdings LLC, though he has no active management responsibilities in these ventures. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Lisa Bingaman is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Nationwide Securities LLC and Wells Fargo in various capacities between 2013 and 2022. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, delivering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

James Goff is a financial advisor at OSAIC with 46 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His work history includes roles at Royal Alliance Associates, Inc. and Capitol Street Financial Services Group, LLC, and he serves as Vice-Chairman of the Board at Mercer University School of Medicine. OSAIC is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process using risk-tolerance assessments, asset-allocation software, and portfolio optimization tools, supporting thousands of advisors and managing approximately $200 billion in assets.

Sheri Haugabook is a financial advisor at Stifel with 30 years of industry experience. She holds the Series 63 and Series 65 credentials. Prior to joining Stifel, she worked at Raymond James & Associates and Morgan Stanley in various roles. Outside of her advisory work, she is involved in an outdoor living design and construction business, Archadeck of Central Georgia, where she manages payroll. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance from its Investment Strategy Group.

Amy Hefner is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 licenses and 20 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and Wells Fargo Advisors. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with a focus on both retail and institutional clients, including municipal and public finance sectors.

George Greer is a financial advisor at Stifel with five years of industry experience. Prior to joining Stifel in 2025, he worked at Raymond James for four years and spent eight years at Spivey, Pope, Green & Greer, LLC. Outside of his advisory role, he serves as a director for several local organizations, including the 21st Century Partnership, Inc., supporting Robins Air Force Base, and the Ocmulgee National Park and Preserve Initiative, which focuses on establishing Georgia’s first national park in Macon. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities. The firm combines brokerage and advisory services, utilizing proprietary investment methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Robert Mccord IV is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. Outside of his advisory role, he serves as a deacon at Highland Hills Baptist Church in Macon, GA, where he participates in advisory duties including approval of the church budget. 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, as well as institutional consulting and public finance services.

Bradford Edenfield Sr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked with Raymond James Financial since 2002 and has been involved with Edenfield Financial Partners and Edenfield Financial Group Inc. Outside of advisory work, he is an agent selling non-variable life insurance and manages several rental real estate ventures. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client interviews, risk profiling, and firm research, with a notable focus on advisory roles rather than discretionary management.

Kathy Hammock is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. She has worked at Raymond James since 2004 and previously spent 17 years at Stonewall Asset Management, Inc. Hammock is also the owner of Hammock & Associates, LLC, a support company related to her Raymond James activities. 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, with a notable emphasis on advisory roles supported by extensive research and an affiliate network.

Robert Persons is a financial advisor at Raymond James & Associates in Macon, GA, holding a Series 66 designation with four years of industry experience. He previously worked at Grady Ervin and Co and SUNTRUST BANK, and spent four years in full-time education. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients with a range of advisory programs.

Maithili Kulkarni is a financial advisor at Stifel with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Raymond James & Associates for 12 years. Outside of her advisory role, she serves as a board member, volunteer, and performer for Theatre Macon, a local community theatre. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary, forward-looking investment analysis developed by its Investment Strategy Group.

Patrick Wilson is a financial advisor with Raymond James & Associates in Macon, GA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at BankUnited, CIBC Bank, Atlantic Capital Bank, PNC Bank, and SunTrust. He serves as a committee member on the Darlington School Alumni Council, assisting with event coordination and alumni activities. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through a combination of non-discretionary advisory services and institutional consulting.

Tyler Brown is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked at Stratford Academy for six years before joining Raymond James. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm also offers institutional consulting and supports public finance and municipal work.

William Lamb Jr. is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients, with a focus on tailored financial plans and asset-allocation analyses.

Phillip Emory is a financial advisor at Stifel with 21 years of industry experience and holds a Series 66 designation. He previously worked at Raymond James & Associates, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Emory also serves as a citizen member on the Macon Fire and Police Pension Board. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Jeffrey Rowland is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and CUNA Brokerage Services. He also operates under the dba BOLDER INVESTMENT GROUP LLC. 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 investment management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and fiduciary capabilities.

Jon Lewis II is a financial advisor at Raymond James & Associates in Macon, GA, holding a Series 66 designation with 14 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved in investment-related activities as the owner and proprietor of TNT BnB's. 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 investment recommendations through its Wealth Advisory Services Program and also delivers institutional consulting via its Institutional Fiduciary Solutions division.

Vijaya Fincher is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Raymond James since 2013. Outside of her advisory role, she is the owner and proprietor of Fincher's Barbecue and Catering, where she manages payroll for her husband's restaurants. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm offers tailored financial plans and investment recommendations, supporting implementation through various programs and serving municipal clients with specialized public-finance capabilities.

Alston Killen is a financial advisor at OSAIC Wealth, Inc. with 44 years of industry experience. He holds the ChFC® designation and has worked previously at Royal Alliance Associates, Inc. and Capitol Street Financial Services Group, LLC. Killen serves as a board member of the Macon Lions Club and Macon Lions Club Charities, where he participates in voting on charitable requests and asset allocations. 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 offers a variety of advisory and brokerage services, utilizing technology-driven investment tools and providing access to multiple custodial platforms and third-party managers.

Amy Whaley is a financial advisor at Edward Jones in Macon, GA, holding a Series 66 designation with six years of industry experience. She has been with Edward Jones since 2017, including her current role since 2019. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Greer III is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 12 years before joining Stifel in 2025. Outside of his advisory role, he is a passive investor in an aviation-related business. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Teresa Combs is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Raymond James since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program 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 investment recommendations, supporting both non-discretionary and discretionary portfolio management.

John Sloope Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 28 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Nathaniel Howard is a financial advisor at Raymond James Financial with a Series 66 designation and one year of experience in the industry. His prior work includes roles at United Bank and positions in education at Mercer University, the University of South Alabama, Mary Persons High School, and Banks Stephens Middle School. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and governmental entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client interviews and risk profiling, and offers implementation support across various account types and outside managers.

Edmond Wilson is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and previously worked at Southcrest Bank, N.A. for five years before joining Raymond James in 2018. Outside of his advisory role, he owns Edmonds Golf Travel, a business that assists golf groups in planning trips to Scotland. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with a notable focus on public finance and municipal advisory services.

Robert Chanin is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. His prior roles include positions at STIFEL and UBS Financial Services. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients, with a focus on tailored financial plans and institutional fiduciary solutions.