James Hankinson is a CFP®, CFA®, and PFS™ credentialed advisor with 18 years of industry experience. He is the sole advisor at Hankinson Wealth Advisors LLC in Greensboro, GA, where he has worked since 2018. Prior to that, he was with Hankinson Wealth Management, Inc. for over two decades. Hankinson also holds Series 63 and Series 65 licenses. Hankinson Wealth Advisors provides discretionary and non-discretionary wealth management services, combining ongoing financial planning and portfolio management for individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm emphasizes personalized asset allocation using mutual funds, ETFs, and individual securities, with continuous monitoring and rebalancing.

Timothy Pierson is a financial advisor at Blueprint Financial Strategies, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. In addition to his advisory role, he is involved as a board member of the Lake Oconee Builders Association and co-owns a company that distributes Stone Canyon Cabins. Blueprint Financial Strategies provides discretionary portfolio management and ongoing financial planning primarily for individual investors and business retirement plans. The firm emphasizes individualized asset allocation and uses third-party platforms and sub-advisors, offering ERISA plan services for employer-sponsored plans alongside an affiliated insurance business.

Gordon Lackey is a CFP® professional with 22 years of experience in financial advisory services. He has worked at Relativity Capital Advisors, LLC since 2015 and previously spent over a decade at Barber Lackey Financial Group. Relativity Capital Advisors provides personalized investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios tailored to client risk tolerance and time horizon, offering both discretionary and non-discretionary management.

Dally East is a financial advisor at Executive Money Managers, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at Accenture, LPP from 2010 to 2016. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets with a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with regular portfolio monitoring and rebalancing.

Jennifer Lackey is a financial advisor at Relativity Capital Advisors, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Relativity Capital Advisors since 2015, following 15 years at Barber Lackey Financial Group. Relativity Capital Advisors offers personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios through both discretionary and non-discretionary approaches, incorporating longer-term core positions and shorter-term tactical strategies.

Benjamin Eggers is a financial advisor at Executive Money Managers, Inc. in Social Circle, GA, holding a Series 65 designation with 15 years of industry experience. He has been with Executive Money Managers since 2010. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with regular portfolio monitoring and rebalancing.

Ralph Lancaster is a CFP® with 23 years of industry experience, currently serving at LongView Wealth Management. He has worked at M. S. Howells & Co. since 2023 and has been with LongView Wealth Management since 2015. He also has experience as an independent insurance agent. LongView Wealth Management serves individuals, pension and profit-sharing plans, and business clients, offering portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm uses a combination of economic, fundamental, and technical analysis and employs various investment vehicles through both discretionary and non-discretionary programs.

Joel Greenway is a financial advisor at LongView Wealth Management in Madison, GA, with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research and Bank of Madison. Outside of advisory roles, he is also an independent insurance agent. LongView Wealth Management serves individuals, pension and profit-sharing plans, and business clients with portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm employs economic, fundamental, and technical analysis and offers both discretionary and non-discretionary management, utilizing mutual funds, ETFs, stocks, and bonds through multiple program structures and custodians.

Richard Kinnard is a financial advisor with CoreCap Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with CoreCap Advisors since 2020 and previously worked at Ameritas Investment Corp. He is also president and CEO of Capital Choice Financial Services, an insurance agency and investment product firm, and owner of RLK Marketing LLC. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a diverse client base, including high-net-worth individuals, retirement accounts, and corporations. The firm employs a relationship-oriented, individualized approach with a generally long-term investment horizon and utilizes sub-advisors and third-party asset managers to support its services.

Erik Thompson is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Cornerstone Wealth Management, LLC since 2012. He also teaches continuing education courses at Emory University. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting, utilizing a combination of advisor-led discretionary management and various LPL-sponsored programs tailored to client goals.

Brian Doe is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Farther since 2025 and previously worked for MAIN STREET FINANCIAL SOLUTIONS, LLC d/b/a Livingworth from 2013 to 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm applies Modern Portfolio Theory using bespoke or algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income, and provides discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

William Mccartney Jr. is a CFP® professional with 21 years of industry experience, currently serving at Truist Advisory Services. His prior roles include positions at Suntrust Investment Services, Cetera Investment Services LLC, and Regions Bank. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors and participants, and charitable organizations, offering both discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

Zebediah Chapman is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has been working in financial services since 2023, including roles at Ameritas Investment Company, LLC and Chapman Financial Services. Prior to his advisory career, he held positions outside the industry, including at Caterpillar and Sandersville Builder's Supply. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Samson Gris is a financial advisor with Empower Advisory Group based in Madison, GA. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. His prior experience includes roles at Truist Investment Services, SunTrust Bank, Edward Jones, Bank of America, Merrill, and Fidelity Brokerage Services. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm employs an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed accounts.

Emily Ross is a financial advisor at Morgan Stanley with a Series 66 designation and six years of experience at the firm. She previously worked at The Agents' Marketing Group and Treadwell, Tamplin & Co., accumulating a total of ten years in the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Jon Mills is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. His prior experience includes roles at OrthoGeorgia Orthopedics and positions associated with Valdosta State University, Lowndes County Probate Court, Chick-fil-A, Dallas Wayne Boot Company, and Abraham Baldwin Agricultural College. 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 programs and investment strategies through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Eloise Camp is a financial advisor with LPL Financial in Greensboro, GA, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and has experience in marketing consulting through her own firm, Ellie Camp LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a variety of advisory and brokerage services.

Michael Mc Cabe is a financial advisor with Edward Jones in Greensboro, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is involved with The Vibe Dance Company LLC, where he helps maintain the books and serves as a point of contact for business matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management and a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Daniel Kundla is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Auburn University. 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 advisory solutions supported by an in-house research team and combines large-scale advisory operations with additional product offerings such as insurance and lending services.

Joseph Cardwell III is a financial advisor with Morgan Stanley in Madison, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Cardwell serves in fiduciary roles including executor and trustee for various trusts and estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing customized financial planning and advisory services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and investment research.

Jeffrey Andrise is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2022. His prior experience includes roles at Bank of America, Merrill, and Georgia State University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Robert Trulock is a financial advisor with Morgan Stanley in Madison, Georgia, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is a partner in an agriculture-related business and serves as Vice Chair of the Madison Planning Commission. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and emphasizes advisory services without providing individual security recommendations in standalone plans.

Kristen Higgins is a CFP® and Series 66-licensed financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2015. 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 through a nationwide network of about 23,701 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hannah Varnado is a CFP® with six years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. She previously worked at Ameriprise and has a background that includes roles in higher education and the US Soccer Federation Referee Program. Outside of her advisory role, she owns Wood Opal Financial Advisors, LLC, which focuses on insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers a range of advisory services, including financial planning, portfolio management, and retirement plan consulting, utilizing multiple account platforms and both discretionary and non-discretionary investment approaches.

Leah Harris is a financial advisor at Edward Jones in Madison, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with the Morgan County Board of Education and has held positions at Valdosta State University, Azalea Regional Library System, and Georgia College and State University. Outside of her advisory role, she serves as Secretary on the Morgan County Elementary School Governance Team and works as an independent beauty consultant for Mary Kay. 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 provides a range of investment solutions supported by a large national network of advisors and branch offices.

William Mitchell is a financial advisor at OSAIC Wealth Inc with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Jansson Financial Services, Ceros Financial Services, Lincoln Financial Advisors Corporation, and Ingleside Financial Group. Outside of advising, he operates a sole proprietorship focused on the sale of fixed insurance products. OSAIC Wealth Inc is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies supported by technology-driven asset allocation and portfolio management tools and offers access to multiple custodial platforms and third-party managers.

William Cullens is a financial advisor at Cetera with 36 years of industry experience and holds a Series 63 designation. His prior roles include positions at Commonwealth Financial Network and Hornor Townsend & Kent Inc. Outside of his advisory work, he is a financial professional and president of Piedmont Financial Partners and is involved in managing hunting properties through several LLCs. Cetera Investment Advisers serves a diverse client base including individuals, 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, utilizing both advisor-managed accounts and third-party managed solutions.

Mary Woodward is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for nine 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 a large network of investment adviser representatives.

Gena Barbato is a financial advisor with LPL Financial in Greensboro, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at UBS Financial Services Inc for nine years before joining LPL Financial in 2021. 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.

Joshua Harris is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Greensboro, GA. He has one year of industry experience and has worked in various roles including positions at Federated Mutual Insurance Company and as a coach for Pickens County Schools football. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using model portfolios, third-party strategists, and multiple account platforms.

John Thompson is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC and Ameris Bank. Outside of his advisory role, Thompson is involved in real estate activities including rental property management and home construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated offerings. The firm is notable for its extensive network of advisors and branches, comprehensive services, and a fiduciary standard of care.

Patrick Dally is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. 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 under management through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

Thomas Cornelia is a financial advisor with Morgan Stanley, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 39 years of industry experience and has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as co-treasurer of the Rotary Club of Greene & Putnam Counties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and modeling tools, and manages approximately $2.74 trillion in client assets.

James Fallon is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a board member for a music and publishing company and a technology services firm, and he is president of American Retirement Services LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing a range of investment approaches including model portfolios and third-party strategists.

William Cullens is a financial professional at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at Cetera Investment Advisers and Cetera Wealth Services since 2025, as well as Piedmont Financial Partners since 2021. Outside of advising, he is also licensed to sell fixed insurance products. 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 retirement capabilities with an extensive institutional and trust platform.

Ralph Rhodes III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Piedmont Financial Partners, Commonwealth Financial Network, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Outside of finance, he serves as a State Representative for the Georgia State House of Representatives. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of investment management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored and third-party managed solutions.

Robert Massey is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His career includes roles at Concourse Financial Group Securities Inc, Dave Ramsey Investment Elp Affiliates, and operating his own insurance services business since 1986. Massey also runs a retirement planning and financial services practice focused on mutual fund and variable insurance product sales. 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 discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad trust and institutional network.