Alexander Andrews is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked primarily within the First Citizens organization since 2011, including roles at First Citizens Bank and First Citizens Investor Services. Outside of his advisory work, he occasionally assists with his wife's e-commerce business, which involves reselling items online through an LLC. First Citizens Asset Management 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 with dynamic asset allocation and ongoing monitoring.

Russell Beasley is a financial advisor at Creative Financial Designs, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Creative Financial Designs since 2017. In addition to his advisory role, Beasley teaches math at Foothills Charter School and operates a tax preparation service. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm utilizes asset-class model allocations informed by third-party research and offers a range of investment strategies, including Biblical Responsible Investing options.

Jeffrey Falke is a financial advisor at Kingswood Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wealthcare Advisory Partners, LPL Financial, and Invest Financial Corporation. Outside of his advisory work, he serves as secretary of the advisory board for Atlantic Care Center, a nonprofit charity. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to client goals and risk tolerance while providing discretionary and non-discretionary portfolio management and consulting services.

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.

Charles Mcdaniels is a financial advisor with Principal Financial Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including roles at McDaniels and Thomas Wealth Management LLC and PRINCIPAL LIFE INSURANCE COMPANY. McDaniels serves on the board of the Hampton Masonic Lodge and is an associate member of the Georgia Funeral Directors Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Rodney Nock is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles to meet client objectives.

Deborah Dorman is a financial advisor at Equity Services, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equity Services and National Financial Services Group since 2013. Outside of her advisory work, she provides pet sitting services, caring for horses and other animals. Equity Services, Inc. serves a range of clients including individuals, corporations, trusts, and charitable organizations, offering financial planning, consulting, and asset management. The firm combines advisory services with broker-dealer product distribution and utilizes proprietary and third-party investment platforms to deliver both discretionary and non-discretionary portfolio management.

Brigid Jones Mook is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. She holds Series 63 and Series 66 licenses. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management and retirement plan services.

David Plaisted is a financial advisor at Edward Jones with 43 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 1982. Outside of his advisory role, he owns a small real estate business in Toccoa, Georgia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Aaron Plaisted is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Donavan Layton is a financial advisor with Edward Jones in Lavonia, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he manages Layton Holdings LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Dini is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of his advisory work, he has been involved with Dini Enterprises Inc., a business entity unrelated to investment activities. 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 delivers services through a large network of investment adviser representatives.

Richard Russillo Jr. is a CFP® professional with over 32 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network. In addition to his advisory work, he owns and oversees an online sports cards and memorabilia business. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services through a large network of financial advisers. The firm serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, utilizing a comprehensive investment process with access to multiple custodial platforms and a wide range of investment options.

Robert Cheek is a financial advisor with Edward Jones in Hartwell, GA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Georgia and the Franklin County Board of Education. 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 services, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

Byron Young is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors for 10 years. Outside of his advisory role, he is the president and owner of Byron Young & Associates, LLC, which sells insurance and fixed annuities. OSAIC is a large institution serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process involving risk-tolerance assessments, asset-allocation software, and portfolio optimization, offering a range of investment options and access to multiple custodial platforms.

Sonya Legg is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she is a candidate for county probate judge and serves as treasurer for Savannah River Productions. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Jennifer Hughes Murdock is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is co-owner of Lake Hartwell Kitchen & Design, a cabinet and countertop business. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm offers a broad range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and algorithmic tools to deliver tailored, tax-efficient recommendations.

John Osley is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2016. He has nine years of industry experience and previously managed Osley Farm's for one year. Outside of his advisory role, he is involved in residential rental property management in Hartwell, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm supports over 23,700 financial advisors and manages approximately $1.01 trillion in assets, offering services that include discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrea Bradford is a financial advisor at Cetera with 19 years of industry experience and holds a Series 66 designation. She has been with Cetera and its related entities since 2013. Outside of her advisory role, Bradford is involved in community and performing arts activities, serving as choir director and pianist at Concord United Methodist Church and as president and managing director of Savannah River Productions, a nonprofit theater group in Northeast Georgia. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by proprietary and third-party investment solutions.

Hunter Plaisted is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Mansfield Oil Company and Southern Wave Express Wash, and spent four years at Stephens County High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Robert Davis is a financial advisor at Advocacy Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Advocacy Wealth Management and Armís Advisers LLC. Outside of advisory services, he serves as an agent for Forge Consulting LLC, an insurance agency affiliated with his firm. Advocacy Wealth Management, LLC is a multi-team firm that provides wealth management services.