Adrian Lyles is the principal advisor at Lyles Wealth Management LLC in Calhoun, GA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to founding his firm in 2018, he worked at Dempsey Lord Smith for four years. He is also the founder of The P.U.L.L. Movement Inc., a nonprofit focused on reducing social inequality and promoting dialogue around cultural inclusion through community engagement and speaking events. Lyles Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as employer-sponsored pension and profit-sharing plans. The firm employs both fundamental and technical analysis with a range of investment strategies, including the use of derivatives and options, and combines active trading with written pension consulting and plan monitoring.

Miller Jones III is a CFP® with 17 years of industry experience, currently serving as an advisor at Dalton Wealth Planners since 2024. He previously worked at Commonwealth Financial Network from 2015 to 2024. His other business activities include fixed insurance sales conducted outside of regular business hours. Dalton Wealth Planners serves individual and high-net-worth clients with wealth management that integrates discretionary investment management and comprehensive financial planning. The firm combines passive and active investment strategies based on modern portfolio theory and uses an external model marketplace for portfolio implementation.

Christopher Shiflett is a financial advisor at Dalton Wealth Planners with a Series 65 designation and over a decade of experience in the financial industry. His background includes roles at North Georgia National Bank, Builtwell Bank, and Northside Bank. Dalton Wealth Planners serves individual and high-net-worth clients by providing wealth management that integrates discretionary investment management with comprehensive financial planning. The firm employs a combination of passive and active strategies based on modern portfolio theory and utilizes external model portfolios and independent advisers through the Altruist platform.

Max Holland is a CFP® certificant with six years of industry experience, currently serving as an advisor at Starr-Mathews Financial, LLC since 2018. Prior to joining the firm, he worked at RM Dobbs & Company CPAs for six years. Holland also provides tax preparation services through Max Capital Advisors, LLC, assisting both investment and non-investment clients. Starr-Mathews Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. The firm employs a long-term investment approach with written Investment Policy Statements and provides formal ERISA fiduciary services alongside a wrap-fee program.

Jason Holland is a Certified Financial Planner™ and Certified Public Accountant with 22 years of experience. He has been with Starr-Mathews Financial, LLC since 2005. In addition to his advisory role, he provides tax preparation services through a separate entity, Holland Capital Advisors, Inc. Starr-Mathews Financial, LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. The firm emphasizes fundamental analysis with a long-term orientation and provides ERISA fiduciary services and a wrap-fee program.

Lisa Mccanless is a CFP® professional with 13 years of industry experience. She has been with Starr-Mathews Financial, LLC since 2007. Starr-Mathews Financial, LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. The firm employs fundamental analysis with a long-term trading orientation and provides specialized ERISA fiduciary services and a wrap-fee program.

James Mathews is a financial advisor at Starr-Mathews Financial, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Starr-Mathews Financial since 2005. The firm serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. Starr-Mathews Financial employs a long-term trading approach based on fundamental analysis and provides customized Investment Policy Statements, along with unique services such as ERISA fiduciary plan management and a wrap-fee program.

Daniel Payne is a CFP® with 13 years of experience at Starr-Mathews Financial, LLC and has worked in the financial industry for 24 years. He has provided services through Physicians Insurance Program since 2014 and operates his own accounting and tax preparation practice serving small businesses. Starr-Mathews Financial is a team firm serving individual and high-net-worth clients as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and qualified retirement plan services, with a focus on fundamental analysis, long-term trading, and ERISA fiduciary responsibilities.

Meredith Holton is a financial advisor at Apollon Wealth Management, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Cascade Wealth Management and Regions Bank. Holton is also an independent insurance agent. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, and various institutional entities. The firm offers comprehensive advisory services with a combination of centrally managed strategies and local portfolio oversight, employing both fundamental and tactical investment approaches.

James Mull is a financial advisor at Edward Jones in Calhoun, GA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at The HON Company for 34 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Mary Purgason is a financial advisor with LPL Financial in Calhoun, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with LPL Financial since 2009. 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.

Roderick Green is a financial advisor with Cambridge Investment Research Advisors in Acworth, GA, holding Series 63 and Series 66 licenses and 22 years of industry experience. Prior to joining Cambridge, he worked at LPL and Dempsey Lord Smith, LLC. Outside of finance, he serves as Co-Pastor at ONE Church ATL, a non-denominational religious organization. Cambridge Investment Research Advisors serves a wide range of clients including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent Financial Professionals and multiple account platforms.

Jimmy Bowen is a financial advisor with Edward Jones in Calhoun, GA, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the COO of Sweet Melisha, LLC, an entity formed to manage a condominium property intended to be financed to his son. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment advisory services, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Nicholas Payne is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and is also the sole member of Afenitas, LLC, a technology consulting business. In addition, he serves as Head Deacon at Calhoun Seventh-Day Adventist Church, participating in monthly board meetings and managing church operations for events. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Brian Burton is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

William Dudley is a CFP®-designated financial advisor with 33 years of industry experience, currently affiliated with OSAIC. His prior work includes roles at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. He serves as a board member and treasurer of the Winner’s Club of Calhoun and is involved with the Community Foundation of Northwest Georgia. OSAIC 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 utilizes risk-tolerance assessments and portfolio optimization tools, offering a broad range of investment options and advisory programs through a large network of financial advisors.

Dillon Brock is a financial advisor at Dempsey Lord Smith, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Dempsey Lord Smith since 2018. Outside of his advisory role, he serves as a board member of the Elevate Foundation and is president of High Cotton Management and Appalachian Freight. Dempsey Lord Smith, LLC provides discretionary and non-discretionary investment advisory services, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional investors. The firm employs a combination of fundamental, technical, and qualitative analysis to tailor asset allocations and utilizes both in-house and third-party managers for portfolio management.

Ethan Crump is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has also worked at Dudley Asset Management since 2023, where he assists with client management and handles 401(k) rollovers and research. Prior to his financial services career, he was employed in construction and agriculture-related roles. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a technology-driven investment process that incorporates risk tolerance assessments and portfolio optimization, offering a range of investment options and advisory programs supported by a large network of over 6,000 advisors.

Duvan Brock is a CFP® and ChFC® with 36 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked with Dempsey Lord Smith, LLC and operates his own financial services business. Outside of advising, he serves as treasurer for both the Elevate 22 Foundation Inc. and the Church of Christ of Calhoun, Inc. 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, utilizing a range of account platforms and third-party strategists.

John Lord is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with multiple firms, including his own entities, John Lord Financial and DLS Financial, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers a range of advisory services through a large network of independent financial professionals, utilizing various account platforms and investment strategies.

Edward Auriemma is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, with 46 years of industry experience. He has worked at Cetera since 2021 and previously spent seven years at Voya Financial Advisors and over three decades at Everest Financial Services. Outside of advisory work, he is an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients. The firm offers a range of portfolio management, financial planning, and fiduciary services through a large network of independent advisors and utilizes a mix of advisor-managed accounts, model portfolios, and third-party solutions.

Daniel Friedman is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Principal Securities, Principal Life Insurance, and Capital One Investing. 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 through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Taylor Mcbee is a financial advisor with OSAIC, holding a Series 66 designation and 13 years of industry experience. Prior to joining OSAIC in 2018, Taylor worked at Signator Investors, Inc. and Transamerica Financial Advisors, Inc., and has been self-employed since 2012. Outside of advisory work, Taylor serves as a regional board member for the Boys and Girls Club and is co-president of the Westside Elementary Parent Teachers Organization. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that supports a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services through a large network of financial advisors, employing a comprehensive investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools.

Amanda Clavino is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at Greater Community Bank and NorthSide Bank. She is the managing member of The Clavino Company, LLC, a real estate business based in Adairsville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, offering both discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.