John Essigman is a financial advisor at Moors & Cabot, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and PRUCO Securities, LLC, as well as operating his own advisory firms from 2008 to 2020. Outside of his advisory role, Essigman serves as treasurer and bookkeeper for the White County Rotary Club, a nonprofit civic organization. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Jeremiah Rauwolf is a financial advisor at Empower Advisory Group with over four years of experience in the financial services industry. He holds the Series 66 designation and has worked at firms including Prime Short Term Credit and Arkad Business Solutions. Rauwolf’s background also includes a role with the nonprofit organization DCPR. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Laura Latourette is a CFP® with 28 years of industry experience, currently serving at CWM, LLC since 2025. Her prior roles include positions at Family Wealth Management Group, WCG Wealth Advisors, IFG Advisory, and LPL Financial. She volunteers as an education ambassador for the National Resource Center on LGBT Aging and serves on the advisory board for Markets Group, in addition to speaking engagements at various events. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and other services, utilizing discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Heidi Lane is a financial advisor at Empower Advisory Group with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Jackson Hewitt Tax Service and Primerica Financial Services. Outside of financial services, she is a partner and co-author in an LLC that publishes children's books. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach includes point-in-time financial plans and managed account solutions, delivered through an integrated model connected to Empower’s recordkeeping and administrative platforms.

John Bowling Jr. is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Dempsey Lord Smith, LLC and Mccormack Financial Planning Inc. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary advisory strategies under a fiduciary standard.

Richard Kimpling is a financial advisor with Edward Jones in Cleveland, GA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he co-manages day-to-day ownership of office space through Brick Howser LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

David Lerner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Raymond James & Associates since 2007. 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 also offers institutional consulting and sponsors wrap fee advisory programs.

John Bowling Sr. is a financial advisor with Edward Jones in Dahlonega, GA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is an owner of a rental property business in Murrayville, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices, and operates under a fiduciary standard.

Johnny Burkett III is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. His prior roles include positions at Invest Financial Corporation and United Community Bank, where he continues to be involved. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a variety of advisory and brokerage services supported by an in-house research team and a broad platform of investment options.

Christopher Greene is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2005. Based in Cleveland, GA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages a family LLC and engages in eBay sales. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, 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 large network of investment adviser representatives.

Kerri Davis is a financial advisor with LPL Financial in Cleveland, GA, holding a Series 66 designation and bringing 19 years of industry experience. She previously worked at INVEST Financial Corporation and has a longstanding role at United Community Bank. Outside of her advisory work, she serves as a city councilman for Baldwin, GA, and operates a home-based bakery business. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, and institutions. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Neil Reems is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, he serves as president of the Hopes Landing Homeowners Association and participates on the finance committee of Level Grove Baptist Church, providing financial analysis and budget oversight. 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 advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.