James Toney is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with LPL Financial since 2022. Prior to joining LPL, he spent 16 years with Cotton States Insurance, Country Financial, and Country Capital Management. He holds a Series 63 license and is also a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Cason Crenshaw is a financial advisor with LPL Financial, holding the Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked in various roles including positions at Redbull and the University of Georgia. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified financial planning and advisory programs supported by in-house and third-party research and provides both discretionary and non-discretionary management options.