Zachary Carden is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Narwhal Capital Management. Outside of advisory roles, he had a position with Guard-dawgs Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jamie Hale is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked in education-related roles, including positions at the Atlanta English Institute and The English Island. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Larry Garletts is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has previously worked at firms including Mass Mutual Life Insurance Company and Waddell & Reed, Inc. Garletts also served on the Virginia Beach Mayor's Commission on Aging for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.

Amanda Yingling is a CFP® and holds a Series 66 license with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at SunTrust and FedEx Office. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Joel Thacker is a financial advisor with Edward Jones in Hiram, GA, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Edward Jones in 2026, he worked for ADP for seven years and at Ansley Golf Club at Settindown Creek for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Ryan Butterfield is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for seven years at Atlanta Beverage Company and six years at Ruth's Chris Steakhouse. 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 discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,700 financial advisors.

Mark Freret is a CFP® professional with 18 years of industry experience. He has been with Covered Bridge Financial LLC since 2004. Covered Bridge Financial LLC provides financial planning and investment advisory services to a small client base, focusing on a planning-centered approach with documented analysis and regular account reviews. The firm uses a distinctive fixed-fee structure for certain services, emphasizing long-term financial objectives over transactional product sales.