Madison Nixon is a financial advisor with Edward Jones in Peachtree City, GA, holding the Series 66 designation and seven years of industry experience. Prior to joining Edward Jones, Madison worked at Merrill Lynch from 2016 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Rick Clemons is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 designations. He has 11 years of industry experience and has been affiliated with Primerica Financial Services since 1984, with a retirement period from 2011 to 2022. Clemons is involved in the sale of investment-related products and also receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-delivery strategies managed by unaffiliated asset managers alongside discretionary separately managed account options.

Thelvie Winston Sr. is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously was employed by The Boeing Company from 2015 to 2019. 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 through a network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Chad Smith is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years and MooreColson LLP for two years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jamie Spradley is a financial advisor with Primerica Advisors in Morrow, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at DMG Worldwide, Inc., Georgia Green Energy Services, The Intersect Group, and PFS Investments Inc. Outside of advising, he is involved with Atlanta Habitat for Humanity. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by custodial and trade execution services from Pershing.

Christopher Stanford is a financial advisor with Raymond James & Associates in Fayetteville, GA, holding a Series 66 designation and having 21 years of industry experience. His prior firms include Bank of America and Merrill. He serves as a director on the board of the Worldwide Discipleship Association, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Juan Castillo is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' immediate, short-term, and long-term financial goals to provide tailored advice and guidance aimed at meeting and exceeding those objectives. He utilizes the full investment platform of Merrill Lynch alongside the suite of banking products available through Bank of America to assist clients in achieving financial independence. Juan's areas of expertise include employee benefits planning, executive compensation, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, and retirement income. He holds a Personal Investment Advisor (PIA) designation and has completed a non-accredited certificate program from Andrews University as well as earned a bachelor's degree from the University of Maryland. He is fluent in both Spanish and English. Outside of his professional duties, Juan enjoys football, golfing, reading, soccer, and spending time with his family.

Bruce Sutherland is a CFP®-certified financial advisor with Edward Jones in Peachtree City, GA, where he has worked since 2006. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets.

Austin Carroll is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked at several firms, including Amentum, Mutual Advisors, Prime Capital Investment Advisors, and Cornerstone Retirement Group, and spent nine years at DynCorp International before entering the financial advisory field. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds and integrates advisory services with other financial products and referral channels.

Charles Boyd is a financial advisor with Merrill who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at both Merrill and Bank of America since 2012 and 2013, respectively. Outside of his advisory role, he owns a separate business through which he refers leads to a contractor. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Liddell is a Series 66-credentialed advisor at J.P. Morgan Securities with 25 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending strategies.

Craig Carroll is a CFP® with seven years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones and James M Pleasants Company. Carroll owns and operates 1519 Wealth Management LLC and works as an independent contractor for CoWealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance services, along with specialized advisory programs.

Glenda Whitlock is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of her advisory role, she serves as president of Largin Co, an investment-related business based in Fayetteville, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Jasmine Silas is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Bank of America, Thrivent Financial, Truist, Marriott International, and Georgia State University. She has also been involved with Sharon Mann Designs in two separate periods. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Alonso Gomez Martinez is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and six years of industry experience. He previously worked at Puerta Del Sol for 14 years and currently has a half ownership in a hospitality business where he is involved in day-to-day operations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Kelly Baker is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to his financial services career, he worked in the hospitality industry at Hyatt Place locations in Atlanta. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a nationwide network of financial advisors and branch offices.

Ashley Warren is a financial advisor with Morgan Stanley in Peachtree City, GA, holding a Series 66 designation and two years of industry experience. Warren previously worked at Merrill from 2014 to 2017 before joining Morgan Stanley Smith Barney LLC. Outside of advisory work, Warren is involved in a construction and engineering business through a volunteer role connected to a spouse’s company. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a comprehensive investment approach tailored to client needs.

Jeffrey Westfall is a Series 66 registered financial advisor at Edward Jones in Fayetteville, GA, with 13 years of industry experience. He has been with Edward Jones since 2012. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Diana Avery is a CFP® with 30 years of industry experience, currently working at LPL Financial since 2024. She previously worked at VALIC Financial Advisors for 11 years and USA Financial Securities for 7 years. She also operates Avery Financial Services, which functions as a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Julie Matulia is a financial advisor with Osaic Wealth Inc. and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including prior roles at Cambridge Investment Research Advisors and Guardian Life Insurance Co. of America. In addition to her advisory work, she provides divorce coaching through JM Financial Planning, LLC, assisting clients with financial settlements during divorce proceedings. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers.