Robert Awbrey Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Peachtree City, GA, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Morgan Stanley and Country Financial Inc. Outside of his advisory work, he serves as Assistant Treasurer for the Kiwanis Club of Newnan. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary strategies supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jamie Camp is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2015, with a brief period at Bank of America and Merrill between 2018 and 2021. Outside of advising, he is a partner in a family partnership established to protect family assets from probate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and services, supported by a large nationwide network of financial advisors and branch offices.

Brian Mc Nally is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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 investment strategies through a nationwide network of more than 23,700 financial advisors.

Brandon Miller is a financial advisor at Morgan Stanley in Peachtree City, GA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, following roles at CUSO Financial Services and South Carolina Federal Credit Union. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing firm-approved tools and offers access to various investment products and strategies.

James Burgess Jr. is a CFP® professional with 26 years of experience in the financial industry, all of which have been at Edward Jones. He holds Series 63 and Series 66 licenses and is based in Peachtree City, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Brett Moore is a CFP®-designated financial advisor with 10 years of industry experience, currently affiliated with LPL Financial in Newnan, GA. He has worked at several firms including AXA Advisors LLC, Ameritas Investment Corp, and his own W.C. Moore Financial Services. Moore operates a personal tax entity, Brett L. Moore, F.S., LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and research-supported investment strategies delivered through its network of investment adviser representatives.

Pamela Calhoun is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her prior roles include positions at Cetera Investment Services, Regions Bank, and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of investment vehicles and offers model portfolios that incorporate AI-driven methodologies and long-term asset allocation strategies.

Kellyann Bonner is a financial advisor with Edward Jones in Peachtree City, GA, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Edward Jones since 2018 and prior experience in the restaurant industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jay Griffin is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Edward Jones, Regions Bank, and Cetera Investment Services. Outside of his advisory work, he owns and operates JAY L GRIFFIN, LLC, an investment-related business based in Newnan, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and utilizes its own research and planning tools to develop tailored recommendations, with clients choosing how to implement these through various brokerage or advisory programs.

Julie Bates is a CFP® and ChFC® with 20 years of industry experience. She has been with LPL Financial since 2014 and has served in roles at Delta Community Credit Union since 2008, including director positions related to retirement and investment services. Outside of finance, she co-owns a vintage home decor resale business. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Phillip Midas is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since beginning his career in financial services in 2003 and joining Merrill Lynch in 2014, he has focused on building strong relationships with individuals and their families to help them pursue their financial goals. Working as part of a team led by Senior Financial Advisor Bill Denton, Phillip employs a goals-based wealth management process that leverages the full resources of Bank of America and Merrill. Phillip’s expertise includes family wealth management strategies, liquidity management, retirement planning, portfolio management, small business strategies, special needs planning, women and wealth, tax minimization, and retirement income. He takes a client-centered approach by listening carefully to clients’ dreams and concerns, reviewing their financial situations, and making recommendations that reflect their income and growth goals. Phillip holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Phillip earned a high school diploma from McIntosh High School, attended the United States Merchant Marine Academy, and obtained a bachelor’s degree from Purdue University System. He resides in Newnan, GA with his wife Kelly and their five children. Outside of work, Phillip enjoys fishing, football, ice hockey, reading, soccer, swimming, yoga, and spending time with his family.

Victor Howard is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for Randstad USA from 2016 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of advisors and branch offices.

Joel Tharpe is a financial advisor at Raymond James Financial in Peachtree City, GA, holding a Series 66 designation. He has prior experience with Goldfein LLC and has been involved with entrepreneurial ventures including Mycelial Minds and the restaurant industry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as wrap-fee advisory and municipal advisory services.

Lewis Lea is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management in Atlanta, GA. He leads the Lea Corso Lee & Associates team, providing comprehensive wealth management, investment, and retirement planning strategies primarily for small to medium-sized businesses and not-for-profit organizations. His focus centers on designing, establishing, and supporting workplace retirement plans and investment programs. Since 2004, Lewis has concentrated on advising organizations on corporate retirement programs and investment strategies. Prior to Merrill Lynch, he held financial advisory roles at UBS Financial Services, Inc. and sales and leadership roles at Thomas Cook Financial Services Group in the UK. He holds Series 7 and 66 FINRA registrations, Variable, Life and Health Insurance licenses, and professional designations including Chartered Retirement Plans Specialist™ (CRPS™) and Certified Plan Fiduciary Advisor® (CPFA®). Lewis earned a Master's degree in International Business Management from the University of Texas at Dallas in 2000 and a Bachelor of Arts degree in History from the University of West Georgia in 1983. He resides with his wife in suburban Atlanta and enjoys reading history, playing pickleball, and gardening.

James Lingerfelt is a Series 66-licensed financial advisor with eight years of industry experience. He joined OSAIC in 2024 after prior roles at Edward Jones, Center Street Securities, and Fyala Security. Outside of advising, he is the founder of Foxcrest, a securities-related S Corporation, and maintains a YouTube channel focused on writing, arts, and self-improvement. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated financial advisors. The firm provides integrated brokerage and investment advisory services with a range of portfolio management tools and access to third-party money managers.

Sarah Edwards is a Certified Financial Planner (CFP®) with 11 years of industry experience. She currently works at Raymond James & Associates and previously held positions at Bank of America and Merrill. Outside of her advisory role, she is an author associated with Mason Alley Publishing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and consulting services supported by extensive portfolio management resources and affiliated research.

Shawn Mercer is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with Cetera in Peachtree City, GA. His prior work includes roles at LPL Financial, Ameriprise, Truist Advisory Services, and BB&T Securities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a nationwide network of independent advisors and provides access to multiple investment strategies and program structures.

Charles Pryor is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Peachtree City, GA, and has 17 years of industry experience. He has been with Wells Fargo Advisors in various capacities since 2009. Outside of his advisory work, he serves on the finance committee of Americus First United Methodist Church and is involved in managing Pryor Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet specified net-worth thresholds. Advisors use Wells Fargo research and tools to develop recommendations delivered through meetings and client communications, with optional implementation through the firm’s brokerage or advisory programs.

Jermeir Jackson Stroud is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement planning, portfolio management, and helping clients navigate financial challenges associated with life transitions, such as divorce. Stroud emphasizes collaboration in financial planning, aiming to provide personalized guidance and education tailored to each client's goals and circumstances. His approach centers on helping clients make informed decisions to achieve long-term financial success. He holds a Bachelor's Degree from North Carolina Central University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Stroud enjoys football, music, and spending time with his family.

Chase Hall is a financial advisor with LPL Financial based in Newnan, GA. He holds a Series 66 designation and has nine years of industry experience. Prior to joining LPL Financial, he worked at South State Bank, Center State, NBC Securities Inc, L.M. Kohn & Company, Edward Jones, and KIA Motors Manufacturing Georgia, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research resources.