Kenneth Reese is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Dave Ramsey SmartVestor since 2013. Prior to joining LPL Financial in 2023, Reese was associated with Concourse Financial Group Securities Inc. He also has experience working in education with Lumpkin County Schools from 2003 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Dillon Hemphill is a CFP® professional with six years of experience in the financial services industry, currently associated with Edward Jones in Gainesville, GA. His work history includes multiple engagements with Edward Jones since 2019 and prior roles at Textron Aviation and other firms. 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 supported by a large national network of financial advisors and branch offices.

Jeffrey Gunter is a financial advisor at Cetera with a Series 66 credential and five years of industry experience. He has worked at Cetera and affiliated entities since 2025 and previously at Concourse Financial Group Securities and REO Partners. Outside of his advisory role, he serves on the board of a local pre-school and is a deacon at his church in Cumming, GA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

David Moore is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Woodbury Financial Services and Equitable Advisors prior to joining OSAIC. He is also licensed as an insurance agent, focusing on life, long-term care, and disability insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services across various programs. The firm’s investment process centers on model-based asset allocation, portfolio optimization, and the use of discretionary and third-party managed strategies.

Samuel Latimer is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He also serves as a partner at Rushton, LLC, a full-service accounting firm specializing in audits of local governments, construction, and nonprofit entities, where he leads audit teams and oversees technical compliance. In addition, he refers clients to Rushton Wealth Management, an investment advisory firm connected to the accounting practice. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across diverse program structures and custodial relationships.

Dorian Piekarz is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Before joining LPL Financial in 2026, he worked at Edward Jones for four years and Backbone International for one year. Outside of advising, he has participated occasionally in disaster relief efforts by transporting supplies to areas affected by natural disasters and has assisted community members with setting up LLCs and business licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of investment adviser representatives.

Debby Minot is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, she provides wealth management services and financial strategies to affluent individuals, retirees, executives, women, and business owners. She focuses on creating comprehensive plans to build, manage, preserve, and transfer wealth, tailoring advice to clients' risk tolerance, investment goals, and liquidity needs through a disciplined, long-term process. Debby’s expertise includes college education planning, divorce transition planning, executive compensation, personal retirement planning, portfolio management, tax minimization, and retirement income strategies. She is a member of the Wood DeTienne O'Connor Group, which has been recognized on Forbes' "Best-in-State Wealth Management Teams" list in 2023 and 2024. Debby holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her bachelor's degree from Minot State University. Her community involvement includes participation with the American Heart Association, Boys and Girls Clubs of the Valley, and Phoenix Children's Hospital. Debby enjoys adventure sports, basketball, golfing, hiking, running, skiing, traveling, and spending time with her family. Born and raised in North Dakota, she relocated to Arizona in 2000 to begin her career in the financial industry.

Cathy Couch is a Series 66-licensed financial advisor with 18 years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked for Dempsey Lord Smith, LLC and WFG Investment Inc. Outside of advising, she provides bookkeeping and accounting services for local organizations, including a humane society resale shop and a condominium association. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a wide network of financial professionals and multiple platform options.

Vishal Padda is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. His prior positions include roles at Morgan Stanley and JPMorgan Chase. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Jolette Landress is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Renasant Bank, Bank of America, Merrill, Wells Fargo Clearing, and Wachovia Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joshua Wright is a financial advisor with Edward Jones in Cumming, GA, holding the ChFC® designation and Series 66 license. He has three years of industry experience and previously served 26 years in the United States Army. In addition to his advisory role, he works part-time as a simulated brigade combat team commander for Valiant Integrated Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Martha Spence is a Senior Financial Advisor and Certified Exit Planning Advisor (CEPA) affiliated with Merrill Lynch Wealth Management. She brings over 20 years of experience in financial services, concentrating her practice on supporting business owners by applying methodologies from the Exit Planning Institute and utilizing resources from Merrill and Bank of America. Martha collaborates closely with CPAs, attorneys, and families as part of the comprehensive planning and advisory process to deliver a tailored client experience. Her professional designations include the CEPA and Personal Investment Advisor (PIA), and she holds FINRA Series 7 and 63 registrations as well as a Life, Accident, and Sickness Insurance Agent License. Martha serves clients across 17 states in the U.S. and was named to the Forbes Best-in-State Wealth Management Teams list from 2024 through 2026. She is a member of several professional organizations including the Exit Planning Institute, North Georgia Community Foundation, North Georgia Estate Planning Council, and the Rotary Club of Gainesville. Outside her advisory role, Martha is involved in community service through her membership in the Gainesville Rotary Club and her annual participation on the Rotary Banquet Committee. She was named a Paul Harris Fellow by Rotary International in 2022. Additionally, Martha serves on the Board of the North Georgia Community Foundation and has been active with the Disabled Veteran Auxiliary and other charitable organizations in North Georgia. Her personal interests include racing and spending time with her son, who is preparing to attend college.

William Illg is a financial advisor with Primerica Advisors in Dawsonville, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles with PFS Investments Inc., Primerica Financial Services, Echo Ministries, and the City of Dawsonville. Outside of advising, he is involved in the sale of home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure distinct from fixed-fee billing.

Michael Harrington Jr. is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Invest Financial Corp, United Community Bank, Truist Investment Services, and Crow Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

Joseph Szathmary is a financial advisor at Charles Schwab with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab and its affiliated entities since 2017. Prior to that, he was with Newport Group, Inc. and Newport Group Securities, Inc. for a combined seven years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

William Hicks Jr. is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Hicks serves as president of Beta Delta House Corporation, overseeing the management of a fraternity house, and is involved in community organizations including Habitat for Humanity of Hall County and the Beyond Dementia Coalition, Inc. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and asset allocation guidance.

Michael Lancaster is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2013, accumulating 12 years of industry experience. He serves as an incorporator for the Friends of Flowery Branch Car Show Inc., a nonprofit charity, and as CEO of Safe Boating Lake Lanier, overseeing facility use and board activities. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Matthew Zeliff is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2024, he worked for the U.S. Department of State for five 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 across more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Alexander Sankowski is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. His career includes prior roles at Stifel Independent Advisors, TIAA-CREF, PNC Wealth Management, and Natcity Investments. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models and provides ERISA fiduciary services, utilizing both proprietary and third-party solutions.

David Smith Jr. is a financial advisor at LPL Financial with 21 years of industry experience and a Series 66 designation. His career includes roles at Morgan Stanley, UBS Financial Services, Truist Advisory Services, and Wealth Enhancement firms. He has worked in a variety of advisory capacities and locations, most recently joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs supported by LPL Research and third-party subadvisors.