Luke Donahue is a financial advisor with Edward Jones holding a Series 66 designation and currently based in Cumming, GA. He has one year of experience in the financial industry following a 20-year career in the United States Navy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jeffrey Sulka is a CFP® certificant with 25 years of experience in the financial services industry. He has been with Edward Jones since 2000, serving clients from Gainesville, Georgia. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Kimberly Mc Donald is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for 24 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to model financial outcomes.

Milton Martin is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Financial Services since 1985 and Primerica Advisors since 1999. In addition to his advisory role, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plan clients.

Matthew English is a financial advisor with Merrill in Oakweed, GA, holding a Series 66 designation and 13 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

A King Ishmael is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 credentials and has five years of industry experience. His prior roles include positions at J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and E*TRADE Securities LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Micah Gear is a financial advisor with Raymond James Financial in Gainesville, GA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Edward Jones. Outside of his work at Raymond James, Gear manages his independent financial advisement practice through InGear Wealth Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non‑discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public-finance work through a municipal advisor affiliation.

Matthew Thorne is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, and personal retirement planning. Matthew works closely with clients to define their financial goals and develop portfolio strategies designed to help reach those goals, providing ongoing advice and adjusting strategies as clients' situations change. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the United States Air Force Academy. Matthew is a veteran of the Air Force and balances his professional responsibilities with personal interests including baseball, football, golfing, reading, and spending time with his family.

Ted Guyton Jr. is a financial advisor with LPL Financial in Gainesville, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes prior roles at Merrill and extensive work with CUNA Brokerage Services and Cuna Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers diverse advisory services and utilizes a range of investment strategies supported by research and advisor-facing technology.

Levi Dutton is a financial advisor with Ameriprise in Cumming, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2023, he worked in healthcare organizations including Northeast Georgia Health Systems, Wellstar, and Gwinnett Medical Center. He is also co-owner of 3 Siblings, LLC, where he manages his Ameriprise business. Ameriprise provides retirement-income planning services targeting individuals with at least $1 million in net investable assets, delivering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Rhonda Crosby is a financial advisor at Charles Schwab with 28 years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to joining Charles Schwab in 2021, she worked at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade. Outside of her advisory role, Crosby serves as treasurer of her homeowners association. 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 services, combining brokerage, custody, and advisory offerings in a large-scale, integrated structure.

Scott Keen is a CFP® and Series 66-credentialed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2017 and previously at Ingles Markets from 2010 to 2017. Outside of his advisory role, he manages rental property business activities in Blairsville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Erin Holmes is a financial advisor at Fidelity with 18 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones before joining Fidelity. In addition to her advisory role, she independently contracts as a secret shopper for local restaurants. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Brooks Turner is a financial advisor at Stifel with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Troy University and McGarity's. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group. The firm offers fee-based financial planning and other services designed to support client decision-making.

Heather Murphy is a Series 66-registered financial advisor with Morgan Stanley in Cumming, GA, where she has worked since 2014. She has 13 years of industry experience. Outside of her advisory role, she serves as a referee for the Georgia High School Fencing League. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Anthony Miller is a financial advisor with Stifel in Gainesville, GA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior work includes ten years at Morgan Keegan & Company, LLC, six years at Raymond James & Associates, and seven years with Stifel Nicolaus & Co Inc. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and financial planning, emphasizing client discretion in implementation.

Carol Alka is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Primerica Advisors and Primerica Financial Services in 2021, she worked at American Lawyer Media for ten years and had brief roles at Nalley Nissan and a period of retirement. Outside of advisory duties, she is involved in the sale of home-related products and loan services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-driven strategies and a limited range of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Lance Gresham is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Cheek Jr. is a financial advisor at Edward Jones in Gainesville, GA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Enjoin, Chestatee Diversified LLC, and Patientco. Outside of his advisory role, he is the managing partner of Chestatee Diversified, LLC, a consulting and sales business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets and offers various advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.

Thomas Johnston II is a CFP® professional with 33 years of experience in the financial industry. He is currently with Morgan Stanley, where he has worked since 2021, following prior roles at Bank of America and Merrill. Johnston serves as a board member of the North Georgia Community Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.