Jacob Burnette is a financial advisor with Ameriprise in Hoschton, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2019, he worked with the Pittsburgh Pirates from 2011 to 2017. He serves as Treasurer on the Board of Directors for the Atlanta Road Church of Christ. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

John Turner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Cantella and Co, Inc. for 12 years before joining Raymond James in 2022. He serves as a board member of the Ware Foundation, a nonprofit organization where he contributes to the operating budget and financial duties. 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, charitable organizations, and institutions. The firm offers non-discretionary planning tailored to client goals, utilizing risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Angela Jude is an Investment Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2012, progressing through various roles including Planning Consultant, Relationship Manager, Financial Representative, Retirement Planner, Retirement Representative, Self Directed Brokerage Specialist, and Trader. Her experience encompasses retirement and income planning, strategic financial planning, and investment guidance. Angela is focused on empowering individuals to pursue financial security and long-term prosperity. Outside of her professional responsibilities, Angela has interests in movies, reading, and traveling.

Carlos Dominguez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and Series 63 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, Dominguez is involved in several business ventures including commercial real estate ownership and serves on the finance and investment committees of the Quinlan Visual Arts Center. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through its advisory programs and partnerships.

Michael Schak is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, following a decade at Merrill. Outside of his advisory role, he is involved as an administrative and advisory consultant for a technology wholesale and distribution company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and structured processes.

Joshua Schlieman is a CFP® professional based in Gainesville, GA, affiliated with LPL Financial. He has 24 years of industry experience, including five years at Truist Investment Services and 18 years at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with research, technology, and diverse investment strategies.

Christian Salas is a financial advisor with Cetera based in Gainesville, GA. He holds a Series 66 designation and has six years of industry experience, including previous roles at Raymond James and Associates Inc and BB&T. Outside of his advisory work, he has ownership in a rental property business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform, overseeing more than $256 billion in assets.

Elizabeth Chesser is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America and positions outside finance at Tin Lizzys and Hooters. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Kevin Clary is a CFP® and Series 66 credentialed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2010 and is based in Gainesville, GA. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Gonzalez is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank for nine years. Gonzalez is also an owner of two rental properties in Georgia. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized municipal and retirement plan advisory programs.

Terry Sterling is a financial advisor with Primerica Advisors in Gainesville, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of investment advisory, Sterling is a senior associate at The Balanced Scorecard Institute, providing strategic management consulting, and serves as an assessor for the Commission on Law Enforcement Accreditation, auditing law enforcement agencies for compliance. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure to deliver its investment solutions.

Rodney Moore Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. He has prior career experience as head of the accounting department and treasurer at Patterson Pump Company Inc., and he owns a tax preparation business, Select Tax Service. He also manages a real estate business and has been practicing in accounting and tax services since 2015. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, with a specialized retirement income planning service that provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Mary Silver is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and E*TRADE Securities LLC. Her background also includes roles at Hancock Claims Consultants, Agco Inc, and Tax Pros Inc. 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 network of financial advisors and branch offices.

Timothy Crain is a CFP® professional with 30 years of experience in the financial industry, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 25 years. He is a 50% owner of Laveer Acquisitions and operates Reel Outcome Charters, a near and offshore charter fishing business. Crain is also involved as an advisory board member for One Gulf, One Goal and teaches PADI-certified scuba diving courses. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Cary Smith is a financial advisor at Primerica Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Primerica Advisors since 1982. Smith also operates Cary D. Smith & Associates, Inc., an entity focused on investment-related activities and other home service referrals. Primerica Advisors offers a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a network of nearly 3,700 advisors, utilizing model-based investment strategies managed by third-party asset managers.

Beau Buisson is a financial advisor with Primerica Advisors based in Gainesville, GA. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. Buisson has been associated with Primerica Financial Services and affiliated firms since 2006. Outside of advisory work, he is a co-owner of Buisson, LLC, created for Primerica business purposes, and engages in the sale of loan products and home security referrals through related companies. 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 entities. The firm uses model-based strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Brandon Loggins is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and previously worked for four years with the Cornelia Police Department before joining Edward Jones in 2017. 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 and affiliated financial services, supported by a large network of financial advisors and branch offices nationwide.

John Thomas Turner is a financial advisor with Morgan Stanley in Gainesville, GA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Britton Adams is a financial advisor at MassMutual Investors Services with 20 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining MassMutual Investors Services and MassMutual Life Insurance in 2023, he worked at Park Avenue Securities and Guardian Life Insurance for 19 years. Outside of his advisory role, Adams serves as a director for the Lanier Baseball Academy, a youth travel baseball organization. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Warren Gray is a financial advisor with Primerica Advisors in Jefferson, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Philips and Resmed. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies overseen by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.