Kevin Brodrick is a financial advisor with LPL Financial based in Athens, GA, holding a Series 66 designation and having 22 years of industry experience. He has worked at LPL Financial since 2007 and with Truxton Trust since 2014, where he serves in a relationship management role focused on trust management. Brodrick is also a voluntary board member of the Berry College Planned Giving Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement consulting, and brokerage services, providing discretionary and non-discretionary management supported by research and model portfolios.

Bruce Farman is a CFP® with 39 years of industry experience. He has been with OSAIC since 2025 and previously worked at Lincoln Financial Advisors Corporation for 37 years. Farman is also president of Financial Planning Strategies, Inc., where he offers disability income, fixed and indexed annuities, and traditional life insurance products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided asset-allocation tools and supports various account management options, including discretionary and non-discretionary portfolios.

Denise Ricks is a financial advisor at Edward Jones in Athens, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is involved with the Athens-Clarke County Board of Elections. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a large network of financial advisors and branch offices.

John Flippen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 21 years of industry experience. His career includes positions at Suntrust Investment Services and Suntrust Advisory Services before joining Raymond James in 2018. Flippen is a partner in The Avenue Wire Park Wealth Management and is involved with several affiliated entities in Watkinsville, GA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored financial planning and investment consulting using analytical tools to model potential outcomes and supports clients through various advisory programs and specialized municipal and retirement plan services.

Sandra Morrison is a financial advisor at Edward Jones in Bogart, GA, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2018 and previously was employed with Express Employment Professionals from 2016 to 2018. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marshall Morgan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been active in the financial services industry since 2016 and joined Merrill in 2019. He specializes in helping clients develop personalized financial strategies that align with their short- and long-term financial goals. Marshall holds a bachelor's degree in Finance from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNER® professional as well as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise includes areas such as college education planning, divorce transition planning, family wealth management, retirement income, and portfolio management services. Beyond his professional work, Marshall is involved in various community organizations including Camp Sunshine, Extra Special People, Inc., and the UGA Hockey Foundation. He is a board member of AnchorPoint (SANE, Inc.) and a former board member of the UGA Hockey Foundation. Marshall resides in Athens, Georgia with his wife, Madison, and their three children. In his personal time, he enjoys activities such as golfing, watching college football, soccer, and exploring the outdoors.

Colleen Boggess is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Raymond James Financial Services Advisors, Ameriprise Financial Services, and Wells Fargo Advisors. Based in Athens, GA, she joined Stifel in 2024. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services guided by a proprietary investment methodology developed by its Investment Strategy Group.

William Boyles is a Financial Advisor at Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he assists clients in developing strategies to pursue their short-, mid-, and long-term financial goals. He provides guidance on general investing, retirement planning, and preparing for unforeseen financial needs. Additionally, he can facilitate access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Boyles holds a Bachelor's Degree from the University of Mississippi and a Master's Degree from Virginia Theological Seminary. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He serves on the Boards of Trustees for The General Theological Seminary and Virginia Theological Seminary.

Doyle Dominy is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2013. Outside of his advisory work, he manages assets in a family trust as a trustee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory services, along with specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Cody Houchin is a financial advisor with Raymond James Financial, holding a Series 66 credential and 10 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2021 and previously spent five years with Edward Jones. In addition to his advisory role, he has an entrepreneurial background as the founder of Ground Effects Lawn Care, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports a large network of advisors with specialized municipal and public finance services.

Judson Doster is a financial advisor with Morgan Stanley in Athens, GA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved with office leasing and property management through other business activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Ashley Avery is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and four years of industry experience. Prior to joining Fidelity, Ashley worked at Babson College and Wellesley Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and its advisory role to multiple registered investment companies.

Jacob Carey is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously served in the United States Air Force and the North Carolina Air National Guard before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Stephen Hulsey is a financial advisor with LPL Financial in Watkinsville, GA. He holds the CFP® designation and has eight years of industry experience. Prior to his current role, he worked at J.R. Crider's Clothing and Apparel for one year. Outside of advising, he is involved with Cory Robinson CPA, providing tax preparation and accounting services. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with access to model portfolios, research, and technology-based management solutions.

Kenneth Kilgore is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Zachary Crow is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and its use of systematic methodologies and AI-driven research tools.

Andrew Patten is a financial advisor with Morgan Stanley in Athens, Georgia, holding a Series 66 designation and two years of industry experience. He previously worked at BankSouth for five years and is a partner at Patten Farms, an agricultural business. Patten also has involvement with real estate entities Patten Pound Properties LLC and Patten Family Holdings LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling techniques.

James Rainey is a financial advisor with LPL Financial, holding a Series 63 designation and 52 years of industry experience. He has been associated with Linsco/Private Ledger Corp since 2004. Rainey is involved in the sale of fixed insurance products and provides tax preparation services for a small number of clients. 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 representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Kevin Bayani is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with LPL Financial and has previously worked at New Horizon Financial Corp. and Cadaret, Grant & Co., Inc. Bayani is involved with New Horizon Financial Tax Services, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Donald Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 14 years of industry experience. He has worked with Raymond James since 2013 and is also associated with TSD Advisors, LLC dba The Avenue Wealth Management Group. He serves as a director on the Board of Bank of Monticello. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.