Kevin Brodrick is a financial advisor with LPL Financial in Athens, GA, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2007 and at Truxton Trust since 2014. Brodrick serves on the Planned Giving Council board for Berry College in a voluntary, non-paid capacity. 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 solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

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 with The Currie Morgan Group at Merrill Lynch Wealth Management. He has been in the financial services industry since 2016 and joined Merrill in 2019. Marshall focuses on helping clients develop personalized financial strategies to achieve their short- and long-term financial goals. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the University of Georgia with a bachelor's degree in Finance. During his time there, he was the starting kicker for the UGA Football Team for four years and finished as the fourth all-time leading scorer in program history. After his athletic career, he transitioned into financial services, working initially at Raymond James and later at SunTrust before joining Merrill. Marshall and his wife, Madison, reside in Athens, Georgia with their three children. He participates actively in the local and university communities through involvement with organizations such as AnchorPoint (SANE, Inc.), UGA Football Letterman Club, UGA Hockey Foundation, Camp Sunshine, Extra Special People, UGA Relay for Life, and the Miss UGA Scholarship Competition. Outside of work, he enjoys spending time with his family, golfing, watching college football, playing indoor soccer, and enjoying outdoor activities.

Colleen Boggess is a financial advisor at Stifel with Series 63 and Series 66 credentials and 24 years of industry experience. She has held prior roles at Raymond James Financial Services Advisors, Ameriprise Financial Services, and Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutions, and municipalities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

William Boyles is a financial advisor with Merrill in Athens, GA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012 and at Bank of America, N.A. since 2013. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, by providing managed account programs, discretionary portfolio management, and brokerage execution through a combination of personal advisors and affiliated entities. The firm emphasizes tax-efficient investment solutions and leverages its integration with Bank of America’s broader banking and capital markets platform.

Doyle Dominy is a financial advisor with Raymond James Financial who holds a Series 66 credential and has 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as a trustee managing assets in a family trust. 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 institutions. The firm offers tailored non-discretionary planning using risk profiling and modeling tools, and supports its clients through various advisory programs and institutional 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.

Julius Lord III is a financial advisor at LPL Financial with 21 years of industry experience and holds the Series 66 designation. His career includes roles at Good Life Advisors, Private Advisor Group, Independent Financial Partners, Edward Jones, Merrill, and A.G. Edwards & Sons. He is also involved with Good Life Advisors, LLC, a registered investment advisor firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ashley Avery is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she worked at Babson College and was affiliated with Wellesley Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

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 CFP®-credentialed financial advisor with LPL Financial, based in Watkinsville, GA, and has eight years of industry experience. He has worked with Oconee State Bank since 2017 and has prior experience in retail through J.R. Crider's Clothing and Apparel. Additionally, he is involved in tax preparation and accounting through a separate CPA practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and other institutions with a wide range of advisory and brokerage services, including financial planning and access to third-party asset management programs.

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 over 52 years of industry experience. He has worked with Linsco/Private Ledger Corp since 2004 and previously spent a year at WS Griffith Securities, Inc. Outside of his advisory work, Rainey is involved in fixed insurance sales and provides tax preparation services for a small number of clients through his business, Rainey Financial Inc. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Kevin Bayani is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with LPL Financial and has prior experience at New Horizon Financial Corp. and Cadaret, Grant & Co., Inc. Bayani is also involved in tax preparation and accounting services through New Horizon Financial Tax Services, LLC. 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 provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of strategic and tactical investment approaches.

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.