James Berg is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies tailored to his clients' financial goals and the dynamic nature of today's markets. He provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America. James holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Georgia. He values building strong relationships with clients and is committed to guiding them through important financial decisions. Additionally, James participates in community volunteer activities consistent with Merrill's tradition of local engagement.

Michael Ketterbaugh is a Series 63–licensed financial advisor with 30 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and advisory services, using a proprietary investment strategy methodology developed by its Investment Strategy Group to support client decision-making.

Cody Stripling is a financial advisor at Merrill with a Series 66 designation and six years of experience in the industry. He previously worked at PNC Bank for five years. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Chanin is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. His prior work includes long tenures at Stifel and UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by proprietary research and a range of portfolio management strategies.

Crawford Edwards Jr. is a financial advisor with OSAIC in Macon, GA, holding a Series 66 credential and 13 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and has been associated with Martin Snow, LLP since 1989. Edwards serves as CEO of the Taylor Stevens Foundation and holds director roles with several nonprofit organizations, including Wesley Glen Ministries and the Louise B Mathews Foundation. He is also an adjunct professor at Mercer University School of Law, teaching estate planning and tax law. OSAIC serves a diverse client base ranging from individuals to institutional investors, providing integrated brokerage, investment advisory, and financial planning services. The firm utilizes advanced portfolio construction tools and offers access to various third-party money managers and managed account platforms.

Jeffrey Holland is a financial advisor with Edward Jones in Macon, GA, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.