Joseph Bence is a financial advisor with Edward Jones in Newnan, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served for 11 years with the Coweta County Board of Education. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Deborah Landry is a financial advisor at Edward Jones in Peachtree City, GA, holding a Series 66 designation with one year of industry experience. Her work history includes roles at Edward Jones since 2018 and prior employment in education and retail sectors. She was also involved with Peachtree City United Methodist Church from 2020 to 2022. 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 through a large national network of advisors and branches.

Pamela Nichols is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Morgan Stanley. Outside of her advisory role, she owns and operates Chickarelli Farms, a chicken farming business in Macon, Georgia. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages significant client assets and delivers services through both direct individual engagements and corporate financial planning agreements.

Jenna Wulf is a financial advisor with Morgan Stanley in Peachtree City, GA, holding a Series 66 designation and with six years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Encadria Staffing Solutions and the University of West Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Wade Giddens is a financial advisor at Raymond James Financial Services Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Giddens is a partner in Reveille Wealth Management LLC, an ownership entity for his wealth management activities. 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 using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Joseph Perdue is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. His career includes positions at Morgan Stanley from 2013 to 2021 before joining Raymond James in 2021. He is also a partner in Reveille Wealth Management LLC, an investment support company. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Shana Momin is a Financial Advisor at Merrill in Peachtree City, GA, specializing in assisting families and business owners with strategic financial planning. She focuses on helping clients navigate financial challenges such as funding education, caring for aging parents, planning for retirement, and managing business finances by prioritizing goals into Essential, Important, and Aspirational categories to create tailored financial roadmaps. Momin holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her credentials from the Kaplan School of Financial Planning. Her approach incorporates asset allocation aligned with clients' goals and risk tolerance, utilizing Merrill's investment products and Bank of America's banking and lending services. Outside her professional work, Shana Momin engages in personal interests such as cooking, interior decorating, painting, reading, sewing, traveling, and yoga. She values understanding clients' priorities to develop personalized financial plans that address their unique goals and aspirations.

Robert Awbrey Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Peachtree City, GA, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Morgan Stanley and Country Financial Inc. Outside of his advisory work, he serves as Assistant Treasurer for the Kiwanis Club of Newnan. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary strategies supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jamie Camp is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2015, with a brief period at Bank of America and Merrill between 2018 and 2021. Outside of advising, he is a partner in a family partnership established to protect family assets from probate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and services, supported by a large nationwide network of financial advisors and branch offices.

Brian Mc Nally is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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 investment strategies through a nationwide network of more than 23,700 financial advisors.

Brandon Miller is a financial advisor at Morgan Stanley in Peachtree City, GA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, following roles at CUSO Financial Services and South Carolina Federal Credit Union. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing firm-approved tools and offers access to various investment products and strategies.

James Burgess Jr. is a CFP® professional with 26 years of experience in the financial industry, all of which have been at Edward Jones. He holds Series 63 and Series 66 licenses and is based in Peachtree City, GA. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Brett Moore is a CFP® and holds a Series 66 license with 10 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously held roles at AXA Advisors LLC, Ameritas Investment Corp, and W.C. Moore Financial Services. Moore operates a personal tax-related business entity in addition to his advisory work. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced technology and a large network of investment adviser representatives.

Pamela Calhoun is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her prior roles include positions at Cetera Investment Services, Regions Bank, and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of investment vehicles and offers model portfolios that incorporate AI-driven methodologies and long-term asset allocation strategies.

Kellyann Bonner is a financial advisor with Edward Jones in Peachtree City, GA, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Edward Jones since 2018 and prior experience in the restaurant industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jay Griffin is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Edward Jones, Regions Bank, and Cetera Investment Services. Outside of his advisory work, he owns and operates JAY L GRIFFIN, LLC, an investment-related business based in Newnan, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and utilizes its own research and planning tools to develop tailored recommendations, with clients choosing how to implement these through various brokerage or advisory programs.

Julie Bates is a financial advisor with LPL Financial in Peachtree City, GA, holding the CFP® and ChFC® designations and over 20 years of industry experience. She has worked at LPL Financial since 2014 and has been associated with Delta Community Credit Union since 2008, where she holds director roles in retirement and investment services. Outside of her advisory practice, she co-owns Cecelia's Vintage Home Decor, a vintage home decor reseller. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, 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.

Phillip Midas is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since beginning his career in financial services in 2003 and joining Merrill Lynch in 2014, he has focused on building strong relationships with individuals and their families to help them pursue their financial goals. Working as part of a team led by Senior Financial Advisor Bill Denton, Phillip employs a goals-based wealth management process that leverages the full resources of Bank of America and Merrill. Phillip’s expertise includes family wealth management strategies, liquidity management, retirement planning, portfolio management, small business strategies, special needs planning, women and wealth, tax minimization, and retirement income. He takes a client-centered approach by listening carefully to clients’ dreams and concerns, reviewing their financial situations, and making recommendations that reflect their income and growth goals. Phillip holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Phillip earned a high school diploma from McIntosh High School, attended the United States Merchant Marine Academy, and obtained a bachelor’s degree from Purdue University System. He resides in Newnan, GA with his wife Kelly and their five children. Outside of work, Phillip enjoys fishing, football, ice hockey, reading, soccer, swimming, yoga, and spending time with his family.

Victor Howard is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for Randstad USA from 2016 to 2024. 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. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of advisors and branch offices.

Joel Tharpe is a financial advisor at Raymond James Financial in Peachtree City, GA, holding a Series 66 designation. He has prior experience with Goldfein LLC and has been involved with entrepreneurial ventures including Mycelial Minds and the restaurant industry. 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 institutional clients. The firm employs tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as wrap-fee advisory and municipal advisory services.