Jesse Koorse is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Verizon for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Lisa Hartel is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Fayetteville, GA. She has 16 years of industry experience and has been with Thrivent and its affiliated entities since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning covering a wide range of financial topics, delivered as one-time or ongoing engagements, and maintains a separation between planning and managed-account services.

Michael Dent is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2006 to 2024 and Alchemy Wealth Management LLC from 2024 to 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Vincenzo Mc Caffrey is a financial advisor at Edward Jones in Peachtree City, GA, holding a Series 66 credential with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for seven years at the Pathways Center for Behavioral and Developmental Growth. Outside of his advisory role, he is involved in several business ventures related to abrasive media sales, capital equipment investments, and real estate in Newnan, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Hershall Stapleton is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. Based in Newnan, GA, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages a rental property business through Peapod Holdings LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment and fiduciary services. The firm supports its advisory programs with a large national network of financial advisors and offers various managed solutions, separately managed accounts, and affiliated mutual funds.

Stephanie Cohran is a CFP® professional with eight years of industry experience, currently affiliated with Edward Jones in Fayetteville, GA. She has been with Edward Jones continuously since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including both discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Steven Ton is a financial advisor at Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 designation. He has experience in mortgage lending and energy investment firms and has served in the US Navy Reserves since 2016. Outside of finance, he has worked for FedEx and Delta Air Lines. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning for business owners and other niche needs.

James Smothers is a financial advisor with Edward Jones in Sharpsburg, GA, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 advisors.

Elliott Coleman IV is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing four years of industry experience. Before joining Wells Fargo Advisors Financial Network in 2021, he worked at SunTrust Bank (now Truist Bank) from 2018 to 2021 and Synovus Bank from 2008 to 2018. He serves as treasurer for the Uptown Columbus Business Improvement District in Columbus, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations, with services ranging from cash-flow and retirement planning to niche areas like business-owner transition and special-needs analysis.

Rostislav Tkachenko is a financial advisor with LPL Financial in Peachtree City, GA, holding a Series 66 designation and seven years of industry experience. He was previously with Lincoln Financial Advisors from 2016 to 2024. Outside of advisory work, he is also a notary and holds a role in non-variable insurance. 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 wide range of financial planning and investment services, utilizing a network of investment adviser representatives and various model portfolios and third-party strategies.

Neha Mathur is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Outside of finance, she has participated in acting roles for movie and TV commercial productions. Merrill provides managed account services through the Select Portfolio Solutions (SPS) Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Carlos Aquino is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with two years of industry experience. His prior work experience includes roles at Rocket Mortgage, FILO Mortgage, and Elvation Medical. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional sectors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

William Bexley is a financial advisor with Edward Jones in Peachtree City, GA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. 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 solutions supported by a large national network of advisors and branch offices.

Cindy Lawrimore is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. She serves as a trustee for the Wickham Capital 401(k) and holds power of attorney responsibilities for an individual in Columbus, GA. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm supports tailored recommendations through proprietary research and planning tools and integrates advisory services with other financial products and referrals.

Christopher Peurifoy is a financial advisor with Edward Jones in Fayetteville, GA, holding a Series 66 designation and six years of industry experience. He has served in various roles at Edward Jones since 2020. Outside of his advisory role, he is a board member of the Rotary Club of Peachtree City, where he assists in managing a foundation fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Hayes Heinecke is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked with the Saint Louis Cardinals and has experience in the moving services industry. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and supports client implementation through various advisory programs.

Ann Bolton is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2026, following a decade at Wells Fargo Clearing and three years at Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and delivers tailored recommendations through research and planning tools, with clients able to choose implementation through various brokerage or advisory programs.

Mallory Mc Curry 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, Mallory worked at Rx4 LLC as a design development consultant, advising on raw materials and aesthetics for fashion products. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Colin Evert is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at TSYS and CorpSteamServicesLLC, among other diverse positions. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Allison Mc Donell is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63, 65, and 66 licenses and 18 years of industry experience. She has worked at Morgan Stanley since 2019 and previously held positions at Merrill and Candescet Media. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.