Scott Kessler is a CFP® with 38 years of experience in the financial services industry. He is currently with OSAIC and has held prior roles at Securities America Advisors, SSN Advisory, and LPL Financial. Scott also operates Kessler Financial Services, Inc., a bookkeeping S Corp established for accounting purposes. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing a variety of investment platforms and tools to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Matthew Brinkley is a financial advisor with LPL Financial in Athens, GA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Raymond James Financial Services and Consolidated Planning Corporation. Brinkley serves on the boards of the National Football Foundation Georgia Football Hall of Fame Chapter and the Touchdown Club of Athens. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Arthur Aube is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Cetera. He has been with Cetera Advisors LLC since 2013 and maintains ownership of A & M Tax & Accounting Service, Inc., where he provides accounting, bookkeeping, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures and accounts.

Stephanie King is a Financial Advisor at Merrill Lynch Wealth Management, focusing on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. Since joining Merrill in 2014, she offers a comprehensive approach to managing wealth that begins with understanding clients' families, financial situations, and priorities. She then collaborates with clients to create customized wealth management strategies that adapt to their evolving needs and market conditions. Stephanie provides access to the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients' financial lives. Her areas of expertise include college and education planning, legacy planning, liquidity management, retirement planning and income, philanthropic planning, portfolio management, women and wealth, and tax minimization. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Stephanie earned a Bachelor's Degree from Liberty University and a Master of Science in Financial Planning from The University of Georgia. She currently resides in St. Johns, Florida, and serves on the board of the Merrill Lynch Employee Philanthropic Fund. Outside of work, Stephanie enjoys cooking, reading, and spending time with her family.

Robert Camp Jr. is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. from 2017 to 2022. He is also involved with Dave Camp & Associates, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, and institutional platforms, supported by a broad network of investment adviser representatives.

John Halper is a financial advisor with Wells Fargo Clearing in Athens, GA, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets, where he worked for six years each. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Tom Elliot is a financial advisor with LPL Financial in Athens, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Citigroup Global Markets from 2003 to 2005. Outside of his advisory role, he has been involved in mortgage and real estate services as a licensed real estate sales agent. 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 financial planning and a range of advisory services, including model portfolios, third-party asset management, and institutional platforms.

Ashley Carney is a financial advisor at UBS Financial Services with seven years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A., and spent ten years at Turner and Patat PC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Ann Austin is a Series 66-licensed financial advisor with 27 years of industry experience, currently serving with Raymond James Financial. She also works as an associate and branch manager at Beckett & Associates Investment Services, Inc. Outside of her advisory roles, she has been involved with Center Grove Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients as well as institutional and charitable organizations. The firm uses a fact-finding and analytical approach to tailor recommendations aligned with client goals and supports its services through a large network of advisors and affiliated firms.

Brendon Planz is a financial advisor at Edward Jones with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill Lynch, Pierce, Fenner & Smith/BOA and operated a distribution business, RXD, for ten years. His current role at Edward Jones began in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tony Shewbert is a financial advisor with Edward Jones in Braselton, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Thomas Foster is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Foster also serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Hutto is a financial advisor with LPL Financial in Athens, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Raymond James Financial, and A. G. Edwards & Sons. Outside of his advisory work, he is involved in a property management business unrelated to his investment activities. 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 broad range of financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stephanie Cronic is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 28 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Natalie King is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked with firms including ALN Wealth Management, Consolidated Planning Corp, and Raymond James Financial Services. Outside of financial advising, she has been employed as a draw inspector since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party asset managers, and customized strategies.

Garett Jones is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, and TD Ameritrade. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and tools to develop tailored recommendations delivered through meetings and client summaries.

Mary Griffith is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, FinTrust Capital Advisors, and Raymond James. She has academic experience from the University of Georgia, including a master's program. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Mashburn is a financial advisor with Thrivent Investment Management in Athens, GA, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Woodmen Financial Services and Woodmen of the World Life Insurance Society, as well as seasonal positions with Vail Resorts and Mountain Fellowship Camp. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning across a variety of topics without discretionary trading authority.

Roderick Trahan is a financial advisor at Edward Jones in Winder, GA, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary advisory programs, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Claude Lett IV is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s approach integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.