Alan Crumley is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Joseph Polanski Jr. is a financial professional with 43 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked at several firms including Prosperity Wealth Advisors and Summit Financial Group. In addition to advisory work, he also sells fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts through various program structures and affiliated relationships.

Deven Patel is a Series 65-licensed financial advisor with Raymond James Financial in Gainesville, GA, bringing four years of industry experience. Prior to joining Raymond James, he worked at Windsor Wealth Planners & Strategists and Bleakley Financial Group. Outside of finance, he is involved in lacrosse coaching, serving as Defensive Coordinator for Gainesville High School Lacrosse and founding a youth lacrosse club aimed at supporting local players. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, institutional clients, and charitable organizations. The firm focuses on non-discretionary planning tailored to client goals and supports a broad network of advisors with specialized institutional and municipal services.

Roger Aiken is a financial advisor with Cetera, holding Series 66 and Series 63 registrations and over 34 years of industry experience. He has been associated with Cetera and its related entities since 2025 and has operated under the Piedmont Financial Group name since 2002. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

John Burt Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior roles include positions at Guardian Life and Peachtree Planning Advisors, Inc. Outside of his advisory work, he owns and operates a tree farm focused on timber sales and conservation projects. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement plan advisory, and wrap-fee programs through a broad network of financial professionals. The firm provides access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management options.

Benjamin Arias is a financial advisor at Edward Jones in Cumming, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Hope Church/Lagrange Christian Assembly and Starbucks Coffee Company. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Burns is a financial advisor at Edward Jones in Cumming, GA, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he serves on the Board of Directors for the Kiwanis of Cumming and is involved in preaching at Berea Baptist Church in Commerce, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a comprehensive range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Christina Jones is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2016. She holds the Series 66 designation and is based in Gainesville, GA. Outside of her advisory role, Jones is active in her community as an officer and treasurer of the Chattahoochee Country Club, a board member and investment committee chair at the North Georgia Community Foundation, and the immediate past president of The Rotary Club of Gainesville. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a non-discretionary, client-tailored approach supported by analytical modeling and provides specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Evan Davis is a financial advisor with Mass Mutual Investors Services in Dawsonville, GA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include work at MWA Financial Services Inc and Modern Woodmen of America. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships that focus on goal analysis and written recommendations.

Linda Hertog is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 65 and Series 63 licenses and three years of industry experience. She previously worked at Deloitte & Touche LLP for 18 years and serves on the board of a nonprofit organization since 2018. Outside of her advisory role, she works as a self-employed auditor. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets across nearly 3,700 financial advisors. The firm primarily serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that uses model-driven strategies supported by third-party asset managers and custodial services.

Steven Fincher is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and has worked at several firms including Securities America Advisors, Inc., Investacorp Advisory Services, and Equity Services, Inc. Outside of his advisory role, Fincher is involved as a social chairperson for his homeowners association and participates in charitable fundraising for a foundation serving children with illnesses. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation and portfolio optimization, supporting various strategies and third-party manager options.

Dwight Larkins Sr. is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Marilou Frizzell is a financial advisor with Edward Jones in Gainesville, GA, holding a Series 66 designation and seven years of experience at the firm. Prior to joining Edward Jones, she worked at Sam's Club for over three decades. Edward Jones is a full-service wealth management firm serving more than four million 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.

Russell Roush is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James and its affiliates since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools, and it supports a wide advisor network with specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory programs.

Amy Jones is a financial advisor at Osaic with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Equitable Advisors. Outside of her advisory role, she operates a sole proprietorship designing and selling University of Georgia game day apparel on Etsy. Osaic Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform, offering a range of brokerage and advisory services including financial planning, portfolio management, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by advanced risk assessment tools.

Ty Goodbar is a CFP®-designated financial advisor with Edward Jones in Gainesville, GA, where he has worked since 2021. He has five years of industry experience and served nine years with the United States Marine Corps. He currently serves as an Intelligence Officer in the United States Marine Corps Reserve. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Steven Markel is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services for 21 years and 1717 Capital Management Company for one year. Outside of his advisory role, Markel is president of Markel Financial Services, an insurance brokerage specializing in life, health, disability, long-term care, dental, and Medicare products. OSAIC Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Robert Camp is a financial advisor with LPL Financial based in Hoschton, GA, holding a Series 63 designation and 40 years of industry experience. His career includes roles at Raymond James Financial and A. G. Edwards & Sons, Inc. He has also operated his own firm, Dave Camp & Associates Inc., since 2003. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Kenneth Johnson is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James and its affiliates since 2013. Johnson is also the owner and CEO of Cumulus Capital Advisors, a business unrelated to investment advisory services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers non-discretionary consulting tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Joseph Kennedy is a ChFC® and Series 66 licensed financial advisor with nine years of industry experience. He is currently with Mass Mutual Investors Services and MassMutual Life Insurance, having previously worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he serves as treasurer for the Jarrard Burch Foundation, a nonprofit organization that puts on concerts for charitable causes. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning engagements as annual, collaborative relationships using firm-approved software to analyze client goals.