Nathaniel Sedlacek is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Before joining Morgan Stanley, he worked for Walman Instruments - Luxottica of America and Five Points Eye Care. Outside of his advisory role, he manages a rental property in Winterville, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers broad retail and institutional investment services.

Diaundra Hall is a Financial Advisor with Merrill Lynch Wealth Management based in Athens, Georgia. She has over 10 years of experience in banking and financial services, specializing in wealth management for individuals, families, and business owners. Diaundra's expertise includes family wealth management strategies, education planning, personal retirement planning, portfolio management, and small business strategies, with a focus on developing long-term, personalized financial plans. Throughout her career, Diaundra has combined her background in retail banking and wealth management to provide comprehensive financial advice. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her educational background includes an Associate's Degree from Athens Technical College and a High School Diploma from Cedar Shoals High School. Diaundra is actively involved in her community, serving on the Board of Directors for the Ashton Hope Keegan Foundation and volunteering with organizations such as the Boys & Girls Club. Outside of her professional work, she enjoys cooking, dancing, football, gardening, music, reading, traveling, watching movies, and spending time with her family.

Keith Childs is a financial advisor with LPL Financial in Athens, GA, holding a Series 63 designation and 37 years of industry experience. He has worked at LPL Financial since 2003, following a brief tenure at Morgan Stanley Dw Inc. Childs also sells fixed life insurance and fixed annuities as part of his business activities. 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 financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad network of advisors.

James Neves Jr. is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. In addition to his advisory role, he is a senior instructor and performer at Canopy Studio, an aerial dance studio where he teaches trapeze and related disciplines. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Tia Marrano is a financial advisor with LPL Financial in Athens, Georgia, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at LPL Financial since 2013 and is also associated with Truxton Trust as an Associate Wealth Advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategies and advanced operational tools.

Patrick Mc Cabe is a financial advisor with Edward Jones in Athens, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options under a fiduciary standard.

Ronald Seib is a financial advisor with Edward Jones in Athens, GA, holding the CFP® and ChFC® designations and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as a trustee of two family trusts, participates as a partner in two investment clubs, and serves on the advisory board of a non-profit health clinic. 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 along with affiliated mutual funds and securities-based lending options.

Allan Wiltshire III is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is part of a team that works with a limited number of families, professionals, and business owners to simplify their complex financial lives. Allan has a background that includes nine years of service as a U.S. Marine, where he served as an Infantry Officer and Team Commander with Marine Corps Special Operations Command (MARSOC). He applies the planning and problem-solving skills developed during his military career to assist business owners, physicians, corporate executives, and other individuals and families in managing their financial futures. His expertise areas include employee benefits planning, family wealth management strategies, liquidity management, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Originally from Georgia, Allan holds a Bachelor's degree in History from The Citadel and an MBA from the University of Georgia's Terry College of Business. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Allan is involved with the Citadel Alumni Association and UGA Terry MBA Veterans. He participates in community activities including serving at his church and volunteering with a women's health non-profit organization. Allan also enjoys reading, running, spending time with his family, traveling, and watching movies.

Carla Braswell is a financial advisor at Edward Jones in Athens, GA, holding a Series 66 designation with six years of industry experience. Her prior work includes five years at Chasteen Insurance Agency before joining Edward Jones. 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 nationwide network of advisors and branch offices.

Samuel Hudson is a Financial Advisor with the Frierson Hudson Wealth Management Group at Merrill Lynch Wealth Management. He works with families, business owners, and foundations to assist them in making confident financial decisions. Samuel emphasizes a relationship-driven approach and aims to provide tailored guidance aligned with each client's individual goals. Drawing on his background in nonprofit leadership and banking, Samuel helps clients understand their financial situations and plan efficiently toward their objectives. His services encompass family wealth management strategies, legacy planning, and managing new wealth, offering analyses that consider assets, liabilities, and longer-term aspirations. He holds a bachelor's degree from Berry College and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Samuel lives in Athens, Georgia with his family and is involved in the community through Redeemer Presbyterian Church and the local SORBA mountain biking chapter. He enjoys biking, reading, and spending time with his family.

Brandon Loggins is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and previously worked for four years with the Cornelia Police Department before joining Edward Jones in 2017. 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 and affiliated financial services, supported by a large network of financial advisors and branch offices nationwide.

James Edwards serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. With 41 years of experience at Merrill, he specializes in delivering customized wealth management strategies tailored to clients’ unique financial situations and long-term goals. He integrates the investment insights of Merrill and the banking and lending solutions of Bank of America to create flexible approaches that address changing market conditions and varied client needs. James focuses on a range of client areas including college education planning, retirement income, family wealth management, legacy planning, and services for endowments, foundations, and non-profits. His approach emphasizes understanding clients deeply, asking thoughtful questions, and listening carefully to ensure strategies reflect what matters most to each individual and their family. He holds the designation of Personal Investment Advisor (PIA), a Bachelor’s degree from Presbyterian College, and a High School Diploma from Cedar Shoals. Outside of his advisory role, James participates actively in community organizations such as Recording For The Blind and Rotary. His personal interests include football, golfing, hunting, and spending time with his family.

Christen Faith is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior work history includes roles at Bank of America, Old Navy, and Aveda. 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. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jendry Gadea is a financial advisor at Morgan Stanley with 13 years of industry experience. He has been with Morgan Stanley since 2015 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Warren Gray is a financial advisor with Primerica Advisors in Jefferson, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Philips and Resmed. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies overseen by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Christopher Michalek is a financial advisor with LPL Financial in Athens, GA, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial for a total of 22 years, with two tenures from 2002 to 2008 and since 2010. Outside of his advisory role, he is associated with Michalek Brothers Investment Management, a separate business activity. 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, utilizing both proprietary and third-party investment strategies, and supports its advisors with tools including machine learning for operational and research purposes.

Michael Fitzgerald Sr. is a financial advisor at Stifel with Series 63 and Series 65 designations and 41 years of industry experience. He joined Stifel in 2023 after seven years with Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Tom Allen is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2002. He works closely with individuals, families, corporate executives, and small businesses to develop personalized financial strategies that align with both their short- and long-term goals. His areas of expertise include executive compensation, family wealth management, legacy planning, and retirement planning, among others. Tom coordinates and tracks customized wealth management plans by collaborating with a team of specialists within Merrill. Tom holds a bachelor’s degree in Economics from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER® certificant, reflecting his commitment to professional standards in financial advising. He leverages his education and extensive experience to assist clients with investment guidance and estate planning. Residing in Athens, GA, Tom is involved in local community organizations including the Athens YMCA and Athens First United Methodist Church. He lives with his wife, Laura, and their three children. Outside of his professional work, Tom enjoys basketball, football, golfing, reading, running, skiing, tennis, and spending time with his family.

Deborah Williams is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and having 32 years of industry experience. She has worked at firms including Invest Financial Corp, Morgan Keegan & Company, LLC, and Raymond James Financial Services, Inc. Williams also serves as a Referral Representative for United Community Banks Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a variety of operational and research tools.

Akshay Patel is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and five years of industry experience. He has worked with Cambridge Investment Research since 2021 and has prior experience in various roles including positions outside finance. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through thousands of professionals managing a multi-billion dollar asset base across multiple platforms.