Sarah Beam is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and previously operated a fitness studio, M3 Yoga LLC, where she taught classes and yoga teacher trainings for five years. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging research and proprietary models to tailor strategies to clients’ goals and risk tolerances.

Doyle Dominy is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2013. Dominy manages a trust for a family member as a trustee, which is a notable personal financial responsibility. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client interviews and risk profiling, with a significant portion of its business conducted on a non-discretionary basis.

Cody Houchin is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for five years and has been with Raymond James since 2016. Outside of his advisory role, he operates an independent financial advisory business under The Avenue Wealth Management LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers specialized programs for small businesses and combines asset-allocation analysis with risk-based planning and consulting engagements.

Judson Doster is a financial advisor with Morgan Stanley in Athens, GA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved with office leasing and property management through other business activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Ashley Avery is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and four years of industry experience. Prior to joining Fidelity, Ashley worked at Babson College and Wellesley Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and its advisory role to multiple registered investment companies.

Jacob Carey is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously served in the United States Air Force and the North Carolina Air National Guard before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Stephen Hulsey is a financial advisor with LPL Financial in Watkinsville, GA. He holds the CFP® designation and has eight years of industry experience. Prior to his current role, he worked at J.R. Crider's Clothing and Apparel for one year. Outside of advising, he is involved with Cory Robinson CPA, providing tax preparation and accounting services. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with access to model portfolios, research, and technology-based management solutions.

Kenneth Kilgore is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Zachary Crow is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and its use of systematic methodologies and AI-driven research tools.

Andrew Patten is a financial advisor with Morgan Stanley in Athens, Georgia, holding a Series 66 designation and two years of industry experience. He previously worked at BankSouth for five years and is a partner at Patten Farms, an agricultural business. Patten also has involvement with real estate entities Patten Pound Properties LLC and Patten Family Holdings LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling techniques.

James Rainey is a financial advisor with LPL Financial, holding a Series 63 designation and 52 years of industry experience. He has been associated with Linsco/Private Ledger Corp since 2004. Rainey is involved in the sale of fixed insurance products and provides tax preparation services for a small number of clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Kevin Bayani is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with LPL Financial and has previously worked at New Horizon Financial Corp. and Cadaret, Grant & Co., Inc. Bayani is involved with New Horizon Financial Tax Services, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Donald Kelly is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James since 2013 and also works with TSD Advisors, LLC dba The Avenue Wealth Management Group. Additionally, he serves as a director on the Board of the Bank of Monticello. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal entities. The firm offers tailored, primarily non-discretionary advisory services and supports a broad institutional client base, including programs for small businesses and municipal clients.

David Anderegg III is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has worked in various capacities within Raymond James since 2016, including a prior role at Beckett and Associates. Anderegg serves as a board member of The Tree House, Inc., a nonprofit organization. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory solutions and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Kevin Frutiger is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Frutiger serves on the boards of The Dunta Robinson Foundation, Inc. and the Hardigree Wildlife Sanctuary. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized, written recommendation reports delivered through a centralized consulting team.

Edward Ferguson is a financial advisor with Stifel in Athens, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Stifel in 2022. Outside of his advisory role, he serves as an emeritus board member at the UGA Terry College of Business, chairs a capital campaign committee for the Ga Beta SAE Fraternity, is a board member of the Athens Country Club, and holds a minority ownership and secretary position at a local men’s clothing store. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides both episodic fee-based financial planning and access to third-party advisers, emphasizing a range of services beyond typical institutional peers.

Trey Kelly is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Athens, GA. He has one year of industry experience and previously worked at Columbus State University and Upson-Lee High School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple custody and platform arrangements.

Michael Burns is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has worked at Raymond James since 2018 and previously spent 21 years with Wells Fargo Advisors. Burns is the sole owner of Pathway Advisors, LLC, a support company unrelated to investment activities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers customized, primarily non-discretionary solutions and supports state and municipal clients through integrated public finance capabilities.

Susan Cross is a financial advisor with UBS Financial Services in Danielsville, Georgia, holding Series 63, 65, and 66 licenses and possessing 29 years of industry experience. She has been with UBS Financial Services since 2009. Outside of her advisory role, she operates as an independent Mary Kay beauty consultant on a commission basis. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client solutions.

Jodi Watson is a financial advisor with Merrill, holding a Series 66 designation and over 24 years of industry experience. She has been with Merrill Lynch since 1992. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide array of products and services.