Robert Watkins Jr. is a financial advisor with Ameriprise in Athens, GA, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advising, he is involved in managing commercial real estate through an LLC that owns his Ameriprise office location. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations delivered in partnership with its financial advisors.

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.

Mc Curdy Bennett is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. He has worked at Raymond James Financial Services Advisors since 2022 and has held various other roles including financial advising at The Avenue Wealth Management LLC. Raymond James Financial Services Advisors 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 and supports advisory programs with an emphasis on risk profiling and analytical 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.

Charles Brown is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1998. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Gregory Settineri is a financial advisor with Edward Jones in Watkinsville, GA, holding Series 63 and Series 66 credentials and with 10 years of industry experience. He has worked at Edward Jones since 2022 and previously spent 16 years at Bankers Life & Casualty Co. and 6 years at Bankers Life Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a nationwide network of more than 23,700 financial advisors.

Jonathan House is a financial advisor with LPL Financial in Watkinsville, GA, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Raymond James Financial Services and Suntrust Advisory Services. Outside of his advisory work, he is involved in writing restaurant reviews through multiple related enterprises. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Akshay Patel is a financial advisor with Cambridge Investment Research Advisors in Athens, GA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Athens West Cleaners and Chestatee Golf Club, as well as employment related to investment and trading activities with Mitchell Investment Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment implementation options, including proprietary models and access to third-party strategists, tailored through a network of independent Financial Professionals.

Robert Buery is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Primerica Financial Services since 2017 and operated Rob Buery Inc. for 15 years. His other business activities include part-time sales of home security and automation products through a co-located affiliate of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Michael Hobbs is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. Prior to joining Raymond James in 2018, he worked at SunTrust Advisory Services and SunTrust Investment Services. Outside of advisory work, Hobbs is involved in developing and managing a co-working space through 330 CoWork, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting using risk profiling and modeling tools, supporting implementation through various advisory programs.

Jeffrey Purdon is a CFP® professional with 33 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2025. Prior to joining Raymond James, he worked for nine years at Janney Montgomery Scott. He is an instructor at the Community Assistance Center in Sandy Springs, GA, where he volunteers to teach personal financial planning and budgeting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, charitable organizations, and institutions. The firm focuses on non-discretionary planning tailored to client goals, utilizing analytical tools and supporting both advisory programs and institutional consulting.

Maury Adcock is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large nationwide network of financial advisors and branch offices.

Kayla Woods is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked with The Avenue Wealth Management LLC, where she serves as a Registered Administrative Assistant and Operations Manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and supports municipal and public finance work, alongside advisory programs incorporating advanced analytical and technological tools.

Caroline Coggins is a CFP® and Series 66-registered financial advisor with seven years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2023 and previously held roles at Raymond James & Associates and Merrill Lynch Wealth Management. Caroline also spent four years at Rhodes College. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by centralized custody and operational services.

Daniel Oved is a financial advisor with Primerica Advisors in Watkinsville, GA. He holds Series 63 and Series 65 licenses and has recently entered the industry with less than one year of experience. Outside of financial advising, he has been involved with Hebrew BTLab since 2026. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Melissa Atkinson is a financial advisor at Edward Jones with 20 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she manages a rental property that was formerly her principal residence. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm supports a large network of financial advisors and offers both discretionary and non-discretionary portfolio management under a fiduciary standard.

Kendric Hughes is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and has worked at various firms including Avenue Wealth Management and Raymond James Financial Services Advisors. Outside of his advisory work, he owns a business creating Excel templates for personal and business financial modeling. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor advice and supports clients through various advisory programs and institutional consulting.