Erin Krueger is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds the CFP® designation and has worked with Raymond James and SunTrust Advisory Services in various capacities since 2015. Outside of her advisory role, she provides administrative support for a coworking space in Watkinsville, GA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through its advisory programs and affiliated firms.

Joseph Frierson Jr. is a financial advisor at Merrill with Series 63 credentials and 59 years of industry experience. He has worked at Merrill since 1966 and has also been affiliated with Bank of America since 2009. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Asa Alliston Jr. is a financial advisor at Charles Schwab with 17 years of industry experience. He has held roles at Trademark Capital Management, Inc. and Lincoln Financial Advisors prior to joining Schwab in 2017. He holds Series 65 and Series 63 licenses. Charles Schwab & Co., Inc. serves 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 separately managed accounts and offers a range of multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Theresa Foster is a financial advisor with Morgan Stanley in Athens, GA, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Timothy Mc Cabe is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Schwab since 2017. Prior to Schwab, he was with Stadion Money Management, Inc. for 13 years and had a brief tenure at Riskalyze, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Kayli Rante is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and over 11 years of industry experience. She has worked at Raymond James since 2018 and previously held roles at Suntrust Advisory Services and Suntrust Investment Services. Outside of her advisory role, she is a dance teacher at Dance FX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized programs in areas such as municipal finance and retirement plan advisory services.

Christopher Leathers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at PFS Investments Inc. since 2008 and with Primerica Financial Services since 2005. In addition to advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages 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 offers model-based investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Sean O Connell is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has been with Primerica Advisors since 2009 and Primerica Financial Services since 2007. Outside of his advisory role, he owns the Athens Georgia Table Tennis Club and serves as League Director for the Atlanta International Table Tennis Academy. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Haley Cashwell is a financial advisor at Thrivent Investment Management based in Athens, GA. She holds a Series 66 designation and has been with Thrivent since 2026. Prior to her advisory role, she was involved with Classic City Clydesdales and eXp Realty. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning on a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

James Boyles Jr. is a financial advisor at Merrill with over 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1985, also working at Bank of America since 2009. Outside of his advisory role, he is a lease owner of Lamar Advertising in Augusta, GA. Merrill, along 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 plans, corporations, and charitable organizations.

John Hudson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads the ARH Wealth Management team, focusing on delivering personalized wealth management strategies and exemplary client service. John has been with Merrill Lynch since 1994, serving in various roles including Senior Resident Director of the Athens, Georgia office for nearly 20 years. His responsibilities encompass wealth management planning, estate planning strategies, cash management, and credit and lending services through Bank of America. Over his career, John has developed expertise in areas such as college education planning, family wealth management strategies, legacy planning, portfolio management services, socially responsible investing, tax minimization, and retirement income. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). John earned his bachelor's degree in Business from Valdosta State University. John resides in Athens, Georgia with his wife, Lisa, and their two children, Hayden and Jacob. He is an active member of Athens First United Methodist Church and has served on its finance and staff parish relations committees. His personal interests include quail hunting, bass fishing, and following Clemson and University of Georgia athletics.

Teresa Doster is a financial advisor at Morgan Stanley with 22 years of industry experience. She previously worked for Edward Jones for 20 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she serves as a city councilperson in Eatonton, Georgia, where she is the committee chair for zoning and the downtown development authority and also chairs the Eatonton Downtown Development Authority. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering comprehensive financial planning and advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its approach.

Kevin Brodrick is a financial advisor with LPL Financial based in Athens, GA, holding a Series 66 designation and having 22 years of industry experience. He has worked at LPL Financial since 2007 and with Truxton Trust since 2014, where he serves in a relationship management role focused on trust management. Brodrick is also a voluntary board member of the Berry College Planned Giving Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement consulting, and brokerage services, providing discretionary and non-discretionary management supported by research and model portfolios.

Bruce Farman is a CFP® with 39 years of industry experience. He has been with OSAIC since 2025 and previously worked at Lincoln Financial Advisors Corporation for 37 years. Farman is also president of Financial Planning Strategies, Inc., where he offers disability income, fixed and indexed annuities, and traditional life insurance products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided asset-allocation tools and supports various account management options, including discretionary and non-discretionary portfolios.

Denise Ricks is a financial advisor at Edward Jones in Athens, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is involved with the Athens-Clarke County Board of Elections. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a large network of financial advisors and branch offices.

John Flippen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 21 years of industry experience. His career includes positions at Suntrust Investment Services and Suntrust Advisory Services before joining Raymond James in 2018. Flippen is a partner in The Avenue Wire Park Wealth Management and is involved with several affiliated entities in Watkinsville, GA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored financial planning and investment consulting using analytical tools to model potential outcomes and supports clients through various advisory programs and specialized municipal and retirement plan services.

Sandra Morrison is a financial advisor at Edward Jones in Bogart, GA, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2018 and previously was employed with Express Employment Professionals from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marshall Morgan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been active in the financial services industry since 2016 and joined Merrill in 2019. He specializes in helping clients develop personalized financial strategies that align with their short- and long-term financial goals. Marshall holds a bachelor's degree in Finance from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNER® professional as well as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise includes areas such as college education planning, divorce transition planning, family wealth management, retirement income, and portfolio management services. Beyond his professional work, Marshall is involved in various community organizations including Camp Sunshine, Extra Special People, Inc., and the UGA Hockey Foundation. He is a board member of AnchorPoint (SANE, Inc.) and a former board member of the UGA Hockey Foundation. Marshall resides in Athens, Georgia with his wife, Madison, and their three children. In his personal time, he enjoys activities such as golfing, watching college football, soccer, and exploring the outdoors.

Colleen Boggess is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Raymond James Financial Services Advisors, Ameriprise Financial Services, and Wells Fargo Advisors. Based in Athens, GA, she joined Stifel in 2024. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services guided by a proprietary investment methodology developed by its Investment Strategy Group.

William Boyles is a Financial Advisor at Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he assists clients in developing strategies to pursue their short-, mid-, and long-term financial goals. He provides guidance on general investing, retirement planning, and preparing for unforeseen financial needs. Additionally, he can facilitate access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Boyles holds a Bachelor's Degree from the University of Mississippi and a Master's Degree from Virginia Theological Seminary. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He serves on the Boards of Trustees for The General Theological Seminary and Virginia Theological Seminary.