Chryl Curtis is a financial advisor at Merrill with 12 years of industry experience. Curtis holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2013 and Bank of America, N.A. since 2014. Outside of advising, Curtis is a general partner and managing member of Family Beach House, LLC, a limited liability company co-owned and managed with family. 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, and various institutional entities, combining internal Chief Investment Office teams with third-party managers to implement portfolio management and account administration.

Megan Henry is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Northwestern Mutual Investment Management. She joined Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Joseph Paoletti is a CFP® with 29 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at Morgan Stanley Private Bank for over a decade. In addition to his advisory work, he manages the financial affairs of his mother under a power of attorney. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, operating with more than 14,000 financial advisors and approximately $671 billion in assets under management.

Chad Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Raymond James since 2019 and previously spent a decade with Morgan Stanley in various capacities. Outside of advising, he serves as an officer and secretary on his local homeowners association board. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Richelle Jordan is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds a Series 66 designation and previously spent 15 years with Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools, supports municipal and public-finance work through a municipal advisor affiliation, and provides specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Mcmillan is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and previously worked at Southern Grace Farms as a farm manager for six years. Mcmillan has experience in sustainable food and fiber production. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Daniel Arenas is a financial advisor at Edward Jones with 11 years of industry experience. He has held his current role at Edward Jones since 2014 and holds the Series 66 designation. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

Glenn Hollingsworth IV is a financial advisor at LPL Financial based in Atlanta, GA. He holds the Series 66 designation and has experience with Delta Community Credit Union since 2016. He began his role at LPL Financial in 2026. 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, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Mark Passalacqua is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Cambridge, he worked at SunTrust Advisory Services and Suntrust Investment Services for nine years. He is also the owner of Sentinel Wealth Advisors, an independent investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management strategies and custody arrangements.

Kevin Keelen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 66 licenses and 13 years of industry experience. He has previously worked at Btig LLC for 12 years and held positions at Merrill, Verity Investment Partner, and FBN Securities. Keelen is based in Peachtree City, GA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary investment consulting using risk profiling and modeling tools and supports a wide advisor network with specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Vladimir Nikitenko is a CFP® professional affiliated with LPL Financial, with 12 years of industry experience. He worked at Lincoln Financial Advisors for 10 years before joining LPL Financial in 2024. Nikitenko is also a business owner of NFH LLC DBA LANDFIX, a non-investment-related venture based in Peachtree City, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios to support diversified investment approaches.

Miranda Mccoy is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 23 years of industry experience. She has been associated with various Cetera entities since 2015 and currently serves as the president of her local homeowners association board. Additionally, she holds a secretary position at I Am Military, Inc., a nonprofit developing a social networking platform for military personnel. Cetera Investment Advisers LLC is an SEC-registered advisor that provides services to individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and supports various investment strategies and program structures.

Reuben Lewis IV is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Investacorp Advisory Services, Metlife Securities, and National Financial Group of Georgia. He serves as a board member of the King-Tisdell Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across various platform arrangements.

Linwood Thompson is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is involved in LHT II LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

William Waller is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Synovus Securities. He is currently based in Peachtree City, GA. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Scott Trammell is a financial advisor at Edward Jones in Peachtree City, GA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Mark Thompson is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo entities since 2009. He also serves as a power of attorney for his spouse. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jeremy Lange is a CFP® professional with 24 years of experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns and manages commercial real estate and rental properties in Hampton, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Jordan is a CFP® professional with 19 years of experience, currently with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2006. He is the managing member and owner of ARCH Advisory Group, LLC. 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 offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations through annual collaborative engagements.

William Washington II is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Investacorp, Inc., Securities America, Inc., and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based strategies managed by external asset managers and supports trade execution and custody through established third parties.