Thurman Willis III is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles to provide brokerage and advisory solutions across a broad range of financial products.

Samuel Doster is a financial advisor with Morgan Stanley in Athens, GA, holding a Series 66 designation. He has one year of experience at Morgan Stanley and previously worked in various roles at NCR/Candescent/Digital First Holdings LLC, Manpower Group/Experis LLC, Shore Webster Group LLC, Paul Sheets State Farm, and Presbyterian College. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Roy Roberts Jr. is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Stifel since 2023. His prior experience includes roles at Wells Fargo Clearing from 2016 to 2023 and Merrill from 2000 to 2010. Outside of his advisory work, he is chairman of the board of trustees for George Walton Academy and board chair of the Boys and Girls Club of Northeast Georgia, and holds a leadership role as 3rd Vice Chair of the Walton County GOP. Stifel serves a diverse client base including individuals, institutional investors, and nonprofit entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Glenn Cook Jr. is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, delivering written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Barry Storey Jr. is a financial advisor at Stifel with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Community Newspapers, Inc. and West Stride, as well as experience at the University of Georgia. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Patrick Mitchell is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 34 years of industry experience, including 13 years at Transamerica Financial Advisors and over 10 years with Cambridge. Outside of his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Matthew Seib is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Optomi Professional Services and has experience at Mercer University and Georgia College. He is registered with the Series 66 designation. Outside of his advisory role, he manages a short-term rental property through Airbnb in Athens, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Varnedoe Jr. is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of advisory work, he is the owner of a real estate business, Half Moon Properties LLC, based in Jefferson, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Benjamin Roberts III is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Merrill since 1983 and concurrently affiliated with Bank of America since 2009. Merrill serves a wide client base, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes tax-efficient strategies and benefits from integration with Bank of America's banking and capital-markets platform.

Angela Lankford is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2025, she worked at Merrill for 24 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mark Mitchell is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 license and 34 years of industry experience. He has worked at Cambridge since 2016 and previously spent 13 years at Transamerica Financial Advisors. Outside of his advisory role, he is an owning partner in an LLC that funds producer education and also holds licensure as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.

Walter Avrett is a financial advisor with Primerica Advisors in Hoschton, GA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2008. Outside of his financial advisory roles, Avrett co-owns Brick & Beam Events, LLC, an event planning business in Gainesville, GA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Xavier Railey is a financial advisor at Raymond James Financial with four years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Advisors and has a background that includes disability adjudication and fitness training. Outside of advising, he is involved in strength, speed, and agility training at a sports facility. 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 consulting using analytical tools to support client goals and maintains specialized programs in municipal advising and SIMPLE IRA employer consulting.

Charles Alligood is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. Prior to joining Cambridge, he worked at DoorDash and Wayne Sanderson Farms. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies along with access to third-party advisers.

Michele Pearson Tucker is a CFP®-certified financial advisor with Edward Jones in Athens, GA, where she has worked since 2014. She has 11 years of industry experience and holds the Series 66 designation. Outside of her advisory role, she is a partner in Phaze 1, LLC, an online directory and planning service for minority-owned businesses in the Athens area, and serves as Secretary/Treasurer of the Classic Center Cultural Foundation. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.