Randolph Kent III is a CFP® and ChFC® with 13 years of experience in financial advising, currently practicing at Edward Jones in Watkinsville, GA. Before joining Edward Jones in 2013, he worked as a high school teacher. He teaches multiple continuing education courses annually at the Osher Lifelong Learning Institute in Athens, 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 programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Kirk Dunham is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with The Avenue Wealth Management and related entities since 2015. Outside of advising, he serves as president of Dunham Wealth Management and is a board member on the advisory board of the nonprofit Make a Mirical. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Jack Green is a financial advisor at Morgan Stanley with 16 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm utilizes a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Raymond Bardoul is a financial professional with 34 years of industry experience, currently affiliated with Cetera. He holds a Series 63 designation and has previously worked at Massmutual Life Insurance Company, MML Investors Services, Inc., and operated Bardoul & Associates, Inc. He also sells life, disability, fixed annuities, and long-term care insurance and manages financial services through Totus Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, featuring discretionary and non-discretionary program options across various custodial relationships.

Tyler Smith is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Fisher Investments, Charles Schwab & Co., and Franklin Square Holdings. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, delivering advisory services through a large network of advisors and utilizing model-driven investment strategies managed by third-party asset managers.

Matthew Mc Kinney is a financial advisor at Edward Jones with 26 years of industry experience. He has held his current position since 1999. Mc Kinney is also an owner and operator of M&M Air, an aviation business based in Winder, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Charles Laughlin is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019. Prior to that, he spent ten years at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kenneth Barimo Jr. is a financial advisor at Raymond James Financial with three years of industry experience. He has worked at both Raymond James Financial Services Advisors, Inc. and The Avenue Wealth Management since 2023. Prior to that, he was employed by FIS Global and worked in a non-investment-related business, KB Pressure Washing, from 2013 to 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide advisor network with advisory programs and institutional consulting.

Scott Kessler is a CFP® credentialed financial advisor at Osaic with 38 years of industry experience. He previously worked at Securities America Advisors, SSN Advisory, and LPL Financial. Kessler also operates Kessler Financial Services, Inc., an S Corporation established for accounting purposes. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools.

Matthew Brinkley is a financial advisor with LPL Financial in Athens, GA, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Consolidated Planning Corp., Raymond James Financial Services, TSD Advisors, Wells Fargo Clearing, and BB&T Investment Services. He serves on the boards of the National Football Foundation’s Georgia Football Hall of Fame Chapter and the Touchdown Club of Athens. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of over 22,900 advisors.

Ralph Lenzi IV is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of finance, he has experience working with Club Champion Golf. 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-delivery strategies managed by unaffiliated asset managers and offers advisory services through a large network of advisors.

Arthur Aube is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Cetera. He has been with Cetera Advisors LLC since 2013 and maintains ownership of A & M Tax & Accounting Service, Inc., where he provides accounting, bookkeeping, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures and accounts.

John Halper is a financial advisor with Wells Fargo Clearing in Athens, GA, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets, where he worked for six years each. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Tom Elliot is a financial advisor with LPL Financial in Athens, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Citigroup Global Markets from 2003 to 2005. Outside of his advisory role, he has been involved in mortgage and real estate services as a licensed real estate sales agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning and a range of advisory services, including model portfolios, third-party asset management, and institutional platforms.

Johnathan Scott is a financial advisor with Edward Jones in Watkinsville, GA, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining affiliated capabilities such as a trust company and proprietary mutual funds.

Milton Beavers III is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and nine years of industry experience. He previously worked for Northwestern Mutual and its affiliates for nine years and spent seven years in a management role at Chick-fil-A. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ashley Carney is a financial advisor at UBS Financial Services with seven years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A., and spent ten years at Turner and Patat PC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Thomas Foster is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Foster also serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Hutto is a financial advisor with LPL Financial in Athens, GA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Raymond James Financial, and A. G. Edwards & Sons. Outside of his advisory work, he is involved in a property management business unrelated to his investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stefanie Adams is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2016. In addition to her advisory role, she engages in sales of loan products and home-related services through affiliated companies. 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 operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party asset managers and custodians.