Toni Falcone is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining LPL Financial, Falcone worked at Wells Fargo Bank and Wells Fargo Clearing. Additionally, Falcone serves as a client relationship manager for Ash Brokerage and as a trust liaison officer for Members Trust Company. 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 financial planning and investment management options through a large network of investment adviser representatives.

Jennifer Camp is a financial advisor with Edward Jones in Senoia, GA, holding the ChFC® designation and Series 66 license. She has 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

Jean Paul Chenette is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 39 years of industry experience. He previously worked at FSC Securities Corporation, LPL Financial, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he provides biblical counseling for marriages through Life and Lyric Ministries. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and investment advisory services through a large network of advisers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ashley Warren is a financial advisor with Morgan Stanley in Peachtree City, GA, holding a Series 66 designation and two years of industry experience. Warren previously worked at Merrill from 2014 to 2017 before joining Morgan Stanley Smith Barney LLC. Outside of advisory work, Warren is involved in a construction and engineering business through a volunteer role connected to a spouse’s company. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a comprehensive investment approach tailored to client needs.

Julie Matulia is a financial advisor with Osaic Wealth Inc. and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including prior roles at Cambridge Investment Research Advisors and Guardian Life Insurance Co. of America. In addition to her advisory work, she provides divorce coaching through JM Financial Planning, LLC, assisting clients with financial settlements during divorce proceedings. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers.

Scott Fennel is a financial advisor with Ameriprise in Peachtree City, GA, holding a Series 66 designation and two years of industry experience. His work history includes roles at Ameriprise since 2023 and earlier experience at the University of Georgia and Advanced Aquatics. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning.

Michael Lowry is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he has worked part-time as a pharmacy technician at Walgreens since 2005. He also umpires youth baseball games in Sharpsburg, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Jason Davis is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and the Fayetteville Police Department. Davis is also associated with Reveille Wealth Management, an affiliated independent practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. 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.

Luke Ellis is a financial advisor at Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 designation with two years of industry experience. His previous work includes roles at Auburn University, ClubCorp, and Fayette County Schools. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services incorporating proprietary research and planning tools, with tailored recommendations delivered through advisory engagements covering diverse areas such as retirement, education, and specialized planning needs.

Christina Clark is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Don Carter is a Series 66 licensed financial advisor at Edward Jones with six years of experience at the firm and five years in the industry. Prior to joining Edward Jones in 2020, he was self-employed for one year and worked at WXIA-TV and Tegna Media from 2011 to 2019. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Darin Ruttenberg is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Woodbury Financial Services, United Community Bank, LPL Financial, Cuna Brokerage Services, and Suncoast Credit Union. Outside of his advisory work, he serves as an assistant basketball coach at a local middle school. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement consulting, and access to multiple managed account solutions.

Cooper Helm is a CFP® and holds a Series 66 license, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Magnuson Hotels from 2015 to 2017. 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 through a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Scott Slavik is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers a broad range of solutions, including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Michele Hall is a financial advisor with Edward Jones in Peachtree City, GA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with Edward Jones since 1991. Outside of her advisory work, she serves as a soccer referee for Upward soccer at New Hope Baptist Church in Senoia, 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 advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Jeffrey Truitt serves as a Resident Director and Wealth Management Advisor at Merrill. In this role, he works closely with clients to develop personalized financial strategies that align with their long-term goals. He leverages Merrill's investment insights alongside Bank of America's banking and lending solutions to offer comprehensive wealth management services tailored to changing market conditions. Jeffrey holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from The University of Georgia. In addition to his advisory responsibilities, Jeffrey is committed to community involvement and volunteers with local organizations in line with Merrill’s tradition of service.

Barry Ellis is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Advisors since 2009. He holds Series 63 and Series 66 licenses and is based in Peachtree City, GA. Ellis has a significant role outside of advisory services as a 22% owner of M.E.B., LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, leveraging Wells Fargo’s research and planning tools to develop tailored client recommendations.

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.

Jeffery Bickel is a financial advisor with LPL Financial in Newnan, GA, holding the Series 63, Series 65, and Series 66 licenses, and has 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, BB&T Investment Services, Guardian Life, Banc of America Investment Services, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, managed portfolio programs, and institutional platforms. The firm supports a large network of advisors with various investment strategies and technology tools while maintaining oversight of over $819 billion in discretionary assets.

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.