Kellyann Bonner is a financial advisor with Edward Jones in Peachtree City, GA, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Edward Jones since 2018 and prior experience in the restaurant industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jay Griffin is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Edward Jones, Regions Bank, and Cetera Investment Services. Outside of his advisory work, he owns and operates JAY L GRIFFIN, LLC, an investment-related business based in Newnan, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and utilizes its own research and planning tools to develop tailored recommendations, with clients choosing how to implement these through various brokerage or advisory programs.

Julie Bates is a CFP® and ChFC® with 20 years of industry experience. She has been with LPL Financial since 2014 and has served in roles at Delta Community Credit Union since 2008, including director positions related to retirement and investment services. Outside of finance, she co-owns a vintage home decor resale business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Phillip Midas is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since beginning his career in financial services in 2003 and joining Merrill Lynch in 2014, he has focused on building strong relationships with individuals and their families to help them pursue their financial goals. Working as part of a team led by Senior Financial Advisor Bill Denton, Phillip employs a goals-based wealth management process that leverages the full resources of Bank of America and Merrill. Phillip’s expertise includes family wealth management strategies, liquidity management, retirement planning, portfolio management, small business strategies, special needs planning, women and wealth, tax minimization, and retirement income. He takes a client-centered approach by listening carefully to clients’ dreams and concerns, reviewing their financial situations, and making recommendations that reflect their income and growth goals. Phillip holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Phillip earned a high school diploma from McIntosh High School, attended the United States Merchant Marine Academy, and obtained a bachelor’s degree from Purdue University System. He resides in Newnan, GA with his wife Kelly and their five children. Outside of work, Phillip enjoys fishing, football, ice hockey, reading, soccer, swimming, yoga, and spending time with his family.

Victor Howard is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for Randstad USA from 2016 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of advisors and branch offices.

Joel Tharpe is a financial advisor at Raymond James Financial in Peachtree City, GA, holding a Series 66 designation. He has prior experience with Goldfein LLC and has been involved with entrepreneurial ventures including Mycelial Minds and the restaurant industry. 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, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as wrap-fee advisory and municipal advisory services.

Lewis Lea is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management in Atlanta, GA. He leads the Lea Corso Lee & Associates team, providing comprehensive wealth management, investment, and retirement planning strategies primarily for small to medium-sized businesses and not-for-profit organizations. His focus centers on designing, establishing, and supporting workplace retirement plans and investment programs. Since 2004, Lewis has concentrated on advising organizations on corporate retirement programs and investment strategies. Prior to Merrill Lynch, he held financial advisory roles at UBS Financial Services, Inc. and sales and leadership roles at Thomas Cook Financial Services Group in the UK. He holds Series 7 and 66 FINRA registrations, Variable, Life and Health Insurance licenses, and professional designations including Chartered Retirement Plans Specialist™ (CRPS™) and Certified Plan Fiduciary Advisor® (CPFA®). Lewis earned a Master's degree in International Business Management from the University of Texas at Dallas in 2000 and a Bachelor of Arts degree in History from the University of West Georgia in 1983. He resides with his wife in suburban Atlanta and enjoys reading history, playing pickleball, and gardening.

James Lingerfelt is a Series 66-licensed financial advisor with eight years of industry experience. He joined OSAIC in 2024 after prior roles at Edward Jones, Center Street Securities, and Fyala Security. Outside of advising, he is the founder of Foxcrest, a securities-related S Corporation, and maintains a YouTube channel focused on writing, arts, and self-improvement. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated financial advisors. The firm provides integrated brokerage and investment advisory services with a range of portfolio management tools and access to third-party money managers.

Sarah Edwards is a Certified Financial Planner (CFP®) with 11 years of industry experience. She currently works at Raymond James & Associates and previously held positions at Bank of America and Merrill. Outside of her advisory role, she is an author associated with Mason Alley Publishing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and consulting services supported by extensive portfolio management resources and affiliated research.

Shawn Mercer is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with Cetera in Peachtree City, GA. His prior work includes roles at LPL Financial, Ameriprise, Truist Advisory Services, and BB&T Securities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a nationwide network of independent advisors and provides access to multiple investment strategies and program structures.

Charles Pryor is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Peachtree City, GA, and has 17 years of industry experience. He has been with Wells Fargo Advisors in various capacities since 2009. Outside of his advisory work, he serves on the finance committee of Americus First United Methodist Church and is involved in managing Pryor Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet specified net-worth thresholds. Advisors use Wells Fargo research and tools to develop recommendations delivered through meetings and client communications, with optional implementation through the firm’s brokerage or advisory programs.

Jermeir Jackson Stroud is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement planning, portfolio management, and helping clients navigate financial challenges associated with life transitions, such as divorce. Stroud emphasizes collaboration in financial planning, aiming to provide personalized guidance and education tailored to each client's goals and circumstances. His approach centers on helping clients make informed decisions to achieve long-term financial success. He holds a Bachelor's Degree from North Carolina Central University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Stroud enjoys football, music, and spending time with his family.

Kristie Mitchell is a financial advisor with Charles Schwab & Co., Inc. in Fayetteville, GA, holding a Series 63 designation and 25 years of industry experience. She has been with Charles Schwab since 2012. Outside of her advisory role, she serves as a community board member for the Fayette County Education Foundation and assists a local school in developing financial literacy curriculum. 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 portfolios, supported by multi-asset model portfolios and comprehensive due diligence on alternative investments.

Chase Hall is a financial advisor with LPL Financial based in Newnan, GA. He holds a Series 66 designation and has nine years of industry experience. Prior to joining LPL Financial, he worked at South State Bank, Center State, NBC Securities Inc, L.M. Kohn & Company, Edward Jones, and KIA Motors Manufacturing Georgia, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research resources.

Richard Waddell III is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 66 licenses and worked previously at Woodbury Financial Services, Inc. for 11 years. Outside of his advisory role, he serves as treasurer of a holding company involved in life insurance policies and real estate investments. Osaic Wealth, Inc. serves a broad client base including individuals, institutions, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with asset-allocation tools and multiple investment platforms, employing a complex corporate structure and various third-party commercial arrangements.

Lakena Belcher is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America N.A., Merrill, United Credit Education Services, and AT&T/Bellsouth. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark Shames is a financial advisor with Edward Jones in Tyrone, GA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Prior to joining Edward Jones in 2019, he worked at SunTrust Investment Services and SunTrust Advisory Services from 2012 to 2019. He serves as a board member of the Fayette County Board of Equalization in Fayetteville, GA, where he participates in property tax appeal decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a network of approximately 23,701 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Madison Nixon is a financial advisor with Edward Jones in Peachtree City, GA, holding the Series 66 designation and seven years of industry experience. Prior to joining Edward Jones, Madison worked at Merrill Lynch from 2016 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Rick Clemons is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 designations. He has 11 years of industry experience and has been affiliated with Primerica Financial Services since 1984, with a retirement period from 2011 to 2022. Clemons is involved in the sale of investment-related products and also receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-delivery strategies managed by unaffiliated asset managers alongside discretionary separately managed account options.

Thelvie Winston Sr. is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously was employed by The Boeing Company from 2015 to 2019. 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 network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.