Troy Beckett is a financial advisor with Raymond James Financial in Winder, GA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at Beckett & Associates Investment Services, Inc. and a longstanding tenure at Raymond James Financial and Raymond James Financial Services. Outside of his advisory work, he plans to write children's books, participate as an extra in TV and movies, and pursue fused glass artistry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance efforts through a unique affiliation with a municipal advisor.

Matthew Thorne is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, and personal retirement planning. Matthew works closely with clients to define their financial goals and develop portfolio strategies designed to help reach those goals, providing ongoing advice and adjusting strategies as clients' situations change. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the United States Air Force Academy. Matthew is a veteran of the Air Force and balances his professional responsibilities with personal interests including baseball, football, golfing, reading, and spending time with his family.

Ted Guyton Jr. is a financial advisor with LPL Financial in Gainesville, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes prior roles at Merrill and extensive work with CUNA Brokerage Services and Cuna Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers diverse advisory services and utilizes a range of investment strategies supported by research and advisor-facing technology.

Kenneth Shipp III is a financial advisor with Edward Jones in Lawrenceville, GA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. 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 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Donald Goldsmith is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Goldsmith serves as a board member for Home Repairs Ministries, a nonprofit focused on providing safe and accessible homes to metro Atlanta homeowners at no cost. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning that covers retirement, income tax, estate, business continuation, divorce, and special needs planning, without including implementation of recommendations.

Lee Stebbins is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017, following prior roles at SunTrust Advisory Services and Truist Investment Services. In addition to his advisory work, Stebbins acts as an independent insurance agent through The Stebbins Bolen Group. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management options.

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.

Stephen Groover is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network, Moore Colson PC, and Nichols Cauley & Associates. Outside of advising, he is involved in tax preparation through Paige Rossi, LLC. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored, non-discretionary planning using analytical tools and supports clients through advisory programs while maintaining a focus on technology and risk management.

Heather David is a financial advisor with Wells Fargo Advisors in Suwanee, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Merrill from 2017 to 2020 and spent two years at Northside Hospital before entering the financial services sector. 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 options, including cash-flow, retirement, and niche services such as business-owner transition and special-needs planning, supported by proprietary research and planning tools.

Jacob Mckelvey is a CFP®-certified financial advisor with 19 years of industry experience, currently with Ameriprise since 2021. His prior roles include positions at Wells Fargo Clearing, PNC Wealth Management, Morgan Keegan & Company, LLC, and Morgan Stanley & Co. LLC. Outside of his advisory work, he is a co-owner of Overlook PSJ 12 LLC, a real estate business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

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.

Stephanie King is a Financial Advisor at Merrill Lynch Wealth Management, focusing on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. Since joining Merrill in 2014, she offers a comprehensive approach to managing wealth that begins with understanding clients' families, financial situations, and priorities. She then collaborates with clients to create customized wealth management strategies that adapt to their evolving needs and market conditions. Stephanie provides access to the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients' financial lives. Her areas of expertise include college and education planning, legacy planning, liquidity management, retirement planning and income, philanthropic planning, portfolio management, women and wealth, and tax minimization. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Stephanie earned a Bachelor's Degree from Liberty University and a Master of Science in Financial Planning from The University of Georgia. She currently resides in St. Johns, Florida, and serves on the board of the Merrill Lynch Employee Philanthropic Fund. Outside of work, Stephanie enjoys cooking, reading, and spending time with her family.

Brooks Turner is a financial advisor at Stifel with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Troy University and McGarity's. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group. The firm offers fee-based financial planning and other services designed to support client decision-making.

Timothy Rine is a financial advisor with LPL Financial in Buford, GA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Charles Schwab & Co., Wells Fargo Funds Management, and Evergreen Investment Management. 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 range of financial planning and portfolio management services, utilizing a combination of proprietary research, third-party subadvisors, and customized strategies.

Robert Camp Jr. is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. from 2017 to 2022. He is also involved with Dave Camp & Associates, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Anthony Miller is a financial advisor with Stifel in Gainesville, GA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior work includes ten years at Morgan Keegan & Company, LLC, six years at Raymond James & Associates, and seven years with Stifel Nicolaus & Co Inc. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and financial planning, emphasizing client discretion in implementation.

Mandi Miglino is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at World Financial Group, Inc, Transamerica Financial Advisors, Inc, and Signator Investors, Inc. She also serves as a Compliance Operations Associate at Capitol Financial Solutions, assisting registered representatives with their business activities. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Ann Austin is a Series 66-licensed financial advisor with 27 years of industry experience, currently serving with Raymond James Financial. She also works as an associate and branch manager at Beckett & Associates Investment Services, Inc. Outside of her advisory roles, she has been involved with Center Grove Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients as well as institutional and charitable organizations. The firm uses a fact-finding and analytical approach to tailor recommendations aligned with client goals and supports its services through a large network of advisors and affiliated firms.

Brendon Planz is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2023, he worked at Merrill Lynch, Pierce, Fenner & Smith/BOA for one year and owned a distribution business, RXD, from 2013 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, investment solutions, and affiliated capabilities with a nationwide network of financial advisors and branch offices.

Tony Shewbert is a financial advisor with Edward Jones in Braselton, GA, holding a Series 66 designation and 13 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, including high-net-worth households, pension and 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 large network of financial advisors and branch offices nationwide.