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.

Jeffrey Westfall is a Series 66 registered financial advisor at Edward Jones in Fayetteville, GA, with 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. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Diana Avery is a CFP® with 30 years of industry experience, currently working at LPL Financial since 2024. She previously worked at VALIC Financial Advisors for 11 years and USA Financial Securities for 7 years. She also operates Avery Financial Services, which functions as a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Matthew Fry is a financial advisor with Cetera holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Summit Financial Networks and Summit Financial Group. He is also a member of the US Air Force Reserves and has been employed by Delta Air Lines since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and supports multiple investment program structures and custodian relationships.

Sidney Baker is a financial advisor with LPL Financial in Fayetteville, GA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. His prior work includes roles at Hartford Funds Distributors LLC and Chartwell Investment Partners. Outside of his advisory work, he owns S.Baker Enterprises LLC, a real estate rental business. 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 a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Tanner Low is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America, N.A., and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, and offers financial planning, investment consulting, and municipal advisory services.

Eric Adams is a financial advisor with Edward Jones in Hampton, GA, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 14 years at SunTrust Bank. Adams serves as an at-large member of the finance committee at Jodeco Road United Methodist Church, where he participates in budgeting reviews and internal audits. 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. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Luke Ellis is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022. Prior to his advisory role, Ellis was associated with Auburn University and ClubCorp, and he spent twelve years working with Fayette County Schools. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, delivering planning solutions that span areas such as retirement, education, risk management, and niche services including business-owner transition and special-needs planning.

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.

Hansena Hansen is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. Hansen holds Series 63 and Series 65 credentials and has been with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC. Outside of advisory work, Hansen serves as an executor for family estates in Georgia. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Savitri Crenshaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jammie Perri is a financial advisor with Raymond James & Associates in Fayetteville, GA, holding a Series 66 designation and 24 years of industry experience. Prior to joining Raymond James in 2021, Perri worked at Merrill for seven years. Outside of advising, Perri is an independent Scentsy consultant, a hobby activity involving selling scented products on a commission basis. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

Michael Early Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad network of advisers and research resources.

Kalli Cuny is a financial advisor at LPL Financial based in Atlanta, GA, holding a Series 66 designation. She has been with LPL Financial since 2026 and has 12 years of experience with Delta Community Credit Union prior to joining the firm. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.