Joshua Mashburn is a financial advisor with Thrivent Investment Management in Athens, GA, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Woodmen Financial Services and Woodmen of the World Life Insurance Society, as well as seasonal positions with Vail Resorts and Mountain Fellowship Camp. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning across a variety of topics without discretionary trading authority.

Jason Piper is a financial advisor based in Watkinsville, GA, affiliated with LPL Financial. He holds the CFP® and ChFC® designations and has 28 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Cetera Advisors LLC and Green Financial Resources. Outside of his advisory work, he serves as a youth basketball coach in Bogart, GA. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and technology tools.

Susan Bencosme is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and previously worked at Megastar Advisors and AtlasBanc Holdings Corp. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs.

Claude Lett IV is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s approach integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Joshua Childs is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2015, he has worked closely with physicians’ practices to address their 401(k) needs and supports clients who are actively accumulating wealth. He assists clients in preparing for key financial milestones such as retirement and business sales. His approach emphasizes maintaining frequent and timely communication to build strong client-advisor relationships. Joshua serves a diverse clientele including healthcare administrators, attorneys, business owners, and corporate executives, helping them manage new wealth and plan for retirement income, college education, tax minimization, philanthropic goals, and portfolio management. He coordinates with clients’ CPAs and attorneys to ensure comprehensive financial planning that aligns with their evolving circumstances and risk tolerance. He holds a Bachelor’s degree in Finance from The Terry College of Business at the University of Georgia and has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joshua resides in Athens, Georgia with his wife and daughter. He contributes to his community by volunteering with the Sparrows’ Nest to serve food to the homeless and participates in mission trips to Jamaica.

Joseph Frierson III is a financial advisor with Merrill in Athens, GA, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked at Merrill since 1994 and has additionally been affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he is the sole owner of a rental property in Athens. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Joseph Taylor Jr. is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at GFG Strategic Advisors. Taylor is also involved with the Fellowship of Christian Athletes Coaches Ministry in Northeast Georgia, where he has been active since 1989. He serves on the advisory board and several committees of Prince Avenue Christian School, assisting with policy and management decisions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and consulting services aligned with client goals.

Daniel Fowler is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with Cambridge since 2017 and previously held roles at Ameritas Investment Corp. and CCF Investments. Fowler also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Dennis Bradberry is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Cambridge since 2016. Outside of his advisory role, he is involved in a dump truck hauling business and holds ownership interests in other business entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing various custody platforms and both proprietary and unaffiliated investment strategies.

Peri Bloodworth is a financial advisor at Morgan Stanley with four years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2024 and previously was with Edward Jones from 2022 to 2024. Bloodworth holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning guided by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning without individual security recommendations as part of its standalone service.

Michael Malone Jr. is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Edward Jones from 2001 to 2017. Malone is also involved with Bones Investments, a real estate brokerage. 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, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through a unique municipal advisor affiliation.

David Lilliston is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Raymond James and its affiliated entities since 2013. Lilliston operates Lilliston Wealth Management LLC, a solo business entity established to facilitate his move to Raymond James. 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 uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting services to client goals.

Christopher Manzi is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior work includes positions at Synovus Securities, Truist Investment Services, and he is involved in sports-related business activities through CJM Sports LLC and North American Golf LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools and supports a broad network of advisors, with specialized services in municipal and public finance and employer advisory programs.

Marcus Childs is a Senior Financial Advisor at Merrill Lynch Wealth Management, a role he has held since joining the firm in 1986. Over his career, Marcus has provided personalized wealth management advice and guidance to a diverse client base, including physicians, health care administrators, attorneys, business owners, and corporate executives across Georgia and nationwide. He focuses on helping clients prepare for key financial transitions and offers services such as college education planning, family wealth management strategies, legacy planning, retirement income, and portfolio management. Marcus's approach involves conducting in-depth analyses of clients' financial situations and aspirations, creating clear blueprints to guide their decision-making processes. He holds the designation of Personal Investment Advisor (PIA) and earned his bachelor's degree from the University System of Georgia. Marcus's professional work is supplemented by collaborations with clients' CPAs and attorneys to establish philanthropic and estate planning strategies. Outside of his professional responsibilities, Marcus is actively involved in community and charitable organizations. He and his family support Operation Restoration Christian Home for Boys in Trenchtown, Jamaica, and are engaged with groups including the American Heart Association, Athens Area Community Foundation, Atlanta Lab Rescue, Food Bank of NE Georgia, and the Oconee Humane Society.

Nathaniel Sedlacek is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Before joining Morgan Stanley, he worked for Walman Instruments - Luxottica of America and Five Points Eye Care. Outside of his advisory role, he manages a rental property in Winterville, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers broad retail and institutional investment services.

Gina Schwartz is a financial advisor with Raymond James & Associates in Athens, GA, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Raymond James & Associates since 2013. 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, institutional clients, and nonprofit entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Michael Whitaker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Watkinsville, GA, holding a Series 66 designation and 15 years of industry experience. He worked at Edward Jones from 2011 to 2017 before joining Raymond James in 2017. Whitaker is the owner of TW Advisory Group LLC and serves as an independent contractor for The Avenue Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, corporate, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Diaundra Hall is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting individuals, families, and business owners with comprehensive financial planning. She focuses on areas such as college education planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management services, small business strategies, women and wealth, and sports and entertainment. Diaundra holds an Associate's Degree from Athens Technical College and a High School Diploma from Cedar Shoals High School. She has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her approach centers on understanding clients' goals and values to develop tailored financial strategies. In addition to her professional work, Diaundra is involved in community initiatives such as the Ashton Hope Keegan Foundation and the Boys & Girls Club. Her personal interests include cooking, dancing, football, gardening, music, reading, spending time with family, traveling, and watching movies.

Robert Watkins Jr. is a financial advisor with Ameriprise in Athens, GA, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advising, he is involved in managing commercial real estate through an LLC that owns his Ameriprise office location. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations delivered in partnership with its financial advisors.

Keith Childs is a financial advisor with LPL Financial in Athens, GA, holding a Series 63 designation and 37 years of industry experience. He has worked at LPL Financial since 2003, following a brief tenure at Morgan Stanley Dw Inc. Childs also sells fixed life insurance and fixed annuities as part of his business activities. 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 financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad network of advisors.