Peri Bloodworth is a financial advisor at Morgan Stanley with three years of industry experience. They previously worked at Edward Jones and have a Series 66 designation. Peri’s background also includes experience in education and roles at Amici and The Brick. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Michael Malone Jr. is a financial advisor with Raymond James Financial and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, including 16 years at Edward Jones and over nine years with Raymond James Financial Services Advisors. He is also involved in a real estate brokerage business, Bones Investments. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, providing tailored advice through comprehensive risk profiling and a range of implementation options.

David Lilliston is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to his current role, he worked at Raymond James & Associates from 2013 to 2020. Outside of his advisory work, he operates Lilliston Wealth Management LLC, a personal support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

Christopher Manzi is a financial advisor with Raymond James Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 11 years of industry experience. He previously worked with CJM Sports LLC and North American Golf LLC for a decade. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client interviews and risk profiling, with a significant portion of its advisory business conducted on a non-discretionary basis.

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 at Raymond James & Associates in Athens, GA, with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and manages wrap fee advisory programs.

Michael Whitaker is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2011 to 2017 before joining Raymond James. Whitaker is also the owner of TW Advisory Group LLC, a support company based in Watkinsville, GA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while maintaining client decision authority.

Diaundra Hall is a Financial Advisor with Merrill Lynch Wealth Management. Based in Athens, she works with individuals, families, and business owners to help them make confident financial decisions through personalized advice and long-term planning. Her client focus areas include college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and sports and entertainment. Diaundra holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her high school diploma from Cedar Shoals High School and an associate's degree from Athens Technical College. She aims to build strong relationships by understanding what matters most to her clients and creating strategies tailored to their unique goals. Outside of her professional work, Diaundra is involved in community organizations 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 36 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory work, he is involved in selling fixed life insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management options, supported by research, model portfolios, and various technology-driven tools.

James Neves Jr. is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. In addition to his advisory role, he is a senior instructor and performer at Canopy Studio, an aerial dance studio where he teaches trapeze and related disciplines. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Tia Marrano is a financial advisor at LPL Financial with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial and Truxton Trust since 2014. Her role includes responsibilities as an associate wealth advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Mc Curdy Bennett is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. Prior to his current role, he has worked in various positions including a brief tenure at MB Landscaping and Skiers Marine Atlanta. He is also associated with The Avenue Wealth Management LLC as an associate employee. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed client risk profiles and firm research to tailor recommendations.

Patrick Mc Cabe is a financial advisor with Edward Jones in Athens, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options under a fiduciary standard.

Marisa Junkins is a financial advisor with Merrill in Athens, GA, holding a Series 66 designation and nine years of industry experience. She has been with Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wider array of products and services.

Ronald Seib is a financial advisor with Edward Jones in Athens, GA, holding the CFP® and ChFC® designations and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as a trustee of two family trusts, participates as a partner in two investment clubs, and serves on the advisory board of a non-profit health clinic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and securities-based lending options.

Allan Wiltshire is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he collaborates with a team to assist families, professionals, and business owners in simplifying their complex financial lives. He joined The Childs Group in 2022, bringing his experience to support clients primarily throughout the Southeast and across the country. Before entering the financial industry, Allan served nine years in the U.S. Marine Corps as an Infantry Officer and Team Commander with Marine Corps Special Operations Command (MARSOC). His military background has influenced his approach to leadership, discipline, and decision-making, which he applies to helping clients with areas such as equity compensation, succession planning, business transitions, family wealth management, retirement planning, and tax minimization. Allan holds a Bachelor's degree in History from The Citadel and an MBA from the University of Georgia's Terry College of Business. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). Outside of work, Allan is involved in his church and supports a women's health nonprofit organization. He enjoys reading, running, spending time with his family, traveling, and watching movies.

Carla Braswell is a financial advisor at Edward Jones in Athens, GA, holding a Series 66 designation with six years of industry experience. Her prior work includes five years at Chasteen Insurance Agency before joining Edward Jones. 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 solutions supported by a large nationwide network of advisors and branch offices.

Gregory Settineri is a financial advisor with Edward Jones in Watkinsville, GA, holding Series 63 and Series 66 credentials and with 10 years of industry experience. He has worked at Edward Jones since 2022 and previously spent 16 years at Bankers Life & Casualty Co. and 6 years at Bankers Life Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a nationwide network of more than 23,700 financial advisors.