Brendon Planz is a financial advisor at Edward Jones with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill Lynch, Pierce, Fenner & Smith/BOA and operated a distribution business, RXD, for ten years. His current role at Edward Jones began in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Brown Jr. is a financial advisor at Edward Jones with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1984. Outside of his advisory work, he is the owner of a family farm in Monroe, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Thomas Foster is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Foster also serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Hutto is a financial advisor with LPL Financial in Athens, GA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Ameriprise Financial Services, Inc. from 2012 to 2018. Outside of his advisory work, he has some involvement in residential property management. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Stefanie Adams is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2016. In addition to her advisory role, she engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party asset managers and custodians.

Matthew Wilbur is a financial advisor with Raymond James & Associates in Athens, GA, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He previously worked for Valic Financial Advisors for nine years before joining Raymond James in 2021. Outside of his advisory role, Wilbur is a partner in Hope Anthem LLC, where he writes, records, and performs music for religious gatherings and ceremonies. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning and consulting with a range of portfolio management styles and notable municipal advisory services.

Stephanie Cronic is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo entities since 2015. She is based in Athens, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Natalie King is a financial advisor with LPL Financial in Athens, GA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked with Consolidated Planning Corp and Raymond James Financial Services. Outside of advising, she is involved in inspection services and serves as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research to support diversified investment strategies.

John Sligh is a financial advisor with Raymond James & Associates in Athens, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2013. Sligh serves as Treasurer and a board member of the Stuart F. Sligh Jr. Athletic Scholarship Fund, a family foundation supporting scholarships in memory of his nephew. 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 charitable organizations, offering customized financial planning and consulting services with a range of portfolio management strategies.

Garett Jones is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 credentials and nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, TD Ameritrade, and Huntington National Bank. He has also worked outside finance, including time at Marco's Pizza. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations, with clients deciding on implementation through various brokerage or advisory programs.

Mary Griffith is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, FinTrust Capital Advisors, and Raymond James. She has academic experience from the University of Georgia, including a master's program. Merrill, together with its affiliate Managed Account Advisors LLC, 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, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Mashburn is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Thrivent, his work history includes roles at Woodmen Financial Services, Woodmen of the World Life Insurance Society, and O'Reilly Auto Parts, as well as seasonal positions with Mountain Fellowship Camp and Vail Resorts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning across a broad range of topics and allows clients to combine planning with managed-account services under its “WealthPlan” program.

Jason Piper is a CFP® and ChFC® with 27 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2021. Prior to that, he worked at Cetera Advisors LLC for eight years and Green Financial Resources for 18 years. Outside of his advisory role, he serves as a youth basketball coach in Bogart, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers advisory programs, financial planning, retirement consulting, and brokerage services with various investment management options supported by research and third-party subadvisors.

Roderick Trahan is a financial advisor at Edward Jones in Winder, GA, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary advisory programs, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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 at Cambridge Investment Research Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors and related entities since 2017. Fowler also operates Fowler Financial Services, LLC and serves as an independent insurance agent with SMART PRO FINANCIAL. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management and platform options.