Robert Buery is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 65 and Series 63 licenses and with six years of industry experience. He has worked with Primerica Financial Services since 2017 and operated Rob Buery Inc. from 2006 to 2021. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-delivery strategies managed by unaffiliated asset managers and provides discretionary portfolio management supported by BNY Mellon Advisors and Pershing custodial services.

Michael Hobbs is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. Prior to joining Raymond James in 2018, he worked at SunTrust Advisory Services and SunTrust Investment Services. Outside of advisory work, Hobbs is involved in developing and managing a co-working space through 330 CoWork, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting using risk profiling and modeling tools, supporting implementation through various advisory programs.

Jeffrey Purdon is a CFP® professional with 33 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2025. Prior to joining Raymond James, he worked for nine years at Janney Montgomery Scott. He is an instructor at the Community Assistance Center in Sandy Springs, GA, where he volunteers to teach personal financial planning and budgeting. 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, corporations, charitable organizations, and institutions. The firm focuses on non-discretionary planning tailored to client goals, utilizing analytical tools and supporting both advisory programs and institutional consulting.

Maury Adcock is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 strategies, operates under a fiduciary standard, and maintains a large nationwide network of financial advisors and branch offices.

Kayla Woods is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked with The Avenue Wealth Management LLC, where she serves as a Registered Administrative Assistant and Operations Manager. 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, corporations, and institutions. The firm offers tailored non-discretionary planning and supports municipal and public finance work, alongside advisory programs incorporating advanced analytical and technological tools.

Caroline Coggins is a CFP® and Series 66-registered financial advisor with seven years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2023 and previously held roles at Raymond James & Associates and Merrill Lynch Wealth Management. Caroline also spent four years at Rhodes College. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by centralized custody and operational services.

Samuel Doster is a financial advisor with Morgan Stanley in Athens, GA, holding a Series 66 designation. He has one year of experience at Morgan Stanley and previously worked in various roles at NCR/Candescent/Digital First Holdings LLC, Manpower Group/Experis LLC, Shore Webster Group LLC, Paul Sheets State Farm, and Presbyterian College. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Daniel Oved is a financial advisor with Primerica Advisors in Watkinsville, GA. He holds Series 63 and Series 65 licenses and has recently entered the industry with less than one year of experience. Outside of financial advising, he has been involved with Hebrew BTLab since 2026. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Melissa Atkinson is a financial advisor at Edward Jones with 20 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she manages a rental property that was formerly her principal residence. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm supports a large network of financial advisors and offers both discretionary and non-discretionary portfolio management under a fiduciary standard.

Roy Roberts Jr. is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Stifel since 2023. His prior experience includes roles at Wells Fargo Clearing from 2016 to 2023 and Merrill from 2000 to 2010. Outside of his advisory work, he is chairman of the board of trustees for George Walton Academy and board chair of the Boys and Girls Club of Northeast Georgia, and holds a leadership role as 3rd Vice Chair of the Walton County GOP. Stifel serves a diverse client base including individuals, institutional investors, and nonprofit entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kendric Hughes is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and has worked at various firms including Avenue Wealth Management and Raymond James Financial Services Advisors. Outside of his advisory work, he owns a business creating Excel templates for personal and business financial modeling. 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 advice and supports clients through various advisory programs and institutional consulting.

Glenn Cook Jr. is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, delivering written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored advice, primarily for clients with assets managed within Ameriprise accounts.

James Richardson is a financial advisor with Raymond James & Associates in Athens, GA, holding a Series 66 designation and over six years of industry experience. Prior to joining Raymond James in 2019, he was self-employed and worked at Outpatient Services, LLC. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

Barry Storey Jr. is a financial advisor at Stifel with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Community Newspapers, Inc. and West Stride, as well as experience at the University of Georgia. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Patrick Mitchell is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 34 years of industry experience, including 13 years at Transamerica Financial Advisors and over 10 years with Cambridge. Outside of his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Matthew Seib is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Optomi Professional Services and has experience at Mercer University and Georgia College. He is registered with the Series 66 designation. Outside of his advisory role, he manages a short-term rental property through Airbnb in Athens, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Reinhardt is a financial advisor at Ameriprise with Series 66 credentials and no prior industry experience. He previously attended the University of Georgia and worked at Asheville Christian Academy. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing investment research, third-party data, and algorithmic tools to provide clients with written recommendation reports and ongoing advice.

Benjamin Roberts III is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Merrill since 1983 and concurrently affiliated with Bank of America since 2009. Merrill serves a wide client base, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes tax-efficient strategies and benefits from integration with Bank of America's banking and capital-markets platform.

Mark Mitchell is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 license and 34 years of industry experience. He has worked at Cambridge since 2016 and previously spent 13 years at Transamerica Financial Advisors. Outside of his advisory role, he is an owning partner in an LLC that funds producer education and also holds licensure as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.

Mark Bowen Jr. is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles in healthcare and banking, with positions at Health Catalyst, PNC Bank, and Piedmont Athens Regional Hospital, as well as involvement with Impact Advisors LLC and an entrepreneurial venture in cleaning solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.