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 with LPL Financial in Athens, Georgia, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at LPL Financial since 2013 and is also associated with Truxton Trust as an Associate Wealth Advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategies and advanced operational tools.

Mc Curdy Bennett is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. He has worked at Raymond James Financial Services Advisors since 2022 and has held various other roles including financial advising at The Avenue Wealth Management LLC. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs with an emphasis on risk profiling and analytical tools.

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 at Merrill with nine years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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 III is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is part of a team that works with a limited number of families, professionals, and business owners to simplify their complex financial lives. Allan has a background that includes nine years of service as a U.S. Marine, where he served as an Infantry Officer and Team Commander with Marine Corps Special Operations Command (MARSOC). He applies the planning and problem-solving skills developed during his military career to assist business owners, physicians, corporate executives, and other individuals and families in managing their financial futures. His expertise areas include employee benefits planning, family wealth management strategies, liquidity management, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Originally from Georgia, 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 holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Allan is involved with the Citadel Alumni Association and UGA Terry MBA Veterans. He participates in community activities including serving at his church and volunteering with a women's health non-profit organization. Allan also 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.

Samuel Hudson is a Financial Advisor with the Frierson Hudson Wealth Management Group at Merrill Lynch Wealth Management. He works with families, business owners, and foundations to assist them in making confident financial decisions. Samuel emphasizes a relationship-driven approach and aims to provide tailored guidance aligned with each client's individual goals. Drawing on his background in nonprofit leadership and banking, Samuel helps clients understand their financial situations and plan efficiently toward their objectives. His services encompass family wealth management strategies, legacy planning, and managing new wealth, offering analyses that consider assets, liabilities, and longer-term aspirations. He holds a bachelor's degree from Berry College and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Samuel lives in Athens, Georgia with his family and is involved in the community through Redeemer Presbyterian Church and the local SORBA mountain biking chapter. He enjoys biking, reading, and spending time with his family.

Jessica Higgins is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Prior to her current role, she was employed at the University of Georgia from 2012 to 2017. 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. The firm offers both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Edwards serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. With 41 years of experience at Merrill, he specializes in delivering customized wealth management strategies tailored to clients’ unique financial situations and long-term goals. He integrates the investment insights of Merrill and the banking and lending solutions of Bank of America to create flexible approaches that address changing market conditions and varied client needs. James focuses on a range of client areas including college education planning, retirement income, family wealth management, legacy planning, and services for endowments, foundations, and non-profits. His approach emphasizes understanding clients deeply, asking thoughtful questions, and listening carefully to ensure strategies reflect what matters most to each individual and their family. He holds the designation of Personal Investment Advisor (PIA), a Bachelor’s degree from Presbyterian College, and a High School Diploma from Cedar Shoals. Outside of his advisory role, James participates actively in community organizations such as Recording For The Blind and Rotary. His personal interests include football, golfing, hunting, and spending time with his family.

Christen Faith is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior work history includes roles at Bank of America, Old Navy, and Aveda. 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. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jendry Gadea is a financial advisor at Morgan Stanley with 13 years of industry experience. He has been with Morgan Stanley since 2015 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christopher Michalek is a financial advisor with LPL Financial in Athens, GA, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial for a total of 22 years, with two tenures from 2002 to 2008 and since 2010. Outside of his advisory role, he is associated with Michalek Brothers Investment Management, a separate business activity. 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 advisory and brokerage services, utilizing both proprietary and third-party investment strategies, and supports its advisors with tools including machine learning for operational and research purposes.

Michael Fitzgerald Sr. is a financial advisor at Stifel with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Stifel since 2023 and previously spent 14 years at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Tom Allen is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2002. He works closely with individuals, families, corporate executives, and small businesses to develop personalized financial strategies that align with both their short- and long-term goals. His areas of expertise include executive compensation, family wealth management, legacy planning, and retirement planning, among others. Tom coordinates and tracks customized wealth management plans by collaborating with a team of specialists within Merrill. Tom holds a bachelor’s degree in Economics from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER® certificant, reflecting his commitment to professional standards in financial advising. He leverages his education and extensive experience to assist clients with investment guidance and estate planning. Residing in Athens, GA, Tom is involved in local community organizations including the Athens YMCA and Athens First United Methodist Church. He lives with his wife, Laura, and their three children. Outside of his professional work, Tom enjoys basketball, football, golfing, reading, running, skiing, tennis, and spending time with his family.

Jonathan House is a financial advisor with LPL Financial in Watkinsville, GA, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Raymond James Financial Services and Suntrust Advisory Services. Outside of his advisory work, he is involved in writing restaurant reviews through multiple related enterprises. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Akshay Patel is a financial advisor with Cambridge Investment Research Advisors in Athens, GA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Athens West Cleaners and Chestatee Golf Club, as well as employment related to investment and trading activities with Mitchell Investment Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment implementation options, including proprietary models and access to third-party strategists, tailored through a network of independent Financial Professionals.

Robert Buery is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Primerica Financial Services since 2017 and operated Rob Buery Inc. for 15 years. His other business activities include part-time sales of home security and automation products through a co-located affiliate of PFS Investments Inc. 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 employs model-driven investment strategies managed by third-party asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.