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 support confident financial decision-making. Samuel's approach focuses on understanding each client's unique circumstances and goals to provide tailored guidance aligned with their financial objectives. Samuel's background includes experience in nonprofit leadership and banking, which informs his relationship-driven method in wealth management. He specializes in family wealth management strategies, services for endowments, foundations, and nonprofits, legacy planning, and managing new wealth. He holds a Bachelor's degree from Berry College and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, Samuel is involved in his community, including active participation with Redeemer Presbyterian Church in Athens 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 been with Merrill since 2017. Prior to joining Merrill, she worked at the University of Georgia for five years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, offering a range of model-based and discretionary investment strategies.

Brandon Loggins is a financial advisor with Edward Jones in Jefferson, GA, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously served with the Cornelia Police Department from 2013 to 2017. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

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.

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.

Warren Gray is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has three years of industry experience and has previously worked at Philips and Resmed. 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 uses model-delivery strategies developed by unaffiliated asset managers and operates at scale with thousands of advisors and billions in assets under management.

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 since 2010. Outside of his advisory role, he is involved with Michalek Brothers Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

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, holding a Series 66 credential and 15 years of industry experience. Prior to joining LPL Financial in 2023, he held roles with multiple firms including Raymond James Financial Services and SunTrust Advisory Services. Outside of his advisory work, he is involved in writing restaurant reviews under various pseudonyms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from LPL Research and third-party subadvisors.

Akshay Patel is a Series 66-registered financial advisor with Cambridge Investment Research Advisors and has four years of industry experience. His prior work includes roles at Athens West Cleaners and Chestatee Golf Club. Patel is also employed with Mitchell Investment Group in an administrative trading capacity. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers various investment implementation options, including proprietary and third-party strategies, under both discretionary and non-discretionary arrangements.

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 been with Primerica for nine years and previously operated Rob Buery Inc. from 2006 to 2021. In addition to advising, he engages in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by third-party asset managers and supports its services with custodial and trade execution partners.

Michael Hobbs is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James since 2018, following prior roles at Suntrust Advisory Services and Suntrust Investment Services. Outside of his advisory work, he is involved in managing a co-working space and holds ownership positions in several businesses including an insurance agency and real estate ventures. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed risk profiling and asset-allocation analysis.

Jeffrey Purdon is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Janney Montgomery Scott for nine years. Outside of his advisory role, he volunteers as an instructor for a personal financial planning and budgeting class at the Community Assistance Center in Sandy Springs, GA. 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, with a distinctive focus on advisory services that support client decision-making rather than delegated management.

Maury Adcock is a Series 66-credentialed financial advisor with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, supported by a large network of financial advisors and branch offices across the country.

Kayla Woods is a financial advisor with Raymond James Financial who holds a Series 66 designation and has nine years of industry experience. She is also associated with The Avenue Wealth Management LLC, where she serves as an associate and operations manager. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and specializes in solutions such as SIMPLE IRA consulting for small businesses and institutional fiduciary programs.

Thurman Willis III is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Outside of his advisory role, he has a minority ownership interest in a family limited partnership unrelated to investment activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach includes investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

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 at Primerica Advisors with Series 65 and Series 63 credentials. He has been with Primerica since 2025 and has no prior industry experience. Outside of his advisory role, he has worked in education at the University of Georgia, Columbus State University, and Harris County schools. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, providing model-based investment recommendations managed by unaffiliated asset managers.