James Hollifield is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. He has worked with firms including Avantax and 1st Global, and is managing member of Rushton, LLC and Rushton & Company, LLC, both CPA firms. Outside of advisory work, he serves as treasurer of the nonprofit CASA, sits on the board of the Georgia Mountains YMCA, and participates in finance committees for Trinity United Methodist Church and Northeast Georgia Health System. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options, including model portfolios and bespoke strategies, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Alexandria Williams is a financial advisor at MassMutual Investors Services with four years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at MWA Financial Services Inc and Modern Woodmen of America. Williams serves on the boards of the Dawson County Rotary and the Dawson County Chamber of Commerce. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering various programs and educational seminars.

Kathryn Barnett is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She has worked at Cetera and Avantax Advisory Services, and is also a Wealth Management Assistant at Rushton Wealth Management. Outside of her advisory role, she creates educational content for Teachers Pay Teachers, focusing on classroom activities for English language arts. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Scott Hogan is a CFP® with 36 years of industry experience. He is currently with Cetera, having joined the firm in 2021, and previously worked at VOYA Financial Advisors. Hogan also serves as secretary on the board of the Michael D Stephens Memorial Foundation. Cetera Investment Advisers LLC is a large SEC-registered adviser that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of investment solutions through affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Brittany Floyd is a Series 66-credentialed financial advisor with 12 years of industry experience. She is currently with Fidelity Investments and has prior experience at Wells Fargo and BB&T. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Logan Gorman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Charles Schwab, JP Morgan Securities, E*TRADE, Morgan Stanley, CarMax, and US Fitness/Onelife Fitness. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Lilly III is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. He is a partner in 620 Spring Street Partners, a business that owns and manages commercial property in Gainesville, GA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting supported by analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Birgitte Houen Tolstrup is a financial advisor with Primerica Advisors in Cumming, GA. She holds Series 65 and Series 63 licenses and has one year of industry experience. Outside of financial advising, she owns and facilitates workshops for Brigs2Grow, a consulting business. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

Scott Martin is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A., and SunTrust Bank. Martin also served on the faculty at Georgia Southern University for two years. 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, and institutional investors.

Cynthia Rivas is a Financial Advisor at Merrill Lynch Wealth Management, where she works with individuals and families on investment management, retirement planning, portfolio strategy, and long-term financial planning. She holds the FINRA Series 7 and Series 66 registrations and has earned both the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, reflecting her focus on retirement planning and investment advisory services. Cynthia is fluent in English and Spanish, allowing her to serve clients from diverse backgrounds. She earned a Bachelor's Degree from Georgia Gwinnett College. Cynthia's approach emphasizes building long-term relationships by understanding her clients' goals, priorities, and visions for the future. She encourages open communication so clients feel comfortable discussing their changing financial needs over time. Outside of her professional work, Cynthia enjoys traveling, running—including completing half and full marathons—fitness activities, cooking, dancing, hiking, soccer, reading, and spending time with family and friends. Her Salvadoran heritage and family are important to her and influence her commitment to relationships, hard work, and careful planning.

Larry Adams is a financial advisor with LPL Financial in Cumming, Georgia, holding a Series 63 designation and 27 years of industry experience. He has worked at LPL Financial since 2014 and previously held positions at Raymond James Financial and A. G. Edwards & Sons. Adams serves as a board member and owner of Dawson County Wrestling Inc., a nonprofit organization that provides athletic equipment and hosts an annual wrestling tournament for children in North Georgia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with various investment platforms, including model portfolios and third-party management, and combines advisory services with non-advisory financial products across a large network of over 22,800 advisors.

Thomas Woddail is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley, Merrill Lynch, Bank of America, and E*TRADE. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts (SMAs) and offers a formal alternative-investment onboarding process.

Elizabeth Baldwin is a financial advisor with Edward Jones in Gainesville, GA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Taylor Miller is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including JPMorgan Chase Bank, N.A., Purshe Kaplan Sterling Investments, and Phase Line Capital. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework where applicable.

Prerak Patel is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Edward Jones and Walmart Stores Inc. Mass Mutual Investors Services is a subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers structured, collaborative planning engagements using firm-approved analytical tools and delivers written recommendations across various investment categories.

Bryan Polanski is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has held roles at Cetera Wealth Services, Cetera, and Prosperity Wealth Advisors. Outside of advisory work, he is the director of sales at American Health Imaging, a medical equipment company. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services, including access to third-party managers and multiple program structures.

Chase Hillenbrand is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, he worked at Equitable Advisors. Outside of his advisory role, he hand makes fishing lures sold on Facebook Marketplace and provides baseball and softball hitting lessons. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational services.

Heather Blount is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, following roles at Edward Jones and South State Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process uses centralized due diligence with both quantitative and qualitative research, and they offer unique capabilities including futures and security-based swap dealer registrations.

Benjamin Dreaden is a financial advisor with Wells Fargo Clearing in Cumming, GA, holding Series 63 and Series 66 licenses with six years of industry experience. His work history includes positions at Bank of America, Merrill, and E*TRADE Securities, as well as roles outside finance at Apple and Georgia State University. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Andrew Tymchuk is a financial advisor with Raymond James & Associates in Gainesville, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Raymond James in 2023, he spent 13 years at Wells Fargo Advisors LLC. Outside of his advisory role, Tymchuk assists with budget organization at Corinth Baptist Church and owns a business dealing in sports cards, comics, and memorabilia. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting, utilizing a range of portfolio management styles supported by firm research and model managers.