Matthew Heard is a financial advisor with Fidelity, holding a Series 66 designation and 16 years of industry experience. His previous roles include positions at J.P. Morgan Securities and Edward Jones. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and fund advisory services.

John Sulhoff is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at The Strategic Financial Alliance, Inc. for nine years. Outside of his advisory role, he owns NGA Stewards, Inc., a company involved in managing his advisory business operations. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with specific asset thresholds, providing written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, emphasizing managed accounts and utilizing algorithmic tools overseen by an internal committee.

William Frechtman is a financial advisor with Mass Mutual Investors Services in Cumming, GA, holding Series 63 and Series 65 designations and having seven years of industry experience. He has been with Mass Mutual Investors Services since 2018 and has been associated with Mass Mutual Life Insurance Company since 2007. Outside of his advisory role, he is a member of The Connective Networking, which focuses on introducing individuals to membership opportunities. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements that use analytic tools to develop client recommendations, with implementation conducted through separate brokerage or insurance arrangements.

William Egan is a financial advisor at LPL Financial in Duluth, GA, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at United Community Bank and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of investment options, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party strategies.

Christopher Hazelrigs is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 designations. His previous work includes a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated services.

James Graves is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab since 2021 and previously worked at Primerica Financial Services, Robert Half Staffing, SA Stone Investment Advisors Inc, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. 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. The firm offers a mix of non-discretionary and discretionary investment solutions supported by centralized supervision, custody, and a formal alternative investment process.

Gregory Katulka serves as Senior Resident Director and Wealth Management Advisor. He has been a wealth management advisor for over 28 years, joining Merrill Lynch Wealth Management in 2010 after beginning his career with Morgan Stanley. He holds multiple FINRA registrations including Series 7, 9, 10, 31, 63, and 65. He holds three professional designations: CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®), and Certified Exit Planning Advisor (CEPA®). His financial planning expertise covers retirement, investment, tax, estate, insurance, and cash flow strategies. The CPWA® certification was completed through the Yale School of Management's Wealth Management Theory & Practice Executive Education program. Additionally, he helps business owners maximize enterprise value and prepare for ownership transitions as a CEPA® designee. Gregory is a graduate of Georgia State University with a bachelor's degree in education. Gregory is actively involved in his community, serving as a board member and past board chair for the Boys & Girls Clubs of Lanier. Under his leadership, the organization was recognized as the top performing board in Georgia and the southeast U.S. He was also named a finalist for the Volunteer of the Year Award by the Invest in Others Charitable Foundation in 2015. Outside of work, he enjoys spending time with his family, golf, fly fishing, and cooking.

Kelly Mcnutt is a Financial Advisor at Thrivent Investment Management in Gainesville, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Thrivent, Mcnutt was involved with Westminster Homeschool Academy and Westminster Presbyterian Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning that covers a range of topics, with clients able to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

Davis Blough is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. His prior work includes roles at Boehringer-Ingelheim, Pro Unlimited, Uber Technologies, Relaxing Air, NAVEX Global, PCM, and Mississippi State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Ryan Tennant is a financial advisor with LPL Enterprise in Johns Creek, GA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Tennant has also worked in the food service industry and has experience as a financial planner through Cornerstone Financial Partners LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and other entities through a large network of investment adviser representatives. The firm uses model-driven portfolio strategies, offers financial planning and consulting, and facilitates access to third-party asset managers and insurance products.

David Robertson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He worked at Scottsdale Securities, Inc. for 25 years before joining Charles Schwab in 2019. Robertson serves on several nonprofit boards, including the Historic Holly Theater, Dahlonega Healing Herds, the Holly Theatre Endowment Board, and the Good Shepherd Clinic of Dawson County. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset model portfolio approach integrated across advisory, brokerage, custody, and cash-sweep services.

Jillian Avery is a financial advisor at Edward Jones in Gainesville, GA, holding the ChFC® and Series 66 designations with eight years of industry experience. She has worked at Edward Jones since 2003, with a gap from 2015 to 2018 when she was employed at North Georgia USBC WBA Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Richard Young is a financial advisor with Ameriprise in Gainesville, GA, holding a Series 63 designation and 32 years of industry experience. Prior to joining Ameriprise in 2019, he worked at The Strategic Financial Alliance from 2016 to 2019. He is also the owner of Amelia Consultants, LLC, a business involved in life insurance and fixed annuity sales, and serves as a board member on the City of Gainesville Planning and Zoning Appeals Board. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joel Swaim is a financial advisor with LPL Financial in Buford, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corporation for 11 years and Investment Professionals, Inc. for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Watson is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. His career includes roles at Northwestern Mutual Wealth Management Company and Merrill Lynch, among others. LPL Enterprise LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Kaitlyn Mathis is a financial advisor with LPL Financial in Gainesville, GA, holding a Series 66 license and six years of industry experience. She has been affiliated with Sullivan & Schlieman Wealth Management since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with advisory and brokerage services. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Mc Grath is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he manages a rental property in Gainesville, Georgia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with a nationwide network of advisors and affiliated financial services.

Gary Harr is a financial advisor with Ameriprise in Gainesville, GA, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. He has been with Ameriprise since 2005, including its predecessor entity, and owns a consulting business, Harr & Associates Inc. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Ethan Davis is a financial advisor with LPL Financial in Cumming, GA, holding Series 63 and Series 65 credentials and having eight years of industry experience. Prior to his advisory role, he worked for four years at OneLife Fitness. Outside of finance, he is involved in creating children's coloring books through Clarke Creations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technology tools for operational and research assistance.

Austin Patton is a Financial Advisor with Merrill Lynch Wealth Management in Gainesville, Georgia. In his role as a Merrill Financial Solutions Advisor, he works closely with individuals and families to navigate important financial decisions, including general investing, retirement planning, and saving for unexpected events. He provides access to Bank of America specialists for a range of financial solutions, including banking, credit, home financing, and small business services. Austin holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma from City of Buford. He also attended institutions within the University System of Georgia. His approach involves building lasting relationships centered on understanding what matters to his clients and their families, allowing him to create personalized strategies to help them pursue their financial goals. Outside of his professional work, Austin is involved in his community as a member of a church worship team. His personal interests include camping, hiking, hunting, music, photography, singing, and spending time with his family.