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 Certified Financial Planner (CFP®) at Stifel with 27 years of experience in the financial services industry. Prior to joining Stifel in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years. Roberts serves as Chairman of the Board of Trustees at George Walton Academy and is Board Chair of the Boys and Girls Club of Northeast Georgia. He also holds the role of 3rd Vice-Chair for the Walton County Republican Party. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology from its Investment Strategy Group to support asset allocation and financial planning analyses.

Kendric Hughes is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2019 and Avenue Wealth Management, LLC since 2020. Outside of his advisory role, he creates Excel templates for personal and business financial modeling as a freelance business owner. 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, emphasizing tailored plans developed through client collaboration and supported by firm research and modeling tools.

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 at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019. Prior to that, he was self-employed and worked at Outpatient Services, LLC from 2015 to 2018. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, along with institutional consulting and public finance services.

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, holding a Series 63 designation and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

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.

Joanne Renshaw is a financial advisor with Merrill in Athens, GA, holding a Series 66 designation and nine years at the firm. She has a total of seven years of industry experience, including five years working at Bath and Body Works prior to joining Merrill. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

David Varnedoe Jr. is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of advisory work, he is the owner of a real estate business, Half Moon Properties LLC, based in Jefferson, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Benjamin Roberts III is a Financial Advisor supporting The Roberts Group, established in 1980, within Merrill Lynch Wealth Management. He collaborates with clients to manage and preserve wealth, offering services tailored for families, businesses, and their employees. The Roberts Group has a long-standing commitment to providing personalized wealth management strategies, supported by direct access to Bank of America specialists. With expertise in family wealth management, portfolio management, and socially responsible investing, Benjamin offers insights that align with clients' values and goals. He holds the Certified Exit Planning Advisor (CEPA) designation and earned his education in Labor Relations from Cornell University. He is proficient in English, Spanish, and Portuguese. Beyond his professional activities, Benjamin is involved in several organizations including AIPAC, the Bank of America Native American Professional Network as a regional leader, Entrepreneurship@Cornell's Cayuga Forum, and Sigma Alpha Epsilon Fraternity. He is also an enrolled member of the Sault Ste. Marie Tribe of Chippewa Indians. His personal interests include adventure sports, boxing, music, and spending time with his family.

Angela Lankford is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2025, she worked at Merrill for 24 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mark Mitchell is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016. Outside of his advisory role, he is involved as an owner and partner in several business ventures, including a company funding producer education and appreciation activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, offering a range of portfolio management options and proprietary as well as third-party model strategies.

Walter Avrett is a financial advisor with Primerica Advisors in Hoschton, GA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2008. Outside of his financial advisory roles, Avrett co-owns Brick & Beam Events, LLC, an event planning business in Gainesville, GA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Xavier Railey is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2023, he worked at Wells Fargo Advisors and Disability Adjudication Services. Outside of his advisory role, he is involved in strength, speed, and agility training at a sports facility. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and has capabilities in municipal and public finance through its affiliate network.

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.

Charles Alligood is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation. He has one year of industry experience, previously working at DoorDash and Wayne Sanderson Farms. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies across various platform arrangements.

Michele Pearson Tucker is a CFP®-certified financial advisor with Edward Jones in Athens, GA, where she has worked since 2014. She has 11 years of industry experience and holds the Series 66 designation. Outside of her advisory role, she is a partner in Phaze 1, LLC, an online directory and planning service for minority-owned businesses in the Athens area, and serves as Secretary/Treasurer of the Classic Center Cultural Foundation. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Casey Everett is a financial advisor with Merrill in Athens, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill, Casey worked at Bank of America since 2018 and spent four years at Wells Fargo. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.