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.

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 designations and 41 years of industry experience. He joined Stifel in 2023 after seven years with Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology 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 holding a Series 66 designation and five years of industry experience. He has worked with Cambridge Investment Research since 2021 and has prior experience in various roles including positions outside finance. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through thousands of professionals managing a multi-billion dollar asset base across multiple platforms.

Robert Buery is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 65 and Series 63 licenses and with six years of industry experience. He has worked with Primerica Financial Services since 2017 and operated Rob Buery Inc. from 2006 to 2021. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. 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 relies on model-delivery strategies managed by unaffiliated asset managers and provides discretionary portfolio management supported by BNY Mellon Advisors and Pershing custodial services.

Michael Hobbs is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. Prior to joining Raymond James in 2018, he worked at SunTrust Advisory Services and SunTrust Investment Services. Outside of advisory work, Hobbs is involved in developing and managing a co-working space through 330 CoWork, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting using risk profiling and modeling tools, supporting implementation through various advisory programs.

Jeffrey Purdon is a CFP® professional with 33 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2025. Prior to joining Raymond James, he worked for nine years at Janney Montgomery Scott. He is an instructor at the Community Assistance Center in Sandy Springs, GA, where he volunteers to teach personal financial planning and budgeting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, charitable organizations, and institutions. The firm focuses on non-discretionary planning tailored to client goals, utilizing analytical tools and supporting both advisory programs and institutional consulting.

Maury Adcock is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large nationwide network of financial advisors and branch offices.

Kayla Woods is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked with The Avenue Wealth Management LLC, where she serves as a Registered Administrative Assistant and Operations Manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and supports municipal and public finance work, alongside advisory programs incorporating advanced analytical and technological tools.

Thurman Willis III is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley and Citigroup Global Markets. 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 combines research and analytics with diversification principles to provide brokerage and advisory solutions across a broad range of financial products.

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.