Brandon Jordan is a CFP® professional with 19 years of experience, currently with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2006. He is the managing member and owner of ARCH Advisory Group, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations through annual collaborative engagements.

Daniel Clay is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Raymond James in 2024. Outside of his advisory role, he is the owner of CDK Wealth Management LLC and serves as a financial advisor at CoWealth Advisors. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad network of advisors with specialized municipal and public-finance capabilities.

Elliot Schwartz is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo firms since 2009, including seven years at Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of over 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Douglas Fuentes is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 16 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ginger Jackson Queener is a financial advisor at UBS Financial Services with 28 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 66 designations. Outside of her advisory role, she is involved in women's motorcycling activities, serving as a regional coordinator for Stilettos on Steel Inc., a women's motorcycle riding club, and is the owner of Red Stiletto Adventures and Events, which organizes motorcycle rides and events for female riders. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Zachary Mulherin is a financial advisor with Morgan Stanley in Peachtree City, GA. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2025. Prior to joining Morgan Stanley, he worked at Presidio from 2015 to 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Casey Kelly is a financial advisor at Edward Jones with a Series 66 designation and 12 years of experience at the firm. Based in Peachtree City, GA, Kelly 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 broad range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Christopher Allessio is a CFP® professional with 25 years of industry experience, serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in a craft beer brewery business in Peachtree City, GA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional accounts. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Malon Wickham is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Advisors and its affiliated firms since 2010. Outside of his advisory role, he serves as president of a condominium association in Ponte Vedra, FL, and has part ownership in a venture related to private plane ownership for personal travel. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and develops tailored recommendations using proprietary research and planning tools, with implementation options available through various brokerage and advisory programs.

Yancey Carter is a financial advisor with Wells Fargo Clearing in Fayetteville, GA, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advising, he owns businesses managing pecan farming and timber harvesting in Hahira, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Allen Fowler is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He has been with Wells Fargo entities since 2013, currently holding Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a power of attorney for his father. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kassi Lee is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Lee held roles at Sunbelt Technology LLC and SportsTrust Advisors, among others. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

James Cox is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 24 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a trustee and executor for various family-related investment and estate matters. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Michael Bennicelli II is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with Raymond James Financial and serves as Chief Operating Officer of Reveille Wealth Management, LLC. His prior experience includes nearly nine years at Morgan Stanley. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored non-discretionary planning and supports a large advisor network with specialized municipal and SIMPLE IRA advisory programs.

James Hunter is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 credential and eight years of industry experience. He has been with Wells Fargo Advisors since 2017 following a ten-year retirement. Outside of his advisory role, Hunter serves on the boards of directors for True Natural Gas and Coweta-Fayette Electric Membership Corporation, where he participates in corporate governance and strategic oversight. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and tools to tailor recommendations that clients may implement through various brokerage or advisory programs.

Floyd Gantt is a financial advisor with Edward Jones in Fayetteville, GA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a wealth management firm serving individual and institutional clients with a range of investment services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Kelly Crockett is a financial advisor with Cambridge Investment Research Advisors in Peachtree City, GA, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining Cambridge, Crockett worked at Truist Advisory Services and Truist Investment Services, among other firms. Outside of Cambridge, Crockett is a managing partner of Sentinel Wealth Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, using a network of independent financial professionals and multiple portfolio management platforms.

Douglas Aldridge Jr is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. Aldridge also owns and operates two investment-related businesses, Aldridge Private Wealth Management Group LLC and AdoptiO Capital LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk management, and specialty areas such as business-owner transitions and special-needs planning. The firm combines advisory services with banking and other financial product offerings through a large network of financial advisors.

Jacob Ellis is a financial advisor with Wells Fargo Advisors in Peachtree City, GA. He holds a Series 66 designation and has three years of industry experience, including roles at XL Sports and Clean Care prior to joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs.

Austin Payne is an Investment Consultant at Fidelity Investments. In this role, he partners with clients to help them clearly define and prioritize their financial goals. He leverages Fidelity's planning resources and collaborates with colleagues to assist clients in crafting plans aimed at achieving peace of mind in their financial journey. Austin's professional experience includes serving as an Investment Consultant since 2026 at Fidelity Investments. Prior to this, he worked as an Investment Solutions Representative from 2022 to 2026, and as a High Net Worth Service Associate I & II from 2021 to 2022, both at Fidelity Investments. Before joining Fidelity, he was an Asset Transfer Specialist at Vanguard in 2021.