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 at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2017 and previously held a position at Bath and Body Works from 2012 to 2017. Merrill, along 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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, a family team established in 1980 inside Merrill Lynch Wealth Management. He works within Merrill Lynch Wealth Management and has access to Bank of America specialists to provide clients with personalized wealth management strategies. He focuses on family wealth management strategies, services for endowments, foundations, and non-profits, services for defined benefit plans, managing new wealth, portfolio management services, and socially responsible, values-based, and ESG investing. The Roberts Group has supported multiple generations of clients in wealth planning and preservation for families, businesses, and their employees. Benjamin holds the professional designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned his education in Labor Relations from Cornell University. He is an enrolled member of The Sault Ste. Marie Tribe of Chippewa Indians and is involved with organizations such as AIPAC, the Bank of America Native American Professional Network Regional Leader - East, Entrepreneurship@Cornell - Cayuga Forum, and Sigma Alpha Epsilon Fraternity - New York Alpha. He is fluent in English, Spanish, and Portuguese.

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 at Raymond James Financial with four years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Advisors and has a background that includes disability adjudication and fitness training. Outside of advising, he is involved in strength, speed, and agility training at a sports facility. 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 consulting using analytical tools to support client goals and maintains specialized programs in municipal advising and SIMPLE IRA employer consulting.

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 at Merrill with a Series 66 designation and five years of industry experience. He has previously worked at Wells Fargo and the University of Georgia. Merrill, along 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Isaac Scheidt is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Watkinsville, GA. He has four years of industry experience and has been with Cambridge since 2021. Scheidt is also the owner of Ramp Ventures LLC, a technology services business, and serves as a board member of the Bowman Estates Homeowners Association. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored investment strategies through various custody platforms, combining proprietary models and external strategists, with a range of discretionary and non-discretionary options.

Gary Davis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and with 43 years of industry experience. He has been with various Raymond James entities since 2013. Outside of his advisory role, Davis serves as a board member for the Jenning Mill Homeowners Association. 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, and institutional investors. The firm offers tailored non-discretionary planning using analytical tools and supports comprehensive advisory programs, including municipal and public-finance services.