Joel Thacker is a financial advisor with Edward Jones in Hiram, GA, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Edward Jones in 2026, he worked for ADP for seven years and at Ansley Golf Club at Settindown Creek for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Joseph Lawlor Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016, preceded by seven years at Wells Fargo Advisors LLC and 24 years at Wachovia Bank, N.A. 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 provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Ryan Butterfield is a financial advisor at Edward Jones in Marietta, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for seven years at Atlanta Beverage Company and six years at Ruth's Chris Steakhouse. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,700 financial advisors.

Joshua Ketchie is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations along with a Series 66 license. He has 12 years of industry experience and previously held roles at Guardian Life Insurance and Park Avenue Securities. Ketchie serves as a board member for the MDRT Foundation Life Insurance Committee and is a certified public accountant. 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 strategies tailored to client objectives.

Katrina Everett is a CFP® professional with 24 years of experience in financial advising, currently with Wells Fargo Advisors since 2023. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2023. Everett has ownership interests in several rental property investment ventures and holds executive roles in related private investment entities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, and specialized planning services. The firm utilizes Wells Fargo research and planning tools to develop tailored financial recommendations delivered through meetings and client summary letters.

Darryl Trimble is a financial advisor with Wealth Management Group of Georgia, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at ChangePath, LLC and Corecap Investments. Wealth Management Group of Georgia is a registered investment adviser specializing in managing pooled vehicles and institutional mandates rather than individual retail accounts. The firm operates with a single advisory professional and offers both percentage-of-assets-under-management and hourly fee arrangements.

Mark Freret is a CFP® professional with 18 years of industry experience. He has been with Covered Bridge Financial LLC since 2004. Covered Bridge Financial LLC provides financial planning and investment advisory services to a small client base, focusing on a planning-centered approach with documented analysis and regular account reviews. The firm uses a distinctive fixed-fee structure for certain services, emphasizing long-term financial objectives over transactional product sales.