Sarah Jefferson is a Series 66 licensed advisor at Benjamin F. Edwards & Company, Inc. with four years of industry experience. Before joining Benjamin F. Edwards in 2021, she worked in education and staffing roles. Benjamin F. Edwards & Company serves a broad client base including individuals, pension plans, charitable organizations, and corporations through fee-based wrap programs, financial planning, and investment management consulting. The firm offers a range of investment strategies managed internally and by third parties, supported by an Investment Strategy Committee and an internal trading desk.

James Smith is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. Smith has worked at Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management through a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Rhea Aronhalt is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2013. She holds the Series 66 designation and is based in Rome, GA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a variety of strategies overseen by an Investment Strategy Committee.

Derek Taylor is a CFP® with five years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc. He has been involved with Berry College since 2007. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, employing both strategic multi-year allocations and tactical adjustments across a variety of portfolios and model strategies.

William Wilcox is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Cetera, United Community Bank, and Regions Bank. Wilcox is based in Rome, Georgia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Jerry Dempsey Jr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 30 years of industry experience, with prior roles including senior positions at Silverleaf Insurance Company and ownership in multiple financial services and technology firms. Outside of advisory work, he is involved in a family-owned truck parts and repair business where he serves as Vice President. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm offers tailored investment strategies through a network of independent financial professionals and supports multiple platform arrangements, combining proprietary and third-party model solutions.

Daniel Owens is a financial advisor with Cetera who holds the CFP® designation and has 33 years of industry experience. He has worked with Cetera and related entities since 2013 and operates Owens Financial Group, LLC. Outside of his advisory work, Owens is a co-owner of Owens & Owens CPA PC, providing accounting and tax services, and serves on the board of Northwest Georgia Hunger Ministries. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers and various program structures.

Charles Norris is a CFP® and Series 66 registered financial advisor with Edward Jones in Rome, GA, where he has worked since 2008, totaling 18 years of industry experience. Outside of his advisory role, Norris owns and manages multiple rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large network of financial advisors and branch offices nationwide.

Roy Woods Jr. is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 66 licenses. He is also the owner of KT Financial Synergies LLC, where he manages practice-related expenses and employee payroll. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations.

Donald Tomlin is a financial advisor with LPL Financial holding a Series 66 designation and 24 years of industry experience. His career includes roles at River City Bank and Wells Fargo Clearing. He also operates RCB Wealth Management as an investment-related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services supported by model portfolios, third-party subadvisors, and technology tools.

John Durden is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 credential. He has 10 years of industry experience, including roles at Suntrust Advisory Services and Suntrust Investment Services. Outside of his advisory work, he is an independent insurance agent and a notary public. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple custody platforms.

Michael Williams is a Series 66-licensed financial advisor with eight years of industry experience, currently practicing at Cambridge Investment Research Advisors. He previously worked for Dempsey Lord Smith, LLC for seven years. Outside of his advisory role, he is also involved as an agent in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, pension plans, charitable organizations, and retirement-plan sponsors—offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides various portfolio management options, including proprietary models and access to external strategists, with investment strategies tailored to client objectives.

Ronnie Shelby is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 26 years of industry experience. His prior roles include positions at Cuso Financial Services, Lanark Financial, and Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jacob Hager is a financial advisor with LPL Financial, holding the Series 66 designation and based in Rome, GA. He has been with LPL Financial and River City Bank since 2026. Prior to his advisory role, he worked at AdventHealth and held various positions including community-focused roles and real estate services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports advisors with multiple investment programs and operational tools while maintaining oversight of over $819 billion in discretionary assets and a network of more than 22,800 advisors.

Jessica Holmes is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and approximately one year of industry experience. Prior to her current role, she worked in real estate and hospitality, including positions at Floyd Realty Advisors and Guston's Bar & Grille. 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 Financial Professionals using a variety of portfolio management approaches.

Susan Leonard is a financial advisor at Cetera with 24 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Leonard has worked at Cetera Advisors LLC since 2012 and is also associated with Owens Financial Group, LLC. Outside of her advisory work, she serves on the board of directors and as treasurer for Eloheh Equine Inc. and volunteers with the Pleasant Valley North Baptist Church Building Team. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

Sean Moriarty is a financial advisor at Edward Jones with eight years of industry experience. He has held positions at Merrill, Bank of America, N.A., and Enterprise Holdings before joining Edward Jones in 2019. He holds a Series 66 designation and is based in Rome, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Bosarge is a Series 66 licensed financial advisor with nine years of industry experience, currently associated with Edward Jones since 2017. Prior to joining Edward Jones, he worked for CS Trophies Corporate Awards for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Cromer is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on managing clients' wealth by developing personalized financial strategies that align with their long-term goals. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to provide comprehensive wealth management services. Christopher's professional expertise centers on guiding individuals and families to achieve their financial objectives. He values learning about people's stories and prioritizes being of service to his clients and community. He maintains a commitment to community involvement, actively participating in volunteer activities within the communities Merrill serves. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned his High School Diploma from Cedartown. Outside of work, he enjoys golfing and spending time with his wife and four children.

Dorsey Young Jr. is a financial advisor with Edward Jones in Rome, GA, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Edward Jones since 2009. Young serves as a board member for the Rome-Floyd County Community Soup Kitchen, providing oversight and support to assist in meal programs for those in need. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.