Thomas Sherrill is a Series 65-licensed advisor at JT Stratford, LLC with one year of industry experience. Prior to joining JT Stratford, he worked at Home Depot for ten years. JT Stratford, LLC serves individuals including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations with investment advisory and financial planning services. The firm offers a range of portfolio management solutions and incorporates fundamental, technical, and charting analysis, along with emerging technology tools, to support research and operations.

Zachary Phillips is a financial advisor at LVZ, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and NEXT Financial Group. Phillips serves as a board member of the Clarkesville Planning Commission. LVZ, Inc. provides investment management, financial planning, consulting, and third-party manager selection for a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm manages approximately $1.125 billion in assets across 17 advisors and employs a range of portfolio strategies that combine fundamental and technical analysis.

Gregory Wilson is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at SFS Financial Inc. since 2000 and at Triad Advisors, Inc. from 2005 to 2018. Wilson is also the owner of Benefit Resources LLC, an insurance business specializing in group employer benefits and life insurance. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, offering portfolio management, financial planning, employer retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Gary Klaric is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Triad Advisors LLC, GER Loftin Wealth Advisors, and Integrated Financial Advisory, Inc., where he also owns and operates an insurance agency specializing in fixed and life insurance. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, offering portfolio management, financial planning, and access to third-party strategies.

Andrew Rodgers is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His work history includes roles at Peak Brokerage Services, Cambridge Investment Research Advisors, Dempsey Lord Smith, SB Advisory, Berthel Fisher & Company Financial Services, and Equity Services. Blackridge Asset Management provides financial planning, investment management, and related consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm operates through a network of investment adviser representatives and offers tailored portfolio management, model portfolios, third-party managers, and wrap programs, with a focus on a network structure tied to affiliated firms and vendor arrangements.

John Essigman is a financial advisor at Moors & Cabot, Inc. with 21 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Prudential Insurance Company of America, PRUCO Securities, and operated his own advisory firms. Outside of his advising role, he serves as Treasurer and Bookkeeper for the White County Rotary Club, a nonprofit civic organization. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing investment management, financial planning, consulting, and access to third-party wrap-fee programs. The firm tailors portfolios using asset allocation, fundamental and technical analysis, and quantitative techniques, and offers both discretionary and non-discretionary services.

Zachary Gerrells is a financial advisor with Blackridge Asset Management, LLC and holds a Series 66 designation. He has three years of industry experience and has worked at firms including Peak Brokerage Services and Cambridge Investment Research. He is also the owner of Gerrells CPA, LLC, a tax services business. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives, serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management and access to various investment strategies, utilizing a model-based approach supported by affiliated platform providers.

Timothy Garber is a financial advisor with United Advisor Group, holding a Series 66 designation and bringing 25 years of industry experience. He previously spent 19 years with Stifel Independent Advisors, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Timothy Duffy is a financial advisor with Capital Analysts in Dawsonville, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at Legend Equities Corporation for 16 years before joining Lincoln Investment, where he has been for the past nine years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and advisory services through a nationwide network of independent representatives and firm-managed programs, employing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Troy Webb is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Valic Financial Advisors for 28 years and Agia for 4 years. In addition to his advisory role, Webb is the owner of Personal Data Bank, Inc., a company focused on protecting intellectual property related to algorithm scripts and programming. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of model portfolios, third-party managers, and a dedicated Investment Management & Research team.

Laura Latourette is a CFP® professional with 29 years of experience in the financial services industry. She is currently an advisor at Carson Wealth and has previously worked at firms including LPL Financial and IFG Advisory, LLC. Outside of her advisory role, she serves as a volunteer education ambassador for the National Resource Center on LGBT Aging and holds a for-profit advisory board position with Markets Group. Carson Wealth is an SEC-registered investment adviser operating a large enterprise platform with over 650 advisors. The firm manages approximately $50.6 billion in assets and offers services such as discretionary asset management, financial planning, and retirement plan solutions, employing an Investment Committee-driven approach to portfolio construction and ongoing oversight.

Heidi Lane is a financial advisor at Empower Advisory Group with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Jackson Hewitt Tax Service and Primerica Financial Services. Outside of financial services, she is a partner and co-author in an LLC that publishes children's books. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach includes point-in-time financial plans and managed account solutions, delivered through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Maurice Dearth is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Money Concepts Capital since 2011 and also has long-term roles at Data-Source and as owner of Mosolutions LLC, a printing brokerage. Outside of financial advising, he works as a sales representative for Reynolds and Reynolds, focusing on printing services for automotive-related businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a variety of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to guide investment decisions.

Eric Owens is a financial advisor at SPC with 23 years of industry experience. He holds a Series 66 designation and has worked at SPC and its affiliated Sigma Financial Corporation since 2017. Prior to that, he was with ProEquities, Inc. from 2005 to 2017. Outside of his advisory work, Owens is also an attorney specializing in estate planning, Medicaid planning, and VA benefits, and he volunteers as a Court Appointed Special Advocate for children in foster care. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large network of advisors and maintains strategic partnerships with broker-dealers and insurance agencies.

John Bowling Jr. is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Dempsey Lord Smith, LLC and Mccormack Financial Planning Inc. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary advisory strategies under a fiduciary standard.

Betty Merck is a financial advisor at Stifel with 33 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2010 and holds a Series 63 designation. Outside of her advisory role, she is a notary and involved in a local pest control business owned by her husband. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Joseph Deming is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC, United Community Bank, and Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Eric Lupardus is a financial advisor at Edward Jones in Gainesville, GA, holding a Series 66 designation with eight years of industry experience. He worked at Wells Fargo Clearing Services from 2015 to 2019 before joining Edward Jones in 2019. 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 and is supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Jeremy Echuck is a CFP® professional with 20 years of experience in the financial services industry. He currently serves as an advisor at Osaic Wealth, having previously worked for Triad Advisors Inc. for 14 years and spent 24 years at Brown Shoe Company. He is also the owner of Fundamental Wealth Advisors, where he provides financial advising, asset allocation, and budgeting services. Osaic Wealth serves a diverse client base, including retail investors of varying net worth, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and discretionary or advisor-managed strategies across various programs.

Verma Satterfield is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 1998. 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 under management through a network of more than 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.