Travis Taylor is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Osaic, he worked at FSC Securities Corporation and BDL Advisors, where he currently assists with client relations and operational needs. Outside of his advisory role, Taylor is an independent author of fictional literature, selling his books through various online platforms. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs a variety of asset-allocation tools and third-party platforms to construct and manage client portfolios.

Hope Dangelo is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Her prior roles include positions at FSC Securities Corporation, BDL Advisors, and managing her own consulting business. She is also a notary public. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services alongside access to third-party money managers and various portfolio management tools.

Joel Theis is a financial advisor with Raymond James & Associates who holds the Series 66 designation and has 15 years of industry experience. Prior to joining Raymond James in 2021, he worked at Truist Advisory Services, Truist Investment Services, and BB&T Investment Services in various roles. Outside of his advisory work, he is a partner at JZD Wellness LLC, a martial arts gym where he teaches martial arts and yoga classes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, and offers specialized municipal advisory and employer consulting services.

Holly Kimsey is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. She also teaches exercise classes as a fitness instructor. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory, and retirement plan consulting services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment vehicles.

Vance Embry is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at Raymond James Financial Services and Barker Petway Investment and Retirement Management. Outside of his advisory roles, Embry is involved with the Windemere Landowners Association, where he has been active since 2020. 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, and institutional platforms, supported by research and technology tools used by its network of over 22,800 advisors.

Robert Bishop is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. His prior work includes roles with FoundationWealth and as an educator at Dalton City Schools and Christian Heritage School. He is also a commissioned notary public in the state of Georgia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, utilizing a variety of investment strategies supported by technology and research tools.

James Boling is a financial advisor with LPL Financial, holding a Series 66 designation and bringing experience from previous roles at FoundationWealth and a 15-year career with the Whitfield County Sheriff's Office. He serves as a board member of the Dalton Golf and Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, with a focus on providing customizable investment strategies and access to various institutional platforms.

Charles Barker is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 31 years of industry experience. Barker has been with Raymond James since 2016 and is also involved with businesses including Barker Petway Investment & Retirement Management and IRM Investments, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and provides non-discretionary consulting alongside various advisory programs.

Jeffrey Browne is a CFP® with 28 years of industry experience, currently with Osaic Wealth, Inc. since 2023. He previously worked at Fsc Securities Corporation for 16 years and has been involved with American Plastic Industries since 1995. In addition to his advisory role, Browne is a licensed insurance agent who provides insurance quotes and policy education to clients. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing advanced asset allocation and portfolio management tools.

Arthur Tredway II is a Series 66-licensed financial advisor with Edward Jones in Ellijay, GA. He has 15 years of industry experience and has been with Edward Jones since 2010. Outside of his advisory role, he is involved in management decisions for a commercial retail center in Fort Wayne, IN. 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, supported by a large nationwide network of advisors and branch offices.

Elias Alewel is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Bank OZK, NC State Employees Credit Union, and several other companies across various sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Amy Shopp is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 14 years of industry experience. She has been affiliated with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies, including AI and algorithmic tools, in portfolio management.

Emily Boyd Brown is a financial advisor at OSAIC with nine years of industry experience. She has previously worked at FSC Securities Corporation and JJB Hilliard WL Lyons LLC. Brown serves on the board for the Fellowship of Christian Athletes' Women in Sports ministry and volunteers as a character coach for local high school softball teams. She is also a board member of the United Way of Northwest Georgia. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managed account solutions.

Nicholas Payne is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and is also the sole member of Afenitas, LLC, a technology consulting business. In addition, he serves as Head Deacon at Calhoun Seventh-Day Adventist Church, participating in monthly board meetings and managing church operations for events. 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 advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Zachary Theis is a financial advisor with Raymond James & Associates in Dalton, GA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, LLC, and Brighthouse Financial. Outside of his advisory work, he is a partner at JZD Wellness LLC, where he teaches jiu-jitsu classes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research resources.

Michelle Koneman is a Series 65 licensed advisor with Cetera, based in Chatsworth, GA, and has three years of industry experience. She previously worked at Avantax Advisory Services for four years. Outside of advisory work, she owns and operates Huggins Bookkeeping & Tax Service, providing individual and corporate income tax preparation and small-business bookkeeping services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment strategies.

Zachary Woody is a financial advisor at Edward Jones in Dalton, GA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Joshua Chancey is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. His prior experience includes roles at Goodall & Associates, the State of Georgia, North Georgia Christian Academy, and the Gilmer County Sheriff's Office. Edward Jones is a full-service wealth management firm serving individuals and institutions, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies, advisory services, and affiliated products through a large network of financial advisors and branches nationwide.

Matthew Queener is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previous experience with Cambridge Investment Research Inc. He has also served as a teacher at Whitfield County Schools since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions utilizing model portfolios, third-party subadvisors, and customized strategies.

Lyle Maurer is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 66 designation and has worked with Cetera and its related entities since 2014. Prior to and concurrently with his advisory role, he has been associated with Regions Bank since 2013. Cetera Investment Advisers LLC is a large SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management, financial planning, and consulting services.