Gina Hall is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in financial planning strategies with a concentration in life insurance, annuities, and long-term care. Gina works with families seeking to enhance and preserve their wealth and legacy, providing services that include college education planning, legacy planning, retirement income, and portfolio management. She assists clients by connecting all aspects of their financial life to prioritize and pursue their goals. Gina earned a Bachelor of Business Administration in Finance from Columbus State University and a Master of Science in Personal Financial Planning from the College for Financial Planning. She holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Most recently, she earned a Doctorate in Personal Financial Planning from Kansas State University in December 2023. A native of Harris County, Georgia, Gina resides in Hamilton, Georgia with her husband Bryan and their three children. She is involved in community activities and volunteers with organizations such as the American Cancer Society, Columbus Georgia Lean-In Circle, Columbus Georgia Young Professionals, and Historic Columbus. She is also a member of the Greater Columbus Chamber of Commerce.

Rembert Houser is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he develops personalized financial strategies tailored to clients’ individual goals, leveraging investment insights from Merrill and banking solutions from Bank of America to address changing market conditions. Rembert holds the Personal Investment Advisor (PIA) designation and earned a Bachelor’s Degree from the University of Georgia. Committed to community involvement, he participates in local volunteer organizations aligned with Merrill's tradition of service.

Dustin Stokes is a CFP®-credentialed financial advisor with 12 years of industry experience, currently affiliated with LPL Financial. His prior experience includes six years with Synovus Bank and Synovus Securities, Inc. He is also actively involved with Mid Tree Church in Cataula, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and various advisory programs supported by both internal and third-party research and technologies.

Joshua Love is a financial advisor with Raymond James Financial based in Columbus, GA, holding a Series 66 designation and six years of industry experience. He previously worked at Publix before joining Raymond James, where he has been employed since 2017 in various roles. Outside of his advisory duties, he serves as registered support staff for Southeast Private Wealth, LLC. 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 institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making while providing access to advisory programs and specialized municipal and SIMPLE IRA Employer Advisory services.

Donald Young is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. His prior work experience includes roles at Regions Bank, Cetera, Thrivent Financial, Lyft, Uber, and BB&T. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and has a large nationwide network of financial advisors and branch offices.

Alexander Ballard is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides financial guidance focused on areas including college education planning, divorce transition planning, family wealth management strategies, employee financial health, liquidity management, and personal retirement and income planning. Alexander holds a Bachelor's Degree and a Master of Business Administration from Samford University. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His approach centers on building strong, lasting relationships and leveraging the resources available through Merrill Lynch and Bank of America to support clients’ financial goals. Outside of his advisory role, Alexander is involved with St. Andrews Presbyterian Church.

Whitney Shackelford is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1997, totaling 29 years at the firm. Merrill, together 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.

Jacquelyn Clark is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Raymond James since 2013 and co-owns High Log Creek Farm and Hunting Preserve, where she manages accounting and payroll. Clark is also a partner in an agricultural family limited liability partnership. 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, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser force and a range of portfolio management styles.

William Nemetz is a financial advisor with Primerica Advisors based in Hamilton, GA. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. Nemetz serves as Treasurer of The Primerica Foundation and is a board member of Zoo Atlanta. He also chairs the Primerica PAC Board of Directors. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through model-driven strategies supported by third-party asset managers and custodians.

Amanda Gibson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been associated with Cetera and its affiliates since 2014. In addition to advisory work, she is active as an insurance agent, selling life, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform with access to affiliated and third-party managers, providing diverse program options and managing over $256 billion in assets.

Bradley Brooks is a financial advisor with Edward Jones in Columbus, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts, affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.

Richard Toelle Jr. is a CFP®-designated financial advisor with 27 years of experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Wells Fargo Financial Network for nine years. He is president of Comprehensive Wealth Management, LLC, a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary investment consulting and supports a wide advisor network, including specialized municipal and SIMPLE IRA advisory programs.

Brenda Meadows is a financial advisor with Raymond James & Associates in Columbus, GA, holding a Series 63 designation and bringing 30 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the owner of Dancing Bears Farm LLC and a partner in a family limited partnership that manages timber land under a long-term lease. Raymond James & Associates, Inc. is a dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services that emphasize tailored, non-discretionary consulting supported by extensive research and a broad range of portfolio management strategies.

George Swift is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Louie Burrus Jr. is a CFP®-designated financial advisor with Ameriprise in Columbus, GA, bringing 38 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he is involved in a beekeeping business that sells honey. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, delivering personalized, research-driven recommendations supported by algorithmic tools and a dedicated consulting team.

Charles Collins Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He serves as President of Buttonwood Wealth Management, LLC, and Managing Partner of Southeast Private Wealth, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to illustrate potential outcomes and supports a broad network of advisors and affiliated firms.

Jason Kelly is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with a diverse range of clients including individuals, businesses, endowments, foundations, and non-profits, providing services related to retirement planning, investment consulting, and wealth management. He focuses on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals. With over 40 years of combined experience from the Houser Kelly Group, Jason and his team emphasize understanding the unique economic and life situations of each client. Their expertise covers divorce transition planning, institutional investment consulting, services for defined benefit and defined contribution plans, managing new wealth, and retirement income planning. Jason holds a Bachelor’s Degree from Columbus State University and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Jason engages in various personal interests such as baseball, basketball, fishing, football, golfing, tennis, traveling, and spending time with his family.

David Hancock is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2014. He specializes in advising business owners, entrepreneurs, retirees, and affluent families on various aspects of their financial lives, including retirement income planning, generational wealth transfer, estate planning, and concentrated stock strategies. David collaborates with clients' legal and accounting professionals to develop comprehensive wealth management plans that align with their personal, professional, and charitable priorities. David earned a Bachelor's Degree in Accounting from Samford University's Brock School of Business. Before joining Merrill Lynch, he worked as a Certified Public Accountant at PricewaterhouseCoopers. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). David and his wife, Halley, live in Columbus, Georgia, with their four children. He is actively involved in his community, serving on the boards of Clement Arts and Lantern Vision. His personal interests include reading, spending time with family, and playing tennis.

Jeff Dakin is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research.