Ellis Shiver is a financial advisor at NewEdge Advisors with 38 years of industry experience. He holds a Series 63 designation and has worked at GWM Advisors, LLC (DBA Southern Point Investment Partners) since 2018 and at LPL Financial, LLC since 2016. Outside of his advisory roles, he is involved with The Shiver Group, LLC, a business entity for tax and investment purposes. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement and pension consulting, and access to sponsored advisory programs, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Anthony Pezent is a financial advisor with GWN Securities Inc. in Adel, Georgia, holding the Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with GWN Securities since 2011, following prior roles at Voya Financial Advisors and Voya Financial Partners. Outside of his advisory work, he serves on the executive committee of the Cook County Touchdown Club, which supports the local football team through fundraising events. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses market-timing and momentum-based strategies in certain programs.

Deborah Smith is a financial advisor with Valic Financial Advisors in Valdosta, GA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has been with Valic Financial Advisors since 1999 and has also worked with Agia since 2022. Outside of her advisory role, she is a licensed insurance agent providing life and disability insurance to employees of Housing Authority groups. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with various overlay options.

William Langdale IV is a financial advisor at NewEdge Advisors with a Series 66 designation and one year of industry experience. His career includes roles at LPL Financial LLC, Southern Point Investment Partners, and Langdale Vallotton, LLP. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology-driven solutions.

Jo Pate is a financial advisor with NewEdge Advisors who holds a Series 63 designation and has 19 years of industry experience. Prior to joining NewEdge Advisors and LPL Financial in 2019, Pate worked at Wells Fargo Clearing for three years. Outside of advisory work, Pate is involved as a business owner of several Smoothie King franchises in Georgia and is a content creator and author through EGR, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, employing multiple program structures and centralized due diligence, with recent incorporation of artificial intelligence in certain business operations.

Luke Voigt is a financial advisor at OSAIC Institutions, INC. with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Infinex Investments, Inc. and Cetera Investment Advisors LLC. Outside of his advisory role, he serves as president of the Valdosta North Rotary Club and is involved with the Valdosta Latino Association, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Kaleb Cowart is a financial advisor at &PARTNERS with three years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at LPL Financial. Cowart is a former professional baseball player and founded the Play It Forward Baseball Camp, a community initiative combining baseball instruction with faith-based activities. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and financial planning services, utilizing a variety of strategies and both discretionary and non-discretionary account management.

Gregory Bright is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at Wiregrass Investment Management, Onward Wealth Development, and LPL Financial. Bright also provides investment advisory services through GWM Advisors, an independent firm he began operating in 2018. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Gregory Reid is a financial advisor at OSAIC Institutions, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones, Infinex Investments, Inc., and CBC Bank. He serves on the finance committee of First United Methodist Church. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives, combining discretionary and non-discretionary account management with access to alternative investments and lending solutions.

Deanna Smith is a financial advisor at OSAIC Institutions, INC. with nine years of industry experience. She holds the Series 66 designation and previously worked at Bank of America for 19 years before transitioning to roles at Cetera and Infinex Investments. Outside of her advisory duties, she serves as Chairman of the Literacy Fund Committee for the Valdosta Rotary Club. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that emphasizes firm supervision while delegating investment management to its representatives.

Jennifer Hayes is a financial advisor at GWN Securities Inc. with a Series 66 designation and one year of industry experience. Prior to joining GWN Securities, she worked at Your Onesource Solution and has a background that includes roles in financial services, insurance, and freelance photography. Outside of her advisory work, she owns and operates a freelance photography business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Todd Shiver is a financial advisor with NewEdge Advisors, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at NewEdge Advisors since 2018 and is also affiliated with LPL Financial since 2016. Outside of his advisory role, he serves as Secretary for Big Sky Transport, Inc., a transportation company. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, supporting advisors with multiple program structures and centralized due diligence, including the use of technology and artificial intelligence in certain operations.

Ralph Smith is a financial advisor at OSAIC Institutions, INC. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial, Securities America Advisors, and SSN Advisory. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment analysis and account management to its representatives.

Steven Schramm is a financial advisor with GWN Securities Inc. in Adel, Georgia, holding a Series 66 designation and 22 years of industry experience. He has been with GWN Securities and Retirement Consultants Network since 2011. Outside of his advisory role, he serves as a deacon on the official board of Adel First Assembly of God and is a board member of the Adel Main Street organization. He also owns a gift shop specializing in laser-engraved products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of about 423 advisors and manages approximately $3.65 billion across over 37,000 client accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options.

Thomas Smith is a financial advisor with Mass Mutual Investors Services based in Valdosta, GA. He holds a Series 66 designation and has 15 years of industry experience. His prior work includes roles at Capital City Bank and LPL Financial LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a focus on collaborative annual planning and event-driven services such as estate settlement and divorce planning.

Robert Langdale is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank. Outside of his advisory role, he is the CEO of Grand Bay Company, a land management business. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

James Allred is a financial advisor with Equitable Advisors in Valdosta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors, LLC since 1997. Outside of his advisory role, he serves as an executor and beneficiary of multiple wills and life insurance policies and is involved in outside insurance activities. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

Beverly Avera is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2010. Beverly holds Series 63 and Series 66 designations and is also a commissioned notary. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

John Lastinger is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2011, following prior roles at Morgan Stanley and Citigroup Global Markets. He serves on the advisory board of the University of Georgia Football Lettermen Club and is a board member of the Boys & Girls Club of Valdosta. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with forward-looking asset allocation and financial planning analyses.

John Eager Jr. is a financial advisor at Edward Jones in Valdosta, GA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he spent time as a full-time student and briefly worked at Winshape Camps. Outside of his advisory role, he manages a real estate business through Eager Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.