Sarah Jefferson is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc. in Rome, GA, where she has worked since 2021. She has three years of industry experience, including prior roles at Cartersville City Schools and Ashton Staffing. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with oversight from an Investment Strategy Committee.

James Smith is a financial advisor at Benjamin F. Edwards & Company, Inc. in Rome, GA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory and consulting services alongside a mix of firm-developed and third-party investment strategies.

Rhea Aronhalt is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2013. She holds the Series 66 license and is based in Rome, GA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with ongoing oversight and client-specific customization.

James Vandiver is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Highpoint Planning Partners and LPL Financial. Outside of his advisory work, he serves as president and sole donor of a nonprofit that distributes Hebrew Bibles to Messianic ministries. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial plans and serves a large participant base relative to its advisor headcount.

Derek Taylor is a CFP® and holds a Series 66 license with four years of industry experience. He is based in Rome, GA, and has been affiliated with Berry College since 2007. He is currently a financial advisor at Benjamin F. Edwards & Company, Inc. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies with ongoing portfolio oversight.

William Wilcox is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018. His prior experience includes roles at Cetera and Regions Bank. Wilcox is also involved with United Community Advisors, a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from LPL Research and third-party subadvisors.

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 and holds a Series 66 designation. He has 24 years of industry experience, including roles at River City Bank and Investment Professionals, Inc. He is based in Rome, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with various model portfolios and research resources.

Joshua Cabada is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals and families navigate important financial decisions with confidence, focusing on building strong, trust-based relationships through clear communication and responsive service. Joshua works closely with clients on areas such as family wealth management strategies, retirement planning, portfolio management, socially responsible investing, tax minimization, and small business strategies. Joshua holds a Bachelor's Degree from Kennesaw State University and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is bilingual, proficient in both English and Spanish. Outside of his professional role, Joshua enjoys camping, genealogy, hunting, music, soccer, spending time with his family, and woodworking. His approach centers on uncovering what matters most to clients and their families to create strategies aimed at pursuing their financial goals.

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.

Jacob Hager is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at River City Bank and AdventHealth, as well as involvement with Northwest Georgia Hunger Ministries and the South Rome Redevelopment Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

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.