Sherman Fernandes is a financial advisor with Integrated Wealth Concepts LLC in Rome, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has previously worked with Level Four Advisory Services and LPL Financial, where he has maintained a long tenure since 2009. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, applying a primarily long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income.

Anh Hamilton is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including SGL Financial, LLC, NS Capital LLC, and Wealth Financial Advisory Services, LLC. He is also the owner of Intellectual Business Solutions, LLC, where he provides wealth planning and insurance services. Integrity Alliance is a large enterprise advisory firm serving individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets through a network of over 300 independent advisors, offering portfolio management, financial planning, and both discretionary and non-discretionary investment solutions.

Abby Green is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has worked with SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through a combination of discretionary manager relationships and non-discretionary consulting.

Ralph Barden is a financial advisor with Guardian Life and holds a Series 63 designation, bringing 39 years of industry experience. His career includes roles at Park Avenue Securities, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. Outside of his advisory work, he provides income tax consultation through Peachtree Tax Advisors, LLC, and teaches a graduate-level course at The New Orleans Baptist Theological Seminary. Guardian Life, through its subsidiary Park Avenue Securities, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and integrated lending options.

Robert Harbison Jr. is a financial advisor with Guardian Life who holds the ChFC® designation and has 24 years of industry experience. He has worked with Peachtree Planning Corporation, Park Avenue Securities, and Guardian Life since 2002. Outside of his advisory work, Harbison is involved with the Greater Rome Chamber of Commerce and serves with several nonprofit and tax preparation organizations, including Treasure in Earthen Vessels, Inc., which provides ministry-related support overseas. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and various financial planning and consulting solutions.

Jon Lewis is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Benjamin F. Edwards since 2013, and previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of advisory work, Lewis is a co-trustee for a local shelter trust in Rome, GA. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary strategies and third-party models in discretionary and non-discretionary managed solutions.

Marsha Mayben is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 22 years of industry experience. She has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is based in Rome, GA. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and investment management solutions, including proprietary strategies and third-party model providers.

Michael Crego is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Benjamin F. Edwards since 2013, following roles at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory work, he serves as a donor-advisor for the American Endowment Foundation. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including advisory programs, financial planning, retirement consulting, and investment management combining proprietary strategies with third-party models.

Sarah Jefferson is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc., based in Rome, GA. She has four years of industry experience, including prior roles in education and staffing before joining Benjamin F. Edwards in 2021. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including financial planning, investment management, brokerage, and retirement consulting, utilizing both proprietary and third-party strategies with discretionary and non-discretionary managed solutions.

James Smith is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Benjamin F. Edwards & Co since 2015, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, high-net-worth clients, and corporate entities. The firm offers a range of services such as advisory programs, financial planning, retirement consulting, and investment management, utilizing proprietary strategies and third-party models.

Rhea Aronhalt is a CFP®-credentialed financial advisor with 19 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2013 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

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 Series 66-licensed advisor with Benjamin F. Edwards & Company, Inc., based in Rome, GA. He has five years of industry experience and has been affiliated with Berry College in some capacity since 2007. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a range of services including financial planning, investment management, and retirement plan consulting, utilizing proprietary and third-party strategies across equity and fixed income portfolios.

William Wilcox is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Cetera, United Community Bank, and Regions Bank. Wilcox is based in Rome, Georgia. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

James Mull is a financial advisor at Edward Jones in Calhoun, GA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at The HON Company for 34 years. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jerry Dempsey Jr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has held roles at Silverleaf Insurance Company and his own financial services firms. Outside of advising, he serves as Vice President of Rome Truck Parts & Repair, Inc., and is involved in several business ventures including a technology services company. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers a range of account platforms and proprietary model strategies.

Mary Purgason is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 31 years of industry experience. She has worked at LPL Financial since 2009 and was previously with Morgan Keegan & Company, LLC from 2003 to 2009. 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, third-party asset management, and institutional platforms.

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.