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 Primerica Advisors based in Rome, GA, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of his advisory work, he teaches a class to graduate ministerial students at The New Orleans Baptist Theological Seminary and provides income tax consultation through Peachtree Tax Advisors, LLC. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account services, including lending and donor-advised funds.

Robert Harbison Jr. is a financial advisor with Primerica Advisors based in Rome, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked with Peachtree Planning Corporation, Park Ave Securities, and Guardian Life Insurance Company since 2002. Outside of his advisory work, he is involved with the Greater Rome Chamber of Commerce and serves on the board of Treasure in Earthen Vessels, Inc., a nonprofit focused on providing religious materials and financial aid for church and ministry activities overseas. Park Avenue Securities LLC serves a diverse retail client base including individuals, high-net-worth investors, charitable organizations, and corporations. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and a digital advice platform to provide tailored investment strategies.

Jon Lewis is a financial advisor with Benjamin F. Edwards & Company, Inc. in Rome, Georgia, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Benjamin F. Edwards since 2013. Outside of his advisory role, he is a partial owner of Big Spoon Holdings, Inc., a real estate investment company, and serves as a co-trustee for a local shelter trust. 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 nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models, with ongoing oversight by an Investment Strategy Committee.

Marsha Mayben is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She holds a Series 66 designation and has been with Benjamin F. Edwards since 2015. 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 employs both firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.

Michael Crego is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Benjamin F. Edwards since 2013. Outside of his advisory role, he is a donor-advisor with the American Endowment Foundation, where he directs grants to charities. 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, and charitable organizations, offering a range of investment management and financial planning services utilizing both firm-developed and third-party strategies.

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.

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 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.

Mary Purgason is a financial advisor at LPL Financial with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has been with LPL Financial since 2009. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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.