Joe Friend III is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, supporting both discretionary and predominantly non-discretionary asset management programs.

Dillon Tierney is a Series 65-licensed financial advisor with Mercer Global Advisors Inc. He began his career in the financial industry in 2022 and has experience at Mercer as well as previous roles outside of finance, including positions at Holloway Electric and Caryn Health. He also worked at Kennesaw State University from 2017 to 2022. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and other strategies, and offers specialized services such as retirement plan consulting and charitable advisory.

Allen Carter Jr. is a financial advisor with UBS Financial Services in Jasper, GA, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with UBS since 1993. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services through a broad platform of capital markets and banking activities.

Jeremy Echuck is a CFP®-credentialed financial advisor with 20 years of industry experience. He currently works at OSAIC and previously spent 14 years at Triad Advisors Inc. and 24 years at Brown Shoe Company. He is also the owner of Fundamental Wealth Advisors, where he provides financial advisory services including asset allocation and budgeting. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and investment advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kendra Bau is a financial advisor at Charles Schwab with two years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank for 11 years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separate managed accounts, supported by centralized custody and operational infrastructure.

Robert Herdina is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity since 2022. His prior roles include positions at Entoro Investments, GS Mining Company, Park Avenue Securities, and Guardian Life Insurance. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

William Stanton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Linsco Private Ledger Corp since 2002. 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 advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kenneth Reese is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and offering 18 years of industry experience. He previously worked with Concourse Financial Group Securities Inc and is associated with Dave Ramsey's SmartVestor program. Reese also operates under the dba Keystone Investment Resources. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, providing financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm offers both discretionary and non-discretionary management and utilizes a wide range of investment strategies and technologies.

William Illg is a financial advisor with Primerica Advisors in Dawsonville, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles with PFS Investments Inc., Primerica Financial Services, Echo Ministries, and the City of Dawsonville. Outside of advising, he is involved in the sale of home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure distinct from fixed-fee billing.

Michael Harrington Jr. is a financial advisor at LPL Financial with 29 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2018, he worked at Invest Financial Corp for nine years and has been affiliated with United Community Bank since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing research and model portfolios from both internal and third-party sources.

Alexander Sankowski is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has held positions at firms including Stifel Independent Advisors and TIAA-CREF. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs through a dual-registered model. The firm works extensively with LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Benjamin Arias is a financial advisor with Edward Jones in Dawsonville, GA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked in the retail and hospitality sectors, including roles at Starbucks Coffee Company and several hospitality management firms. He also has experience working with Hope Church/Lagrange Christian Assembly. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets under management through a nationwide network of advisors and branches.

Evan Davis is a financial advisor with Mass Mutual Investors Services in Dawsonville, GA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include work at MWA Financial Services Inc and Modern Woodmen of America. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships that focus on goal analysis and written recommendations.

Roderick Bishoff is a financial advisor with LPL Financial in Dawsonville, GA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at LPL Financial since 2011 and previously spent eight years with Independent Financial Partners. Outside of his advisory role, he is involved with Exchange Properties LLC, a business entity focused on tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Jake Vazquez is a Series 66-registered financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at World 50 Inc., Atlanta Country Club, and Dicks Sporting Goods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Sharon Burchett is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. She has 41 years of industry experience, including prior work at Dempsey Lord Smith, LLC. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple portfolio management options and maintains proprietary and unaffiliated model strategies, combining scale with institutional features and documented advisor business relationships.

Shirley Prather is a Series 66 credentialed financial advisor at Edward Jones with two years of industry experience. She has been with Edward Jones since 2014. 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 and is known for its extensive network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

James Graves is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab since 2021 and previously worked at Primerica Financial Services, Robert Half Staffing, SA Stone Investment Advisors Inc, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions supported by centralized supervision, custody, and a formal alternative investment process.

David Robertson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He worked at Scottsdale Securities, Inc. for 25 years before joining Charles Schwab in 2019. Robertson serves on several nonprofit boards, including the Historic Holly Theater, Dahlonega Healing Herds, the Holly Theatre Endowment Board, and the Good Shepherd Clinic of Dawson County. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset model portfolio approach integrated across advisory, brokerage, custody, and cash-sweep services.

Matthew Mc Grath is a financial advisor with Edward Jones in Dawsonville, GA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he manages a rental property in Gainesville, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.