Travis Taylor is a financial advisor at OSAIC with three years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation and has assisted clients and advisors with operational and client relationship needs at BDL Advisors since 2022. Outside of finance, Taylor is an independent author of fictional literature, selling his books through various online platforms. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services alongside comprehensive financial planning and managed portfolio programs. The firm uses a model-based investment approach with asset allocation and portfolio optimization supported by risk-assessment tools and offers a diverse array of account and management options.

Matthew Day is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked for Food City for 14 years. Outside of his advisory role, he maintains a real estate rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across topics such as retirement, tax, estate, and special needs, with a focus on holistic, goal-based analyses and the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Hope Dangelo is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and has previously worked with FSC Securities Corporation, BDL Advisors, and operated her own consulting firm. Outside of her advisory role, she is also a notary public. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a range of technology and third-party manager options.

Joel Theis is a financial advisor with Raymond James & Associates who holds the Series 66 designation and has 15 years of industry experience. Prior to joining Raymond James in 2021, he worked at Truist Advisory Services, Truist Investment Services, and BB&T Investment Services in various roles. Outside of his advisory work, he is a partner at JZD Wellness LLC, a martial arts gym where he teaches martial arts and yoga classes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, and offers specialized municipal advisory and employer consulting services.

Ronald Mc Kelvy is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and its affiliate since 2005. Outside of his advisory work, he serves on the Board of Directors for Caroosa County Elections. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Holly Kimsey is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wachovia Bank, N.A. She also teaches exercise classes and distributes health supplements as outside activities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is noted for its scale, complex affiliate network, and consolidated platform.

Robert Looney is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2012, accumulating 13 years of industry experience. He serves as a deacon at Oakwood Baptist Church in Chickamauga, GA, and holds board positions with the Chickamauga Public Library and the Cherokee Regional Library Board. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors.

Vance Embry is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at Raymond James Financial Services and Barker Petway Investment and Retirement Management. Outside of his advisory roles, Embry is involved with the Windemere Landowners Association, where he has been active since 2020. 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, and institutional platforms, supported by research and technology tools used by its network of over 22,800 advisors.

Paras Sharma is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he was employed at Haegemon Group International and World Financial Group, and also had an 11-year tenure at Nestle Waters. 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 under management and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Robert Bishop is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. His prior work includes roles with FoundationWealth and as an educator at Dalton City Schools and Christian Heritage School. He is also a commissioned notary public in the state of Georgia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, utilizing a variety of investment strategies supported by technology and research tools.

James Boling is a financial advisor with LPL Financial, holding a Series 66 designation and bringing experience from previous roles at FoundationWealth and a 15-year career with the Whitfield County Sheriff's Office. He serves as a board member of the Dalton Golf and Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, with a focus on providing customizable investment strategies and access to various institutional platforms.

Aaron Shepard is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include multiple positions at Dempsey Lord Smith, LLC, and work with FEDEX Ground and Erianger Health Systems. He is also an agent with AMG Insurance and Financial Company, where he is involved in insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services across multiple platforms.

Charles Barker is a financial advisor with Raymond James Financial Services Advisors Inc. He holds a Series 63 designation and has 32 years of industry experience. His prior work includes 13 years at LPL Financial and ongoing involvement with IRM Investments, LLC and GPB, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses a variety of analytical tools to support client goals.

Christopher Oliver is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked for the WinShape Foundation for nine years. He serves on the finance committee of Burning Bush Baptist Church in Ringgold, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Browne is a CFP® professional with 28 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Fsc Securities Corporation for 16 years and has been involved with American Plastic Industries since 1995. Outside of his advisory role, he is an insurance agent who assists clients with insurance quotes and policy education. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment process featuring asset allocation, portfolio optimization, and offers both advisory and brokerage services through a multi-advisor platform.

Brandon Luedtke is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. He has one year of experience in the financial industry, having previously worked in hospital psychiatry for eight years. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform offerings.

Amy Shopp is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI tools, and formal governance procedures.

Emily Boyd Brown is a financial advisor at OSAIC with nine years of industry experience. She holds a Series 66 designation and has worked at JJB Hilliard WL Lyons LLC, FSC Securities Corporation, and the University of Mississippi. Brown serves on the boards of the Fellowship of Christian Athletes—Women in Sports ministry and United Way of Northwest Georgia, where she is involved in local nonprofit activities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through multiple programs such as comprehensive financial planning and Unified Managed Accounts. The firm emphasizes model-based asset allocation, portfolio optimization, and offers both discretionary and advisor-managed strategies supported by a complex affiliate network and private-equity ownership.

Nicholas Payne is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and is also the sole member of Afenitas, LLC, a technology consulting business. In addition, he serves as Head Deacon at Calhoun Seventh-Day Adventist Church, participating in monthly board meetings and managing church operations for events. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Zachary Theis is a financial advisor with Raymond James & Associates in Dalton, GA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, LLC, and Brighthouse Financial. Outside of his advisory work, he is a partner at JZD Wellness LLC, where he teaches jiu-jitsu classes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research resources.