Kevin Clary is a CFP® and Series 66 credentialed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2010 and is based in Gainesville, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Mc Curdy is a financial advisor with Edward Jones in Dacula, GA, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Causely from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Michelle Bowen is a financial advisor with Wells Fargo Clearing in Cumming, GA, holding Series 63 and Series 66 designations and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a large network of advisors and offers both brokerage and advisory solutions.

David Gonzalez is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank for nine years. Gonzalez is also an owner of two rental properties in Georgia. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized municipal and retirement plan advisory programs.

Charles Frazier III is a CFP® professional with 40 years of industry experience, currently affiliated with OSAIC. His prior work includes roles at Royal Alliance Associates, Signator Investors, CF Sub, LLC, and Transamerica Financial Advisors. He serves as a board member and treasurer of the George Towne Square Condo Owners Association. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by various tools to tailor strategies to client needs.

Christopher Ray is a CFP® professional with 20 years of industry experience, currently serving at Raymond James Financial. He previously worked at Suntrust Investment Services from 2007 to 2019. Ray is also the managing partner of Evidential Wealth Advisors, a support company he operates alongside his role at Raymond James. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Scott Mason is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Sherry Murphy is a financial advisor with Ameriprise in Buford, GA, holding a Series 66 designation and bringing 20 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Terry Sterling is a financial advisor with Primerica Advisors in Gainesville, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of investment advisory, Sterling is a senior associate at The Balanced Scorecard Institute, providing strategic management consulting, and serves as an assessor for the Commission on Law Enforcement Accreditation, auditing law enforcement agencies for compliance. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure to deliver its investment solutions.

Joan Phillips is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Philpott is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cetera Advisors LLC since 2014. Outside of advising, he serves as an executor and trustee for family estates and is involved in timberland ownership and management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Antonio is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including nine years at Wells Fargo Advisors Financial Network LLC and six years at LPL Financial. He also operates the Haymond Antonio Wealth Advisory Group, which he has been affiliated with since 1997. 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 both proprietary and third-party investment strategies.

Terry Bell is a Series 66-licensed financial advisor with Edward Jones in Dacula, GA. He joined Edward Jones in 2025 and has prior experience at Mammoth Holdings, Inc, Enterprise Holdings, and as a self-employed individual. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Rodney Moore Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. He has prior career experience as head of the accounting department and treasurer at Patterson Pump Company Inc., and he owns a tax preparation business, Select Tax Service. He also manages a real estate business and has been practicing in accounting and tax services since 2015. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, with a specialized retirement income planning service that provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

John Colegrove is a CFP® professional with 25 years of experience at LPL Financial. Based in Suwanee, GA, he has been with LPL since 2001. In addition to his advisory role, he leads a Financial Peace University seminar offered by his church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and access to model portfolios, utilizing both discretionary and non-discretionary strategies.

Joseph Adamchak is a financial advisor with Merrill in Cumming, GA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Merrill since 1983 and has worked at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients, offering both model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Crain is a CFP® professional with 30 years of experience in the financial industry, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 25 years. He is a 50% owner of Laveer Acquisitions and operates Reel Outcome Charters, a near and offshore charter fishing business. Crain is also involved as an advisory board member for One Gulf, One Goal and teaches PADI-certified scuba diving courses. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Clark Jensen is a Series 66-licensed financial advisor with Edward Jones, based in Dacula, GA. He has 12 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Cary Smith is a financial advisor at Primerica Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Primerica Advisors since 1982. Smith also operates Cary D. Smith & Associates, Inc., an entity focused on investment-related activities and other home service referrals. Primerica Advisors offers a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a network of nearly 3,700 advisors, utilizing model-based investment strategies managed by third-party asset managers.

Beau Buisson is a financial advisor with Primerica Advisors based in Gainesville, GA. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. Buisson has been associated with Primerica Financial Services and affiliated firms since 2006. Outside of advisory work, he is a co-owner of Buisson, LLC, created for Primerica business purposes, and engages in the sale of loan products and home security referrals through related companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-based strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.