Barbara Denton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 17 years of industry experience. She has been with Raymond James since 2016 and previously worked with Dominguez & Jones Wealth Management Group. Outside of her advising role, she is involved as an independent contractor selling gourmet food through Tastefully Simple. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional entities. The firm emphasizes tailored, non-discretionary planning using analytical tools to align recommendations with client goals and supports its services with technology and specialized consulting programs.

Austin Schlieman is a financial advisor with LPL Financial in Gainesville, GA, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked at BlackRock for seven years. 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 range of financial planning and investment management services, utilizing various advisor-facing tools and a large network of investment adviser representatives.

Jonathan Peterson is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for nine years. Outside of his advisory role, he is also an associate at Windsor Wealth Planners & Strategists. 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, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting services using analytical tools and supports its clients through a broad network and specialized programs.

Clay Pilgrim is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He serves as Treasurer of the Georgia Society of CPAs and is an audit partner at Rushton, LLC, managing government and nonprofit financial audits. Clay also acts as Treasurer for his local property owners association. Cetera Investment Advisers LLC is a nationwide network of independent advisors offering a range of financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporations, charitable clients, and institutions. The firm provides access to multiple investment programs and managers, overseeing more than $256 billion in assets.

Caleb Stokes is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial and South State Bank in 2025, he was with Edward Jones for two years and has held various roles across multiple industries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Samuel Latimer is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He also serves as a partner at Rushton, LLC, a full-service accounting firm specializing in audits of local governments, construction, and nonprofit entities, where he leads audit teams and oversees technical compliance. In addition, he refers clients to Rushton Wealth Management, an investment advisory firm connected to the accounting practice. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across diverse program structures and custodial relationships.

Michael Harrington Jr. is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Invest Financial Corp, United Community Bank, Truist Investment Services, and Crow Financial Advisors. 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, supported by a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

William Hicks Jr. is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Hicks serves as president of Beta Delta House Corporation, overseeing the management of a fraternity house, and is involved in community organizations including Habitat for Humanity of Hall County and the Beyond Dementia Coalition, Inc. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and asset allocation guidance.

Matthew Zeliff is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2024, he worked for the U.S. Department of State for five years. 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 across more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Alan Crumley is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Anthony Dalton is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. 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 under management and operates a nationwide network of financial advisors and branch offices.

Deven Patel is a Series 65-licensed financial advisor with Raymond James Financial in Gainesville, GA, bringing four years of industry experience. Prior to joining Raymond James, he worked at Windsor Wealth Planners & Strategists and Bleakley Financial Group. Outside of finance, he is involved in lacrosse coaching, serving as Defensive Coordinator for Gainesville High School Lacrosse and founding a youth lacrosse club aimed at supporting local players. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, institutional clients, and charitable organizations. The firm focuses on non-discretionary planning tailored to client goals and supports a broad network of advisors with specialized institutional and municipal services.

Christina Jones is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2016. She holds the Series 66 designation and is based in Gainesville, GA. Outside of her advisory role, Jones is active in her community as an officer and treasurer of the Chattahoochee Country Club, a board member and investment committee chair at the North Georgia Community Foundation, and the immediate past president of The Rotary Club of Gainesville. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a non-discretionary, client-tailored approach supported by analytical modeling and provides specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Dwight Larkins Sr. is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Richard Kimpling is a financial advisor with Edward Jones in Cleveland, GA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he co-manages day-to-day ownership of office space through Brick Howser LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

Nicholas Bruner is a Series 66 licensed financial advisor with nine years of industry experience, currently affiliated with Cetera. He has worked at Cetera and Avantax Advisory Services as well as 1st Global Advisors, and he is also a CPA partner involved with Rushton, LLC. Outside of his advisory roles, he serves as Treasurer and Finance Committee Chair for the United Way of Hall County and is Treasurer of the Elachee Nature Science Center, as well as Immediate Past President of the Gainesville Jaycees. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and a variety of program structures and third-party money manager options.

Roderick Bishoff is a financial advisor with LPL Financial in Dawsonville, GA, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Independent Financial Partners. He is also involved with Exchange Properties LLC, an accounting entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a broad platform of advisory and brokerage services.

Brooks Turner is a financial advisor at Stifel with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Troy University and McGarity's. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group. The firm offers fee-based financial planning and other services designed to support client decision-making.

Anthony Miller is a financial advisor with Stifel in Gainesville, GA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior work includes ten years at Morgan Keegan & Company, LLC, six years at Raymond James & Associates, and seven years with Stifel Nicolaus & Co Inc. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and financial planning, emphasizing client discretion in implementation.