Robert Cheek is a financial advisor with Edward Jones in Hartwell, GA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Georgia and the Franklin County Board of Education. 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 offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

Matthew Harbin is a financial advisor with Edward Jones in Anderson, SC, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a city council member in Anderson, making policy decisions for the city's operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and offers a variety of advisory strategies, including tax-efficient services and alternative investment options.

Lois Fayne Plaisted is a financial advisor at Merrill with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Bank of America/Merrill Lynch since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Robertson is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Robertson serves as Chairman of the Board for the United Way of Anderson County and is a member of the Advisory Council for PIMCO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including comprehensive financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Sonya Legg is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she is a candidate for county probate judge and serves as treasurer for Savannah River Productions. Cetera Investment Advisers LLC is an SEC-registered firm that serves 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 consulting services, utilizing a multi-manager platform with various program structures and affiliations.

William Jones is a financial advisor at LPL Financial in Royston, GA, with two years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Gwinnett County since 2014. Outside of his advisory role, he is involved with a family farm in Royston. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by institutional research and technology.

Fredye Sullivan is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and market modeling techniques to tailor plans, primarily acting in an advisory capacity.

Christopher Hunt is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, access to separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Zachery Price is a financial advisor with Edward Jones in Anderson, South Carolina, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and has previous work experience at Clemson University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Jennifer Hughes Murdock is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is co-owner of Lake Hartwell Kitchen & Design, a cabinet and countertop business. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm offers a broad range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and algorithmic tools to deliver tailored, tax-efficient recommendations.

John Osley is a CFP®-certified financial advisor with Edward Jones in Hartwell, GA, where he has worked since 2016. He has 10 years of industry experience. Outside of advising, he is involved in residential rentals through ownership and management of rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Andrea Bradford is a financial advisor with Cetera, holding a Series 66 designation and over 19 years of industry experience. She has been with Cetera Wealth Services, LLC since 2013 and the broader Cetera organization since 2023. Outside of her advisory work, Bradford is involved in the performing arts as the managing director and president of Savannah River Productions, a nonprofit theatre group in Northeast Georgia, and she serves as a choir director and pianist for local United Methodist churches. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporations, charitable clients, and institutions. The firm offers a range of portfolio management and consulting services across multiple program structures, utilizing both affiliated and third-party managers.

Elizabeth Kyle is a financial advisor at Morgan Stanley with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Stifel from 2009 to 2017. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Robert Davis is a financial advisor at Advocacy Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Advocacy Wealth Management and Armís Advisers LLC. Outside of advisory services, he serves as an agent for Forge Consulting LLC, an insurance agency affiliated with his firm. Advocacy Wealth Management, LLC is a multi-team firm that provides wealth management services.