Claxton West is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2017, following roles at the University of Georgia and Aflac. Outside of his advisory work, he has a 35% ownership stake in a trucking and logistics business and serves as a finance committee member at Madison Baptist Church. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationally with over 14,000 advisors and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data to support its investment approach.

Peter Persons is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is a partner in two non-investment-related businesses: Murphey Taylor & Ellis and Persons Family Holdings LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Lisa Bingaman is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Nationwide Securities LLC and Wells Fargo in various capacities between 2013 and 2022. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, delivering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

James Goff is a financial advisor at OSAIC with 46 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Mr. Goff has worked with Royal Alliance Associates, Inc. since 2010 and Capitol Street Financial Services Group, LLC since 2004. He serves as Vice-Chairman of the Board at Mercer University School of Medicine and is also a member of a homeowners association board for a community near Lake Oconee, Georgia. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and manages portfolios that include a range of investment types, operating on both discretionary and non-discretionary bases.

Jennifer Fromm is a financial advisor with Merrill in Macon, GA, holding Series 63 and Series 66 credentials and over 30 years of industry experience. She has been with Merrill since 1993. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Willis is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop strategies covering areas such as investing, retirement planning, and wealth management. He also facilitates access to Bank of America specialists for services including banking, credit, home financing, and small business solutions. James focuses on client needs across several areas including employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He provides ongoing advice and guidance to help clients navigate changes in their financial situations. He holds a Bachelor's degree from Georgia Southern University and a Master of Business Administration (MBA) from Western Governors University. James is also designated as a Personal Investment Advisor (PIA).

Sheri Haugabook is a financial advisor at Stifel with 30 years of industry experience. She holds the Series 63 and Series 65 credentials. Prior to joining Stifel, she worked at Raymond James & Associates and Morgan Stanley in various roles. Outside of her advisory work, she is involved in an outdoor living design and construction business, Archadeck of Central Georgia, where she manages payroll. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance from its Investment Strategy Group.

Amy Hefner is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, pension plans, and municipal entities, offering financial planning and consulting services with a variety of portfolio management strategies and firm-supported research.

Deidre Webb is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a partner in a retail and online store business called BagsForTheVagabond. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide array of advisory programs supported by structured discovery processes and firm-approved planning tools.

Jonathon Dodd is a financial advisor at OSAIC Wealth Inc. based in Macon, GA, holding a Series 66 designation with 12 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities during his career. Outside of his advisory role, he serves as executor and holds financial and medical powers of attorney for family members. Osaic Wealth, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to manage diversified portfolios on both discretionary and non-discretionary bases.

Monique Butler is a financial advisor at Morgan Stanley in Macon, GA, holding a Series 66 license with nine years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016 and 2017, respectively. Outside of her advisory role, she is a sole proprietor of a rental property business in Augusta, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to support its services.

William Baxley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He collaborates with a select group of families and businesses to develop and implement strategies that manage wealth effectively, focusing on asset and liability management. William’s approach emphasizes clear communication and individualized wealth management plans that support clients’ retirement goals and income needs. William began his career in financial services with SunTrust Bank, where he completed the Executive Management Program and worked as a commercial lending officer. He joined Merrill Lynch Wealth Management in 1997. He earned a Bachelor's degree in Economics from Vanderbilt University and completed a year of study at the London School of Economics. William holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, William is involved in his community, volunteering with Upward Bound and Vine Ingle Little League and serving on the Board of Trustees at Stratford Academy. He resides in Macon with his wife, Karen, and their children. His personal interests include fishing, golfing, and hiking.

Robine Philmon is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Merrill since 1998. Outside of advising, she is a member of Lifestyle Tanning Salons LLC, a retail sales business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Stribling is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he is involved with a private company focused on real estate enterprises. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and models to assist clients but generally acts in an advisory role rather than as a fiduciary for retirement accounts unless specifically engaged.

James Berg, Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advisory services with a focus on personal investment strategies. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's degree from the Georgia Institute of Technology. This educational background supports his expertise in financial management and investment advising.

Jorge Valdes is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to individual client goals, utilizing the investment insights of Merrill alongside the banking and lending solutions of Bank of America. His client focus includes education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Jorge holds a Bachelor's Degree from the University of Georgia and a Master's Degree from Mercer University. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He follows the Merrill tradition of community involvement and spends time volunteering with local organizations. Outside of work, Jorge enjoys fishing, hunting, and reading.

George Greer is a financial advisor at Stifel with five years of industry experience. Prior to joining Stifel in 2025, he worked at Raymond James for four years and spent eight years at Spivey, Pope, Green & Greer, LLC. Outside of his advisory role, he serves as a director for several local organizations, including the 21st Century Partnership, Inc., supporting Robins Air Force Base, and the Ocmulgee National Park and Preserve Initiative, which focuses on establishing Georgia’s first national park in Macon. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities. The firm combines brokerage and advisory services, utilizing proprietary investment methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Robert Mccord IV is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Outside of his advisory role, he serves as a deacon at Highland Hills Baptist Church in Macon, GA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various specialized programs and affiliated resources.

Bradford Edenfield Sr. is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has worked at Raymond James Financial since 2002 and led Edenfield Financial Partners from 2019 to 2024. Outside of advising, he is involved in managing rental real estate through multiple entities and serves as an executor in probate matters. 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 offers tailored, non-discretionary planning that incorporates risk profiling and analytical modeling, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Joshua Ivey is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services since 2018. Outside of his financial advisory work, he owns and teaches piano lessons through his business, J Ivey Music, which he has operated since 2010. He is also involved as an investor and account manager in a beverage company and as co-owner and administrator of a branding and marketing firm. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through ongoing, collaborative planning relationships.