Sean Starkey is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2015 to 2023. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Joseph Young is a CFP® professional with 20 years of experience in the financial services industry. He has worked at LPL Financial since 2025 and previously held roles at Synovus Securities, Inc. and Synovus Bank from 2003 to 2025. He is based in Columbus, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Benjamin Toelle is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Total System Services and Aflac. Outside of his advisory role, he is a co-owner of several rental properties in Columbus, GA. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services including municipal and public-finance advisory and employer SIMPLE IRA consulting programs.

Larry Smith Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Ameriprise Financial Services and currently serves as an officer and president of Smith & Associates Private Wealth LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.

Christopher Webb is a financial advisor with Edward Jones in Columbus, GA, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Edward Jones since 2016 and serves as a bi-vocational Baptist pastor, preaching weekly and leading Bible study and prayer meetings. Webb also holds leadership roles in Baptist associations and a business networking organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors across the United States.

Archie Morris III serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to provide retirement and wealth management planning services, helping individuals, families, and small businesses pursue their financial goals. He holds a Bachelor's Degree from Samford University and has professional designations including Chartered Financial Analyst (CFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Archie collaborates with a team of advisors to develop solutions tailored to clients' unique circumstances, leveraging the extensive resources of Merrill and Bank of America. His approach focuses on long-term client relationships and assisting clients in navigating the evolving landscape of their lives and investments to achieve their objectives.

Averett Flory is a Wealth Management Advisor with Merrill Lynch Wealth Management. He assists clients in handling their financial lives with greater clarity and ease, helping them accomplish their financial goals through personalized wealth management strategies. His approach is grounded in understanding each client's full financial picture to develop strategies that align with their long-term objectives. Flory's expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, and retirement income. He was inspired to enter the financial advising profession by his father, who is the senior partner on their team, after observing the positive impact his father has had on clients' lives. Averett holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Georgia. Averett is also engaged in community activities, continuing the tradition of participation that is a core part of Merrill's values.

Gregory Kolb is a financial advisor at Raymond James & Associates with three years of industry experience. Prior to joining Raymond James in 2024, he served seven years in the 75th Ranger Regiment, USASOC, United States Army. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

John Flory is a Senior Financial Advisor at Merrill Lynch Wealth Management and the founder and leader of the Flory Group, a wealth management team based in Columbus. He provides personalized service, disciplined investment management, and objective advice to affluent individuals and privately held businesses throughout the southeast. John focuses on building and enhancing meaningful relationships with clients and their families. John began his wealth management career in 1996 at Merrill Lynch Wealth Management. His expertise covers a broad range of areas including college education planning, employee benefits planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, and retirement income. His approach addresses the entirety of clients' financial lives, including retirement and estate planning services, tax minimization strategies, legacy planning services, and risk management strategies. He holds a Bachelor's Degree in Economics from Hampden-Sydney College and holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). John and his wife Katharine live in Columbus with their four children. Outside of work, he enjoys boating, fishing, football, hunting, and traveling.

Christian Fontanez Virella is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC. Outside of his advisory career, he serves as a raft guide for Whitewater Express, where he prepares rafts and customers for trips, trains new guides, and maintains safety on the river. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Lori Land is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She previously worked at Synovus Bank and Synovus Securities, Inc. for a combined 20 years before joining LPL Financial in 2025. 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 advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

S Jay Parker serves as the Senior Resident Director for Merrill Lynch Wealth Management in Columbus, Georgia. He began his career in the financial services industry in 1998 and has been with Merrill Lynch Wealth Management since 2006. In his role, Jay provides guidance to clients on wealth accumulation, preservation, income planning, and wealth transfer by developing individually customized wealth management strategies. Jay holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor™ designation. He earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Auburn University. Residing in Columbus with his wife and two daughters, Jay is involved in his community as an active board member of the Boys and Girls Clubs of the Chattahoochee Valley and serves on the board for Pedaling for Kids. He and his family are members of St. Paul United Methodist Church.

Shonalee Gamble is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Allstate Insurance Company and Aflac, Inc. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party teams.

Robert Piper is a Financial Advisor at Merrill Lynch Wealth Management in Columbus, GA. He focuses on retirement planning and wealth management, assisting clients in developing strategies to pursue their short-, mid-, and long-term financial goals. His client focus areas include liquidity management, personal retirement planning, portfolio management services, and retirement income. Robert provides ongoing advice and guidance, adapting to his clients' evolving needs, and can connect them to additional resources such as banking, credit, lending, and small business solutions through Bank of America specialists. Robert holds a Bachelor's Degree from Auburn University and has earned the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) professional designations. He emphasizes understanding what is important to his clients and their families to help create personalized financial strategies. Outside of his professional work, Robert has interests in basketball, cooking, and woodworking.

William Middleton is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Raymond James & Associates since 2013. Outside of his advisory role, he serves as an operating manager and board member of Broken Arrow Land Company, 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, investment consulting, and municipal advisory services through various portfolio management styles and affiliated research.

Lisa Steppe is a financial advisor at Merrill with 32 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999. Steppe holds Series 63 and Series 66 licenses. 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. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dennis Thompson III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Cuna Brokerage Services, Inc. and Cuna Mutual Insurance Society since 2006. Outside of advisory work, he owns a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, incorporating model portfolios and research from multiple sources.

Michael Goldman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is involved with Celebrity’s Casseroles, a food service business, and serves as immediate past president in a consulting honorary position at the Shearith Israel Synagogue. 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 and non-discretionary investment consulting through various programs, combining multiple portfolio management styles with research and model manager options.

Andrew Sullivan is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Smith Barney LLC and Wells Fargo. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Archie Morris IV serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he assists individuals, families, and small businesses with retirement and wealth management planning services. Archie's approach emphasizes creating tailored solutions to address the unique financial circumstances of his clients. Archie has a background in finance, having earned his bachelor's degree from Samford University. He holds professional designations including Chartered Financial Analyst (CFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He works as part of a team of five advisors who leverage the resources of Merrill and Bank of America to support their clients' wealth management goals. He is committed to serving clients over the long term, helping them manage the evolving aspects of their lives and the financial markets as they pursue their financial objectives. Personal interests and community involvement details were not provided.