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® with 21 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Synovus Securities, Inc. and Synovus Bank for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

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. in Columbus, GA, holding Series 63 and Series 65 licenses and 36 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Inc., Wells Fargo Clearing, and Banc of America Investment Services, Inc. He is the owner and president of Smith & Associates Private Wealth LLC. 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 clients. The firm offers tailored non-discretionary planning and consulting using analytical tools 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 is a financial advisor with Merrill in Columbus, GA, holding Series 63, 65, and 66 credentials and 44 years of industry experience. He has been with Merrill since 1982 and affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he owns a small agricultural operation managing a few cows on his farm. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution. The firm utilizes multiple program strategy types and emphasizes tax-efficient investment capabilities, supported by integration with Bank of America affiliates and a comprehensive capital-markets platform.

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.

Lindsay Mc Laurin is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Lindsay held positions at LPL Enterprise and worked in various roles including at St. Francis Hospital and Columbus State University. Outside of her financial advising career, she is involved with R & K Development. 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 tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Gregory Kolb is a financial advisor at Raymond James & Associates with four years of industry experience. Before joining Raymond James, he served seven years in the 75th Ranger Regiment, USASOC, United States Army. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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 in Columbus, GA, holding Series 63 and Series 66 credentials and bringing 35 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. Outside of her advisory work, she is involved with business entities related to tax and investment purposes and manages a real estate rental property in Panama City Beach, FL. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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. His career includes roles at Cuna Mutual Insurance Society, CUNA Brokerage Services, Inc., and Wells Fargo Clearing. He owns a small business entity for tax and investment purposes. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives.

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 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Morgan Stanley Smith Barney, Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. in addition to his current role since 2022. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services that incorporate a variety of portfolio management styles and research resources.