Donald Tomlin is a financial advisor with LPL Financial and holds a Series 66 designation. He has 24 years of industry experience, including roles at River City Bank and Investment Professionals, Inc. He is based in Rome, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with various model portfolios and research resources.

Joshua Cabada is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals and families navigate important financial decisions with confidence, focusing on building strong, trust-based relationships through clear communication and responsive service. Joshua works closely with clients on areas such as family wealth management strategies, retirement planning, portfolio management, socially responsible investing, tax minimization, and small business strategies. Joshua holds a Bachelor's Degree from Kennesaw State University and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is bilingual, proficient in both English and Spanish. Outside of his professional role, Joshua enjoys camping, genealogy, hunting, music, soccer, spending time with his family, and woodworking. His approach centers on uncovering what matters most to clients and their families to create strategies aimed at pursuing their financial goals.

John Durden is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 credential. He has 10 years of industry experience, including roles at Suntrust Advisory Services and Suntrust Investment Services. Outside of his advisory work, he is an independent insurance agent and a notary public. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple custody platforms.

Michael Williams is a Series 66-licensed financial advisor with eight years of industry experience, currently practicing at Cambridge Investment Research Advisors. He previously worked for Dempsey Lord Smith, LLC for seven years. Outside of his advisory role, he is also involved as an agent in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, pension plans, charitable organizations, and retirement-plan sponsors—offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides various portfolio management options, including proprietary models and access to external strategists, with investment strategies tailored to client objectives.

Jacob Hager is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at River City Bank and AdventHealth, as well as involvement with Northwest Georgia Hunger Ministries and the South Rome Redevelopment Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Jessica Holmes is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and approximately one year of industry experience. Prior to her current role, she worked in real estate and hospitality, including positions at Floyd Realty Advisors and Guston's Bar & Grille. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement-plan advisory services through a network of independent Financial Professionals using a variety of portfolio management approaches.

Susan Leonard is a financial advisor at Cetera with 24 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Leonard has worked at Cetera Advisors LLC since 2012 and is also associated with Owens Financial Group, LLC. Outside of her advisory work, she serves on the board of directors and as treasurer for Eloheh Equine Inc. and volunteers with the Pleasant Valley North Baptist Church Building Team. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

Sean Moriarty is a financial advisor at Edward Jones with eight years of industry experience. He has held positions at Merrill, Bank of America, N.A., and Enterprise Holdings before joining Edward Jones in 2019. He holds a Series 66 designation and is based in Rome, GA. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Bosarge is a Series 66 licensed financial advisor with nine years of industry experience, currently associated with Edward Jones since 2017. Prior to joining Edward Jones, he worked for CS Trophies Corporate Awards for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Cromer is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on managing clients' wealth by developing personalized financial strategies that align with their long-term goals. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to provide comprehensive wealth management services. Christopher's professional expertise centers on guiding individuals and families to achieve their financial objectives. He values learning about people's stories and prioritizes being of service to his clients and community. He maintains a commitment to community involvement, actively participating in volunteer activities within the communities Merrill serves. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned his High School Diploma from Cedartown. Outside of work, he enjoys golfing and spending time with his wife and four children.

Dorsey Young Jr. is a financial advisor with Edward Jones in Rome, GA, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Edward Jones since 2009. Young serves as a board member for the Rome-Floyd County Community Soup Kitchen, providing oversight and support to assist in meal programs for those in need. 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 and a network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Deroche is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Merrill since 2005 and concurrently associated with Bank of America, N.A. since 2009. Merrill, along 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.

Scott Nanney is a CFP® with 12 years of experience in financial advisory. He currently serves at LPL Financial and River City Bank in Rome, GA, and has prior experience with Ameriprise Financial Services, Inc. and Investment Professionals, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting with a range of discretionary and non-discretionary management options, supported by research and model portfolios.

Roderick Green is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including prior roles at Dempsey Lord Smith, LLC and LPL. Outside of his advisory work, he serves as Co-Pastor at ONE Church ATL, a non-denominational religious organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers comprehensive financial planning and investment management services through a network of independent financial professionals, utilizing a range of portfolio management and advisory solutions tailored to client objectives.

Robert Masters is a financial advisor with LPL Financial based in Rome, GA, holding a Series 66 credential and possessing 15 years of industry experience. His career includes roles at River City Bank and Investment Professionals, Inc. He also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutional clients, offering a range of advisory programs and financial planning services supported by extensive research and technology.

William Newby is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services. Outside of his advisory work, he owns and manages a grape vineyard and serves on the board of the Northwest Georgia Council Boy Scouts of America. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management approaches and custody arrangements.

Donald Mcdonald is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has previously worked with Triad Advisors and manages his own firms, Mcdonald Wealth Management and Mcdonald Management and Consulting Services, which provides financial and tax consulting. He also serves as Junior Warden at St. Andrew’s Anglican Church in Rome, GA, where he oversees the budget for building and grounds maintenance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement a range of investment strategies through affiliated and third-party managers.

Jimmy Bowen is a financial advisor with Edward Jones in Calhoun, GA, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the COO of Sweet Melisha, LLC, an entity formed to manage a condominium property intended to be financed to his son. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment advisory services, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Matthew Stahl is a CFP® professional with 22 years of industry experience, currently with Cambridge Investment Research Advisors since 2018. His prior experience includes roles at SunTrust Advisory Services and SunTrust Investment Services. Outside of his advisory work, he serves as the head coach for Rome Composite. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, using a variety of investment platforms and proprietary as well as third-party model strategies.

Douglas Gow is a ChFC® designated financial advisor with 43 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Dempsey Lord Smith, LLC and Capital Investment Advisory Services, LLC. He also has a registered role as an insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing proprietary models as well as third-party strategies tailored to client objectives.