Donald Tomlin is a financial advisor with LPL Financial holding a Series 66 designation and 24 years of industry experience. His career includes roles at River City Bank and Wells Fargo Clearing. He also operates RCB Wealth Management as an investment-related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services supported by model portfolios, third-party subadvisors, and technology tools.

John Durden is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at Cambridge and Suntrust Advisory Services over the past decade. Outside of his advisory work, Durden is an independent insurance agent and a notary public. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Michael Williams is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds a Series 66 designation and previously worked at Dempsey Lord Smith, LLC for seven years. Outside of his advisory role, he is also an agent involved in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and manages a multi-billion dollar asset base.

Ronnie Shelby is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 26 years of industry experience. His prior roles include positions at Cuso Financial Services, Lanark Financial, and Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jacob Hager is a financial advisor with LPL Financial, holding the Series 66 designation and based in Rome, GA. He has been with LPL Financial and River City Bank since 2026. Prior to his advisory role, he worked at AdventHealth and held various positions including community-focused roles and real estate services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports advisors with multiple investment programs and operational tools while maintaining oversight of over $819 billion in discretionary assets and a network of more than 22,800 advisors.

Jessica Holmes is a financial advisor with Cambridge Investment Research Advisors. She holds a Series 66 designation and has recently started her career in the industry. Prior to joining Cambridge, she has experience working in real estate advisory and the hospitality sector, including a role at Guston's Bar & Grille. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and offers multiple platform options, including proprietary model strategies under the Founders Gate Capital brand.

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.

Scott Nanney is a CFP®-designated financial advisor with 12 years of industry experience, currently with LPL Financial. His prior roles include positions at Ameriprise Financial Services and Investment Professionals, Inc. He is based in Rome, GA. Nanney also holds responsibilities with River City Bank in addition to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by various proprietary and external investment strategies.

Roderick Green is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Dempsey Lord Smith, LLC, LPL, Wells Fargo Clearing, Merrill, and Banc of America Investment Services, Inc. Outside of his advisory work, he serves as Co-Pastor at ONE Church ATL, a non-denominational religious organization. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple platforms and proprietary model strategies.

Robert Masters is a financial advisor with LPL Financial in Rome, GA, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2020 and has been affiliated with River City Bank since 2011. 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 a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

William Newby is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked with Cambridge since 2018 and previously held advisory roles at SunTrust Advisory Services and Suntrust Investment Services. Outside of finance, Newby owns and manages a grape vineyard and serves as a board member of the Northwest Georgia Council Boy Scouts of America. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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.

Matthew Stahl is a CFP® with 22 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior work history includes roles at SunTrust Advisory Services and SunTrust Investment Services. Outside of his advisory work, Stahl serves as a head coach for Rome Composite. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers services through a large network of Financial Professionals and manages assets across multiple platforms and custodians.

Douglas Gow is a financial advisor at Cambridge Investment Research Advisors with 43 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes nearly a decade at Dempsey Lord Smith, LLC and seven years at Capital Investment Advisory Services, LLC. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

James Orr serves as an Associate Resident Director within Merrill’s Resident Director line of business. He brings over 20 years of experience in wealth management at Merrill Lynch Wealth Management, focusing on assisting affluent families, professionals, and business owners with retirement planning. James and his team provide services including portfolio management, legacy and estate planning, as well as access to lending and structured credit solutions through Bank of America. Before joining Merrill, James practiced law for 15 years, specializing in corporate litigation and trust and estate matters, although he does not provide legal or tax advice in his current advisory role. He holds a Doctorate from Mercer University and has earned the Personal Investment Advisor (PIA) designation. His client work centers on managing new wealth, retirement income, and portfolio management services. James follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. Outside of his professional commitments, he enjoys golfing, reading, and writing. He aims to collaborate personally with clients to develop financial strategies tailored to their long-term goals.

Brian Burton is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.