Evan Davis is a financial advisor with Mass Mutual Investors Services in Dawsonville, GA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include work at MWA Financial Services Inc and Modern Woodmen of America. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships that focus on goal analysis and written recommendations.

Marilou Frizzell is a financial advisor with Edward Jones in Gainesville, GA, holding a Series 66 designation and seven years of experience at the firm. Prior to joining Edward Jones, she worked at Sam's Club for over three decades. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Ty Goodbar is a CFP®-designated financial advisor with Edward Jones in Gainesville, GA, where he has worked since 2021. He has five years of industry experience and served nine years with the United States Marine Corps. He currently serves as an Intelligence Officer in the United States Marine Corps Reserve. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Roderick Bishoff is a financial advisor with LPL Financial in Dawsonville, GA, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Independent Financial Partners. He is also involved with Exchange Properties LLC, an accounting entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a broad platform of advisory and brokerage services.

Jeffrey Sulka is a CFP® certificant with 25 years of experience in the financial services industry. He has been with Edward Jones since 2000, serving clients from Gainesville, Georgia. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Ted Guyton Jr. is a financial advisor with LPL Financial in Gainesville, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes prior roles at Merrill and extensive work with CUNA Brokerage Services and Cuna Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers diverse advisory services and utilizes a range of investment strategies supported by research and advisor-facing technology.

Richard Cheek Jr. is a financial advisor at Edward Jones in Gainesville, GA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Enjoin, Chestatee Diversified LLC, and Patientco. Outside of his advisory role, he is the managing partner of Chestatee Diversified, LLC, a consulting and sales business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets and offers various advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.

James Graves is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab since 2021 and previously worked at Primerica Financial Services, Robert Half Staffing, SA Stone Investment Advisors Inc, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions supported by centralized supervision, custody, and a formal alternative investment process.

David Robertson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He worked at Scottsdale Securities, Inc. for 25 years before joining Charles Schwab in 2019. Robertson serves on several nonprofit boards, including the Historic Holly Theater, Dahlonega Healing Herds, the Holly Theatre Endowment Board, and the Good Shepherd Clinic of Dawson County. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset model portfolio approach integrated across advisory, brokerage, custody, and cash-sweep services.

Matthew Mc Grath is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he manages a rental property in Gainesville, Georgia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with a nationwide network of advisors and affiliated financial services.

John Bowling Sr. is a financial advisor with Edward Jones in Dahlonega, GA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1993. Outside of advising, he owns a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

William Hearn is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior work history includes roles at Emmanuel College, United Parcel Service, and other diverse organizations. He is also the Vice President of Memories Matter Forever, LLC, a separate business activity based in Marble Hill, GA. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Terry Sterling is a financial advisor with Primerica Advisors in Gainesville, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of investment advisory, Sterling is a senior associate at The Balanced Scorecard Institute, providing strategic management consulting, and serves as an assessor for the Commission on Law Enforcement Accreditation, auditing law enforcement agencies for compliance. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure to deliver its investment solutions.

Mary Silver is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and E*TRADE Securities LLC. Her background also includes roles at Hancock Claims Consultants, Agco Inc, and Tax Pros Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Kim Jackson is a financial advisor at Fidelity with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, following nearly a decade with Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Cary Smith is a financial advisor at Primerica Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Primerica Advisors since 1982. Smith also operates Cary D. Smith & Associates, Inc., an entity focused on investment-related activities and other home service referrals. Primerica Advisors offers a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a network of nearly 3,700 advisors, utilizing model-based investment strategies managed by third-party asset managers.

Beau Buisson is a financial advisor with Primerica Advisors based in Gainesville, GA. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. Buisson has been associated with Primerica Financial Services and affiliated firms since 2006. Outside of advisory work, he is a co-owner of Buisson, LLC, created for Primerica business purposes, and engages in the sale of loan products and home security referrals through related companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-based strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Alexandria Williams is a financial advisor at MassMutual Investors Services with four years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at MWA Financial Services Inc and Modern Woodmen of America. Williams serves on the boards of the Dawson County Rotary and the Dawson County Chamber of Commerce. MassMutual 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, offering various programs and educational seminars.

Thomas Woddail is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley, Merrill Lynch, Bank of America, and E*TRADE. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts (SMAs) and offers a formal alternative-investment onboarding process.

Bryan Polanski is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has held roles at Cetera Wealth Services, Cetera, and Prosperity Wealth Advisors. Outside of advisory work, he is the director of sales at American Health Imaging, a medical equipment company. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services, including access to third-party managers and multiple program structures.