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.

Clyde Cody is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of over 23,000 advisors.

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.

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.

Adam Green is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2021 and concurrently at Renasant Bank since 2015. Outside of his advisory role, he is a commissioned Notary Public in the State of Georgia and is involved with Tavern Talks Entertainment, a home-based business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Chase Hillenbrand is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Schwab, he worked at Equitable Advisors, LLC for one year. Outside of his advisory role, he makes handmade fishing lures and provides baseball and softball hitting lessons. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and investment services.

Mary Cantrell is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she was employed at United Community Bank Inc for twelve years. Mary serves on the finance committee of Woodstock Church in Jasper, Georgia, where she reviews financial statements and budget recommendations for the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds, trust services, and securities-based lending options.

James Lepp is a CFP® with 15 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2016. In addition to his advisory role, Lepp is an independent insurance agent specializing in life and health products and owns Trinity Financial Planning. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a large network of independent Financial Professionals utilizing a variety of portfolio management strategies and platform options.

William Spencer is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, with a break to Primerica Financial Services from 2020 to 2023. Prior to his financial services career, he worked at Maxim Healthcare Services for two years. 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 programs and investment strategies supported by a nationwide network of financial advisors and branch offices.