James Mc Allister is a Series 66-credentialed advisor with LPL Financial and Foundation Wealth, with one year of experience at both firms. Prior to this, he worked three years at Insurance Hub and spent 19 years at the Whitfield County Sheriff's Office. 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, supported by a large network of investment adviser representatives.

Saul Secundino Portano is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and bringing five years of industry experience. His previous roles include positions at Morgan Stanley, J.P. Morgan Securities, and Primerica. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Michael Ary is a financial advisor at Raymond James & Associates with a Series 66 designation. He has worked at Raymond James since 2026 and previously held positions at Shaw Industries, Connected Technologies, Landmark Properties, and Oconee County Parks and Recreation. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jonathan Vander Hart is a financial advisor with Edward Jones in Lafayette, GA, holding a Series 66 designation and eleven years of industry experience. He has been with Edward Jones since 2015. 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 nationwide network of financial advisors and branch offices.

Jonathan Dutton is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2002. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Based in Lookout Mountain, GA, Dutton has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Joshua Barnes is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has been with Bank of America and Merrill since 2016. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zachary Woody is a financial advisor at Edward Jones in Dalton, GA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Lonnie Jones is a CFP® professional at Edward Jones with 26 years of industry experience, all of which have been spent at the firm since 2000. He holds a Series 63 license and is based in Ringgold, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies along with affiliated mutual funds and proprietary money market funds.

Ty Willeford is a financial advisor at Edward Jones with 16 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as president of TRW Properties LLC, which owns two properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Matthew Queener is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previous experience with Cambridge Investment Research Inc. He has also served as a teacher at Whitfield County Schools since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions utilizing model portfolios, third-party subadvisors, and customized strategies.

Jonathan Gossett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Ameriprise and Dempsey Lord Smith, LLC. Outside of finance, he raises and sells cattle and hay as part of an agricultural business. Cambridge Investment Research Advisors, Inc. 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 access to multiple platforms and third-party advisers, managing a multi-billion dollar asset base.

Wilburn Hudson is a CFP® credentialed financial advisor at LPL Financial with 16 years of industry experience. His prior firms include Cambridge Investment Research Advisors, Resource Horizons Investment Advisory, Valic Financial Advisors, and Edward Jones. Outside of his advisory role, he is involved in airplane rentals in Dalton, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Will Patterson is a financial advisor with Ameriprise in Dalton, GA, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2019 and previously was affiliated with the University of Georgia. Outside of his primary role, he is also an associate financial advisor at 825 Group LLC, where he is involved in servicing clients, trading, financial planning, and back-office duties. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors to deliver tailored recommendations using proprietary research and third-party data.

Calvin Allmon is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he is the chief manager of CADA Homes, LLC, a real estate rental business in Lafayette, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm maintains a large national advisor and branch network and offers affiliated investment products and services under a fiduciary standard.

R Laughter is a CFP® professional with 32 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network for 11 years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and provides specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Draper is a CFP®-certified financial advisor with 28 years of industry experience. He currently works at OSAIC and previously spent 16 years at FSC Securities Corporation and four years at Equitable Advisors. Draper is a partner in financial planning firms Browne, Draper and Land Financial Concepts LLC and BDL Advisors. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and multiple program options delivered through a complex affiliate network.

Rawdon Gallman III is a Series 66-licensed advisor at Raymond James Financial with one year of industry experience. His prior work includes positions at Mercer University and a long-term role at Central Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses tailored planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dennis Steele Jr. is a financial advisor at Edward Jones with the Series 66 designation and five years of industry experience. He has been with Edward Jones since 2020 and previously worked at Southern Adventist University for 21 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cynthia Jackson is a financial advisor with Edward Jones in Lafayette, GA, holding Series 63 and Series 65 licenses and having 39 years of industry experience. She has been with Edward Jones since 2017. Outside of her advisory role, she operates a vintage and antique store and participates in a local artisans market selling handmade soaps. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the country.

Lawrence Walter is a financial advisor with Ameriprise in Dalton, GA, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its related entities since 1994. Outside of his advisory work, he owns Walt's Woodworking, a small business focused on creating wooden flags and other woodworking projects. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement, using a combination of research, modeling, and tax-efficiency analysis to provide customized recommendations, with an emphasis on assets held in Ameriprise managed accounts.