Chad Kishel is a CFP® professional with 24 years of experience in financial services. He is currently with Planmember Securities Corporation and has previously operated Kishel Financial LLC and Financial U since 2014, along with experience at Summit Capital Solutions. Outside of his advisory roles, he is involved in fixed annuity sales and works as an agent for Financial Reserve Services. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including personalized retirement planning and separation counseling.

Michael Butler is a financial advisor at Farther with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Reveille Wealth Management and Butler Capital Management/Ameriprise. Outside of advisory work, he is an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.

Christopher Treadwell is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Sound Income Strategies, and Stearns Retirement Group. In addition to his advisory role, he is involved with Stearns Retirement Group, LLC, focusing on fixed insurance sales and client acquisition. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

David Dodd Jr. is a financial advisor with Edward Jones in McDonough, GA, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with Edward Jones since 2007. 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 advisory services supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Jonathan Swatts is a financial advisor at Edward Jones in Griffin, GA, holding CFP® and Series 66 designations with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Calcasieu Area Council from 2015 to 2020. 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 nationwide network of over 23,000 financial advisors.

David Casey is a CFP® professional with 32 years of experience in the financial services industry. He has worked at LPL Financial since 2015 and previously spent 13 years at Wells Fargo Clearing. In addition to his advisory role, he serves as an officer in the Georgia Army National Guard. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by extensive operational and research tools.

Virgil Hooper Jr. is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His background includes roles at CoreCap Investments, Hero Wealth Management, and Ameritas Investment Corp. Outside of advising, he owns an engineering consulting business and serves as a board member on the Fayette County Planning Commission. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of custody platforms and proprietary as well as third-party investment strategies.

Charles Mobley Jr. is a financial advisor at Cetera with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at VOYA Financial Advisors and Cetera Wealth Services, LLC. Outside of advising, he owns Propitious LLC, a political consulting firm, and is involved in various political campaign consulting activities through multiple business entities. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple third-party money managers through a multi-manager platform that supports bespoke strategies and various program structures.

William Dickerson is a financial advisor with Edward Jones in Fayetteville, GA, holding CFP® and Series 66 designations and possessing six years of industry experience. He has been with Edward Jones since 2019 and previously worked at GovStrive, LLC and Acuity Brands Lighting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,700 financial advisors.

Keli Hazel is a financial advisor at OSAIC with 15 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Woodbury Financial Services Inc. and Money Concepts Capital Corp. She is also an author of a book aimed at helping women navigate divorce both personally and financially, and provides specialized financial services supporting amicable divorces through her own business ventures. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a broad network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and a range of investment vehicles managed on discretionary or non-discretionary bases.

Demetrios Protopapadakis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. 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 with financial planning, investment consulting, and institutional fiduciary solutions, offering non-discretionary advice supplemented by a range of portfolio management styles and affiliated research.

Denise Sowell is a financial advisor at OSAIC with 36 years of industry experience. She holds the CFP® and ChFC® designations and has worked with firms including 1717 Capital Management Company and Peachtree Planning Advisors. Outside of advising, she is principal of DG Sowell, Inc. and is involved with Capitol Financial Solutions, where she works directly with clients on their financial concerns. OSAIC serves a diverse client base including individual, high-net-worth, corporate, and institutional investors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools and risk analysis to create portfolios across a range of securities, managing accounts on both discretionary and non-discretionary bases.

Amber Robinson is a financial advisor at Fidelity with five years of industry experience. Her prior roles include positions at Edward Jones, J.P. Morgan Securities LLC, and the Small Business Administration. Outside of her advisory work, she operates a travel agency in Mcdonough, Georgia. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and engages in managing discretionary portfolios, fund advisory, and model portfolio delivery.

Lisa Hartel is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Fayetteville, GA. She has 16 years of industry experience and has been with Thrivent and its affiliated entities since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning covering a wide range of financial topics, delivered as one-time or ongoing engagements, and maintains a separation between planning and managed-account services.

Stephanie Cohran is a CFP® professional with eight years of industry experience, currently affiliated with Edward Jones in Fayetteville, GA. She has been with Edward Jones continuously since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including both discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Thomas Dorminy is a financial advisor at Edward Jones in McDonough, GA, holding a Series 66 designation with two years of industry experience. His prior work includes roles with the Georgia Judicial Council, State House Office of Representative Lauren Daniel, and various political committees and campaigns in Georgia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Neha Mathur is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Outside of finance, she has participated in acting roles for movie and TV commercial productions. Merrill provides managed account services through the Select Portfolio Solutions (SPS) Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Edward Worrell is a CFP® professional with 42 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as power of attorney and co-trustee for his mother's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Vanessa Conwell is a financial advisor at Edward Jones in Locust Grove, GA, holding a Series 66 designation with 16 years of industry experience. She has worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network, affiliated services, and fiduciary standard in advisory services.

Christopher Peurifoy is a financial advisor with Edward Jones in Fayetteville, GA, holding a Series 66 designation and six years of industry experience. He has served in various roles at Edward Jones since 2020. Outside of his advisory role, he is a board member of the Rotary Club of Peachtree City, where he assists in managing a foundation fund. 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 national network of financial advisors and branch offices.