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.

Jillian Avery is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® designation and the Series 66 license. Her career includes roles at Edward Jones since 2018 and experience with North Georgia USBC WBA Inc from 2015 to 2018. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kaitlyn Mathis is a financial advisor with LPL Financial in Gainesville, GA, holding a Series 66 designation and six years of industry experience. She has been associated with Sullivan & Schlieman Wealth Management, LLC and LPL Financial since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and incorporates research from LPL Research and third-party subadvisors.

Matthew Mc Grath is a financial advisor with Edward Jones in Dawsonville, GA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he manages a rental property in Gainesville, GA. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

John Bowling Sr. is a financial advisor with Edward Jones in Dahlonega, GA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is an owner of a rental property business in Murrayville, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices, and operates under a fiduciary standard.

John Turner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Cantella and Co, Inc. for 12 years before joining Raymond James in 2022. He serves as a board member of the Ware Foundation, a nonprofit organization where he contributes to the operating budget and financial duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning tailored to client goals, utilizing risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Carlos Vazquez 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 2010. Outside of his advisory work, he volunteers with a family hunting club, assisting with dues collection and budget management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds, tax-efficient services, and securities-based lending options.

Carlos Dominguez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and Series 63 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, Dominguez is involved in several business ventures including commercial real estate ownership and serves on the finance and investment committees of the Quinlan Visual Arts Center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through its advisory programs and partnerships.

Joshua Schlieman is a CFP® certificant with 24 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with access to model portfolios, research, and a range of investment strategies.

Johnny Burkett III is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years at Invest Financial Corporation. Burkett also has a long tenure with United Community Bank dating back to 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by internal research and third-party subadvisors.

Christopher Greene is a CFP®-certified financial advisor with LPL Financial in Cleveland, GA, where he has worked since 2005, totaling 21 years at the firm and 20 years of industry experience overall. Outside of advising, he manages eBay sales as a home-based business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutional clients, offering various advisory programs, financial planning, and retirement consulting supported by research from LPL and third-party subadvisors.

Christian Salas is a financial advisor with Cetera based in Gainesville, GA. He holds a Series 66 designation and has six years of industry experience, including previous roles at Raymond James and Associates Inc and BB&T. Outside of his advisory work, he has ownership in a rental property business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform, overseeing more than $256 billion in assets.

Kerri Davis is a financial advisor with LPL Financial and holds a Series 66 designation. She has 20 years of industry experience, including prior roles at INVEST Financial Corporation and United Community Bank. Outside of her advisory work, she serves as a city councilman for Baldwin, GA, and operates a home-based bakery business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

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.

Neil Reems is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been with Cetera and its affiliates since 2013. Outside of his advisory work, he serves as president of the Hopes Landing Homeowners Association and participates on the finance committee for Level Grove Baptist Church, where he provides financial analysis and budget oversight. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a large network of advisors and a multi-manager platform with extensive program options.

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.

Steven Chafin is a Series 66-licensed financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously held a position at ZinBurger and Wine Bar. 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 wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cary Smith is a financial advisor with Primerica Advisors in Gainesville, GA, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been affiliated with Primerica Advisors since 1982 and operates Cary D. Smith & Associates, Inc. since 2007. In addition to advisory services, he is involved in sales of loan products and home security and automation referrals through related Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.