Thomas Gibbons is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through direct and employer-sponsored financial planning arrangements.

Jessica Graham is a financial advisor with Raymond James & Associates in Macon, GA. She holds a Series 66 designation and has been in the industry since 2023. Prior to her current role, she worked at Stifel and Woodmen Life, among other companies, and has six years of experience at Natalia's. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Kevin Frounfelker is the Resident Director of the Macon office and a Senior Vice President and Wealth Management Advisor at Merrill. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional with the Frounfelker and Maley Group. In addition to goals-based wealth management planning for individuals and families, he and his team also manage 401(k) plans through Merrill's Fiduciary Advisory Services Platform, offering a range of services including Investment Policy Statement development, fiduciary services, participant education, plan design consulting, and ongoing plan review. Kevin holds multiple professional designations, including CFP®, Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his high school diploma from Beavercreek High School, an associate's degree from Middle Georgia State University, and a bachelor's degree from the University of Georgia. He has been involved in community service through the Macon North Rotary Club, where he served as president in 2015-16 and remains a current member. Kevin also previously served as a board advisor for United in Pink and was a member of the Middle Georgia State University Alumni Board. His personal interests include biking, cooking, reading, rock climbing, running, swimming, yoga, and spending time with his wife and two daughters.

Alec Burriss is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and The First National Bank of McGregor. His background also includes roles outside of finance, such as working in advancement at Covenant College and a position with Bellhops. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and integrates various investment and planning strategies across its services.

Jackson Evans is a Financial Advisor at Merrill Lynch Wealth Management. He transitioned from a career in the banking industry to focus on helping individuals and families pursue their financial goals and dreams. Jackson utilizes Merrill’s investment insights along with access to Bank of America’s banking services to develop comprehensive financial strategies tailored to clients' unique needs. His expertise includes retirement planning, lifetime cash flow analysis, risk tolerance assessment, and wealth planning services, integrating credit, lending, and banking solutions through Bank of America. Jackson’s client focus areas include college education planning, defined benefit plans, managing new wealth, personal retirement planning, portfolio management, and small business strategies. Jackson holds a Business degree with a major in Management from Georgia Southern University. He is involved in his community through participation with Habitat For Humanity of Macon, Georgia, supporting efforts to build safe and affordable homes in the local area. Outside of work, he enjoys boating, camping, golfing, hiking, music, and spending time with his family.

Kathy Hammock is a financial advisor at Raymond James Financial Services Advisors, Inc. with 41 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Raymond James since 2004, as well as at Stonewall Asset Management and her own firm, Hammock & Associates, LLC, which she continues to own as a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional investors. The firm employs a non-discretionary approach tailored to client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tyler Ver Steeg is a CFP® professional with 14 years of industry experience, currently affiliated with Mass Mutual Investors Services in Macon, GA. He has held roles at MassMutual and Northwestern Mutual wealth management and investment divisions since 2011. Ver Steeg is a partner in multiple LLCs related to business operations and revenue sharing with fellow advisors. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars through structured, ongoing financial planning engagements.

Robert Persons is a financial advisor at Raymond James & Associates with four years of industry experience. Prior to joining Raymond James in 2022, he worked at Grady Ervin and Co for five years and spent a year at SunTrust Bank. He also devoted four years to full-time education before beginning his finance career. 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, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Maithili Kulkarni is a financial advisor at Stifel with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for 12 years. Outside of her advisory role, she serves as a board member, volunteer, and performer with Theatre Macon, a community theatre organization, and occasionally works as a background extra in film productions. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

James Boyd is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Capital City Bank, LPL Financial LLC, and Mass Mutual Investors Services. Boyd serves on the Board of Directors for the Scottish Rite Foundation of Georgia. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Collier is a financial advisor at Merrill with Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Merrill since 2007 and Bank of America, N.A. since 2009. 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 plans, corporations, and charitable organizations.

Patrick Wilson is a financial advisor with Raymond James & Associates in Macon, GA, holding a Series 66 designation and two years of industry experience. His prior work includes positions at BankUnited, CIBC Bank, Atlantic Capital Bank, PNC Bank, and SunTrust. He serves on the Darlington School Alumni Council, participating in organizing various alumni events. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tyler Brown is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2021, he worked for six years at Stratford Academy. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary solutions.

Edward Landon is a Financial Advisor at Merrill Lynch Wealth Management. He holds a Bachelor's Degree from Middle Georgia State University and an Associate's Degree from Central Georgia Technical College. He also earned his High School Diploma from Landon School of Excellence.

Amy Maley is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2005, concurrently working with Bank of America since 2011. Maley serves as a board member of Northminster Presbyterian Church in Macon, Georgia, where she leads the Worship committee. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with tailored features for tax-sensitive investors.

Edward Jones is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and over 37 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

William Lamb Jr. is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior work includes roles at International Advisory Consultants Inc. and Truist Investment Services, INC. where he spent six years. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Walker IV is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by structured planning tools and uses a broad range of investment services, including proprietary modeling techniques for outcome projections.

Andrew Wohlrabe is a Series 66 licensed financial advisor with Edward Jones in Macon, GA, with seven years of industry experience. He previously worked at Hodges, Harbin, Newberry & Tribble, Inc. and held a position at Mercer University. Wohlrabe has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Reuben Spencer IV is a financial advisor with LPL Financial in Macon, GA, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes eight years at Wells Fargo Clearing Services, LLC and nine years at Wells Fargo Bank NA. He also serves as a notary in Perry, GA. 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 other institutions. The firm offers a range of investment programs and utilizes both proprietary and third-party strategies, supported by advanced operational tools, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.