Jacob Fussell is a financial advisor with Empower Advisory Group in Macon, GA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Fidelity, Principal Financial Group, and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning services.

Richard Willis is a financial advisor with Eagle Strategies (New York Life) in Macon, GA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Eagle Strategies since 2022 and concurrently affiliated with New York Life and Nylife Securities since 2013. Outside of his advisory role, he serves on the Board of Trustees for Forsyth United Methodist Church. Eagle Strategies serves a diverse clientele, including individual investors and institutional clients, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailoring recommendations to client goals, with a significant portion of assets managed on a non-discretionary basis.

Christopher Durham is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at STIFEL and Sterne Agee. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in client assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and portfolio management services.

Clifford Stewart is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an agent for Agia. Outside of his advisory work, he manages timber tree farms, including sole ownership of a pine tree farm and co-ownership of a 350-acre managed timber tract. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and maintaining a large client base through its extensive advisor network.

Elizabeth Gossett is a CFP® professional with three years of industry experience, currently advising at Mercer Global Advisors Inc. in Macon, GA. Prior to joining Mercer Global Advisors, she worked at Day & Ennis, LLC and Edward Jones. Outside of her financial advisory role, she is independently involved as an OPTAVIA Coach, assisting clients with health and weight loss plans. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing comprehensive investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers specialized services including retirement plan consulting and charitable advisory.

Walker Young is a financial advisor at Valic Financial Advisors in Macon, GA, holding a Series 66 designation. He has been with Valic Financial Advisors since 2025 and has prior experience working at Athens Country Club and at two universities. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Eric Wilson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James Financial Services, and Advisory Services Network, LLC. Outside of his advisory work, he also sells life and long-term care insurance and serves as a notary. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a range of program offerings such as financial planning, asset management, and specialized retirement consulting.

Lloyd Clark is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Clark is also the owner of JUST KEEPING, LLC, a non-investment-related business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains roles as a swap dealer and futures commission merchant, supporting both discretionary and non-discretionary accounts.

Robert Daughtry is a financial advisor with Valic Financial Advisors in Macon, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to his advisory role, he spent 29 years with the Houston County Board of Education. He also serves as an adjunct online instructor for lower-level college mathematics courses and is a member of the finance committee at First Baptist Church Centerville. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and oversight.

Gentry Arnette III is a financial advisor at Valic Financial Advisors based in Macon, GA, with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Skypoint Capital Partners and Edward Waites Insurance. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm uses discretionary unified managed accounts with Envestnet’s platform and provides tax-aware and ESG overlay options.

Claxton West is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2017, following roles at the University of Georgia and Aflac. Outside of his advisory work, he has a 35% ownership stake in a trucking and logistics business and serves as a finance committee member at Madison Baptist Church. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationally with over 14,000 advisors and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data to support its investment approach.

Peter Persons is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is a partner in two non-investment-related businesses: Murphey Taylor & Ellis and Persons Family Holdings LLC. 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 municipalities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Lisa Bingaman is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Nationwide Securities LLC and Wells Fargo in various capacities between 2013 and 2022. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, delivering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

James Simpson Jr. is a financial advisor with LPL Enterprise in Macon, GA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1986 and previously at Pruco Securities, LLC. Since 2017, Simpson has served as a board member of Mount de Sales Academy, a nonprofit educational institution. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory services with brokerage and insurance product sales through an integrated platform.

James Goff is a financial advisor at OSAIC with 46 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Mr. Goff has worked with Royal Alliance Associates, Inc. since 2010 and Capitol Street Financial Services Group, LLC since 2004. He serves as Vice-Chairman of the Board at Mercer University School of Medicine and is also a member of a homeowners association board for a community near Lake Oconee, Georgia. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and manages portfolios that include a range of investment types, operating on both discretionary and non-discretionary bases.

Jennifer Fromm is a financial advisor with Merrill in Macon, GA, holding Series 63 and Series 66 credentials and over 30 years of industry experience. She has been with Merrill since 1993. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Willis is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop strategies covering areas such as investing, retirement planning, and wealth management. He also facilitates access to Bank of America specialists for services including banking, credit, home financing, and small business solutions. James focuses on client needs across several areas including employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He provides ongoing advice and guidance to help clients navigate changes in their financial situations. He holds a Bachelor's degree from Georgia Southern University and a Master of Business Administration (MBA) from Western Governors University. James is also designated as a Personal Investment Advisor (PIA).

Sheri Haugabook is a financial advisor at Stifel with 30 years of industry experience. She holds the Series 63 and Series 65 credentials. Prior to joining Stifel, she worked at Raymond James & Associates and Morgan Stanley in various roles. Outside of her advisory work, she is involved in an outdoor living design and construction business, Archadeck of Central Georgia, where she manages payroll. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance from its Investment Strategy Group.

Amy Hefner is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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 wide range of clients, including individuals, institutional investors, pension plans, and municipal entities, offering financial planning and consulting services with a variety of portfolio management strategies and firm-supported research.

Deidre Webb is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a partner in a retail and online store business called BagsForTheVagabond. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide array of advisory programs supported by structured discovery processes and firm-approved planning tools.