Charles Mclendon is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including SaltCellar/Uptown Group and Dissident Soaps. Outside of advisory roles, he has experience in the hospitality industry, having been involved with Cannon Brewpub and Macon Beer Company. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Rodney Gatton Jr. is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has prior experience with Integrity Brokerage Firm representing Globe Life Family Heritage and served in the U.S. Army for 22 years. Gatton joined First Command and its affiliated entities in 2025. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Jody Davis is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has worked at NewEdge Advisors since 2020 and has associations with Capital Wealth Management Group and LPL Financial dating back to 2007. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers various portfolio management and consulting services, using a range of program structures and technology tools to support advisor and client needs.

Christine Bone is a financial advisor with Valic Financial Advisors in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Valic Financial Advisors since 1997 and also holds a position with Agia since 2022. Bone is active in her community, serving as the incoming President of the Board of Directors for Girls Incorporated of Columbus, a member of the Finance Committee Board at St. Luke United Methodist Church, and a board member of Twin Cedars Youth and Family Services. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Bryan Norris is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NewEdge Advisors, Capital Wealth Management Group, LPL Financial, NYLIFE Securities, and The Hudson Financial Group. He provides investment advisory services through both NewEdge Advisors and Capital Wealth Management Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a broad range of portfolio management, financial planning, and consulting services, employing multiple program structures and centralized due diligence to support its clients.

Brian Alford is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as a board member and officer involved in fundraising for American Little League in Columbus, GA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary client relationships and diverse portfolio management strategies.

Silvia Newell is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has been with Cetera since 2004 and is also the managing principal of Newell & Newell P.C., a tax and accounting practice she has operated since 1986. Additionally, she serves as trustee and executor for several family trusts. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes both affiliated and third-party managers across various program structures.

Robert David Jr. is a financial advisor at Morgan Stanley with 53 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning using structured processes and proprietary tools.

Jack Williams Jr. is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co., Inc. since 2006. He is based in Columbus, GA. Outside of his advisory role, he is the owner and manager of Stillwater Holdings of LaGrange, LLC, a real estate business. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Jerry Broughton is a financial advisor with Edward Jones in Columbus, GA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1994. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a large nationwide network of advisors and branch offices.

Susan Lombardo is a CFP® professional with 30 years of experience in the financial services industry. She has worked at LPL Financial since 2019, following tenures at Wells Fargo Advisors Financial Network and Merrill. Lombardo operates under the business name Advanced Wealth Solutions, which supports her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services provided through a large network of investment adviser representatives.

Theresa Mayes is a Series 66-licensed financial advisor with Edward Jones, based in Columbus, GA, and has 12 years of industry experience. She has worked at Edward Jones since 2017 and previously at First Command Advisory Services and First Command Financial Planning, Inc. from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

John Shinkle is a financial advisor at Stifel with Series 63 and Series 65 credentials and 45 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Outside of his advisory role, he serves in leadership positions on several community organizations, including as Treasurer of Family House of West Georgia, Vice President of the Fred Haskins Commission, and President of the 1909 Preservation Society. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which informs asset allocation and financial planning analyses.

Gina Hall is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has worked at both Merrill Lynch, Pierce, Fenner and Smith Incorporated and Bank of America, N.A. since 2011 and 2012, respectively. Outside of her advisory role, she serves as an executor in a fiduciary capacity. 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 plans, corporations, and charitable organizations.

Rembert Houser is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he develops personalized financial strategies tailored to clients’ individual goals, leveraging investment insights from Merrill and banking solutions from Bank of America to address changing market conditions. Rembert holds the Personal Investment Advisor (PIA) designation and earned a Bachelor’s Degree from the University of Georgia. Committed to community involvement, he participates in local volunteer organizations aligned with Merrill's tradition of service.

Stephen Smith is a Series 66-credentialed financial advisor with 15 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors, LLC from 2011 to 2016. Outside of his advisory role, he serves as a board member of the Wellington Pointe Homeowners Association and acts as executor and administrator for family estates. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Dustin Stokes is a CFP® professional with 12 years of industry experience and is currently with LPL Financial. Prior to joining LPL in 2025, he held roles at Synovus Bank and Synovus Securities from 2014 to 2025. Outside of his financial career, he has been involved with Mid Tree Church since 2018. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joshua Love is a financial advisor with Raymond James Financial based in Columbus, GA, holding a Series 66 designation and six years of industry experience. He previously worked at Publix before joining Raymond James, where he has been employed since 2017 in various roles. Outside of his advisory duties, he serves as registered support staff for Southeast Private Wealth, LLC. 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 support client decision-making while providing access to advisory programs and specialized municipal and SIMPLE IRA Employer Advisory services.

Christopher Donohoe is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 20 years of industry experience, including prior work at Wells Fargo Advisors. Outside of his advisory role, he serves as president and managing partner of two support companies in Columbus, Georgia. 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 investors. The firm emphasizes tailored, non-discretionary planning and uses advanced analytical tools to support client goals.

Donald Young is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. His prior work experience includes roles at Regions Bank, Cetera, Thrivent Financial, Lyft, Uber, and BB&T. 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 manages approximately $1.01 trillion in assets and has a large nationwide network of financial advisors and branch offices.