Massimo Pagliarulo is a financial advisor with Edward Jones in Rome, GA, holding a Series 66 designation and two years of industry experience. He previously worked at Prudential Advisors/LPL Enterprise, LLC and has a background including time at the University of Georgia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad spectrum of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of approximately 23,701 advisors.

Luis Pizano is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and four years of industry experience. His prior work includes roles at Dempsey Lord Smith, LLC and involvement with Morning Glory Farms. He also acts as an agent with Rome Health Plan Advisors, engaging in insurance and benefits-related activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based strategies.

Brenda Freeman is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Wells Fargo Bank NA and Advised Assets Group, LLC. Brenda is currently affiliated with Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and model portfolios that incorporate mutual funds, ETFs, and ETPs.

Anne Hatch is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 25 years of industry experience. Hatch has been with Raymond James since 2016. She serves as Treasurer on the advisory board of First Methodist Church Preschool in Cedartown, GA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports a broad advisor network with specialized municipal and public finance capabilities.

Brian Wilkins is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 14 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2016 and also has experience working at Regions Bank since 2011. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large network of independent advisors, serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships with over $256 billion in assets under management.

Tyler Owens is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and is the owner and president of Owens Financial Group Inc., a financial services firm. Owens is also active in his community, serving on the boards of a nonprofit organization and the Fellowship of Christian Athletes in the Rome, GA area. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting a range of program structures and custodial relationships.

Nancy Duncan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 21 years of industry experience. Prior to joining Cetera in 2024, she spent ten years with Triad Advisors, Inc. She also provides tax preparation services as an enrolled agent with H&R Block and is involved in tax consulting through McDonald Management & Consulting. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and reported over $256 billion in assets under management.

Austin Roberts is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Riverside Toyota for five years. Outside of his advisory role, Roberts is involved in music as the assistant music director at First Presbyterian Church and performs as a band member and lead singer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jeffrey Rickett is a CFP® with over 31 years of experience in the financial industry. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked for Dempsey Lord Smith, LLC. Outside of his advisory role, he owns businesses involved in insurance and financial planning services in Rome, GA. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and proprietary model strategies, incorporating both discretionary and non-discretionary management tailored to client objectives.