William Dudley is a CFP® with 33 years of industry experience, currently affiliated with OSAIC. His prior roles include positions at Royal Alliance Associates and Signator Investors, and he has operated Dudley Asset Management since 2002. He serves as a board member and treasurer for the Winner’s Club of Calhoun and is involved with several local nonprofit and community organizations. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform supported by advanced tools and third-party managers.

Drew Dempsey is a financial advisor with Cambridge Investment Research Advisors in Rome, GA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Dempsey Lord Smith, LLC for over a decade before joining Cambridge Investment Research. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, custodians, and proprietary model strategies.

John Bishop is a financial advisor at Raymond James Financial Services Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2017, following over two decades at SunTrust Securities. Bishop is also the owner of The Avenue of Rome, a support company based in Rome, GA. 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, and institutional clients. The firm offers tailored non-discretionary planning through analytical tools and supports municipal and public-finance advisory work, distinguishing itself among large institutional advisors.

David Cooley is a Series 66-licensed financial advisor with Edward Jones in Rome, Georgia, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a range of household types and organizational entities. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices, offering discretionary and non-discretionary advisory strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Dillon Brock is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has eight years of industry experience, including previous tenure at Dempsey Lord Smith, LLC. He serves as a board member of the Elevate Foundation and is president of both High Cotton Management and Appalachian Freight. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and operates through thousands of financial professionals using various platforms and proprietary model strategies.

Jamie Doss is a financial advisor with Ameriprise, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the advisory board of the Salvation Army in Rome, GA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven strategies and algorithmic tools to deliver customized, tax-efficient retirement recommendations.

Madeline Newton is a Series 66-licensed financial advisor with LPL Financial, based in Rome, Georgia. She has one year of industry experience and previously worked at River City Bank and BankSouth. Outside of finance, she has experience working at a daycare affiliated with Bible Baptist Christian Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kathy Barton is a financial advisor with LPL Financial in Rome, GA, holding Series 63 and Series 66 credentials and nearly three decades of industry experience. Her career includes roles at Wells Fargo Clearing, Investment Professionals Inc, and River City Bank, where she currently serves as Director of Wealth Management. Barton has been with LPL Financial for a total of 13 years across two periods. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm utilizes a broad network of advisors and advanced tools while providing access to various investment strategies, including model portfolios and third-party asset management.

Douglas Shows is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked at Dempsey Lord Smith, LLC, ProEquities, Inc., Heritage First Bank, Guardian Life, and Peachtree Planning Advisors, Inc. Outside of his advisory role, he owns a sports officiating business. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm provides discretionary and non-discretionary management, access to third-party advisers and sub-advisors, and proprietary model strategies under the Founders Gate Capital brand.

Ernest Smith is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked for Dempsey Lord Smith, LLC and DLS Financial, LLC for 19 years. Outside of advising, he is the owner of DLS Financial LLC, a separate business involved in real estate and trading. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers various proprietary and third-party investment platforms.

Jake Storey is a financial advisor at Edward Jones in Rome, GA, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including five years with Floyd County School District and three years with Paulding County School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Ethan Crump is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked at Felker Construction and Hunts Turf Farm. Outside of his advisory role, Ethan assists with client management and retirement plan services at Dudley Asset Management. OSAIC Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and accommodates a range of client preferences through discretionary and advisor-managed strategies.

Duvan Brock is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Ameriprise and operated Brock Financial Services Inc. He is treasurer for the Elevate 22 Foundation Inc. and the Church of Christ of Calhoun, Inc. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Samantha Kobs is a financial advisor with LPL Financial in Rome, Georgia, holding a Series 66 designation and two years of industry experience. She has been associated with LPL Financial since 2023 and United Community Bank since 2013. Outside of her advisory role, she is involved with KEY TO YOUR HOME REALTY LLC, a mortgage and real estate services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment solutions, including access to third-party asset managers and institutional platforms.

John Lord is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has operated his own firm, John Lord Financial, since 1990 and has worked with Dempsey Lord Smith and related entities for nearly two decades. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a variety of platforms and proprietary strategies.

Hal Butler is a financial professional with 43 years of industry experience, currently affiliated with Cetera since 2021. He holds Series 63 and Series 65 credentials and has prior experience at Wells Fargo Clearing, Morgan Keegan & Company, LLC, and AmSouth Investment Management Company. He is also the owner of The HB Butler Group LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and planning services supported by a large nationwide network of over 10,000 advisors and $256 billion in assets under management.

Massimo Pagliarulo is a financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2025, he worked at Prudential Advisors/LPL Enterprise, LLC from 2023 to 2025. His background also includes several roles outside of finance, including positions at the University of Georgia, Outback Steakhouse, and Little Caesars. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and reported approximately $1.01 trillion in assets under management.

Luis Pizano is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Cambridge, he worked at Dempsey Lord Smith, LLC for four years. Outside of his advisory role, he is involved with Morning Glory Farms. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and supports both discretionary and non-discretionary management on multiple platforms.

Brenda Freeman is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2022. Her previous roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, Advised Assets Group, and GWFS Equities. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors, and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

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.