James Orr serves as an Associate Resident Director within Merrill’s Resident Director line of business. He brings over 20 years of experience in wealth management at Merrill Lynch Wealth Management, focusing on assisting affluent families, professionals, and business owners with retirement planning. James and his team provide services including portfolio management, legacy and estate planning, as well as access to lending and structured credit solutions through Bank of America. Before joining Merrill, James practiced law for 15 years, specializing in corporate litigation and trust and estate matters, although he does not provide legal or tax advice in his current advisory role. He holds a Doctorate from Mercer University and has earned the Personal Investment Advisor (PIA) designation. His client work centers on managing new wealth, retirement income, and portfolio management services. James follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. Outside of his professional commitments, he enjoys golfing, reading, and writing. He aims to collaborate personally with clients to develop financial strategies tailored to their long-term goals.

Jennifer Beason is a financial advisor at LPL Financial with 42 years of industry experience. She holds the ChFC® and Series 63 designations and previously worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H. Beck, Inc. Outside of her advisory role, she is involved as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management and access to research and model portfolios.

Brian Burton is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

William Dudley is a CFP® with 33 years of industry experience, currently affiliated with OSAIC. He has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. Dudley is also involved in nonprofit activities, serving as a board member and treasurer for the Winner's Club of Calhoun and as a board member of the Community Foundation of NW Georgia. OSAIC serves a diverse client base, including individual and institutional investors, by providing integrated brokerage and advisory services through a large network of financial advisers. The firm employs various portfolio construction tools and offers access to multiple investment platforms and third-party managers.

Drew Dempsey is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He previously worked at Dempsey Lord Smith, LLC for over a decade before joining Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, using a variety of portfolio management strategies and platform arrangements.

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 Series 66-licensed financial advisor with eight years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. since 2025 and was previously with Dempsey Lord Smith, LLC from 2018 to 2026. Brock serves as a board member of the Elevate Foundation and holds presidential roles at High Cotton Management and Appalachian Freight. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple custody platforms.

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 financial advisor with LPL Financial in Rome, GA, holding a Series 66 designation. She has one year of industry experience and previously worked at River City Bank and BankSouth. Her background also includes roles in education and daycare services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research, and various investment management options.

Kathy Barton is a financial advisor with LPL Financial in Rome, GA, holding Series 63 and Series 66 credentials and 29 years of industry experience. She has worked at LPL Financial since 2018 and concurrently serves as Director of Wealth Management at River City Bank, a position she has held since 2022. Prior to joining LPL, she was with Investment Professionals Inc from 2012 to 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research, model portfolios, and various technology solutions.

Douglas Shows is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at Dempsey Lord Smith, LLC and ProEquities, Inc. Outside of advising, he owns a sports officiating business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using both proprietary and third-party strategies across multiple platform arrangements.

Ernest Smith is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Dempsey Lord Smith, LLC and DLS Financial, LLC for nearly two decades. Outside of his advisory role, he is the owner of DLS Financial LLC, a separate business entity. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Ethan Crump is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked previously with Dudley Asset Management, where he assists advisors with client management and retirement plan services. Outside of his advisory role, he is involved in life insurance sales through a related business activity. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes proprietary asset-allocation tools and supports a variety of investment strategies across multiple platforms.

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 been affiliated with Brock Financial Services Inc. since 2009. Outside of his advisory role, he serves as treasurer for both the Elevate 22 Foundation Inc. and the Church of Christ of Calhoun, Inc. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers various portfolio management solutions, including proprietary and third-party strategies, and supports both discretionary and non-discretionary arrangements tailored to client objectives.

Samantha Kobs is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, she has been with United Community Bank since 2013. Outside of her advisory work, she is involved with a real estate services business, KEY TO YOUR HOME REALTY LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and brokerage services, including access to model portfolios and research, with both discretionary and non-discretionary management options.

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 previously spent nearly two decades at Dempsey Lord Smith and has operated his own firm, John Lord Financial, for over 30 years. Cambridge Investment Research Advisors serves a diverse client base—including individuals across wealth levels, pension and profit-sharing plans, charitable organizations, and trusts—providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment approaches, including proprietary models and external strategists, with options for discretionary and non-discretionary portfolio management.

Hal Butler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Cetera and its affiliates since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Butler is also the owner of The HB Butler Group LLC, a financial services firm. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

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.