Jonathon Monsour is a CFP® with 30 years of experience in financial advisory. He has worked at United Planners Financial Services of America since 2017 and previously spent eight years with Cambridge Investment Research Advisors. Outside of advisory work, he owns M&M Property Group, a real estate sales and property management business in Carrollton, GA. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individuals, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through independent advisors, with a notable focus on client-directed, non-discretionary account management.

Michael Stone is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Commonwealth since 2018 and previously at IFG Advisory, Milestone Investment Management, and LPL Financial. Stone is also involved in fixed insurance sales and owns an operating company related to his securities and advisory business. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios, allowing advisors discretion in portfolio construction while leveraging Commonwealth’s investment research and platform capabilities.

Mark Jenkins Sr. is a financial advisor with Principal Financial Services in Newnan, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has operated Jenkins Financial Group since 1999. Outside of his advisory work, he co-owns Nevaeh Properties, Inc., a business managing rental properties, with his wife. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jason Backus is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously with Independent Financial Partners. Outside of his advisory roles, he is affiliated with Villa Rica First United Methodist Church. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting, using a combination of discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Kristopher Pope is a financial advisor with Commonwealth Financial Network in Newnan, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been co-managing Avery And Pope Wealth Management and affiliated with Commonwealth Financial Network since 2011. Pope is also a co-owner of PAKP LLC, an operating company for his securities and advisory business. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, utilizing both internal and outsourced portfolio management options.

Jason Norton is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and previously with Independent Financial Partners and LPL Financial. Norton is also a notary public. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and wealth coaching. The firm utilizes both discretionary and non-discretionary portfolio management strategies and integrates various analytical techniques and technology platforms to deliver comprehensive advisory services.

Jason Eaker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. He previously worked at Cambridge Investment Research, Inc. and Morgan Stanley. Outside of his advisory role, he owns 726, LLC, a private entity established to facilitate his advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custodian services.

Olivia Ravenscroft is a financial advisor with Truist Advisory Services in Newnan, GA, holding Series 63 and Series 66 credentials and having eight years of industry experience. Her prior work includes roles at Wells Fargo and PNC Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, using third-party platforms and AI-enabled research tools to support investment decisions.

Julia Moody is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2023 and previously held roles at Regions Bank, Cetera Investment Services, and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses both discretionary and non-discretionary management approaches, leveraging third-party platforms and AI-enabled research tools to support investment decisions and manager selection.

Kimberly Moore is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has six years of industry experience and has worked with LPL Financial, LLC since 2016. Moore is also a notary public. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through both discretionary and non-discretionary strategies supported by various analytical techniques and technology platforms.

Calvin Ward is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 11 years of industry experience. He has worked with several related firms, including SunTrust Advisory Services and BB&T. Outside of his advisory role, he serves on the boards of The Scholarship Academy and Voices for Georgia’s Children, both nonprofit organizations focused on education and child advocacy in Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platform arrangements and AI-enhanced equity research.

Karen Olsen is a financial advisor at Creative Planning with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at firms including AssetMark and J.P. Morgan. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, foundations, and corporations. The firm manages over $295 billion in assets and employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Parks Avery Jr. is a CFP® professional with 23 years of industry experience, currently serving at Commonwealth Financial Network. He has also been a managing member and co-owner of Avery and Pope Wealth Management since 2011 and previously worked at LPL Financial from 2005 to 2011. Avery is based in Newnan, GA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, assisting clients with tailored investment solutions.

Megan Mcmillan is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at Securities America Advisors, Independent Financial Group, Merrill, and Morgan Stanley. Megan is also an insurance agent licensed to sell insurance and annuities. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering comprehensive financial planning and a variety of advisory and brokerage programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing multiple portfolio management options and third-party manager programs.

Nicholas Krajniak is a financial advisor with LPL Financial in Newnan, GA, holding Series 63 and Series 66 credentials and seven years of industry experience. He previously worked with Wells Fargo Clearing Services and Wells Fargo Bank. Outside of advisory services, he is employed as a crew member at Murphy Miller Tree Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, combining extensive resources and technological tools to support its network of over 22,900 advisors.

Bobby Powers is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2018 and previously held roles at Fogo Data Centers and the SwingThought Tour. Powers also engages in the sale of investment-related products and receives compensation for referrals related to home security and automation products as well as loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services based on model recommendations developed by unaffiliated asset managers, and offers a range of strategic and tactical investment models.

Derick Newton is a financial advisor with Edward Jones in Carrollton, GA, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as a pastor and founder of the Last Shall Be First Ministry and is a songwriter of gospel music. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Hershall Stapleton is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. Based in Newnan, GA, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages a rental property business through Peapod Holdings LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment and fiduciary services. The firm supports its advisory programs with a large national network of financial advisors and offers various managed solutions, separately managed accounts, and affiliated mutual funds.

Tiffany Middleton is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for over a decade at Georgia Mortgage Services Inc. as a mortgage loan officer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Brody Parkerson is a financial advisor with Merrill holding a Series 66 credential. He has one year of industry experience and has previously worked with Bank of America, MWA Financial Services, and Modern Woodmen of America. Prior to his advisory roles, he was employed in education at several institutions including Georgia Gwinnett College and Gordon State College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.