William Stone III is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2009. He previously held roles at McMullin-Stone Properties, LLC and McMullin, Stone & Associates, Inc. Stone is the owner of On Purpose Financial Management, Inc., where he also assumed branch manager responsibilities in 2021. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Mark Mcneight is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Derbend Asset Management. Outside of his advisory role, he co-owns a family RV rental business. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research-driven strategies and a combination of brokerage and advisory solutions.

Keri Green is a Series 66–licensed advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, she held roles at Sorin Blu Aesthetics and Saint Leo University. She assists her father with logistical support for The Harlem Tap Room, a real estate management business. Fidelity Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

James Mc Curry Jr. is a CFP®-designated financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2016. Outside of his advisory role, he owns Buzzo LLC, a real estate partnership based in Newnan, Georgia. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing over $1 trillion in assets. The firm is notable for its extensive advisor and branch network, discretionary and non-discretionary strategies, and affiliated financial services beyond traditional advisory offerings.

Eric Worrell is a CFP® professional with 17 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves on the Board of Trustees for Landmark Christian School in Fairburn, GA, contributing to policy development and school administration. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kevin Giddens is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.

Rhonda Edwards is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney from 2009 to 2018 before joining Raymond James in 2019. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal services.

Patrick Mc Ewen is a financial advisor with Edward Jones in Griffin, GA, holding Series 63 and Series 66 credentials and with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he owns a rental property in Griffin, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Kaylyn Truelove is a financial advisor with Edward Jones in Fayetteville, GA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Source4Teachers and Hampton University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kemar Bernard is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity, Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm’s advisory business operates within the broader J.P. Morgan organization and primarily offers non-discretionary services through a select group of Wealth Advisors.

Shaun Crawley is a CFP® professional affiliated with LPL Financial in Fayetteville, GA, with 22 years of industry experience. He has worked at LPL Financial since 2014 and has been associated with Delta Community Credit Union since 2009. In addition to his advisory role, he is involved in offering fixed annuities and long-term care insurance through Ashe Brokerage. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services with varied investment management approaches and research support.

Carolyn Fraser is a CFP® and Series 66 credentialed financial advisor with Edward Jones in McDonough, GA, where she has worked since 2013. She has 12 years of industry experience. Outside of her advisory role, she serves as Chair of the Finance Team at Wesley Chapel United Methodist Church, managing financial meetings and budgeting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and supports clients through a nationwide network of over 23,000 advisors.

Brian Carpenter is a CFP® professional with 31 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves on the finance committee at Harmony Hall Baptist Church in Gainesville, GA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Brian Mc Nally is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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 investment strategies through a nationwide network of more than 23,700 financial advisors.

Bruce Olmstead is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Cetera and has also worked at Summit Financial Networks and related firms. Outside of his advisory work, he serves on the board of Mom2Mom Atlanta South, a nonprofit focused on mentoring young mothers. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients with a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joy Cutter is a Series 66–licensed financial advisor with UBS Financial Services in Fayetteville, GA, with 17 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

John Dorminy IV is a financial advisor with Edward Jones in McDonough, GA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Dorminy serves as president of Dorminy Technologies LLC and is involved in managing family land and timber assets, including participating in an organic farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering various advisory programs and managed solutions with a fiduciary standard. The firm is noted for its extensive branch network and affiliated capabilities beyond advisory services.

Keely Griffith is a financial advisor with Edward Jones in Fayetteville, GA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked for the Association for Unmanned Vehicle Systems International for six years and at Southern New Hampshire University for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering various advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Miguel Chavarria Cardenas is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Merrill since 2021. His prior work history includes roles at Bank of America, N.A., and Ramada Plaza, as well as Full Sail University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Pamela Calhoun is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her prior roles include positions at Cetera Investment Services, Regions Bank, and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of investment vehicles and offers model portfolios that incorporate AI-driven methodologies and long-term asset allocation strategies.