Beau Buisson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Primerica Financial Services since 2006 and is also involved with R.T. Buisson, Inc. and PFS Investments, Inc. Buisson participates in non-investment related activities including referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing, operating primarily under a tiered wrap fee structure.

James Hollifield is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. He has worked with firms including Avantax and 1st Global, and is managing member of Rushton, LLC and Rushton & Company, LLC, both CPA firms. Outside of advisory work, he serves as treasurer of the nonprofit CASA, sits on the board of the Georgia Mountains YMCA, and participates in finance committees for Trinity United Methodist Church and Northeast Georgia Health System. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options, including model portfolios and bespoke strategies, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Alexandria Williams is a financial advisor at MassMutual Investors Services with four years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at MWA Financial Services Inc and Modern Woodmen of America. Williams serves on the boards of the Dawson County Rotary and the Dawson County Chamber of Commerce. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering various programs and educational seminars.

Brian Whalen is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., based in Gainesville, GA. He has 31 years of industry experience, including over a decade at Raymond James. Whalen serves as a board member on the investment committee of the North Georgia Community Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Kathryn Barnett is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She has worked at Cetera and Avantax Advisory Services, and is also a Wealth Management Assistant at Rushton Wealth Management. Outside of her advisory role, she creates educational content for Teachers Pay Teachers, focusing on classroom activities for English language arts. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 and financial planning services, supporting both discretionary and non-discretionary account structures.

John Lilly III is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. He is a partner in 620 Spring Street Partners, a business that owns and manages commercial property in Gainesville, GA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting supported by analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Thomas Woddail is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Morgan Stanley, Merrill Lynch, Bank of America, and E*TRADE. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts (SMAs) and offers a formal alternative-investment onboarding process.

Elizabeth Baldwin is a financial advisor with Edward Jones in Gainesville, GA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1990. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Cindy Casey is a Series 66-credentialed financial advisor at Raymond James Financial with six years of industry experience. She has been with Raymond James since 2016 and also works as a Client Service Associate at Stribling~Whalen Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations, utilizing tailored non-discretionary planning and analytical tools.

Chase Hillenbrand is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Schwab, he worked at Equitable Advisors, LLC for one year. Outside of his advisory role, he makes handmade fishing lures and provides baseball and softball hitting lessons. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and investment services.

Johnny Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at Cantella and Co., Inc. for 12 years before joining Raymond James in 2022. Outside of his advisory role, he serves as an independent contractor for Turner Johnson Group in Gainesville, GA, a non-investment-related position he has held since 2007. 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, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting clients through various advisory programs and institutional consulting services.

Alexander Neal is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and seven years of industry experience. He previously worked at LPL Financial LLC, United Community Bank, South State Bank, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions.

Nicholas Pruner is a financial advisor with Edward Jones in Cornelia, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. He serves as an ambassador for the Greater Hall Chamber of Commerce, where he mentors new members and participates in community events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large national network of advisors and branches.