Sarah Lundgren is a Series 66-credentialed financial advisor with seven years of industry experience. She has been with Ameriprise Financial Services since 2017, currently based in Watkinsville, GA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Edward Scherer is a financial advisor at Raymond James & Associates with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Morgan Keegan & Company, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jonathon Sisson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at firms including Harris Hersh Financial and Twin Partners, LLC. Outside of finance, he is a silent partner in a coin laundry business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations, using tailored, non-discretionary advice supported by advanced analytical tools.

Gregory Lewis is a financial advisor at Cetera with Series 63 and 66 licenses and 23 years of industry experience. His prior work includes roles at Cambridge Investment Research, Ameriprise, Transamerica Financial Advisors, Wells Fargo Clearing, and Mass Mutual Investors Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and third-party investment managers across various program structures and custodial relationships.

Sean O Connell is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has been with Primerica Advisors since 2009 and Primerica Financial Services since 2007. Outside of his advisory role, he owns the Athens Georgia Table Tennis Club and serves as League Director for the Atlanta International Table Tennis Academy. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Teyonna Harris is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, Manning & Napier, Wells Fargo Clearing, TD Ameritrade, and Morgan Stanley. Outside of her advisory role, she is a partner in a decorative flooring company and also works as a substitute teacher. Fidelity’s Strategic Advisers provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across diverse investment vehicles. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and its advisory role to multiple registered investment companies and fund-of-funds.

Raymond Sommer is a financial advisor with Edward Jones in Covington, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full‑service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non‑discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Denise Ricks is a financial advisor at Edward Jones in Athens, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is involved with the Athens-Clarke County Board of Elections. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a large network of financial advisors and branch offices.

Sandra Morrison is a financial advisor at Edward Jones in Bogart, GA, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2018 and previously was employed with Express Employment Professionals from 2016 to 2018. 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 advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cody Houchin is a financial advisor with Raymond James Financial, holding a Series 66 credential and 10 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2021 and previously spent five years with Edward Jones. In addition to his advisory role, he has an entrepreneurial background as the founder of Ground Effects Lawn Care, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports a large network of advisors with specialized municipal and public finance services.

Julius Lord III is a financial advisor at LPL Financial with 21 years of industry experience and holds the Series 66 designation. His career includes roles at Good Life Advisors, Private Advisor Group, Independent Financial Partners, Edward Jones, Merrill, and A.G. Edwards & Sons. He is also involved with Good Life Advisors, LLC, a registered investment advisor firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jacob Carey is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously served in the United States Air Force and the North Carolina Air National Guard before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Kenneth Kilgore is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Denise Franta is a financial advisor at Edward Jones in Monroe, GA, holding the Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2011. 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, supported by a large network of financial advisors and branch offices nationwide.

James Rainey is a financial advisor with LPL Financial, holding a Series 63 designation and over 52 years of industry experience. He has worked with Linsco/Private Ledger Corp since 2004 and previously spent a year at WS Griffith Securities, Inc. Outside of his advisory work, Rainey is involved in fixed insurance sales and provides tax preparation services for a small number of clients through his business, Rainey Financial Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Donald Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 14 years of industry experience. He has worked with Raymond James since 2013 and is also associated with TSD Advisors, LLC dba The Avenue Wealth Management Group. He serves as a director on the Board of Bank of Monticello. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Kevin Frutiger is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Frutiger serves on the boards of The Dunta Robinson Foundation, Inc. and the Hardigree Wildlife Sanctuary. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized, written recommendation reports delivered through a centralized consulting team.

Christopher Rumble is a financial advisor with Edward Jones in Grayson, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Burns is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Raymond James Financial since 2018 and previously worked at Wells Fargo Advisors for 21 years. Burns is the sole owner of Pathway Advisors, LLC, a support company for his advisory business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses a tailored, non-discretionary approach with analytical tools to support client goals and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

James Spooner is a financial advisor with LPL Financial in Monroe, GA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Ameriprise Financial Services, Edward Jones, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by research, technology tools, and a broad platform including advisory and non-advisory financial activities.