William Gudenrath is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Shirley Colvin is a financial advisor at Merrill with Series 63 and Series 66 designations and 38 years of industry experience. She has been with Merrill since 1979, totaling 47 years at the firm in Macon, GA. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Phillip Emory is a financial advisor at Stifel with 21 years of industry experience and holds a Series 66 designation. He previously worked at Raymond James & Associates, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Emory also serves as a citizen member on the Macon Fire and Police Pension Board. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Jeffrey Rowland is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and CUNA Brokerage Services. Rowland operates under the dba BOLDER INVESTMENT GROUP LLC in Macon, GA. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to a range of investment models and third-party managers.

Daniel Vaughn is a financial advisor with Wells Fargo Clearing in Macon, GA, holding a Series 66 designation and 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advising, he owns rental properties used for events and as the corporate office for YouthLife.org. 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 services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Robert Stribling is a financial advisor with Morgan Stanley in Macon, Georgia, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the owner of RCS Farms, LLC, a farming business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and investment strategies supported by structured discovery processes and advanced modeling tools.

Duncan Walker is a financial advisor with Morgan Stanley in Macon, GA, holding a Series 66 credential and 13 years of industry experience. He has worked with Morgan Stanley since 2013 and has been associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Jon Lewis II is a Series 66-licensed financial advisor with Raymond James & Associates, based in Macon, GA, and has 15 years of industry experience. He has worked with Raymond James & Associates since 2013. Outside of advising, he owns and manages an investment in short-term rental properties through TNT BnB's. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on a wide range of portfolio management styles supported by in-house research and affiliated managers.

Andrew Watson Jr. is a financial advisor with Mass Mutual Investors Services in Macon, GA, holding the ChFC® designation and Series 63 and 65 licenses. He has 48 years of industry experience, including over four decades with Mass Mutual and 25 years running his own practice, Andy Watson Jr. & Associates. Outside of his advisory work, he operates as an independent insurance agent and provides consulting services. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a variety of event-driven planning services.

Vijaya Fincher is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Raymond James for 13 years. Outside of her advisory role, she owns and manages Fincher's Barbecue and Catering, where she handles payroll duties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services supported by comprehensive research and a range of portfolio management styles.

Alston Killen is a financial advisor with Osaic Wealth, Inc. based in Macon, GA. He holds the ChFC designation and has 45 years of industry experience. His prior work includes long-term roles at Royal Alliance Associates, INC. and Capitol Street Financial Services Group, LLC. Killen serves as a board member of the Macon Lions Club and its charities. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage, advisory, and retirement consulting services. The firm utilizes proprietary asset-allocation tools and third-party platforms to construct portfolios across various investment types, managing accounts on both discretionary and non-discretionary bases.

Amy Whaley is a financial advisor with Edward Jones in Macon, GA. She holds a Series 66 designation and has seven years of industry experience, all with Edward Jones except for a period as a homemaker. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Whitney Evans III is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional associated with the CERBS Group, which aims to provide individualized financial guidance through a highly experienced team. Whitney began his financial services career with Merrill Lynch Wealth Management in 1992. He has experience focusing on understanding client needs, quantifying objectives, creating strategies to pursue financial goals, organizing investments, and developing new client relationships. His team works with a limited number of clients to devise and maintain disciplined approaches to realizing their financial objectives. He holds a Bachelor's degree in Business Administration from Auburn University. Whitney has earned the CERTIFIED FINANCIAL PLANNER® designation and the Personal Investment Advisor (PIA) designation. He lives in Macon with his wife, Christy, and their children, Tyler and Jack.

Jack Krapf is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior career includes 15 years with Bank of America and 16 years with Merrill Lynch. Outside of his advisory role, he serves on the advisory and finance committees of the Georgia Military Academy and is a board member of Georgia Military College, as well as a partner and board member of Chankaska Creek Ranch and Winery. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Elizabeth Rodgers is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Merrill since 2016. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal Chief Investment Office teams and third-party managers.

Frank Fleming Jr. is a financial advisor at Edward Jones with 28 years of industry experience. He holds a Series 63 designation and previously worked at Cetera and Voya Financial Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Joseph Pearson is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves as a board member of Pine Needles Country Club in Fort Valley, Georgia. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools but does not include individual security recommendations as part of standalone plans.

Gary Morgan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Leveraging the resources of Merrill and Bank of America, he provides access to investment insights, banking convenience, and lending solutions to support comprehensive wealth management. Gary holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Georgia. He is also engaged in community activities and volunteers with local organizations, reflecting the Merrill tradition of commitment to the communities they serve.

Randy Stephens is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, based in the Macon, Georgia office as a partner in the CERBS Group. He began his career in the financial services industry in 1997 and joined Merrill Lynch Wealth Management in 2007. Randy focuses on developing customized wealth management strategies, offering investment planning and financial guidance to help clients pursue their retirement goals. He also works with small businesses to determine suitable retirement plans for their employees. Randy holds multiple professional designations including the Chartered Retirement Planning Counselor™ (CRPC), Retirement Income Certified Professional®, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree from Georgia State University. His expertise encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, tax minimization, retirement income, and socially responsible investing. Outside of his financial career, Randy has been actively involved in the tennis community, serving as past president of the Macon Tennis Association, the Georgia Tennis Association, and the Southern Tennis Association. He is also a member of the Georgia and Southern Tennis Halls of Fame. Randy enjoys camping, golfing, hiking, reading, tennis, and spending time with his family. He is married to Lesley and they have three children.

Tanya Garrett is a financial advisor at Morgan Stanley in Macon, Georgia, holding Series 63 and Series 66 licenses with 28 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she is involved as a partner in a retail and online gift business and is the sole proprietor of a construction and engineering firm. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery process to develop financial plans, serving clients primarily in an advisory capacity.