Jonathon Dodd is a financial advisor at OSAIC Wealth Inc. based in Macon, GA, holding a Series 66 designation with 12 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities during his career. Outside of his advisory role, he serves as executor and holds financial and medical powers of attorney for family members. Osaic Wealth, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to manage diversified portfolios on both discretionary and non-discretionary bases.

Monique Butler is a financial advisor at Morgan Stanley in Macon, GA, holding a Series 66 license with nine years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016 and 2017, respectively. Outside of her advisory role, she is a sole proprietor of a rental property business in Augusta, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to support its services.

William Baxley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He collaborates with a select group of families and businesses to develop and implement strategies that manage wealth effectively, focusing on asset and liability management. William’s approach emphasizes clear communication and individualized wealth management plans that support clients’ retirement goals and income needs. William began his career in financial services with SunTrust Bank, where he completed the Executive Management Program and worked as a commercial lending officer. He joined Merrill Lynch Wealth Management in 1997. He earned a Bachelor's degree in Economics from Vanderbilt University and completed a year of study at the London School of Economics. William holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, William is involved in his community, volunteering with Upward Bound and Vine Ingle Little League and serving on the Board of Trustees at Stratford Academy. He resides in Macon with his wife, Karen, and their children. His personal interests include fishing, golfing, and hiking.

Robine Philmon is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Merrill since 1998. Outside of advising, she is a member of Lifestyle Tanning Salons LLC, a retail sales business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Stribling is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he is involved with a private company focused on real estate enterprises. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and models to assist clients but generally acts in an advisory role rather than as a fiduciary for retirement accounts unless specifically engaged.

James Berg, Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advisory services with a focus on personal investment strategies. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's degree from the Georgia Institute of Technology. This educational background supports his expertise in financial management and investment advising.

Jorge Valdes is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to individual client goals, utilizing the investment insights of Merrill alongside the banking and lending solutions of Bank of America. His client focus includes education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Jorge holds a Bachelor's Degree from the University of Georgia and a Master's Degree from Mercer University. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He follows the Merrill tradition of community involvement and spends time volunteering with local organizations. Outside of work, Jorge enjoys fishing, hunting, and reading.

George Greer is a financial advisor at Stifel with five years of industry experience. Prior to joining Stifel in 2025, he worked at Raymond James for four years and spent eight years at Spivey, Pope, Green & Greer, LLC. Outside of his advisory role, he serves as a director for several local organizations, including the 21st Century Partnership, Inc., supporting Robins Air Force Base, and the Ocmulgee National Park and Preserve Initiative, which focuses on establishing Georgia’s first national park in Macon. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities. The firm combines brokerage and advisory services, utilizing proprietary investment methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Robert Mccord IV is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Outside of his advisory role, he serves as a deacon at Highland Hills Baptist Church in Macon, GA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various specialized programs and affiliated resources.

Bradford Edenfield Sr. is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has worked at Raymond James Financial since 2002 and led Edenfield Financial Partners from 2019 to 2024. Outside of advising, he is involved in managing rental real estate through multiple entities and serves as an executor in probate matters. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning that incorporates risk profiling and analytical modeling, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Joshua Ivey is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services since 2018. Outside of his financial advisory work, he owns and teaches piano lessons through his business, J Ivey Music, which he has operated since 2010. He is also involved as an investor and account manager in a beverage company and as co-owner and administrator of a branding and marketing firm. Mass Mutual 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. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through ongoing, collaborative planning relationships.

Thomas Gibbons is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through direct and employer-sponsored financial planning arrangements.

Jessica Graham is a financial advisor with Raymond James & Associates in Macon, GA. She holds a Series 66 designation and has been in the industry since 2023. Prior to her current role, she worked at Stifel and Woodmen Life, among other companies, and has six years of experience at Natalia's. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Kevin Frounfelker is the Resident Director of the Macon office and a Senior Vice President and Wealth Management Advisor at Merrill. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional with the Frounfelker and Maley Group. In addition to goals-based wealth management planning for individuals and families, he and his team also manage 401(k) plans through Merrill's Fiduciary Advisory Services Platform, offering a range of services including Investment Policy Statement development, fiduciary services, participant education, plan design consulting, and ongoing plan review. Kevin holds multiple professional designations, including CFP®, Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his high school diploma from Beavercreek High School, an associate's degree from Middle Georgia State University, and a bachelor's degree from the University of Georgia. He has been involved in community service through the Macon North Rotary Club, where he served as president in 2015-16 and remains a current member. Kevin also previously served as a board advisor for United in Pink and was a member of the Middle Georgia State University Alumni Board. His personal interests include biking, cooking, reading, rock climbing, running, swimming, yoga, and spending time with his wife and two daughters.

Jason Jungberg is a financial advisor with Stifel in Macon, GA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2019. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Alec Burriss is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and The First National Bank of McGregor. His background also includes roles outside of finance, such as working in advancement at Covenant College and a position with Bellhops. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and integrates various investment and planning strategies across its services.

Jackson Evans is a Financial Advisor at Merrill Lynch Wealth Management. He transitioned from a career in the banking industry to focus on helping individuals and families pursue their financial goals and dreams. Jackson utilizes Merrill’s investment insights along with access to Bank of America’s banking services to develop comprehensive financial strategies tailored to clients' unique needs. His expertise includes retirement planning, lifetime cash flow analysis, risk tolerance assessment, and wealth planning services, integrating credit, lending, and banking solutions through Bank of America. Jackson’s client focus areas include college education planning, defined benefit plans, managing new wealth, personal retirement planning, portfolio management, and small business strategies. Jackson holds a Business degree with a major in Management from Georgia Southern University. He is involved in his community through participation with Habitat For Humanity of Macon, Georgia, supporting efforts to build safe and affordable homes in the local area. Outside of work, he enjoys boating, camping, golfing, hiking, music, and spending time with his family.

Kathy Hammock is a financial advisor at Raymond James Financial Services Advisors, Inc. with 41 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Raymond James since 2004, as well as at Stonewall Asset Management and her own firm, Hammock & Associates, LLC, which she continues to own as a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional investors. The firm employs a non-discretionary approach tailored to client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tyler Ver Steeg is a CFP® professional with 14 years of industry experience, currently affiliated with Mass Mutual Investors Services in Macon, GA. He has held roles at MassMutual and Northwestern Mutual wealth management and investment divisions since 2011. Ver Steeg is a partner in multiple LLCs related to business operations and revenue sharing with fellow advisors. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars through structured, ongoing financial planning engagements.

Robert Persons is a financial advisor at Raymond James & Associates with four years of industry experience. Prior to joining Raymond James in 2022, he worked at Grady Ervin and Co for five years and spent a year at SunTrust Bank. He also devoted four years to full-time education before beginning his finance career. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.