Donald Young is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. His prior work experience includes roles at Regions Bank, Cetera, Thrivent Financial, Lyft, Uber, and BB&T. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and has a large nationwide network of financial advisors and branch offices.

Wright Waddell is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a co-owner of hunting land through The Ridges Plantation, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Ismael Espada Jr. is a financial advisor at Edward Jones in Columbus, GA, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large nationwide network of financial advisors and branch offices.

James Sheek IV is a financial advisor with Stifel, holding a Series 66 license and 20 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Outside of his advisory role, he operates a Christmas tree farm that produces and sells lighted Christmas spheres. Stifel serves a diverse client base, including individual and institutional investors, and offers brokerage and investment advisory services with a proprietary investment analysis methodology developed by its Investment Strategy Group. The firm’s approach emphasizes fee-based financial planning and customized asset allocation guidance.

Alexander Ballard is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides financial guidance focused on areas including college education planning, divorce transition planning, family wealth management strategies, employee financial health, liquidity management, and personal retirement and income planning. Alexander holds a Bachelor's Degree and a Master of Business Administration from Samford University. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His approach centers on building strong, lasting relationships and leveraging the resources available through Merrill Lynch and Bank of America to support clients’ financial goals. Outside of his advisory role, Alexander is involved with St. Andrews Presbyterian Church.

Wade Turner is a financial advisor with Stifel Nicolaus & Co., Inc. in Columbus, GA, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has been with Stifel since 2006. Outside of his advisory role, Turner serves as secretary of The Club at River Forest Men's Golf Association, where he helps plan golf tournaments and takes meeting minutes. 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 planning methodologies developed by its Investment Strategy Group.

Whitney Shackelford is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1997, totaling 29 years at the firm. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Derek Scrivner is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jacquelyn Clark is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Raymond James since 2013 and co-owns High Log Creek Farm and Hunting Preserve, where she manages accounting and payroll. Clark is also a partner in an agricultural family limited liability partnership. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser force and a range of portfolio management styles.

Antonia Bearden is a financial advisor with Morgan Stanley in Columbus, GA, holding Series 63 and Series 66 registrations and two years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Synovus, Charles Schwab, and legal work at the Law Office of Thomas Tebeau III. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes that incorporate firm-approved tools and market outlook models.

Campbell Bleke is a financial advisor with Morgan Stanley in Columbus, GA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2015, including a role at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Amanda Gibson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been associated with Cetera and its affiliates since 2014. In addition to advisory work, she is active as an insurance agent, selling life, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform with access to affiliated and third-party managers, providing diverse program options and managing over $256 billion in assets.

Tristan Shytle is a financial advisor at Ameriprise with one year of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, he worked at firms including The Home Depot, Purchasing Power LLC, and Marsh and McLennan. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Bradley Brooks is a financial advisor with Edward Jones in Columbus, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts, affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.

Richard Toelle Jr. is a CFP®-designated financial advisor with 27 years of experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Wells Fargo Financial Network for nine years. He is president of Comprehensive Wealth Management, LLC, a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary investment consulting and supports a wide advisor network, including specialized municipal and SIMPLE IRA advisory programs.

Brenda Meadows is a financial advisor with Raymond James & Associates in Columbus, GA, holding a Series 63 designation and bringing 30 years of industry experience. She has been with Raymond James & Associates since 2013. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the owner of Dancing Bears Farm LLC and a partner in a family limited partnership that manages timber land under a long-term lease. Raymond James & Associates, Inc. is a dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services that emphasize tailored, non-discretionary consulting supported by extensive research and a broad range of portfolio management strategies.

George Swift is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2015. 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 and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Louie Burrus Jr. is a CFP®-designated financial advisor with Ameriprise in Columbus, GA, bringing 38 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he is involved in a beekeeping business that sells honey. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, delivering personalized, research-driven recommendations supported by algorithmic tools and a dedicated consulting team.

Charles Collins Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He serves as President of Buttonwood Wealth Management, LLC, and Managing Partner of Southeast Private Wealth, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to illustrate potential outcomes and supports a broad network of advisors and affiliated firms.