Kimberly Almond is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for two years and Verizon Wireless for ten years before joining Merrill and Bank of America, where she has been since 2019. 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, offering model-based and discretionary investment strategies for a variety of individual and institutional clients.

Edward Lane Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Cetera since 2021, previously spending six years at VOYA Financial Advisors. Outside of finance, he owns and operates Fast Lane Music, a recording studio. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients across a range of investment and retirement planning services. The firm offers a multi-manager platform with access to various portfolio management strategies and has over 10,000 advisors managing more than $256 billion in assets.

Michael Carbajal III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He currently serves as Operations and Compliance Manager at The Avenue Wealth Management LLC and has roles with Citadel Continuity Consulting and Raymond James Financial Services Advisors, Inc. Outside of his advisory work, he owns a rental property in Georgia. 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 institutional investors. The firm offers tailored, non-discretionary advice using comprehensive analytical tools and supports a range of advisory and municipal finance services across a large network of advisors.

Shelby Hall is a CFP® with six years of experience in the financial industry, currently affiliated with Cetera. Prior to joining Cetera, Shelby worked at Morgan Stanley for six years. Outside of financial advising, Shelby is a member of Little Oaks Preschool LLC, a faith-based childcare center providing education for children ages 8 weeks to 4 years. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, operating through a large network of over 10,000 advisors.

Cynthia Elsmore is a financial advisor at Edward Jones with 23 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Mark Long is a Series 66 licensed financial advisor at Edward Jones in Monroe, GA, with 16 years of industry experience, all with his current firm since 2010. Outside of advising, he serves as a board member of the Walton County Christian Learning Center in Monroe. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Amy Lange is a financial advisor at Fidelity with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, SunTrust Investment Services, and Suntrust Advisory Services. From 2020 to 2022, she took a break from the financial industry to focus on homemaking. Fidelity's Strategic Advisers LLC, where Amy works, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.

William Schroth is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 40 years of industry experience. His prior roles include leadership positions at The Avenue Wealth Management, LLC and GFG Strategic Advisors. Schroth is a managing member of BWS Ventures, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, charitable organizations, and institutions. The firm provides tailored non-discretionary planning and consulting using risk profiling and modeling tools, supporting a broad network of advisors and notable municipal and public-finance work.

Shallan Farmer is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 credential and has been with Edward Jones since 2016. Outside of her advisory role, she is associated with Advocare International, a health products business based in Plano, TX. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fees, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 with Raymond James & Associates in Athens, GA, holding Series 63 and Series 65 credentials and 46 years of industry experience. His prior work includes nearly 16 years with Wells Fargo affiliates before joining Raymond James. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and 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 network and a range of portfolio management strategies.

Jonathon Sisson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Jonathon has worked with firms including Twin Partners, LLC and Harris Hersh Financial. Outside of advising, he is a partner in Sisson's Coin Laundry, a business he has been involved with since 1989. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports a broad network of advisors with specialized offerings such as municipal advisor services and SIMPLE IRA Employer Advisory programs.

Sebastian Salazar is a financial advisor at Edward Jones with 11 years of industry experience. Before joining Edward Jones in 2026, he spent 10 years at JPMorgan Chase Bank, NA. He holds Series 63 and Series 66 licenses. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Timothy Baker is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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 variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Teyonna Harris is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including Merrill, Bank of America, Manning & Napier, and Wells Fargo. Outside of her advisory role, she is a partner in a decorative flooring company and serves as a guest instructor in substitute teaching. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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.

Terrell Bradley Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. for a combined 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and third-party research.

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.

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.