Richard Carnes is a financial advisor at Lincoln Investment with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Legend Equities Corporation and Capital Analysts. Outside of his advisory role, he serves as Treasurer of the Oconee Bass Club, a fishing organization. Lincoln Investment Planning, LLC is a large enterprise firm serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers a range of services from financial planning to portfolio management, supported by an in-house Investment Management & Research team and a network of third-party managers.

William Oliver is a financial advisor with TLG Advisors, Inc. in Monroe, GA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at The Leaders Group Inc since 2019 and previously spent 11 years with Nationwide Securities, LLC. Oliver also serves as president of Oliver Insurance & Financial Services, managing an agency that sells and services property, casualty, and life insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing services such as portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor client portfolios.

Carlas Allgood is an investment advisor at CWM, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, LPL Financial, and operates Allgood Financial Advisory. He is also an insurance agent specializing in life, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services using model portfolios overseen by an internal Investment Committee and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Bezawit Mezretab is a financial advisor with Empower Advisory Group in Lawrenceville, GA. She holds a Series 66 designation and has recently started her career in the industry. Prior to her current role, she worked at Morgan Stanley and held positions at Oglethorpe University and Georgia State University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and savings rates rather than short-term forecasts.

Daniel Frazier is a financial advisor with Eagle Strategies (NY Life) based in Lawrenceville, GA. He holds the ChFC® designation and Series 63 license, and has 27 years of industry experience. Frazier has been with Eagle Strategies and affiliated entities since 2011. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, with a significant focus on non-discretionary assets and advisory services linked to insurance and annuity products.

Tze Hong Yeh is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Empower Advisory Group, he held positions at Empower Financial Services, DXC Technology, Allstate, and several mortgage companies. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Reginald Chandler is a financial advisor with Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Transamerica Financial Advisors since 2016. He also has concurrent experience with Wfgia since 2012. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Stephan Barton is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Independent Financial Partners since 2011 and previously at LPL Financial. Barton is also involved with Physicians Financial Services, LLC, which offers financial advisory and brokerage services along with fixed insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Amanda Gustavsson is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Prudential Investment Management Services LLC and Empower Financial Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning and manages a large participant base relative to its advisor headcount.

William Brand is a financial advisor at NewEdge Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Triad Advisors since 2010. In addition to his advisory role, he owns a compliance consulting firm, Willful Compliance Partners, Inc., providing regulatory guidance to registered entities. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers various portfolio management and consulting services through multiple program structures, emphasizing centralized due diligence and the integration of technology such as algorithmic model portfolios and held-away account platforms.

William Maynard is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Transamerica, he worked at Primerica Financial Services for a decade. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and platform sub-advisors across multiple programs such as Transamerica ONE, TFA365, and Transamerica ALPHA, with regulatory assets under management reported at approximately $1.7 billion.

Richard Cooney is a ChFC® designated advisor with over 41 years of experience in the financial services industry. He has worked at Stratos Wealth Partners, Ltd and LPL Financial since 2019 and previously spent 21 years with Lincoln National Life Insurance Co and Lincoln Financial Advisors Corporation. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, providing a range of services such as advisor-managed portfolios, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform incorporating multiple third-party managers.

Jason Clark is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jason Norton is a CFP® with 23 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and previously worked at LPL Financial, IFG Advisory, LLC, and Wells Fargo Clearing. Norton is based in Watkinsville, GA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and provides access to proprietary and third-party managed account solutions.

Christopher Turner is a financial advisor with Eagle Strategies (NY Life) based in Lawrenceville, GA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2014 and currently operates under the DBA name Reveal Wealth to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored solutions across multiple program types and primarily manages assets on a non-discretionary basis, with a focus on meeting client objectives and plan sponsor requirements.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Sarah Brown is a financial advisor at Edward Jones in Monroe, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Georgia College & State University and the Walton County School District. She also has experience with Peachy Keen. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Ulceus is a financial advisor with Primerica Advisors in Dacula, GA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with Primerica Advisors since 2019 and also has prior experience at PSEG Long Island. Outside of his advisory role, he owns and operates a food truck and catering business, Trick'n Sam LLC, and works as a part-time Lyft driver. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies and discretionary portfolio management supported by third-party asset managers and custodians.

Jacob Lindsey is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and previously worked in roles at Kelly Products, Inc. and Athens Dental Associates. Lindsey serves as Treasurer and Board Member for two nonprofit organizations focused on entrepreneurship and community activities in Georgia. 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 institutions. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and employer advisory services.

Jackson Harris is a financial advisor with Edward Jones in Grayson, GA. He holds a Series 66 designation and has experience working since 2017 across several firms, including The Hardy Group and Reeves Young. Harris joined Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.