Larry Lyle is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. In addition to advisory work, he receives non-investment related compensation through referrals for home security, automation products, and other home-related services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Joey Key is a financial advisor at Edward Jones in Carrollton, GA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, including prior roles at Assurity Life and several Southern Farm Bureau companies. Key has been with Edward Jones since 2017. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gwen Garrison is a financial advisor with OSAIC, holding a Series 63 designation and bringing 28 years of industry experience. Her prior work includes roles at Securities America Advisors, Inc., Investacorp Advisory Services, and Resource Horizons Investment Advisory, Inc. She is president of Lifeplan Financial Advisors, Inc., where she provides financial planning and fixed insurance and annuity products. She also acts as a solicitor for the Symbil Robo Advisor from Ladenburg Asset Management, referring clients with small accounts to the platform. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm's investment approach centers on model-based asset allocation and portfolio optimization, with a variety of managed account options and access to alternative investments.

Stacey Richmond is a CFP®-credentialed financial advisor with six years of industry experience, currently with Raymond James Financial Services Advisors, Inc. She previously worked at Edward Jones for nine years. Richmond also provides financial planning and services as an associate at CoWealth Advisors in Newnan, GA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools and has unique municipal advisory affiliations along with innovative plan-level consulting programs.

Joseph Garrett is a financial advisor with LPL Financial in Carrollton, Georgia, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004. Outside of his advisory role, he is involved in publishing through Chapel Heights Publishing, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and technology tools to support advisory representatives.

Jackson Grillo is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and two years of industry experience. He previously worked at Rezolut and Rollins Inc, and has been affiliated with Cambridge Investment Research, Inc. in various roles since 2014. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Michael Lonas is a financial advisor at Edward Jones with 11 years of industry experience. He has held Series 63 and Series 66 credentials and has been with Edward Jones since 2016. Based in Newnan, GA, he serves clients through a large national firm. 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 provides 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.

Pamela Robinson is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and bringing 22 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2008 and previously with Grillo & Associates for 25 years. Outside of her advisory role, she serves as treasurer for Habitat for Humanity of West Georgia and is involved as a youth leader at Midway Macedonia Baptist Church. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports various management approaches through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Michael Robieson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 29 years of industry experience. He has been with Cambridge and its affiliated entities since 2009 and previously worked at Daniel Advisors. Outside of his advisory role, he is the managing director and owner of Hadrian Group LLC, a company involved in software sales, executive search, and HR services, and serves as a program manager for the Vinings Run Condo Association, a nonprofit organization. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Joseph Bence is a financial advisor with Edward Jones in Newnan, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served for 11 years with the Coweta County Board of Education. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jeremy Sabo is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and having 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is an author of a book on the history of the track and field program at Carrollton High School and is certified as an athletics official by USA Track & Field. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, utilizing a large network of investment adviser representatives supported by research and technology tools.

Steven Holmes is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He previously worked at Cetera Advisors LLC for five years and has operated Holmes Financial Group, Inc. since 2001, which also provides income tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides diverse investment options through its extensive network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jamie Camp is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2015, with a brief period at Bank of America and Merrill between 2018 and 2021. Outside of advising, he is a partner in a family partnership established to protect family assets from probate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and services, supported by a large nationwide network of financial advisors and branch offices.

Stephen Stana is a financial advisor with UBS Financial Services in Carrollton, GA, holding Series 63 and Series 65 licenses and possessing 50 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he owns and operates a family farm called Tailor-Made Farms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Brett Moore is a CFP® and holds a Series 66 license with 10 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously held roles at AXA Advisors LLC, Ameritas Investment Corp, and W.C. Moore Financial Services. Moore operates a personal tax-related business entity in addition to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced technology and a large network of investment adviser representatives.

Silke Wolf is a financial advisor at Primerica Advisors with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Primerica Advisors since 2016. Prior to this, she was employed at Augusta Richmond County from 2012 to 2017 and has been affiliated with Primerica Financial Services since 2002. Outside of advisory work, she is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors is a firm that manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm’s advisory services are primarily model-driven, utilizing strategies from unaffiliated asset managers, and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Victor Howard is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for Randstad USA from 2016 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of advisors and branch offices.

Frederick O'Neal is a financial advisor with Edward Jones in Carrollton, GA, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 1988. Outside of advising, he serves as a director of Tanner Health Systems and is chairman of the Deacon's Ministry at First Baptist Church of Carrollton. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Jaylen Jones is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked previously at Capital Group and Ares Management. Outside of his advisory role, Jones is the founder of 86 Hills LLC, a clothing resale business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates a large network of financial advisors and branch offices nationwide.

James Lingerfelt is a financial advisor with OSAIC, holding a Series 66 designation and bringing eight years of industry experience. His prior roles include positions at Edward Jones and Center Street Securities. Outside of advising, he is the founder of Foxcrest, an investment-related S corporation, and maintains a presence as a writer and videographer with a YouTube channel focused on writing and self-improvement. OSAIC serves a diverse client base including retail investors, institutional clients, retirement plan sponsors, and charities, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is noted for its scale, complex affiliate network, and multifaceted platform offerings.