Dianne Niblett is a Private Wealth Advisor at Merrill Private Wealth Management. She leverages extensive experience in banking and wealth management to help clients simplify their financial lives through investment advice and comprehensive planning guidance. Dianne focuses on building long-term relationships with clients and their families, providing service that emphasizes both asset management and liability management. Her expertise includes securities-based lending, residential and commercial financing, as well as custom and structured lending solutions for ultra-high-net-worth clients offered through Bank of America. Dianne earned a Bachelor of Science degree in Finance from Auburn University, after attending both the University of Florida and Auburn University. She was born and raised in Tampa Bay and currently lives there with her wife. Dianne is actively involved in her community, serving on the Board of Directors of the Tampa Bay Chapter of the Juvenile Diabetes Research Foundation, an organization important to her as a parent of a child with type one diabetes.

Jesse Koorse is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Verizon for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Lisa Hartel is a Series 66-credentialed financial advisor with 15 years of industry experience. She has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2010 and 2011, respectively, working in Fayetteville, GA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations on a range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Michael Dent is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2006 to 2024 and Alchemy Wealth Management LLC from 2024 to 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Jeremy Jones is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Prudential Insurance Company of America, AXA Advisors LLC, Morgan Stanley, and Wells Fargo Clearing. Equitable Advisors serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various program models and third-party managers.

Vincenzo Mc Caffrey is a financial advisor at Edward Jones in Peachtree City, GA, holding a Series 66 credential with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for seven years at the Pathways Center for Behavioral and Developmental Growth. Outside of his advisory role, he is involved in several business ventures related to abrasive media sales, capital equipment investments, and real estate in Newnan, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Garrett Brundage is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His work history includes roles at Rockdale County Public Schools and PFS Investments Inc. He is also involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

Myra Poole is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 63 designation and 28 years of industry experience. She has been with Edward Jones and its affiliated entities since 1999. 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, operating under a fiduciary standard.

Stephanie Cohran is a CFP® professional with eight years of industry experience, currently affiliated with Edward Jones in Fayetteville, GA. She has been with Edward Jones continuously since 1995. 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 advisory programs, including both discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Steven Ton is a financial advisor at Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 designation. He has experience in mortgage lending and energy investment firms and has served in the US Navy Reserves since 2016. Outside of finance, he has worked for FedEx and Delta Air Lines. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning for business owners and other niche needs.

Taurice Bussey is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 66 designation and entering his first year in the industry. Prior to joining Edward Jones, he held roles in diverse fields including restaurant management, coaching, and healthcare. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset levels. The firm offers various advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

James Smothers is a financial advisor with Edward Jones in Sharpsburg, GA, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 advisors.

Elliott Coleman IV is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His career includes roles at Wells Fargo Advisors Financial Network LLC, Suntrust Bank (now Truist Bank), and Synovus Bank. He serves as Treasurer for the Uptown Columbus Business Improvement District in Columbus, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Rostislav Tkachenko is a financial advisor with LPL Financial in Peachtree City, GA, holding a Series 66 designation and seven years of industry experience. He previously worked at Lincoln Financial Advisors from 2016 to 2024. His outside activities include serving as a notary and involvement in non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Neha Mathur is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Outside of finance, she has participated in acting roles for movie and TV commercial productions. Merrill provides managed account services through the Select Portfolio Solutions (SPS) Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Thomas Young is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. His prior roles include positions at Merrill Lynch and Agwest. Outside of his advisory work, he serves as President of the Ravalli County Montana Farm Bureau, focusing on public education and community activities related to agriculture. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Carlos Aquino is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with two years of industry experience. His prior work experience includes roles at Rocket Mortgage, FILO Mortgage, and Elvation Medical. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional sectors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

William Bexley is a financial advisor with Edward Jones in Peachtree City, GA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. 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 solutions supported by a large national network of advisors and branch offices.

Cindy Lawrimore is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. She has held roles within Wells Fargo entities since 2009. Outside of her advisory work, she serves as a trustee for the Wickham Capital 401(k) plan and holds power of attorney responsibilities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Macie Mowell is a Series 66 licensed advisor at Raymond James & Associates with one year of industry experience. Her background includes roles at Morgan Stanley, The Walt Disney Company, and various educational and community-oriented organizations. Raymond James & Associates, Inc. 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 tailored financial planning and consulting through a range of portfolio management styles and affiliated research.