Miguel Chavarria Cardenas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., and Ramada Plaza. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Pamela Calhoun is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her prior roles include positions at Cetera Investment Services, Regions Bank, and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of investment vehicles and offers model portfolios that incorporate AI-driven methodologies and long-term asset allocation strategies.

Derrick Lewis is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2013, following prior roles at Morgan Keegan & Company and A. G. Edwards & Sons. He serves as an at-large executive board member for Gordon State College, contributing to fundraising and institutional development efforts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser supporting a wide client base including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services through various programs, emphasizing non-discretionary consulting and a range of portfolio management styles supported by affiliated research and sub-advisers.

Eric Hoffman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory work, he owns and instructs at Griffin Tae Kwon Do. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third parties and supports accounts with BNY Mellon Advisors and Pershing custody services.

Logan Pridgen is a financial advisor at Edward Jones with a Series 66 designation and approximately one year of industry experience. Prior to joining Edward Jones, he held roles at State Farm and Martin Investment Management and has work experience spanning organizations such as Synergy Sports and Kerry Ingredients. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Whitaker is a financial advisor at Edward Jones with nine years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2017, he worked at Rawden Joint Ventures from 2013 to 2016. 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.

William Thomas is a financial advisor with Primerica Advisors in Griffin, GA, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Prior to his financial career, he was employed by Dekalb County Schools for 17 years. Outside of advisory services, he also receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap fee basis.

Kristie Mitchell is a financial advisor with Charles Schwab & Co., Inc. in Fayetteville, GA, holding a Series 63 designation and 25 years of industry experience. She has been with Charles Schwab since 2012. Outside of her advisory role, she serves as a community board member for the Fayette County Education Foundation and assists a local school in developing financial literacy curriculum. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios, supported by multi-asset model portfolios and comprehensive due diligence on alternative investments.

Christopher Davis is a financial advisor at Edward Jones with Series 63 and Series 66 designations and two years of industry experience. Before joining Edward Jones in 2025, he worked at Charles Schwab and State Farm. He also has a background in full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Chad Smith is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years and MooreColson LLP for two years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Steven Gillespie is a CFP® professional affiliated with LPL Financial, with 16 years of industry experience. He has been with LPL Financial since 2014 and also works with Delta Community Credit Union. Gillespie holds additional roles involving retirement and investment services and non-variable insurance related to the credit union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, with a broad platform supported by technology and a large network of advisors.

Amanda Ridgeway is a financial advisor with Edward Jones in Senoia, GA, holding a Series 66 designation and 16 years of industry experience. She joined Edward Jones in 2019 after working at Wildes Financial Strategies, Inc. and Raymond James Financial Services. Outside of her advisory role, she owns and manages Ridgeway Funeral Home LLC in Georgetown, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large network of advisors and branches. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Jennifer Camp is a financial advisor with Edward Jones in Senoia, GA, holding the ChFC® designation and Series 66 license. She has 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

Kevin Lennon is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2014 to 2016. He is a member of the Finance Committee at First Presbyterian Church of Macon, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jean Paul Chenette is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 39 years of industry experience. He previously worked at FSC Securities Corporation, LPL Financial, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he provides biblical counseling for marriages through Life and Lyric Ministries. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and investment advisory services through a large network of advisers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Alonso Gomez Martinez is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and six years of industry experience. He previously worked at Puerta Del Sol for 14 years and currently has a half ownership in a hospitality business where he is involved in day-to-day operations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Kelly Baker is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to his financial services career, he worked in the hospitality industry at Hyatt Place locations in Atlanta. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a nationwide network of financial advisors and branch offices.

Jeffrey Westfall is a Series 66 registered financial advisor at Edward Jones in Fayetteville, GA, with 13 years of industry experience. He has been with Edward Jones since 2012. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Fry is a financial advisor with Cetera holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Summit Financial Networks and Summit Financial Group. He is also a member of the US Air Force Reserves and has been employed by Delta Air Lines since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and supports multiple investment program structures and custodian relationships.

Sidney Baker is a financial advisor affiliated with LPL Financial, holding Series 63 and Series 66 credentials with 14 years of industry experience. His prior roles include work at Hartford Funds Distributors LLC, Chartwell Investment Partners, Edward Jones, and United Community Bank. In addition to his advisory work, he owns S. Baker Enterprises LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies.