Megan Mcmillan is a financial advisor at Osaic with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Securities America Advisors and Independent Financial Group. Outside of advising, she owns MCMILLAN WEALTH MANAGEMENT LLC, an LLC used for managing her business payroll and expenses, and holds an insurance license. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Nicholas Krajniak is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of advising, he works part-time as a crew member for Murphy Miller Tree Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment services, utilizing model portfolios, third-party asset managers, and both discretionary and non-discretionary strategies.

Bobby Powers is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2018 and previously held roles at Fogo Data Centers and the SwingThought Tour. Powers also engages in the sale of investment-related products and receives compensation for referrals related to home security and automation products as well as loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services based on model recommendations developed by unaffiliated asset managers, and offers a range of strategic and tactical investment models.

Derick Newton is a financial advisor with Edward Jones in Carrollton, GA, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as a pastor and founder of the Last Shall Be First Ministry and is a songwriter of gospel music. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Scott Cortner is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Cortner serves as a board member of the Kiwanis Club of Newnan, a nonprofit organization in Newnan, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of financial planning and advisory services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and proprietary tools, while also offering access to various investment programs and strategies.

Patrick Michel is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Peachtree City, GA. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

John Atlas is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and global market analysis.

Stephen Weitzel is a financial advisor with Raymond James Financial in Peachtree, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2021 and was previously with Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2021. He is a partner in Reveille Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.

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.

Hershall Stapleton is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. Based in Newnan, GA, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages a rental property business through Peapod Holdings LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment and fiduciary services. The firm supports its advisory programs with a large national network of financial advisors and offers various managed solutions, separately managed accounts, and affiliated mutual funds.

Tiffany Middleton is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for over a decade at Georgia Mortgage Services Inc. as a mortgage loan officer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

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.

Brody Parkerson is a financial advisor with Merrill holding a Series 66 credential. He has one year of industry experience and has previously worked with Bank of America, MWA Financial Services, and Modern Woodmen of America. Prior to his advisory roles, he was employed in education at several institutions including Georgia Gwinnett College and Gordon State College. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 was previously with Lincoln Financial Advisors from 2016 to 2024. Outside of advisory work, he is also a notary and holds a role in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment services, utilizing a network of investment adviser representatives and various model portfolios and third-party strategies.

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.

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.

Hayes Heinecke is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked with the Saint Louis Cardinals and has experience in the moving services industry. 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 clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and supports client implementation through various advisory programs.

Mallory Mc Curry 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, Mallory worked at Rx4 LLC as a design development consultant, advising on raw materials and aesthetics for fashion products. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Allison Mc Donell is a financial advisor at Morgan Stanley in Peachtree City, GA, with 18 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Morgan Stanley in 2019, she worked at Merrill from 2016 to 2019 and previously from 2002 to 2007. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning that employs firm-approved tools and models to assist clients in planning their financial futures.