Maithili Kulkarni is a financial advisor at Stifel with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for 12 years. Outside of her advisory role, she serves as a board member, volunteer, and performer with Theatre Macon, a community theatre organization, and occasionally works as a background extra in film productions. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

James Boyd is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Capital City Bank, LPL Financial LLC, and Mass Mutual Investors Services. Boyd serves on the Board of Directors for the Scottish Rite Foundation of Georgia. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Heery is a financial advisor at Merrill in Macon, GA, holding a Series 66 designation with six years of industry experience. His prior work includes positions at Bank of America, N.A., Berman Capital Advisors, Jordan Capital AM, and roles at Washington and Lee University and Sea Island Golf Club. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Collier is a financial advisor at Merrill with Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Merrill since 2007 and Bank of America, N.A. since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Bolles is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He is based in Macon, GA, and has additional involvement as a guest chef through Bolles Cooking Company LLC, and he holds leadership roles with the Navicent Health Foundation as Chairman of the Board of Trustees. Additionally, Bolles manages Bolles Cattle Company LLC, which focuses on beef cattle husbandry and sales. Stifel serves a wide variety of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Patrick Wilson is a financial advisor with Raymond James & Associates in Macon, GA, holding a Series 66 designation and two years of industry experience. His prior work includes positions at BankUnited, CIBC Bank, Atlantic Capital Bank, PNC Bank, and SunTrust. He serves on the Darlington School Alumni Council, participating in organizing various alumni events. Raymond James & Associates is a large, dually registered 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 financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tyler Brown is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2021, he worked for six years at Stratford Academy. Raymond James & Associates, Inc. is a large, dually registered 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 financial planning, non-discretionary consulting, and institutional fiduciary solutions.

Edward Landon is a Financial Advisor at Merrill Lynch Wealth Management. He holds a Bachelor's Degree from Middle Georgia State University and an Associate's Degree from Central Georgia Technical College. He also earned his High School Diploma from Landon School of Excellence.

Amy Maley is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2005, concurrently working with Bank of America since 2011. Maley serves as a board member of Northminster Presbyterian Church in Macon, Georgia, where she leads the Worship committee. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with tailored features for tax-sensitive investors.

Joshua Pitts is a financial advisor with LPL Financial in Macon, GA, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Capital City Bank and Edward Jones. Outside of finance, he has experience in entrepreneurship, having been involved with SL Sausage Company, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various investment management approaches.

Edward Jones is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and over 37 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

William Lamb Jr. is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—as well as institutional, pension, charitable, and municipal clients, offering financial planning and non-discretionary investment consulting through various advisory programs.

John Walker IV is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by structured planning tools and uses a broad range of investment services, including proprietary modeling techniques for outcome projections.

Andrew Wohlrabe is a Series 66 licensed financial advisor with Edward Jones in Macon, GA, with seven years of industry experience. He previously worked at Hodges, Harbin, Newberry & Tribble, Inc. and held a position at Mercer University. Wohlrabe has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Reuben Spencer IV is a financial advisor with LPL Financial in Macon, GA, holding Series 63 and Series 66 designations and nine years of industry experience. His prior experience includes positions at Wells Fargo Clearing Services and Wells Fargo Bank. He is also a notary public in Perry, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing discretionary and non-discretionary management supported by research and model portfolios.

William Gudenrath is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Shirley Colvin is a financial advisor at Merrill with Series 63 and Series 66 designations and 38 years of industry experience. She has been with Merrill since 1979, totaling 47 years at the firm in Macon, GA. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Craig Murphey Jr. is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and previously worked at BASF and Delta Material Services before joining Stifel in 2022. He studied at Georgia Tech from 2012 to 2017. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Phillip Emory is a financial advisor at Stifel with 21 years of industry experience and holds a Series 66 designation. He previously worked at Raymond James & Associates, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Emory also serves as a citizen member on the Macon Fire and Police Pension Board. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Jeffrey Rowland is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and CUNA Brokerage Services. Rowland operates under the dba BOLDER INVESTMENT GROUP LLC in Macon, GA. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to a range of investment models and third-party managers.