Haley Cashwell is a financial advisor at Thrivent Investment Management based in Athens, GA. She holds a Series 66 designation and has been with Thrivent since 2026. Prior to her advisory role, she was involved with Classic City Clydesdales and eXp Realty. 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 planning on a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

James Boyles Jr. is a financial advisor with Merrill in Athens, GA, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with Merrill since 1985 and has also worked at Bank of America since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm leverages its integration with Bank of America’s broader platform to provide access to a wide range of products and services.

John Hudson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads the ARH Wealth Management team, focusing on delivering personalized wealth management strategies and exemplary client service. John has been with Merrill Lynch since 1994, serving in various roles including Senior Resident Director of the Athens, Georgia office for nearly 20 years. His responsibilities encompass wealth management planning, estate planning strategies, cash management, and credit and lending services through Bank of America. Over his career, John has developed expertise in areas such as college education planning, family wealth management strategies, legacy planning, portfolio management services, socially responsible investing, tax minimization, and retirement income. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). John earned his bachelor's degree in Business from Valdosta State University. John resides in Athens, Georgia with his wife, Lisa, and their two children, Hayden and Jacob. He is an active member of Athens First United Methodist Church and has served on its finance and staff parish relations committees. His personal interests include quail hunting, bass fishing, and following Clemson and University of Georgia athletics.

Teresa Doster is a financial advisor at Morgan Stanley with 22 years of industry experience. She previously worked for Edward Jones for 20 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she serves as a city councilperson in Eatonton, Georgia, where she is the committee chair for zoning and the downtown development authority and also chairs the Eatonton Downtown Development Authority. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering comprehensive financial planning and advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its approach.

Kevin Brodrick is a financial advisor with LPL Financial based in Athens, GA, holding a Series 66 designation and having 22 years of industry experience. He has worked at LPL Financial since 2007 and with Truxton Trust since 2014, where he serves in a relationship management role focused on trust management. Brodrick is also a voluntary board member of the Berry College Planned Giving Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement consulting, and brokerage services, providing discretionary and non-discretionary management supported by research and model portfolios.

Marshall Morgan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been active in the financial services industry since 2016 and joined Merrill in 2019. He specializes in helping clients develop personalized financial strategies that align with their short- and long-term financial goals. Marshall holds a bachelor's degree in Finance from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNER® professional as well as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise includes areas such as college education planning, divorce transition planning, family wealth management, retirement income, and portfolio management services. Beyond his professional work, Marshall is involved in various community organizations including Camp Sunshine, Extra Special People, Inc., and the UGA Hockey Foundation. He is a board member of AnchorPoint (SANE, Inc.) and a former board member of the UGA Hockey Foundation. Marshall resides in Athens, Georgia with his wife, Madison, and their three children. In his personal time, he enjoys activities such as golfing, watching college football, soccer, and exploring the outdoors.

Colleen Boggess is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Raymond James Financial Services Advisors, Ameriprise Financial Services, and Wells Fargo Advisors. Based in Athens, GA, she joined Stifel in 2024. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services guided by a proprietary investment methodology developed by its Investment Strategy Group.

William Boyles is a Financial Advisor at Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he assists clients in developing strategies to pursue their short-, mid-, and long-term financial goals. He provides guidance on general investing, retirement planning, and preparing for unforeseen financial needs. Additionally, he can facilitate access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Boyles holds a Bachelor's Degree from the University of Mississippi and a Master's Degree from Virginia Theological Seminary. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He serves on the Boards of Trustees for The General Theological Seminary and Virginia Theological Seminary.

Sarah Beam is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and previously operated a fitness studio, M3 Yoga LLC, where she taught classes and yoga teacher trainings for five years. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging research and proprietary models to tailor strategies to clients’ goals and risk tolerances.

Judson Doster is a financial advisor with Morgan Stanley in Athens, GA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved with office leasing and property management through other business activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Ashley Avery is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and four years of industry experience. Prior to joining Fidelity, Ashley worked at Babson College and Wellesley Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and its advisory role to multiple registered investment companies.

Zachary Crow is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and its use of systematic methodologies and AI-driven research tools.

Andrew Patten is a financial advisor with Morgan Stanley in Athens, Georgia, holding a Series 66 designation and two years of industry experience. He previously worked at BankSouth for five years and is a partner at Patten Farms, an agricultural business. Patten also has involvement with real estate entities Patten Pound Properties LLC and Patten Family Holdings LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling techniques.

Kevin Bayani is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with LPL Financial and has previously worked at New Horizon Financial Corp. and Cadaret, Grant & Co., Inc. Bayani is involved with New Horizon Financial Tax Services, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Edward Ferguson is a financial advisor with Stifel in Athens, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Stifel in 2022. Outside of his advisory role, he serves as an emeritus board member at the UGA Terry College of Business, chairs a capital campaign committee for the Ga Beta SAE Fraternity, is a board member of the Athens Country Club, and holds a minority ownership and secretary position at a local men’s clothing store. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides both episodic fee-based financial planning and access to third-party advisers, emphasizing a range of services beyond typical institutional peers.

Trey Kelly is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Athens, GA. He has one year of industry experience and previously worked at Columbus State University and Upson-Lee High School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple custody and platform arrangements.

Susan Cross is a financial advisor with UBS Financial Services in Danielsville, Georgia, holding Series 63, 65, and 66 licenses and possessing 29 years of industry experience. She has been with UBS Financial Services since 2009. Outside of her advisory role, she operates as an independent Mary Kay beauty consultant on a commission basis. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client solutions.

Jodi Watson is a financial advisor with Merrill, holding a Series 66 designation and over 24 years of industry experience. She has been with Merrill Lynch since 1992. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide array of products and services.

Matthew Currie is the Resident Director and a Wealth Management Advisor with Merrill, leading the Athens, Georgia office since 2023. He joined the ARH Wealth Management Group and Merrill in 2013 and has developed extensive experience in retirement plans and employee benefit plan design and maintenance. He holds several professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Plans Specialist (CRPS). Matt earned a bachelor's degree in Business Management from the University of Georgia. He was named to the 2023 Forbes "Best in State Wealth Management Teams" list as a member of ARH Wealth Management Group. His areas of focus include customized wealth planning, portfolio construction, qualified and non-qualified retirement plan management, and socially responsible investing among others. Outside of his professional role, Matt is involved in the Athens and Oconee County communities. He coaches Little League baseball and youth basketball, serves on the board of Mercy Health Center, and attends Watkinsville First Baptist Church. He resides in Oconee County with his wife, Sarah, and their three children. In his spare time, he enjoys playing golf, running, reading, and music.

Richard Ferguson is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 38 years of experience in the industry. Prior to joining Stifel in 2022, he worked at Raymond James & Associates for nine years. Outside of his advisory role, he serves on the boards of Downtown Ministries and Athens Academy and is involved with the Jack O'Kelly Foundation, which focuses on drug awareness and education. Stifel serves a wide range of clients including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.