Jennifer Moulton is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market simulations.

Amanda Brooks is a Series 66 credentialed financial advisor with 28 years of experience. She has been with Merrill since 1998. Outside of her advisory role, she is the sole owner of a rental property business. 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 and profit-sharing plans, corporations, and charitable organizations.

Evariste Faucher III is a financial advisor with Morgan Stanley in Athens, GA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering customized financial planning supported by firm-approved tools and extensive client assets under management.

John Keeble IV is a CFP® and ChFC® affiliated with Cetera, with 35 years of industry experience. His career includes roles at Cetera Advisors LLC and ownership of Full Cup Financial, LLC. He serves as a trustee on the board of Whitefield Academy, where he is involved in charitable gift solicitation. Cetera Investment Advisers LLC operates a nationwide network of independent advisors and offers a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm provides access to multiple program platforms and third-party money managers, managing over $256 billion in assets.

Cary Foster is a financial advisor with Cetera, holding a Series 66 designation and over 10 years of industry experience. His prior firms include Cambridge Investment Research Advisors and Mitchell Investment Group. He is also involved in fixed insurance sales and operates a financial services business, Full Cup Financial, LLC. Cetera Investment Advisers LLC is a nationwide network serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Joseph Frierson Jr. is a financial advisor at Merrill with Series 63 credentials and 59 years of industry experience. He has worked at Merrill since 1966 and has also been affiliated with Bank of America 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.

Asa Alliston Jr. is a financial advisor at Charles Schwab with 17 years of industry experience. He has held roles at Trademark Capital Management, Inc. and Lincoln Financial Advisors prior to joining Schwab in 2017. He holds Series 65 and Series 63 licenses. 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 separately managed accounts and offers a range of multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Theresa Foster is a financial advisor with Morgan Stanley in Athens, GA, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Timothy Mc Cabe is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Schwab since 2017. Prior to Schwab, he was with Stadion Money Management, Inc. for 13 years and had a brief tenure at Riskalyze, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Lacy Hastie is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions at Invest Financial Corp. and United Community Banks, Inc. Hastie is also involved with United Community Advisors in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with access to research, model portfolios, and a variety of alternative and strategic investment solutions.

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 at Merrill with over 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1985, also working at Bank of America since 2009. Outside of his advisory role, he is a lease owner of Lamar Advertising in Augusta, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Denise Ricks is a financial advisor at Edward Jones in Athens, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is involved with the Athens-Clarke County Board of Elections. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a large network of financial advisors and branch offices.

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.