Marilou Frizzell is a financial advisor with Edward Jones in Gainesville, GA, holding a Series 66 designation and seven years of experience at the firm. Prior to joining Edward Jones, she worked at Sam's Club for over three decades. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Russell Roush is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James and its affiliates since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools, and it supports a wide advisor network with specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory programs.

Ty Goodbar is a CFP®-designated financial advisor with Edward Jones in Gainesville, GA, where he has worked since 2021. He has five years of industry experience and served nine years with the United States Marine Corps. He currently serves as an Intelligence Officer in the United States Marine Corps Reserve. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kenneth Johnson is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James and its affiliates since 2013. Johnson is also the owner and CEO of Cumulus Capital Advisors, a business unrelated to investment advisory services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers non-discretionary consulting tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Joseph Kennedy is a ChFC® and Series 66 licensed financial advisor with nine years of industry experience. He is currently with Mass Mutual Investors Services and MassMutual Life Insurance, having previously worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he serves as treasurer for the Jarrard Burch Foundation, a nonprofit organization that puts on concerts for charitable causes. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning engagements as annual, collaborative relationships using firm-approved software to analyze client goals.

Richard Kimpling is a financial advisor with Edward Jones in Cleveland, GA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he co-manages day-to-day ownership of office space through Brick Howser LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

Nicholas Bruner is a Series 66 licensed financial advisor with nine years of industry experience, currently affiliated with Cetera. He has worked at Cetera and Avantax Advisory Services as well as 1st Global Advisors, and he is also a CPA partner involved with Rushton, LLC. Outside of his advisory roles, he serves as Treasurer and Finance Committee Chair for the United Way of Hall County and is Treasurer of the Elachee Nature Science Center, as well as Immediate Past President of the Gainesville Jaycees. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and a variety of program structures and third-party money manager options.

Roderick Bishoff is a financial advisor with LPL Financial in Dawsonville, GA, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Independent Financial Partners. He is also involved with Exchange Properties LLC, an accounting entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a broad platform of advisory and brokerage services.

Jeffrey Sulka is a CFP® certificant with 25 years of experience in the financial services industry. He has been with Edward Jones since 2000, serving clients from Gainesville, Georgia. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Kimberly Mc Donald is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for 24 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to model financial outcomes.

Micah Gear is a financial advisor with Raymond James Financial in Gainesville, GA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Edward Jones. Outside of his work at Raymond James, Gear manages his independent financial advisement practice through InGear Wealth Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non‑discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public-finance work through a municipal advisor affiliation.

Matthew Thorne is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, and personal retirement planning. Matthew works closely with clients to define their financial goals and develop portfolio strategies designed to help reach those goals, providing ongoing advice and adjusting strategies as clients' situations change. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the United States Air Force Academy. Matthew is a veteran of the Air Force and balances his professional responsibilities with personal interests including baseball, football, golfing, reading, and spending time with his family.

Ted Guyton Jr. is a financial advisor with LPL Financial in Gainesville, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes prior roles at Merrill and extensive work with CUNA Brokerage Services and Cuna Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers diverse advisory services and utilizes a range of investment strategies supported by research and advisor-facing technology.

Yoleiba Jenner is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2006 and currently serves as the Resident Director of the Pleasanton office, overseeing 24 financial advisors and managing over $3.8 billion in assets as of March 2025. Jenner leads a team focused on helping individuals and families build and manage wealth by developing comprehensive plans tailored to each client’s goals, needs, and priorities. He also serves as a Retirement Benefits Consultant, assisting public and private companies with retirement plans and employee financial wellness programs. Jenner has over 22 years of industry experience, including leadership roles, and has shared his expertise as a speaker to hundreds of Merrill financial advisors. He holds several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor’s degree from the California State University System. Outside of his professional work, Jenner is involved with the Gratitude Network and resides in Danville with his wife and two daughters. He enjoys traveling within the US and abroad, along with interests in baseball, basketball, cooking, football, music, running, swimming, and spending time with his family.

Brooks Turner is a financial advisor at Stifel with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Troy University and McGarity's. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group. The firm offers fee-based financial planning and other services designed to support client decision-making.

Anthony Miller is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following six years at Raymond James & Associates. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Lance Gresham is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Cheek Jr. is a financial advisor at Edward Jones in Gainesville, GA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Enjoin, Chestatee Diversified LLC, and Patientco. Outside of his advisory role, he is the managing partner of Chestatee Diversified, LLC, a consulting and sales business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets and offers various advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.

Thomas Johnston II is a CFP® professional with 33 years of experience in the financial industry. He is currently with Morgan Stanley, where he has worked since 2021, following prior roles at Bank of America and Merrill. Johnston serves as a board member of the North Georgia Community Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Matthew Heard is a financial advisor with Fidelity, holding a Series 66 designation and 16 years of industry experience. His previous roles include positions at J.P. Morgan Securities and Edward Jones. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and fund advisory services.