Olen Suire is a financial advisor with Edward Jones in Cartersville, GA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he owns and manages office building rental properties in Cartersville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Kayla Plott is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent six years at Peak Fitness. Outside of her advisory role, she reviews products and posts videos on TikTok. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kevon Bartee is a financial advisor with Merrill in Kennesaw, GA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC and Thrivent Investment Management Inc. He also served eight years in the United States Army. 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.

Gregory Hyde is a financial advisor with LPL Financial in Atlanta, GA, holding Series 63, 65, and 66 licenses and over 36 years of industry experience. His prior firms include Ameriprise, Edward Jones, and Calamos Advisors. He also has a licensed role in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services.

Tyler Sesan is a financial advisor at Edward Jones in Kennesaw, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Executive Parking Systems, Atlanta Athletic Club, and PVS Valet. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Roberto De Jesus is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Edward Jones from 2007 to 2026 and currently owns an Edward Jones office in Acworth, GA. Roberto joined Raymond James Financial Services Advisors, Inc. in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored planning and analytical tools to support client goals and offers unique municipal advisory services and SIMPLE IRA Employer Advisory programs.

Dina Joseph is Vice President and Branch Leader at Fidelity Investments, where she leads a team dedicated to assisting clients and their families in achieving their financial goals. She has been with Fidelity Investments since 2007, progressing through roles from Financial Representative to her current leadership position. Her professional experience spans over a decade in wealth management and client relationship roles, including Regional Director, Wealth Management Planning Consultant, and Senior Relationship Manager. This extensive background supports her expertise in guiding clients through financial planning and investment strategies. Outside of her professional responsibilities, Dina has interests in art, music, outdoor adventures, traveling, and yoga.

Richard Goodloe Jr. is a financial advisor with Primerica Advisors in Smyrna, GA, holding CFP®, Series 63, and Series 65 credentials with four years of industry experience. He has previously worked with Landmark Financial Group, PFS Investments Inc., and Primerica Financial Services. Outside of advisory activities, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors is a large-scale institutional firm managing approximately $15.5 billion in assets, primarily serving individual investors, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven strategies and discretionary management supported by third-party custodians and overlay managers.

Andrew Zvanut is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wells Fargo Bank NA since 2014. Outside of his advisory role, he co-owns and operates a wholesale garment and accessories sales business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, employing research and diversification principles in its investment approach.

Michael Fields is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to his current role, he worked at Park Avenue Securities for seven years. He serves as a committee member of the Cartersville Development Authority and is treasurer on the finance committee of Heritage Baptist Church in Cartersville, GA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Lisa Hawk is a CFP®-designated financial advisor with eight years of industry experience. She currently works at LPL Financial and previously spent seven years at Edward Jones and two years at National Radiology Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Michael Reeves is a financial advisor at LPL Financial with 32 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Morningstar Investment Services, Inc., First Horizon Advisors, and First Citizens Investor Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Michael Hebdon is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2026. Prior to joining Edward Jones, he worked at The Vanguard Group, Inc. for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Steven Rothschild is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently associated with Osaic Wealth and has previously worked at Securities America and operated his own firm, Rothschild and Associates, where he also provided accounting and tax preparation services as a CPA. Osaic Wealth serves a wide range of clients, including retail and institutional investors, with services spanning financial planning, advisor-managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and access to alternative investments through multiple custodial and affiliate platforms.

Jeffrey Ramsey is a CFP®-certified financial advisor with 31 years of industry experience, currently practicing at LPL Financial since 2018. He previously worked at Invest Financial Corp. for nine years and Sovereign Financial Services, LLC for one year. Outside of his advisory work, he is a partner in Buckhead Beans, a for-profit business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

La Mont Mc Intosh is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Cetera entities since 2019. Outside of his advisory role, he serves as a treasurer for Family Health Centers of Georgia and works as a color commentator for live basketball broadcasts of the Georgia State men's basketball team. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and investment programs.

Virginia Jones Smith is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2014. She has been self-employed since 2011. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Vach is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to his advisory roles, he worked at Lockheed Martin for 26 years. Outside of finance, he co-owns a Bruster's Ice Cream franchise in Marietta, Georgia, where he assists with strategic planning on a limited basis. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, providing advisory services that rely largely on model-driven strategies developed by third-party asset managers.

Haley Berger is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and previously worked for Triad Advisors, Inc. from 2012 to 2022 before joining Edward Jones in 2022. Outside of her advisory role, she owns an art and e-commerce business called Haley Hamilton Art, LLC. Edward Jones is a wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Brent Duncan is a financial advisor with Morgan Stanley in Atlanta, GA, holding a Series 66 license and three years of industry experience. He worked at Morgan Stanley beginning in 2022 and previously spent six years at the University of Tampa. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.