Sarah Edwards is a Certified Financial Planner (CFP®) with 11 years of industry experience. She currently works at Raymond James & Associates and previously held positions at Bank of America and Merrill. Outside of her advisory role, she is an author associated with Mason Alley Publishing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and consulting services supported by extensive portfolio management resources and affiliated research.

John Moore is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at United Community Banks, Inc., INVEST Financial Corp, and SunTrust Advisory 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 financial planning and portfolio management services, utilizing both in-house and third-party strategies, and supports its advisors with technology and operational tools while overseeing over $819 billion in discretionary assets.

Helen Reeve is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has worked at firms including Bank of America Merrill Lynch and Merrill. Outside of her advisory role, she has been involved with Garrett & Robinson Investment Management & Wealth. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad suite of financial products.

Chase Hall is a financial advisor with LPL Financial based in Newnan, GA, holding the Series 66 designation and nine years of industry experience. He has worked at South State Bank, Center State, NBC Securities Inc, L.M. Kohn & Company, and Edward Jones. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of advisory strategies, supported by advanced operational and research tools.

John Weaver is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing. Outside of his advisory roles, he is associated with a hay farming operation called Mountain View Farms. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Joel Shirey is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 16 years of industry experience and has worked with Cambridge in various capacities since 2009. Outside of his advisory role, he is involved with Tabernacle Baptist Church of Carrollton, serving as a secretary at board and deacon meetings and participating on the church committee and student ministry council. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

Christopher Madaris is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Charles Schwab & Co., Goldman Sachs & Co. LLC, and service in the United States Air Force. 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 and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Ryan Nelson is a financial advisor at Edward Jones in Carrollton, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2019, he worked at the University of West Georgia Bookstore, Twin City Realty GA, and Denver Mattress Company. 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, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Joseph Liddell is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012, following roles at Chase Investment Services Corp. and Wamu Investments, Inc. prior to that. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s approach combines quantitative and qualitative research to offer written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

David Pollard is a financial advisor with Raymond James Financial in Carrollton, GA, holding Series 63 and Series 65 licenses and accumulating 37 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and the broader Raymond James Financial firm since 2009. Outside of his advisory role, he owns two support companies, Henry Miller LLC and Partners Financial Group, the latter being non-investment related. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Toni Falcone is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank. She also serves as a Client Relationship Manager for Ash Brokerage and as a Trust Liaison Officer for Members Trust Company. 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 investment advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Olga Kireeva is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at PFS Investments Inc. since 2020 and Primerica Financial Services since 2019, with prior experience at AlecGrey LLC and ZeroChaos. Primerica Advisors is a large institutional firm offering a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing for trade execution and custody.

Michelle Martin Yoder is an investment advisor representative at Cambridge Investment Research Advisors with 36 years of industry experience. She holds Series 63 and Series 65 credentials and previously spent over a decade with Dempsey Lord Smith, LLC. Outside of her advisory role, she is also involved in insurance sales. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms.

Michael Lowry is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. In addition to his advisory role, he works part-time as a pharmacy technician at Walgreens and serves as a youth baseball umpire in Sharpsburg, GA. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm is known for its extensive network of advisors and branch offices, as well as its fiduciary standard in advisory services.

Robert Sullivan is a financial advisor with Raymond James Financial in Carrollton, GA, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has held roles at Raymond James Financial and its affiliated services since 2006 and is co-owner and partner of Henry Miller LLC and Partners Financial Group, respectively. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining specialized programs such as municipal and public-finance advisory services.

Jeffery Bickel is a financial advisor with LPL Financial in Newnan, GA, holding the Series 63, Series 65, and Series 66 licenses, and has 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, BB&T Investment Services, Guardian Life, Banc of America Investment Services, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, managed portfolio programs, and institutional platforms. The firm supports a large network of advisors with various investment strategies and technology tools while maintaining oversight of over $819 billion in discretionary assets.

Chantrice Swint is a financial advisor with Edward Jones in Carrollton, GA, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019, following four years as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices.

John Martin Jr. is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 12 years before joining Cambridge in 2019. Outside of his advisory role, he is owner and president of Martin Private Wealth Group and is involved with several private business ventures. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion-dollar asset base across multiple platforms and custodians.

Peter Manson is a financial advisor with Merrill in Newnan, GA, holding a Series 66 designation and six years of industry experience. His prior work includes four years at CarMax before joining Bank of America and Merrill in 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs model-based and discretionary investment strategies developed by internal and third-party managers, offering various tactical and tax-aware asset allocation options.

Ginger Jackson Queener is a financial advisor at UBS Financial Services with 28 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 66 designations. Outside of her advisory role, she is involved in women's motorcycling activities, serving as a regional coordinator for Stilettos on Steel Inc., a women's motorcycle riding club, and is the owner of Red Stiletto Adventures and Events, which organizes motorcycle rides and events for female riders. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.