James Lingerfelt is a Series 66-licensed financial advisor with eight years of industry experience. He joined OSAIC in 2024 after prior roles at Edward Jones, Center Street Securities, and Fyala Security. Outside of advising, he is the founder of Foxcrest, a securities-related S Corporation, and maintains a YouTube channel focused on writing, arts, and self-improvement. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated financial advisors. The firm provides integrated brokerage and investment advisory services with a range of portfolio management tools and access to third-party money managers.

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 Series 63 and Series 65 licenses and has worked previously at SunTrust Advisory Services and INVEST Financial Corp. Moore is also associated with United Community Banks, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary portfolio management supported by research and model portfolios.

Helen Reeve is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Bank of America Merrill Lynch and Cannon Financial Institute, along with work at Garrett & Robinson. Between 2020 and 2022, she was a homemaker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Chase Hall is a financial advisor with LPL Financial based in Newnan, GA. He holds a Series 66 designation and has nine years of industry experience. Prior to joining LPL Financial, he worked at South State Bank, Center State, NBC Securities Inc, L.M. Kohn & Company, Edward Jones, and KIA Motors Manufacturing Georgia, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research resources.

John Weaver is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Wells Fargo Advisors Financial Network LLC for 13 years. Outside of his advisory work, he is involved with Blessed Beyond Measure, Inc. and operates a hay farm in Bowdon, GA. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse financial planning and advisory programs, combining discretionary and non-discretionary management with research-driven and technology-supported strategies.

Joel Shirey is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and is also associated with GMS Planning and Grillo & Associates. Outside of advising, he serves as a board secretary and deacon at Tabernacle Baptist Church in Carrollton, GA. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm utilizes multiple platform arrangements and proprietary and third-party model strategies, with options for both discretionary and non-discretionary management.

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 in Atlanta, GA, holding a Series 66 designation and 24 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a large team of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

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 at LPL Financial with four years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience with Wells Fargo Clearing and Wells Fargo Bank, NA. In addition to her advisory role, she serves as a Client Relationship Manager at Ash Brokerage and as a Trust Liaison Officer with Members Trust Company, both part-time positions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios, third-party research, and advanced portfolio management strategies.

Olga Kireeva is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 65 and Series 63 licenses and having five years of industry experience. Her prior work includes roles at PFS Investments Inc., Primerica Financial Services, AlecGrey LLC, and ZeroChaos. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors who use model-based investment strategies developed by third-party asset managers. The firm manages approximately $15.5 billion in assets and offers models spanning strategic, tactical, tax-managed, and income-distribution approaches.

Michelle Martin Yoder is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. She has 35 years of industry experience, including over a decade with Dempsey Lord Smith, LLC. Outside of advisory work, she is involved in insurance sales as an agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals using various portfolio management and platform arrangements.

Michael Lowry is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he has worked part-time as a pharmacy technician at Walgreens since 2005. He also umpires youth baseball games in Sharpsburg, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

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, holding Series 63, 65, and 66 licenses and 17 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Wells Fargo Clearing and BB&T Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and multiple investment strategies.

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 with Cambridge Investment Research Advisors in Carrollton, GA, holding a Series 66 credential and 19 years of industry experience. Prior to joining Cambridge in 2019, he worked for Edward Jones from 2007 to 2019. Outside of his advisory role, Martin owns and operates Martin Private Wealth Group and is involved in agricultural activities and other business ventures. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

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.