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.

John Sulhoff is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at The Strategic Financial Alliance, Inc. for nine years. Outside of his advisory role, he owns NGA Stewards, Inc., a company involved in managing his advisory business operations. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with specific asset thresholds, providing written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, emphasizing managed accounts and utilizing algorithmic tools overseen by an internal committee.

James Graves is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab since 2021 and previously worked at Primerica Financial Services, Robert Half Staffing, SA Stone Investment Advisors Inc, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers a mix of non-discretionary and discretionary investment solutions supported by centralized supervision, custody, and a formal alternative investment process.

Gregory Katulka serves as Senior Resident Director and Wealth Management Advisor, bringing over 28 years of experience in wealth management. He began his career with Morgan Stanley and has been with Merrill Lynch Wealth Management since 2010. Gregory holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®), and Certified Exit Planning Advisor (CEPA®). He holds Series 7, 9, 10, 31, 63, and 65 FINRA registrations. His expertise encompasses financial planning in retirement, investment, tax, estate, insurance, and cash flow strategies. Gregory specializes in serving the sophisticated needs of high-net-worth individuals and families, focusing on wealth preservation, tax-efficient planning, concentrated stock management, charitable giving, and legacy planning. He also assists business owners with exit planning to maximize enterprise value and align goals before ownership transitions. He integrates financial planning, private wealth management, and exit planning to help clients build, preserve, and transfer wealth across generations. Gregory earned a bachelor's degree in education from Georgia State University and completed his CPWA® certification through Yale School of Management's Wealth Management Theory & Practice Executive Education program. He is actively involved in his community, serving as a board member and Past Board Chair for the Boys & Girls Clubs of Lanier. For his contributions to the organization, he was a finalist for the Volunteer of the Year Award by the Invest in Others Charitable Foundation in 2015. He has also been named to the Forbes "Best-in-State Wealth Advisors" list from 2022 to 2026. Outside of his professional work, Gregory enjoys baseball, golf, fly fishing, cooking, and spending time with his family.

Kelly Mcnutt is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds a Series 66 designation and has previously been involved with Westminster Homeschool Academy and Westminster Presbyterian Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations covering a wide range of planning topics. The firm’s services can be engaged on a one-time or ongoing basis and include an option to combine planning with managed-account programs under a consolidated billing arrangement.

David Robertson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He worked at Scottsdale Securities, Inc. for 25 years before joining Charles Schwab in 2019. Robertson serves on several nonprofit boards, including the Historic Holly Theater, Dahlonega Healing Herds, the Holly Theatre Endowment Board, and the Good Shepherd Clinic of Dawson County. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset model portfolio approach integrated across advisory, brokerage, custody, and cash-sweep services.

Jillian Avery is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® designation and the Series 66 license. Her career includes roles at Edward Jones since 2018 and experience with North Georgia USBC WBA Inc from 2015 to 2018. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Young is a financial advisor with Ameriprise in Gainesville, GA, holding a Series 63 designation and 32 years of industry experience. Prior to joining Ameriprise in 2019, he worked at The Strategic Financial Alliance from 2016 to 2019. He is also the owner of Amelia Consultants, LLC, a business involved in life insurance and fixed annuity sales, and serves as a board member on the City of Gainesville Planning and Zoning Appeals Board. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kaitlyn Mathis is a financial advisor with LPL Financial in Gainesville, GA, holding a Series 66 designation and six years of industry experience. She has been associated with Sullivan & Schlieman Wealth Management, LLC and LPL Financial since 2019. 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 financial planning and advisory programs, including discretionary and non-discretionary management, and incorporates research from LPL Research and third-party subadvisors.

Matthew Mc Grath is a financial advisor with Edward Jones in Dawsonville, GA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he manages a rental property in Gainesville, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Gary Harr is a financial advisor with Ameriprise in Gainesville, GA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Ameriprise since 2005, including its predecessor firm, and owns Harr & Associates Inc., a consulting and advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Austin Patton is a Financial Advisor with Merrill Lynch Wealth Management in Gainesville, Georgia. In his role as a Merrill Financial Solutions Advisor, he works closely with individuals and families to navigate important financial decisions, including general investing, retirement planning, and saving for unexpected events. He provides access to Bank of America specialists for a range of financial solutions, including banking, credit, home financing, and small business services. Austin holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma from City of Buford. He also attended institutions within the University System of Georgia. His approach involves building lasting relationships centered on understanding what matters to his clients and their families, allowing him to create personalized strategies to help them pursue their financial goals. Outside of his professional work, Austin is involved in his community as a member of a church worship team. His personal interests include camping, hiking, hunting, music, photography, singing, and spending time with his family.

Kristian Martin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Advisory Services Network, LLC and BFC Planning, Inc., among others. Martin serves as treasurer for the Royal Knights Charitable Association, where he helps organize a golf fundraiser. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting services.

Tracy Nelson is a Series 66-licensed financial advisor with Edward Jones, based in Gainesville, GA. She has 11 years of industry experience and has been with Edward Jones since 2008. Outside of advising, she has a background in acting in Burbank, California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Brandon Hastings is a financial advisor with LPL Financial in Buford, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is a part-owner of multiple boat and RV storage businesses in the Buford area and holds a general contractor’s license through a home-based construction and remodeling business established for personal use. 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, including access to model portfolios and research, and supports both discretionary and non-discretionary management strategies.

Jacob Burnette is a financial advisor with Ameriprise in Hoschton, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2019, he worked with the Pittsburgh Pirates from 2011 to 2017. He serves as Treasurer on the Board of Directors for the Atlanta Road Church of Christ. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

John Turner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Cantella and Co, Inc. for 12 years before joining Raymond James in 2022. He serves as a board member of the Ware Foundation, a nonprofit organization where he contributes to the operating budget and financial duties. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning tailored to client goals, utilizing risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Carlos Dominguez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and Series 63 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, Dominguez is involved in several business ventures including commercial real estate ownership and serves on the finance and investment committees of the Quinlan Visual Arts Center. 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 and uses analytical tools to model potential outcomes, supporting clients through its advisory programs and partnerships.

Michael Schak is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, following a decade at Merrill. Outside of his advisory role, he is involved as an administrative and advisory consultant for a technology wholesale and distribution company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and structured processes.

Joshua Schlieman is a CFP® certificant with 24 years of industry experience. He has been with LPL Financial since 2008. 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 consulting, and brokerage services, with access to model portfolios, research, and a range of investment strategies.