Anthony Dye is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has worked with various Raymond James entities since 2013. Outside of his advisory role, Dye serves as Treasurer and Chair of the Finance Committee for the Georgia Mountains YMCA, a nonprofit organization. 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 consulting, utilizing risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Eric Lupardus is a financial advisor at Edward Jones in Gainesville, GA, holding a Series 66 designation with eight years of industry experience. He worked at Wells Fargo Clearing Services from 2015 to 2019 before joining Edward Jones in 2019. 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 is supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

John Weaver is a financial advisor with LPL Financial in Cumming, GA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Truett McConnell University, Blessed Beyond Measure, and Crisson Gold Mine. He is also a commissioned notary public. 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, retirement plan consulting, and brokerage services, supported by diverse model portfolios and research.

Jeremy Echuck is a CFP®-credentialed financial advisor with 20 years of industry experience. He currently works at OSAIC and previously spent 14 years at Triad Advisors Inc. and 24 years at Brown Shoe Company. He is also the owner of Fundamental Wealth Advisors, where he provides financial advisory services including asset allocation and budgeting. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and investment advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Stephanie Hosier is a financial advisor with Ameriprise in Cumming, GA, holding a Series 66 designation and three years of industry experience. Her prior experience includes roles at Transamerica Financial Advisors and Wfgia, where she worked for 25 years. She is also a co-owner of 3 Siblings, LLC, an investment-related business. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement income planning.

Terry Cooper is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has previously worked with Concourse Financial Group Securities Inc and operated Legacy Financial Partners LLC. In addition to advisory services, he provides insurance services to clients on an as-needed basis through Milner Financial Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform that includes affiliated and third-party managers.

Kendra Bau is a financial advisor at Charles Schwab with two years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank for 11 years. Charles Schwab & Co., Inc. serves primarily 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 combination of non-discretionary advisory relationships and access to affiliated discretionary separate managed accounts, supported by centralized custody and operational infrastructure.

Alan Thompson is a Series 66-licensed financial advisor with 19 years of industry experience, currently affiliated with Cetera. He has worked with Cetera and its affiliated entities since 2025 and previously spent 18 years at Concourse Financial Group Securities Inc. Outside of his advisory roles, he operates AGT Financial LLC, where he provides investment advice and sells life insurance products to clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management and financial planning services, leveraging both affiliated and third-party managers across various program structures.

Verma Satterfield is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 1998. 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 under management through a network of more than 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Thomas Ryan Jr. is a CFP® professional with 20 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2019. He previously worked at SunTrust Investment Services, Inc. from 2008 to 2019. Ryan is also the owner of Evidential Wealth Advisors, LLC, a support company related to his Raymond James branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs, including municipal and public-finance work.

Stephen Gayton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Stephen holds a Bachelor's Degree from the University System of Georgia and holds the Professional Investment Advisor (PIA) designation. He emphasizes developing personalized financial strategies tailored to clients' long-term goals. Stephen is also active in his community, dedicating time to volunteer with local organizations in line with Merrill's tradition of community involvement.

Barbara Denton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 17 years of industry experience. She has been with Raymond James since 2016 and previously worked with Dominguez & Jones Wealth Management Group. Outside of her advising role, she is involved as an independent contractor selling gourmet food through Tastefully Simple. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional entities. The firm emphasizes tailored, non-discretionary planning using analytical tools to align recommendations with client goals and supports its services with technology and specialized consulting programs.

Hang Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Wells Fargo, Nguyen worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for five years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. 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.

Austin Schlieman is a financial advisor at LPL Financial with 13 years of industry experience. He previously worked at BlackRock for seven years before joining LPL Financial in 2021. He holds Series 63 and Series 65 credentials. 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 retirement plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Jonathan Peterson is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for nine years. Outside of his advisory role, he is also an associate at Windsor Wealth Planners & Strategists. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting services using analytical tools and supports its clients through a broad network and specialized programs.

Clay Pilgrim is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He serves as Treasurer of the Georgia Society of CPAs and is an audit partner at Rushton, LLC, managing government and nonprofit financial audits. Clay also acts as Treasurer for his local property owners association. Cetera Investment Advisers LLC is a nationwide network of independent advisors offering a range of financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporations, charitable clients, and institutions. The firm provides access to multiple investment programs and managers, overseeing more than $256 billion in assets.

Robert Herdina is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity since 2022. His prior roles include positions at Entoro Investments, GS Mining Company, Park Avenue Securities, and Guardian Life Insurance. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Steven Voshall is a ChFC® credentialed advisor with 36 years of industry experience, currently with OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and Investacorp, Inc. Outside of advising, he owns North Georgia Senior Home Care, LLC, a senior home care business. OSAIC serves a diverse clientele including individual investors, corporations, and charitable organizations through a broad network of advisers, offering integrated advisory and brokerage services with a focus on diversified portfolio construction utilizing a range of investment products.

Kenneth Reese is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and offering 18 years of industry experience. He previously worked with Concourse Financial Group Securities Inc and is associated with Dave Ramsey's SmartVestor program. Reese also operates under the dba Keystone Investment Resources. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations, providing financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm offers both discretionary and non-discretionary management and utilizes a wide range of investment strategies and technologies.

Dillon Hemphill is a CFP® and holds a Series 66 license with six years of industry experience. He has been with Edward Jones since 2019, based in Gainesville, GA. Prior to joining Edward Jones, his work experience includes roles at Textron Aviation and Bill Spernow. 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 under management and offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies.