David Anderegg III is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2017 and previously at Beckett and Associates. Outside of his advisory role, he serves as a board member for The Tree House, Inc., a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and nonprofit entities. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports clients through various advisory programs and institutional consulting.

Brian Blough is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Kevin Frutiger is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Frutiger serves on the boards of The Dunta Robinson Foundation, Inc. and the Hardigree Wildlife Sanctuary. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized, written recommendation reports delivered through a centralized consulting team.

Gbar Grimes is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Truist Advisory Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing option called "WealthPlan."

Christopher Rumble is a financial advisor with Edward Jones in Grayson, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Burns is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Raymond James Financial since 2018 and previously worked at Wells Fargo Advisors for 21 years. Burns is the sole owner of Pathway Advisors, LLC, a support company for his advisory business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses a tailored, non-discretionary approach with analytical tools to support client goals and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Troy Beckett is a financial advisor with Raymond James Financial in Winder, GA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at Beckett & Associates Investment Services, Inc. and a longstanding tenure at Raymond James Financial and Raymond James Financial Services. Outside of his advisory work, he plans to write children's books, participate as an extra in TV and movies, and pursue fused glass artistry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance efforts through a unique affiliation with a municipal advisor.

Randolph Kent III is a CFP®, ChFC®, and Series 66 designated financial advisor with Edward Jones in Watkinsville, GA, where he has worked since 2013. He has 12 years of industry experience and previously worked as a high school teacher. He currently teaches continuing education courses at the Osher Lifelong Learning Institute. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and 15,000 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kirk Dunham is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with The Avenue Wealth Management and related entities since 2015. Outside of advising, he serves as president of Dunham Wealth Management and is a board member on the advisory board of the nonprofit Make a Mirical. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Stephen Groover is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network, Moore Colson PC, and Nichols Cauley & Associates. Outside of advising, he is involved in tax preparation through Paige Rossi, LLC. 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 institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports clients through advisory programs while maintaining a focus on technology and risk management.

Jacob Mckelvey is a CFP®-credentialed financial advisor with 18 years of industry experience, currently with Ameriprise since 2021. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is a co-owner of a real estate business in Port Saint Joe, Florida. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering customized retirement plans supported by a centralized consulting team.

Matthew Mc Kinney is a financial advisor at Edward Jones with 26 years of industry experience. He has held his current position since 1999. Mc Kinney is also an owner and operator of M&M Air, an aviation business based in Winder, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Kenneth Barimo Jr. is a financial advisor at Raymond James Financial with three years of industry experience. He has worked at both Raymond James Financial Services Advisors, Inc. and The Avenue Wealth Management since 2023. Prior to that, he was employed by FIS Global and worked in a non-investment-related business, KB Pressure Washing, from 2013 to 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide advisor network with advisory programs and institutional consulting.

Scott Kessler is a CFP®-credentialed financial advisor at OSAIC with 37 years of industry experience. His prior roles include positions at Securities America Advisors, SSN Advisory, and LPL Financial. He also operates Kessler Financial Services, Inc., an S Corporation established for accounting purposes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a variety of investment solutions and employs asset-allocation tools and risk-tolerance assessments to manage portfolios across multiple asset classes.

Stephanie King is a Financial Advisor at Merrill Lynch Wealth Management, focusing on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. Since joining Merrill in 2014, she offers a comprehensive approach to managing wealth that begins with understanding clients' families, financial situations, and priorities. She then collaborates with clients to create customized wealth management strategies that adapt to their evolving needs and market conditions. Stephanie provides access to the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients' financial lives. Her areas of expertise include college and education planning, legacy planning, liquidity management, retirement planning and income, philanthropic planning, portfolio management, women and wealth, and tax minimization. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Stephanie earned a Bachelor's Degree from Liberty University and a Master of Science in Financial Planning from The University of Georgia. She currently resides in St. Johns, Florida, and serves on the board of the Merrill Lynch Employee Philanthropic Fund. Outside of work, Stephanie enjoys cooking, reading, and spending time with her family.

Emanuel Valverde is a Series 66-registered financial advisor at Merrill with four years of industry experience. He has previously worked at Bank of America, N.A., Cintas, and several other companies across various roles. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Camp Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and Jackson County Schools. Camp is also involved with Dave Camp & Associates, a business entity used for tax and investment purposes. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, financial institutions, 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, utilizing both discretionary and non-discretionary management and various model portfolios supported by LPL Research and third-party subadvisors.

Tom Elliot is a financial advisor with LPL Financial in Athens, GA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he has been involved in real estate sales as a licensed agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Johnathan Scott is a financial advisor with Edward Jones in Watkinsville, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 advisors nationwide.

Ann Austin is a Series 66-licensed financial advisor with 27 years of industry experience, currently serving with Raymond James Financial. She also works as an associate and branch manager at Beckett & Associates Investment Services, Inc. Outside of her advisory roles, she has been involved with Center Grove Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients as well as institutional and charitable organizations. The firm uses a fact-finding and analytical approach to tailor recommendations aligned with client goals and supports its services through a large network of advisors and affiliated firms.