Lowell Shepley is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2009. The firm serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. Stifel’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning analyses.

Daniel Vaughn is a financial advisor with Wells Fargo Clearing in Macon, GA, holding a Series 66 designation and 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of advising, he owns rental properties used for events and as the corporate office for YouthLife.org. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christopher Malphurs is a CFP®-designated financial advisor with 17 years of industry experience, currently practicing at LPL Financial since 2018. His prior experience includes roles at Capital City Banc, INVEST Financial Corporation, and SunTrust Advisory Services. Outside of his advisory work, he serves as a baseball coach at Buchholz High School. 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 provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Robert Stribling is a financial advisor with Morgan Stanley in Macon, Georgia, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the owner of RCS Farms, LLC, a farming business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and investment strategies supported by structured discovery processes and advanced modeling tools.

Duncan Walker is a financial advisor with Morgan Stanley in Macon, GA, holding a Series 66 credential and 13 years of industry experience. He has worked with Morgan Stanley since 2013 and has been associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Jon Lewis II is a Series 66-licensed financial advisor with Raymond James & Associates, based in Macon, GA, and has 15 years of industry experience. He has worked with Raymond James & Associates since 2013. Outside of advising, he owns and manages an investment in short-term rental properties through TNT BnB's. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on a wide range of portfolio management styles supported by in-house research and affiliated managers.

Andrew Moore is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Financial Advisors and Trinity Underwriting Managers Inc. Outside of advisory services, he acts as an insurance agent offering fixed and indexed annuities, long-term care insurance, and traditional life insurance through Ingleside Financial Group. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios utilizing a wide range of investment products and supports both discretionary and non-discretionary account management.

Andrew Watson Jr. is a financial advisor with Mass Mutual Investors Services in Macon, GA, holding the ChFC® designation and Series 63 and 65 licenses. He has 48 years of industry experience, including over four decades with Mass Mutual and 25 years running his own practice, Andy Watson Jr. & Associates. Outside of his advisory work, he operates as an independent insurance agent and provides consulting services. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a variety of event-driven planning services.

Vijaya Fincher is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Raymond James for 13 years. Outside of her advisory role, she owns and manages Fincher's Barbecue and Catering, where she handles payroll duties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services supported by comprehensive research and a range of portfolio management styles.

Andrew Sutherland is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Wells Fargo entities since 2016. Sutherland is based in Macon, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Alston Killen is a financial advisor with Osaic Wealth, Inc. based in Macon, GA. He holds the ChFC designation and has 45 years of industry experience. His prior work includes long-term roles at Royal Alliance Associates, INC. and Capitol Street Financial Services Group, LLC. Killen serves as a board member of the Macon Lions Club and its charities. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage, advisory, and retirement consulting services. The firm utilizes proprietary asset-allocation tools and third-party platforms to construct portfolios across various investment types, managing accounts on both discretionary and non-discretionary bases.

Amy Whaley is a financial advisor with Edward Jones in Macon, GA. She holds a Series 66 designation and has seven years of industry experience, all with Edward Jones except for a period as a homemaker. 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 large national network of advisors and branch offices.

Craig Murphey is a financial advisor with Stifel based in Macon, GA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, Murphey serves as Secretary and Treasurer on the board of Habitat for Humanity of Putnam County, a nonprofit focused on building affordable housing. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Whitney Evans III is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional associated with the CERBS Group, which aims to provide individualized financial guidance through a highly experienced team. Whitney began his financial services career with Merrill Lynch Wealth Management in 1992. He has experience focusing on understanding client needs, quantifying objectives, creating strategies to pursue financial goals, organizing investments, and developing new client relationships. His team works with a limited number of clients to devise and maintain disciplined approaches to realizing their financial objectives. He holds a Bachelor's degree in Business Administration from Auburn University. Whitney has earned the CERTIFIED FINANCIAL PLANNER® designation and the Personal Investment Advisor (PIA) designation. He lives in Macon with his wife, Christy, and their children, Tyler and Jack.

Matthew Shepley is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel, he worked for six years at Smart Lighting Solutions and fifteen years at Don Blackburn and Associates. He holds a Series 66 designation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach employs a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Jack Krapf is a financial advisor with Morgan Stanley in Macon, GA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior career includes 15 years with Bank of America and 16 years with Merrill Lynch. Outside of his advisory role, he serves on the advisory and finance committees of the Georgia Military Academy and is a board member of Georgia Military College, as well as a partner and board member of Chankaska Creek Ranch and Winery. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Angel Roman is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has prior experience with firms including State Farm and Northwestern Mutual. Roman is also involved with Charles Pelt's Insurance Agency as an agent team member. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning on a range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Elizabeth Rodgers is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Merrill since 2016. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal Chief Investment Office teams and third-party managers.

Frank Fleming Jr. is a financial advisor at Edward Jones with 28 years of industry experience. He holds a Series 63 designation and previously worked at Cetera and Voya Financial Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Joseph Pearson is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves as a board member of Pine Needles Country Club in Fort Valley, Georgia. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools but does not include individual security recommendations as part of standalone plans.