Joshua Little is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked primarily at Edward Jones since 2016, with brief periods involved in Little Family Farms. 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 range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

James Brown Jr. is a financial advisor at Edward Jones with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1984. Outside of his advisory work, he is the owner of a family farm in Monroe, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Bryan Hutto is a financial advisor with LPL Financial in Athens, GA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Ameriprise Financial Services, Inc. from 2012 to 2018. Outside of his advisory work, he has some involvement in residential property management. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Maven Farmer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Maven completed an internship with Davey Tree Company as a trimmer trainee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Matthew Wilbur is a financial advisor with Raymond James & Associates in Athens, GA, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He previously worked for Valic Financial Advisors for nine years before joining Raymond James in 2021. Outside of his advisory role, Wilbur is a partner in Hope Anthem LLC, where he writes, records, and performs music for religious gatherings and ceremonies. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning and consulting with a range of portfolio management styles and notable municipal advisory services.

Kerisha Stewart is a financial advisor at Osaic with one year of industry experience. She holds the Series 66 designation and has prior work history at Guardian Life and Park Avenue Securities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through a network of affiliated advisors and multiple platforms.

John Sligh is a financial advisor with Raymond James & Associates in Athens, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2013. Sligh serves as Treasurer and a board member of the Stuart F. Sligh Jr. Athletic Scholarship Fund, a family foundation supporting scholarships in memory of his nephew. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering customized financial planning and consulting services with a range of portfolio management strategies.

Joshua Mashburn is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Thrivent, his work history includes roles at Woodmen Financial Services, Woodmen of the World Life Insurance Society, and O'Reilly Auto Parts, as well as seasonal positions with Mountain Fellowship Camp and Vail Resorts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning across a broad range of topics and allows clients to combine planning with managed-account services under its “WealthPlan” program.

Jason Piper is a CFP® and ChFC® with 27 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2021. Prior to that, he worked at Cetera Advisors LLC for eight years and Green Financial Resources for 18 years. Outside of his advisory role, he serves as a youth basketball coach in Bogart, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers advisory programs, financial planning, retirement consulting, and brokerage services with various investment management options supported by research and third-party subadvisors.

Susan Bencosme is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and previously worked at Megastar Advisors and AtlasBanc Holdings Corp. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs.

Joseph Taylor Jr. is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at GFG Strategic Advisors. Taylor is also involved with the Fellowship of Christian Athletes Coaches Ministry in Northeast Georgia, where he has been active since 1989. He serves on the advisory board and several committees of Prince Avenue Christian School, assisting with policy and management decisions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and consulting services aligned with client goals.

Patrick Dally is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. 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 nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

Daniel Fowler is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors and related entities since 2017. Fowler also operates Fowler Financial Services, LLC and serves as an independent insurance agent with SMART PRO FINANCIAL. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management and platform options.

Michael Malone Jr. is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Edward Jones from 2001 to 2017. Malone is also involved with Bones Investments, a real estate brokerage. 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, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through a unique municipal advisor affiliation.

Megan Pennington is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked at Atlanta Flooring Design and Vera Bradley. Outside of advising, she occasionally assists with paid events at her church in Auburn, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

David Lilliston is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Raymond James and its affiliated entities since 2013. Lilliston operates Lilliston Wealth Management LLC, a solo business entity established to facilitate his move to Raymond James. 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, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting services to client goals.

Christopher Manzi is a financial advisor with Raymond James Financial in Watkinsville, GA, holding Series 63, 65, and 66 designations and bringing 11 years of industry experience. He has worked with Raymond James Financial Services, The Avenue Wealth Management Group, and has business experience with CJM Sports LLC and North American Golf 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, charitable organizations, and institutions. The firm provides tailored non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance advisory work through a municipal advisor affiliation.

Amy Rehn is a financial advisor at Cetera with 17 years of industry experience. She holds Series 65 and Series 66 designations. Prior to joining Cetera in 2024, she worked at Triad Advisors, Inc. from 2007 to 2024. Amy serves as a board member of Jambos Donates, a charitable organization, where she contributes to strategic vision and volunteer activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and program structures.

Gina Schwartz is a financial advisor with Raymond James & Associates in Athens, GA, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Mark Bradford Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has prior experience with Avantax Advisory Services and Acuff Financial Services, among others. He serves as the financial committee chair and board member for Providence Classical Christian School and is treasurer at Walton Community Church, overseeing budgeting and financial reporting. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with access to various model portfolios, third-party managers, and customized strategies.