Matthew Brinkley is a financial advisor with LPL Financial in Athens, GA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Raymond James Financial Services and Consolidated Planning Corporation. Brinkley serves on the boards of the National Football Foundation Georgia Football Hall of Fame Chapter and the Touchdown Club of Athens. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Arthur Aube is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Cetera. He has been with Cetera Advisors LLC since 2013 and maintains ownership of A & M Tax & Accounting Service, Inc., where he provides accounting, bookkeeping, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across various program structures and accounts.

Ashley Carney is a financial advisor at UBS Financial Services with seven years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A., and spent ten years at Turner and Patat PC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Michael Williams is a Series 66-licensed financial advisor with Edward Jones in Danielsville, GA, where he has worked since 2015. He has 11 years of industry experience. Outside of his advisory role, he serves as president of BALLJAM Properties, LLC, a real estate business involved in buying, selling, and renting properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through a nationwide network of over 23,700 advisors.

Natalie King is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked with firms including ALN Wealth Management, Consolidated Planning Corp, and Raymond James Financial Services. Outside of financial advising, she has been employed as a draw inspector since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party asset managers, and customized strategies.

Mary Griffith is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, FinTrust Capital Advisors, and Raymond James. She has academic experience from the University of Georgia, including a master's program. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Claude Lett IV is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s approach integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Joshua Childs is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2015, he has worked closely with physicians’ practices to address their 401(k) needs and supports clients who are actively accumulating wealth. He assists clients in preparing for key financial milestones such as retirement and business sales. His approach emphasizes maintaining frequent and timely communication to build strong client-advisor relationships. Joshua serves a diverse clientele including healthcare administrators, attorneys, business owners, and corporate executives, helping them manage new wealth and plan for retirement income, college education, tax minimization, philanthropic goals, and portfolio management. He coordinates with clients’ CPAs and attorneys to ensure comprehensive financial planning that aligns with their evolving circumstances and risk tolerance. He holds a Bachelor’s degree in Finance from The Terry College of Business at the University of Georgia and has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joshua resides in Athens, Georgia with his wife and daughter. He contributes to his community by volunteering with the Sparrows’ Nest to serve food to the homeless and participates in mission trips to Jamaica.

Joseph Frierson III is a financial advisor with Merrill in Athens, GA, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked at Merrill since 1994 and has additionally been affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he is the sole owner of a rental property in Athens. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Dennis Bradberry is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Cambridge since 2016. Outside of his advisory role, he is involved in a dump truck hauling business and holds ownership interests in other business entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing various custody platforms and both proprietary and unaffiliated investment strategies.

Peri Bloodworth is a financial advisor at Morgan Stanley with four years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2024 and previously was with Edward Jones from 2022 to 2024. Bloodworth holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning guided by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning without individual security recommendations as part of its standalone service.

Marcus Childs is a Senior Financial Advisor at Merrill Lynch Wealth Management, a role he has held since joining the firm in 1986. Over his career, Marcus has provided personalized wealth management advice and guidance to a diverse client base, including physicians, health care administrators, attorneys, business owners, and corporate executives across Georgia and nationwide. He focuses on helping clients prepare for key financial transitions and offers services such as college education planning, family wealth management strategies, legacy planning, retirement income, and portfolio management. Marcus's approach involves conducting in-depth analyses of clients' financial situations and aspirations, creating clear blueprints to guide their decision-making processes. He holds the designation of Personal Investment Advisor (PIA) and earned his bachelor's degree from the University System of Georgia. Marcus's professional work is supplemented by collaborations with clients' CPAs and attorneys to establish philanthropic and estate planning strategies. Outside of his professional responsibilities, Marcus is actively involved in community and charitable organizations. He and his family support Operation Restoration Christian Home for Boys in Trenchtown, Jamaica, and are engaged with groups including the American Heart Association, Athens Area Community Foundation, Atlanta Lab Rescue, Food Bank of NE Georgia, and the Oconee Humane Society.

Nathaniel Sedlacek is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Before joining Morgan Stanley, he worked for Walman Instruments - Luxottica of America and Five Points Eye Care. Outside of his advisory role, he manages a rental property in Winterville, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers broad retail and institutional investment services.

Nicolas Smith is a financial advisor with Cetera who holds the PFS™ designation and a Series 66 license, bringing 20 years of industry experience. He has worked at firms including Avantax and 1st Global Advisors, and he is also managing member of Compass Financial Advisors, LLC. Smith is involved in his own business consulting firm, Smith Business Consultants, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, 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 with access to various investment strategies and program structures.

Diaundra Hall is a Financial Advisor at Merrill Lynch Wealth Management who helps individuals, families, and business owners make confident financial decisions through personalized advice and long-term planning. She focuses on building lasting relationships by understanding what matters most to her clients and developing strategies tailored to their unique goals and circumstances. Her areas of expertise include college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and sports and entertainment. Diaundra holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned an Associate's Degree from Athens Technical College and a High School Diploma from Cedar Shoals High School. Beyond her professional commitments, Diaundra is involved in community organizations such as the Ashton Hope Keegan Foundation and the Boys & Girls Club. In her personal time, Diaundra enjoys cooking, dancing, football, gardening, music, reading, spending time with her family, traveling, and watching movies. She is an Athens native dedicated to being a trusted resource for clients through every stage of life.

James Neves Jr. is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. In addition to his advisory role, he is a senior instructor and performer at Canopy Studio, an aerial dance studio where he teaches trapeze and related disciplines. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Tia Marrano is a financial advisor with LPL Financial in Athens, Georgia, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at LPL Financial since 2013 and is also associated with Truxton Trust as an Associate Wealth Advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategies and advanced operational tools.

Patrick Mc Cabe is a financial advisor with Edward Jones in Athens, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options under a fiduciary standard.

Ronald Seib is a financial advisor with Edward Jones in Athens, GA, holding the CFP® and ChFC® designations and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as a trustee of two family trusts, participates as a partner in two investment clubs, and serves on the advisory board of a non-profit health clinic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and securities-based lending options.

Allan Wiltshire III is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is part of a team that works with a limited number of families, professionals, and business owners to simplify their complex financial lives. Allan has a background that includes nine years of service as a U.S. Marine, where he served as an Infantry Officer and Team Commander with Marine Corps Special Operations Command (MARSOC). He applies the planning and problem-solving skills developed during his military career to assist business owners, physicians, corporate executives, and other individuals and families in managing their financial futures. His expertise areas include employee benefits planning, family wealth management strategies, liquidity management, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Originally from Georgia, Allan holds a Bachelor's degree in History from The Citadel and an MBA from the University of Georgia's Terry College of Business. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Allan is involved with the Citadel Alumni Association and UGA Terry MBA Veterans. He participates in community activities including serving at his church and volunteering with a women's health non-profit organization. Allan also enjoys reading, running, spending time with his family, traveling, and watching movies.