John Sulhoff is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at The Strategic Financial Alliance, Inc. for nine years. Outside of his advisory role, he owns NGA Stewards, Inc., a company involved in managing his advisory business operations. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with specific asset thresholds, providing written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, emphasizing managed accounts and utilizing algorithmic tools overseen by an internal committee.

James Graves is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab since 2021 and previously worked at Primerica Financial Services, Robert Half Staffing, SA Stone Investment Advisors Inc, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 mix of non-discretionary and discretionary investment solutions supported by centralized supervision, custody, and a formal alternative investment process.

Kelly Mcnutt is a Financial Advisor at Thrivent Investment Management in Gainesville, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Thrivent, Mcnutt was involved with Westminster Homeschool Academy and Westminster Presbyterian Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning that covers a range of topics, with clients able to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

David Robertson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He worked at Scottsdale Securities, Inc. for 25 years before joining Charles Schwab in 2019. Robertson serves on several nonprofit boards, including the Historic Holly Theater, Dahlonega Healing Herds, the Holly Theatre Endowment Board, and the Good Shepherd Clinic of Dawson County. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset model portfolio approach integrated across advisory, brokerage, custody, and cash-sweep services.

Jillian Avery is a financial advisor at Edward Jones in Gainesville, GA, holding the ChFC® and Series 66 designations with eight years of industry experience. She has worked at Edward Jones since 2003, with a gap from 2015 to 2018 when she was employed at North Georgia USBC WBA Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Richard Young is a financial advisor with Ameriprise in Gainesville, GA, holding a Series 63 designation and 32 years of industry experience. Prior to joining Ameriprise in 2019, he worked at The Strategic Financial Alliance from 2016 to 2019. He is also the owner of Amelia Consultants, LLC, a business involved in life insurance and fixed annuity sales, and serves as a board member on the City of Gainesville Planning and Zoning Appeals Board. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kaitlyn Mathis is a financial advisor with LPL Financial in Gainesville, GA, holding a Series 66 license and six years of industry experience. She has been affiliated with Sullivan & Schlieman Wealth Management since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with advisory and brokerage services. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Mc Grath is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he manages a rental property in Gainesville, Georgia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with a nationwide network of advisors and affiliated financial services.

Gary Harr is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory role, he owns Harr & Associates Inc., a consulting business. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a Premier Retirement Income service focused on written recommendation reports and ongoing retirement planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

John Bowling Sr. is a financial advisor with Edward Jones in Dahlonega, GA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1993. Outside of advising, he owns a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

Austin Patton is a Financial Advisor with Merrill Lynch Wealth Management in Gainesville, Georgia. In his role as a Merrill Financial Solutions Advisor, he works closely with individuals and families to navigate important financial decisions, including general investing, retirement planning, and saving for unexpected events. He provides access to Bank of America specialists for a range of financial solutions, including banking, credit, home financing, and small business services. Austin holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma from City of Buford. He also attended institutions within the University System of Georgia. His approach involves building lasting relationships centered on understanding what matters to his clients and their families, allowing him to create personalized strategies to help them pursue their financial goals. Outside of his professional work, Austin is involved in his community as a member of a church worship team. His personal interests include camping, hiking, hunting, music, photography, singing, and spending time with his family.

Kristian Martin is a financial advisor at Raymond James Financial Services Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple Raymond James entities since 2020, as well as prior experience at Advisory Services Network, LLC and several other firms. Outside of his advisory work, Martin serves as treasurer for the Royal Knights Charitable Association, where he assists with fundraising events. 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 and consulting using analytical tools to help clients achieve their goals and supports specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Tracy Nelson is a Series 66-licensed financial advisor with Edward Jones, based in Gainesville, GA. She has 11 years of industry experience and has been with Edward Jones since 2008. Outside of advising, she has a background in acting in Burbank, California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Jacob Burnette is a financial advisor with Ameriprise in Hoschton, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2019, he worked with the Pittsburgh Pirates from 2011 to 2017. He serves as Treasurer on the Board of Directors for the Atlanta Road Church of Christ. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

John Turner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Cantella and Co, Inc. for 12 years before joining Raymond James in 2022. He serves as a board member of the Ware Foundation, a nonprofit organization where he contributes to the operating budget and financial duties. 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, charitable organizations, and institutions. The firm offers non-discretionary planning tailored to client goals, utilizing risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Carlos Dominguez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and Series 63 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, Dominguez is involved in several business ventures including commercial real estate ownership and serves on the finance and investment committees of the Quinlan Visual Arts Center. 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 uses analytical tools to model potential outcomes, supporting clients through its advisory programs and partnerships.

Michael Schak is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, following a decade at Merrill. Outside of his advisory role, he is involved as an administrative and advisory consultant for a technology wholesale and distribution company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and structured processes.

Joshua Schlieman is a CFP® professional based in Gainesville, GA, affiliated with LPL Financial. He has 24 years of industry experience, including five years at Truist Investment Services and 18 years at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with research, technology, and diverse investment strategies.

Johnny Burkett III is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. He previously worked at Invest Financial Corporation for nine years and has been affiliated with United Community Bank for over two decades. Burkett is also involved with United Community Advisors, an investment-related business connected to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, using model portfolios, third-party subadvisors, and custom strategies, supported by technology tools for operational and research purposes.

Christian Salas is a financial advisor with Cetera based in Gainesville, GA. He holds a Series 66 designation and has six years of industry experience, including previous roles at Raymond James and Associates Inc and BB&T. Outside of his advisory work, he has ownership in a rental property business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform, overseeing more than $256 billion in assets.