Kevin Giddens is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.

Eric Scott is a financial advisor with Merrill and holds a Series 66 designation. He has 19 years of industry experience, including 11 years at Bank of America and Merrill. Outside of his advisory role, he participates in an Airbnb business where he personally manages a guest bedroom listing in his home. 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.

Kerry Evert is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 33 years of industry experience. Prior to joining Cetera in 2025, Evert worked at Concourse Financial Group Securities Inc for more than two decades. He is also an elected board member of the First Baptist Church of Senoia, where he helps oversee budgeting and the allocation of donated funds. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a nationwide network of independent advisors.

Kaylyn Truelove is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to this, she was employed at Source4Teachers and Hampton University. 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 supported by a nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Carlos Montoya is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2009. 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 developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Luka Karaulic is a financial advisor at Raymond James Financial in Peachtree City, GA, holding a Series 66 designation with three years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2022 and also works as a Relationship Manager and Financial Advisor at Reveille Wealth Management, LLC. Karaulic’s background includes experience at Georgia Tech prior to entering the financial services industry. 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, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Stephen Fulmer Jr. is a financial advisor with Edward Jones in Peachtree City, GA, holding the Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2017, with roles in university housing and residential communities as well as involvement with day camps and student government at the University of Alabama. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Deborah Landry is a financial advisor at Edward Jones in Peachtree City, GA, holding a Series 66 designation with one year of industry experience. Her work history includes roles at Edward Jones since 2018 and prior employment in education and retail sectors. She was also involved with Peachtree City United Methodist Church from 2020 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large national network of advisors and branches.

Pamela Nichols is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Morgan Stanley. Outside of her advisory role, she owns and operates Chickarelli Farms, a chicken farming business in Macon, Georgia. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages significant client assets and delivers services through both direct individual engagements and corporate financial planning agreements.

Shaun Crawley is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2014. He also holds a longstanding role at Delta Community Credit Union beginning in 2009 and is involved with Ashe Brokerage as an insurance agent providing fixed annuities and long-term care insurance. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios and research from various sources.

Jenna Wulf is a financial advisor with Morgan Stanley in Peachtree City, GA, holding a Series 66 designation and with six years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Encadria Staffing Solutions and the University of West Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Wade Giddens is a financial advisor at Raymond James Financial Services Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Giddens is a partner in Reveille Wealth Management LLC, an ownership entity for his wealth management activities. 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 using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Joseph Perdue is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. His career includes positions at Morgan Stanley from 2013 to 2021 before joining Raymond James in 2021. He is also a partner in Reveille Wealth Management LLC, an investment support company. 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 advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Douglas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 21 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He also works part-time supporting equipment staff for the Jacksonville Jaguars. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and investment consulting with a range of portfolio management styles, municipal advisory services, and a network of affiliated financial services.

Shana Momin is a Financial Advisor at Merrill in Peachtree City, GA, specializing in assisting families and business owners with strategic financial planning. She focuses on helping clients navigate financial challenges such as funding education, caring for aging parents, planning for retirement, and managing business finances by prioritizing goals into Essential, Important, and Aspirational categories to create tailored financial roadmaps. Momin holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her credentials from the Kaplan School of Financial Planning. Her approach incorporates asset allocation aligned with clients' goals and risk tolerance, utilizing Merrill's investment products and Bank of America's banking and lending services. Outside her professional work, Shana Momin engages in personal interests such as cooking, interior decorating, painting, reading, sewing, traveling, and yoga. She values understanding clients' priorities to develop personalized financial plans that address their unique goals and aspirations.

Robert Awbrey Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Peachtree City, GA, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Morgan Stanley and Country Financial Inc. Outside of his advisory work, he serves as Assistant Treasurer for the Kiwanis Club of Newnan. 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 employs tailored, non-discretionary strategies supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brian Carpenter is a CFP® professional with 31 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves on the finance committee at Harmony Hall Baptist Church in Gainesville, GA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Brian Mc Nally is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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 and offers a range of investment strategies through a nationwide network of more than 23,700 financial advisors.

Bruce Olmstead is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Cetera and has also worked at Summit Financial Networks and related firms. Outside of his advisory work, he serves on the board of Mom2Mom Atlanta South, a nonprofit focused on mentoring young mothers. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients with a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brandon Miller is a financial advisor at Morgan Stanley in Peachtree City, GA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2019, following roles at CUSO Financial Services and South Carolina Federal Credit Union. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing firm-approved tools and offers access to various investment products and strategies.