Stephen Stana is a financial advisor with UBS Financial Services in Carrollton, GA, holding Series 63 and Series 65 licenses and possessing 50 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he owns and operates a family farm called Tailor-Made Farms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

James Burgess Jr. is a CFP® professional with 26 years of experience in the financial industry, all of which have been at Edward Jones. He holds Series 63 and Series 66 licenses and is based in Peachtree City, GA. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Brett Moore is a CFP® and holds a Series 66 license with 10 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously held roles at AXA Advisors LLC, Ameritas Investment Corp, and W.C. Moore Financial Services. Moore operates a personal tax-related business entity in addition to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced technology and a large network of investment adviser representatives.

Silke Wolf is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Primerica Advisors since 2016 and previously worked for Augusta Richmond County. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm relies on model-based strategies and offers advisory services through a large network of financial advisors, managing approximately $15.5 billion in assets.

Julie Bates is a financial advisor with LPL Financial in Peachtree City, GA, holding the CFP® and ChFC® designations and over 20 years of industry experience. She has worked at LPL Financial since 2014 and has been associated with Delta Community Credit Union since 2008, where she holds director roles in retirement and investment services. Outside of her advisory practice, she co-owns Cecelia's Vintage Home Decor, a vintage home decor reseller. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Victor Howard is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for Randstad USA from 2016 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of advisors and branch offices.

Frederick O'Neal is a financial advisor with Edward Jones in Carrollton, GA, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 1988. Outside of advising, he serves as a director of Tanner Health Systems and is chairman of the Deacon's Ministry at First Baptist Church of Carrollton. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Jaylen Jones is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked previously at Capital Group and Ares Management. Outside of his advisory role, Jones is the founder of 86 Hills LLC, a clothing resale business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates a large network of financial advisors and branch offices nationwide.

James Lingerfelt is a Series 66-licensed financial advisor with eight years of industry experience. He joined OSAIC in 2024 after prior roles at Edward Jones, Center Street Securities, and Fyala Security. Outside of advising, he is the founder of Foxcrest, a securities-related S Corporation, and maintains a YouTube channel focused on writing, arts, and self-improvement. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated financial advisors. The firm provides integrated brokerage and investment advisory services with a range of portfolio management tools and access to third-party money managers.

Sarah Edwards is a Certified Financial Planner (CFP®) with 11 years of industry experience. She currently works at Raymond James & Associates and previously held positions at Bank of America and Merrill. Outside of her advisory role, she is an author associated with Mason Alley Publishing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and consulting services supported by extensive portfolio management resources and affiliated research.

John Moore is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at United Community Banks, Inc., INVEST Financial Corp, and SunTrust Advisory Services. 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 financial planning and portfolio management services, utilizing both in-house and third-party strategies, and supports its advisors with technology and operational tools while overseeing over $819 billion in discretionary assets.

Helen Reeve is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has worked at firms including Bank of America Merrill Lynch and Merrill. Outside of her advisory role, she has been involved with Garrett & Robinson Investment Management & Wealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad suite of financial products.

Chase Hall is a financial advisor with LPL Financial based in Newnan, GA, holding the Series 66 designation and nine years of industry experience. He has worked at South State Bank, Center State, NBC Securities Inc, L.M. Kohn & Company, and Edward Jones. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of advisory strategies, supported by advanced operational and research tools.

Richard Waddell III is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 66 licenses and worked previously at Woodbury Financial Services, Inc. for 11 years. Outside of his advisory role, he serves as treasurer of a holding company involved in life insurance policies and real estate investments. Osaic Wealth, Inc. serves a broad client base including individuals, institutions, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with asset-allocation tools and multiple investment platforms, employing a complex corporate structure and various third-party commercial arrangements.

Joel Shirey is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and is also associated with GMS Planning and Grillo & Associates. Outside of advising, he serves as a board secretary and deacon at Tabernacle Baptist Church in Carrollton, GA. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm utilizes multiple platform arrangements and proprietary and third-party model strategies, with options for both discretionary and non-discretionary management.

Madison Nixon is a financial advisor at Edward Jones in Peachtree City, GA, holding the Series 66 designation with seven years of industry experience. Prior to joining Edward Jones, Madison worked at Merrill Lynch from 2016 to 2019. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bruce Sutherland is a CFP®-certified financial advisor with Edward Jones in Peachtree City, GA, where he has worked since 2006. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. 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.

Christopher Madaris is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Charles Schwab & Co., Goldman Sachs & Co. LLC, and service in the United States Air Force. 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 nationwide network of more than 23,000 financial advisors.

Ryan Nelson is a financial advisor at Edward Jones in Carrollton, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2019, he worked at the University of West Georgia Bookstore, Twin City Realty GA, and Denver Mattress Company. 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, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Joseph Liddell is a Series 66-credentialed advisor at J.P. Morgan Securities with 25 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework when recommending strategies.