Ty Goodbar is a CFP®-designated financial advisor with Edward Jones in Gainesville, GA, where he has worked since 2021. He has five years of industry experience and served nine years with the United States Marine Corps. He currently serves as an Intelligence Officer in the United States Marine Corps Reserve. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Steven Markel is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services for 21 years and 1717 Capital Management Company for one year. Outside of his advisory role, Markel is president of Markel Financial Services, an insurance brokerage specializing in life, health, disability, long-term care, dental, and Medicare products. OSAIC Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Robert Camp is a financial advisor with LPL Financial based in Hoschton, GA, holding a Series 63 designation and 40 years of industry experience. His career includes roles at Raymond James Financial and A. G. Edwards & Sons, Inc. He has also operated his own firm, Dave Camp & Associates Inc., since 2003. 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, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Kenneth Johnson is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James and its affiliates since 2013. Johnson is also the owner and CEO of Cumulus Capital Advisors, a business unrelated to investment advisory services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers non-discretionary consulting tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Joseph Kennedy is a ChFC® and Series 66 licensed financial advisor with nine years of industry experience. He is currently with Mass Mutual Investors Services and MassMutual Life Insurance, having previously worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he serves as treasurer for the Jarrard Burch Foundation, a nonprofit organization that puts on concerts for charitable causes. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning engagements as annual, collaborative relationships using firm-approved software to analyze client goals.

Paul Schlitz is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked for nine years at The Atlanta Dental Supply Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies.

Nicholas Bruner is a Series 66 licensed financial advisor with nine years of industry experience, currently affiliated with Cetera. He has worked at Cetera and Avantax Advisory Services as well as 1st Global Advisors, and he is also a CPA partner involved with Rushton, LLC. Outside of his advisory roles, he serves as Treasurer and Finance Committee Chair for the United Way of Hall County and is Treasurer of the Elachee Nature Science Center, as well as Immediate Past President of the Gainesville Jaycees. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and a variety of program structures and third-party money manager options.

Roderick Bishoff is a financial advisor with LPL Financial in Dawsonville, GA, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Independent Financial Partners. He is also involved with Exchange Properties LLC, an accounting entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a broad platform of advisory and brokerage services.

Jeffrey Sulka is a CFP® certificant with 25 years of experience in the financial services industry. He has been with Edward Jones since 2000, serving clients from Gainesville, Georgia. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Samuel Heath is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jayson Im is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. His prior positions include roles at Wells Fargo Clearing, Wells Fargo Bank, and Truist. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutional investors.

Kimberly Mc Donald is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch for 24 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to model financial outcomes.

Jonathan Shepard is a CFP®-credentialed financial advisor with 11 years of industry experience. He has been with Charles Schwab since 2021 and previously worked at Life Time Asset Management, Commonwealth Financial Network, and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily 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 combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and a range of alternative investment options, supported by a large-scale, integrated operational platform.

Matthew English is a financial advisor with Merrill in Oakweed, GA, holding a Series 66 designation and 13 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2013. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Micah Gear is a financial advisor with Raymond James Financial in Gainesville, GA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Edward Jones. Outside of his work at Raymond James, Gear manages his independent financial advisement practice through InGear Wealth Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non‑discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public-finance work through a municipal advisor affiliation.

Matthew Thorne is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, and personal retirement planning. Matthew works closely with clients to define their financial goals and develop portfolio strategies designed to help reach those goals, providing ongoing advice and adjusting strategies as clients' situations change. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the United States Air Force Academy. Matthew is a veteran of the Air Force and balances his professional responsibilities with personal interests including baseball, football, golfing, reading, and spending time with his family.

Ted Guyton Jr. is a financial advisor with LPL Financial in Gainesville, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes prior roles at Merrill and extensive work with CUNA Brokerage Services and Cuna Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers diverse advisory services and utilizes a range of investment strategies supported by research and advisor-facing technology.

Stephen Groover is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network, Moore Colson PC, and Nichols Cauley & Associates. Outside of advising, he is involved in tax preparation through Paige Rossi, 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, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports clients through advisory programs while maintaining a focus on technology and risk management.

Brooks Turner is a financial advisor at Stifel with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Troy University and McGarity's. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group. The firm offers fee-based financial planning and other services designed to support client decision-making.

Robert Camp Jr. is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. from 2017 to 2022. He is also involved with Dave Camp & Associates, a business entity used for tax and investment purposes. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.