Amy Lange is a financial advisor at Fidelity with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, SunTrust Investment Services, and Suntrust Advisory Services. From 2020 to 2022, she took a break from the financial industry to focus on homemaking. Fidelity's Strategic Advisers LLC, where Amy works, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.

William Schroth is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 40 years of industry experience. His prior roles include leadership positions at The Avenue Wealth Management, LLC and GFG Strategic Advisors. Schroth is a managing member of BWS Ventures, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, charitable organizations, and institutions. The firm provides tailored non-discretionary planning and consulting using risk profiling and modeling tools, supporting a broad network of advisors and notable municipal and public-finance work.

Sarah Lundgren is a Series 66-credentialed financial advisor with seven years of industry experience. She has been with Ameriprise Financial Services since 2017, currently based in Watkinsville, GA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Edward Scherer is a financial advisor with Raymond James & Associates in Athens, GA, holding Series 63 and Series 65 credentials and 46 years of industry experience. His prior work includes nearly 16 years with Wells Fargo affiliates before joining Raymond James. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and a range of portfolio management strategies.

David Richt is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. His prior work includes roles at The Avenue and Proper Management, as well as experience in the music industry with Greg Oliver Agency Music Division. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored financial planning and investment consulting using analytical tools to support client goals, with specialized services in municipal and public finance, as well as employer advisory programs.

Jonathon Sisson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Jonathon has worked with firms including Twin Partners, LLC and Harris Hersh Financial. Outside of advising, he is a partner in Sisson's Coin Laundry, a business he has been involved with since 1989. 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, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports a broad network of advisors with specialized offerings such as municipal advisor services and SIMPLE IRA Employer Advisory programs.

Erin Krueger is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds the CFP® designation and has worked with Raymond James and SunTrust Advisory Services in various capacities since 2015. Outside of her advisory role, she provides administrative support for a coworking space in Watkinsville, GA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through its advisory programs and affiliated firms.

Kayli Rante is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and over 11 years of industry experience. She has worked at Raymond James since 2018 and previously held roles at Suntrust Advisory Services and Suntrust Investment Services. Outside of her advisory role, she is a dance teacher at Dance FX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized programs in areas such as municipal finance and retirement plan advisory services.

Sean O Connell is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has been with Primerica Advisors since 2009 and Primerica Financial Services since 2007. Outside of his advisory role, he owns the Athens Georgia Table Tennis Club and serves as League Director for the Atlanta International Table Tennis Academy. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Kevin Brodrick is a financial advisor with LPL Financial in Athens, GA, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2007 and at Truxton Trust since 2014. Brodrick serves on the Planned Giving Council board for Berry College in a voluntary, non-paid capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Raymond Sommer is a financial advisor with Edward Jones in Covington, 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. The firm offers a range of investment strategies, including discretionary and non‑discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Denise Ricks is a financial advisor at Edward Jones in Athens, GA, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is involved with the Athens-Clarke County Board of Elections. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a large network of financial advisors and branch offices.

John Flippen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 21 years of industry experience. His career includes positions at Suntrust Investment Services and Suntrust Advisory Services before joining Raymond James in 2018. Flippen is a partner in The Avenue Wire Park Wealth Management and is involved with several affiliated entities in Watkinsville, GA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored financial planning and investment consulting using analytical tools to model potential outcomes and supports clients through various advisory programs and specialized municipal and retirement plan services.

Sandra Morrison is a financial advisor at Edward Jones in Bogart, GA, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2018 and previously was employed with Express Employment Professionals from 2016 to 2018. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Cardwell III is a financial advisor with Morgan Stanley in Madison, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Cardwell serves in fiduciary roles including executor and trustee for various trusts and estates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing customized financial planning and advisory services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and investment research.

Doyle Dominy is a financial advisor with Raymond James Financial who holds a Series 66 credential and has 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as a trustee managing assets in a family trust. 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, and institutions. The firm offers tailored non-discretionary planning using risk profiling and modeling tools, and supports its clients through various advisory programs and institutional consulting services.

Cody Houchin is a financial advisor with Raymond James Financial, holding a Series 66 credential and 10 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2021 and previously spent five years with Edward Jones. In addition to his advisory role, he has an entrepreneurial background as the founder of Ground Effects Lawn Care, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports a large network of advisors with specialized municipal and public finance services.

Jacob Carey is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously served in the United States Air Force and the North Carolina Air National Guard before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Stephen Hulsey is a CFP®-credentialed financial advisor with LPL Financial, based in Watkinsville, GA, and has eight years of industry experience. He has worked with Oconee State Bank since 2017 and has prior experience in retail through J.R. Crider's Clothing and Apparel. Additionally, he is involved in tax preparation and accounting through a separate CPA practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and other institutions with a wide range of advisory and brokerage services, including financial planning and access to third-party asset management programs.

Kenneth Kilgore is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.