Teresa Sylvester is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and nine years of industry experience. She previously worked at FinTrust Capital Partners, LLC and FinTrust Capital Advisors, LLC before joining her current firm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Lee Brinson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial, FinTrust Brokerage Services, and FinTrust Capital Partners, among others. He is based in Athens, GA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management overseen by an internal Investment Committee.

Carlas Allgood is a financial advisor with Carson Wealth, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. He has worked at firms including Cetera Wealth Services and LPL Financial, and has owned Allgood Financial Advisory since 1997. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that oversees model portfolios and provides tailored investment solutions.

Chung Lieu is a financial advisor at Benjamin F. Edwards & Company, Inc. with 28 years of industry experience. He holds a Series 63 designation and has previously worked at J.J.B. Hilliard, W.L. Lyons, LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary managed solutions that combine proprietary strategies with third-party model providers.

Paul Eberenz is a financial advisor with Empower Advisory Group in Athens, GA, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior work includes roles at Cetera Investment Services, Regions Bank, Robins Financial Credit Union, and First American Bank & Trust. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jacqueline Ekard is a CFP® professional with 21 years of industry experience. She is currently with Truist Advisory Services and Truist Investment Services, having held roles within the Truist enterprise and its predecessor organizations since 2009. Truist Advisory Services provides investment consulting and advisory for individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and integrates multiple affiliated services and technology platforms to support client investment needs.

Cara Hedden is a CFP® with seven years of industry experience, currently advising at Farther since 2025. Her prior roles include positions at Commonwealth Financial Network and CONCOURSE FINANCIAL, along with running Stable Waters Financial. Hedden holds the Series 66 designation and is based in Athens, GA. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates using a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based approach implemented through proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual securities.

Dustin Demersseman is a Series 66-licensed financial advisor with Guardian Life, based in Athens, GA, and has two years of industry experience. Prior to joining Guardian Life, he worked at Lee University and in various administrative and service roles. Guardian Life, through its Park Avenue® Wealth Management subsidiary, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party advisory programs.

Harry Popper III is a financial advisor at Wealth Enhancement Advisory Services, LLC with 38 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including FinTrust Capital Advisors, LLC and UBS Financial Services. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers with oversight by an internal Investment Committee.

Jason Norton is a CFP® with 23 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and previously worked at LPL Financial, IFG Advisory, LLC, and Wells Fargo Clearing. Norton is based in Watkinsville, GA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and provides access to proprietary and third-party managed account solutions.

Jacob Lindsey is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and previously worked in roles at Kelly Products, Inc. and Athens Dental Associates. Lindsey serves as Treasurer and Board Member for two nonprofit organizations focused on entrepreneurship and community activities in Georgia. 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 institutions. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and employer advisory services.

Timothy Conway is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Cetera Advisors LLC and Green Financial Resources, LLC. Outside of his advisory role, he is involved with Rich Music Inc., a communications-related business. 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 portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Samuel Templeton is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based tiered fees and ongoing oversight of manager selection.

Judson Doherty is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Charles Schwab in Athens, GA. His prior experience includes a long tenure at Stadion Money Management, LLC, and a year at ALPS Distributors, Inc. He serves on the Board of Directors for Athens Country Club, including a role on the finance committee and a future term as Board President. 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 management solutions supported by multi-asset model portfolios and a centralized operational structure.

Michael Carbajal III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He currently serves as Operations and Compliance Manager at The Avenue Wealth Management LLC and has roles with Citadel Continuity Consulting and Raymond James Financial Services Advisors, Inc. Outside of his advisory work, he owns a rental property in Georgia. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice using comprehensive analytical tools and supports a range of advisory and municipal finance services across a large network of advisors.

Scott Godfrey is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with PFS Investments Inc. since 2006 and Primerica Financial Services since 2002. Outside of advising, he is owner of Persistence, LLC, an entity formed for Primerica business purposes, and is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors is a large firm serving individual investors, corporate, and charitable clients through a wrap-fee asset management program that relies primarily on model-driven investment strategies managed by third parties. The firm operates with approximately 3,700 advisors and $15.5 billion in assets under management.

William Cook is a financial advisor at Edward Jones in Athens, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for ten years at Advantage Industrial Automation. 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 supported by a nationwide network of more than 23,700 financial advisors.

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.

Meg Parker is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2010, following eight years of experience at a local regional firm. In her role, she develops personal relationships with clients to provide goals-based wealth management strategies that address key areas of their finances. Meg's areas of expertise include divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, and women and wealth. She holds multiple professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She graduated from the University of Georgia's Terry College of Business and has completed training at Wharton's Executive Education Program. Outside of her professional work, Meg enjoys cooking, gardening, hiking, music, reading, running, spending time with her family, traveling, and practicing yoga. She is a mother of two children, Maggie and William.

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.