Richard Swift is a financial advisor with Raymond James & Associates in Columbus, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as a co-executor on a family estate and holds a volunteer officer position as secretary for a homeowners association board. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting through multiple advisory programs, supported by a nationwide adviser network and a range of portfolio management strategies.

Seth Knight III is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has over 40 years of industry experience. He has been with MML Investors Services, Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Atlanta Agency since the mid-1980s. Knight serves as a board member for State Mutual Life Insurance Company and holds leadership roles in nonprofit organizations, including vice chairman of the University of Georgia Foundation and president of the Georgia State Golf Association Foundation. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved tools to analyze client goals and offers a variety of investment and planning programs.

William Green is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds CFP® and several securities licenses, including Series 63, 65, and 66. Green has been with Wells Fargo in various capacities since 2016, including time at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from its Wells Fargo Investment Institute.

Charity Keller is a Series 66 licensed financial advisor with six years of industry experience. She is currently with LPL Financial and previously worked at Synovus Securities, Inc. and Synovus. Outside of finance, she has experience in the automotive repair industry as an alloy wheel repair specialist. 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 wide range of advisory and brokerage services, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Gavin Burrage is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in personal retirement planning, tax minimization, and retirement income strategies. He works with individuals and families to develop comprehensive financial plans tailored to their unique goals and circumstances. Gavin holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his bachelor's degree from Jacksonville State University. His approach emphasizes thoughtful planning and long-term collaboration to help clients make confident, informed financial decisions. Outside of his professional responsibilities, Gavin enjoys camping, fishing, golfing, hunting, running, spending time with his family, and traveling.