Michael Whitaker is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2011 to 2017 before joining Raymond James. Outside of his advisory role, he is the owner of TW Advisory Group LLC, a support company based in Watkinsville, GA. 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 institutional investors. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Ronnie Triplett is a financial advisor with Equitable Advisors in Loganville, GA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing and SunTrust Investment Services. Outside of finance, he is the owner of Black Shield Entertainment, a talent management and music publishing company, and serves as Treasurer for the Georgia Prince Hall Shriners. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a mix of advisory and brokerage solutions.

Robert Watkins Jr. is a financial advisor with Ameriprise in Athens, GA, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advising, he is involved in managing commercial real estate through an LLC that owns his Ameriprise office location. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations delivered in partnership with its financial advisors.

Keith Childs is a financial advisor with LPL Financial in Athens, GA, holding a Series 63 designation and 36 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory work, he is involved in selling fixed life insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management options, supported by research, model portfolios, and various technology-driven tools.

Tondeleo Day is a Series 66-credentialed financial advisor with Edward Jones in Loganville, GA, having 13 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she has released music available on all digital platforms. 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 solutions supported by a nationwide network of more than 23,000 financial advisors.

Mc Curdy Bennett is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. He has worked at Raymond James Financial Services Advisors since 2022 and has held various other roles including financial advising at The Avenue Wealth Management LLC. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs with an emphasis on risk profiling and analytical tools.

Charles Brown is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Samuel Richmond is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 credential and previously worked at Edward Jones, Personal Capital Advisors Corporation, and Fidelity Brokerage Services LLC. Outside of his advisory role, he is the owner of Evolve Autos, LLC, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.

Gregory Settineri is a financial advisor with Edward Jones in Watkinsville, GA, holding Series 63 and Series 66 credentials and with 10 years of industry experience. He has worked at Edward Jones since 2022 and previously spent 16 years at Bankers Life & Casualty Co. and 6 years at Bankers Life Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a nationwide network of more than 23,700 financial advisors.

Jeffrey Purdon is a CFP® professional with 33 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2025. Prior to joining Raymond James, he worked for nine years at Janney Montgomery Scott. He is an instructor at the Community Assistance Center in Sandy Springs, GA, where he volunteers to teach personal financial planning and budgeting. 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, charitable organizations, and institutions. The firm focuses on non-discretionary planning tailored to client goals, utilizing analytical tools and supporting both advisory programs and institutional consulting.

Kayla Woods is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked with The Avenue Wealth Management LLC, where she serves as a Registered Administrative Assistant and Operations Manager. 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 offers tailored non-discretionary planning and supports municipal and public finance work, alongside advisory programs incorporating advanced analytical and technological tools.

Caroline Coggins is a CFP® and Series 66-registered financial advisor with seven years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2023 and previously held roles at Raymond James & Associates and Merrill Lynch Wealth Management. Caroline also spent four years at Rhodes College. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by centralized custody and operational services.

Naveed Lalani is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes positions at UBS and Cambridge Investment Research, among others. Outside of his advisory role, he is involved in healthcare operations and data analysis with Sentara. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships supported by research and a range of portfolio management styles.

Kendric Hughes is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and has worked at various firms including Avenue Wealth Management and Raymond James Financial Services Advisors. Outside of his advisory work, he owns a business creating Excel templates for personal and business financial modeling. 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 institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor advice and supports clients through various advisory programs and institutional consulting.

James Richardson is a financial advisor with Raymond James & Associates in Athens, GA, holding a Series 66 designation and over six years of industry experience. Prior to joining Raymond James in 2019, he was self-employed and worked at Outpatient Services, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

Tyler Reinhardt is a financial advisor at Ameriprise with Series 66 credentials and no prior industry experience. He previously attended the University of Georgia and worked at Asheville Christian Academy. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing investment research, third-party data, and algorithmic tools to provide clients with written recommendation reports and ongoing advice.

John Stephens is a financial advisor at Edward Jones in Loganville, Georgia, holding a Series 66 designation with two years of industry experience. His prior work experience includes roles outside the financial sector at Academy Sports and Outdoors, Harbor Freight Tools, and Office Depot. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of advisors and branch offices. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Mark Bowen Jr. is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles in healthcare and banking, with positions at Health Catalyst, PNC Bank, and Piedmont Athens Regional Hospital, as well as involvement with Impact Advisors LLC and an entrepreneurial venture in cleaning solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Casey Everett is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has previously worked at Wells Fargo and the University of Georgia. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Isaac Scheidt is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Watkinsville, GA. He has four years of industry experience and has been with Cambridge since 2021. Scheidt is also the owner of Ramp Ventures LLC, a technology services business, and serves as a board member of the Bowman Estates Homeowners Association. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored investment strategies through various custody platforms, combining proprietary models and external strategists, with a range of discretionary and non-discretionary options.