Ronald Seib is a financial advisor with Edward Jones in Athens, GA, holding the CFP® and ChFC® designations and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as a trustee of two family trusts, participates as a partner in two investment clubs, and serves on the advisory board of a non-profit health clinic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and securities-based lending options.

Allan Wiltshire is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he collaborates with a team to assist families, professionals, and business owners in simplifying their complex financial lives. He joined The Childs Group in 2022, bringing his experience to support clients primarily throughout the Southeast and across the country. Before entering the financial industry, Allan served nine years in the U.S. Marine Corps as an Infantry Officer and Team Commander with Marine Corps Special Operations Command (MARSOC). His military background has influenced his approach to leadership, discipline, and decision-making, which he applies to helping clients with areas such as equity compensation, succession planning, business transitions, family wealth management, retirement planning, and tax minimization. Allan holds a Bachelor's degree in History from The Citadel and an MBA from the University of Georgia's Terry College of Business. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). Outside of work, Allan is involved in his church and supports a women's health nonprofit organization. He enjoys reading, running, spending time with his family, traveling, and watching movies.

Samuel Hudson is a Financial Advisor with the Frierson Hudson Wealth Management Group at Merrill Lynch Wealth Management. He works with families, business owners, and foundations to support confident financial decision-making. Samuel's approach focuses on understanding each client's unique circumstances and goals to provide tailored guidance aligned with their financial objectives. Samuel's background includes experience in nonprofit leadership and banking, which informs his relationship-driven method in wealth management. He specializes in family wealth management strategies, services for endowments, foundations, and nonprofits, legacy planning, and managing new wealth. He holds a Bachelor's degree from Berry College and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, Samuel is involved in his community, including active participation with Redeemer Presbyterian Church in Athens and the local SORBA mountain biking chapter. He enjoys biking, reading, and spending time with his family.

Jessica Higgins is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has been with Merrill since 2017. Prior to joining Merrill, she worked at the University of Georgia for five years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, offering a range of model-based and discretionary investment strategies.

James Edwards serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. With 41 years of experience at Merrill, he specializes in delivering customized wealth management strategies tailored to clients’ unique financial situations and long-term goals. He integrates the investment insights of Merrill and the banking and lending solutions of Bank of America to create flexible approaches that address changing market conditions and varied client needs. James focuses on a range of client areas including college education planning, retirement income, family wealth management, legacy planning, and services for endowments, foundations, and non-profits. His approach emphasizes understanding clients deeply, asking thoughtful questions, and listening carefully to ensure strategies reflect what matters most to each individual and their family. He holds the designation of Personal Investment Advisor (PIA), a Bachelor’s degree from Presbyterian College, and a High School Diploma from Cedar Shoals. Outside of his advisory role, James participates actively in community organizations such as Recording For The Blind and Rotary. His personal interests include football, golfing, hunting, and spending time with his family.

Jendry Gadea is a financial advisor at Morgan Stanley with 13 years of industry experience. He has been with Morgan Stanley since 2015 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christopher Michalek is a financial advisor with LPL Financial in Athens, GA, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved with Michalek Brothers Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Michael Fitzgerald Sr. is a financial advisor at Stifel with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Stifel since 2023 and previously spent 14 years at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Tom Allen is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2002. He works closely with individuals, families, corporate executives, and small businesses to develop personalized financial strategies that align with both their short- and long-term goals. His areas of expertise include executive compensation, family wealth management, legacy planning, and retirement planning, among others. Tom coordinates and tracks customized wealth management plans by collaborating with a team of specialists within Merrill. Tom holds a bachelor’s degree in Economics from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER® certificant, reflecting his commitment to professional standards in financial advising. He leverages his education and extensive experience to assist clients with investment guidance and estate planning. Residing in Athens, GA, Tom is involved in local community organizations including the Athens YMCA and Athens First United Methodist Church. He lives with his wife, Laura, and their three children. Outside of his professional work, Tom enjoys basketball, football, golfing, reading, running, skiing, tennis, and spending time with his family.

Melvin Crawford is a financial advisor with Edward Jones in Elberton, GA, holding Series 63 and Series 66 licenses and having 30 years of industry experience. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs and services through a large network of advisors and branch offices across the country.

Akshay Patel is a Series 66-registered financial advisor with Cambridge Investment Research Advisors and has four years of industry experience. His prior work includes roles at Athens West Cleaners and Chestatee Golf Club. Patel is also employed with Mitchell Investment Group in an administrative trading capacity. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers various investment implementation options, including proprietary and third-party strategies, under both discretionary and non-discretionary arrangements.

Samuel Doster is a financial advisor with Morgan Stanley in Athens, GA, holding a Series 66 designation. He has one year of experience at Morgan Stanley and previously worked in various roles at NCR/Candescent/Digital First Holdings LLC, Manpower Group/Experis LLC, Shore Webster Group LLC, Paul Sheets State Farm, and Presbyterian College. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Roy Roberts Jr. is a Certified Financial Planner (CFP®) at Stifel with 27 years of experience in the financial services industry. Prior to joining Stifel in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years. Roberts serves as Chairman of the Board of Trustees at George Walton Academy and is Board Chair of the Boys and Girls Club of Northeast Georgia. He also holds the role of 3rd Vice-Chair for the Walton County Republican Party. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology from its Investment Strategy Group to support asset allocation and financial planning analyses.

Glenn Cook Jr. is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, delivering written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Barry Storey Jr. is a financial advisor at Stifel with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Community Newspapers, Inc. and West Stride, as well as experience at the University of Georgia. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Patrick Mitchell is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

Matthew Seib is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Optomi Professional Services and has experience at Mercer University and Georgia College. He is registered with the Series 66 designation. Outside of his advisory role, he manages a short-term rental property through Airbnb in Athens, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joanne Renshaw is a financial advisor with Merrill in Athens, GA, holding a Series 66 designation and nine years at the firm. She has a total of seven years of industry experience, including five years working at Bath and Body Works prior to joining Merrill. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Benjamin Roberts III is a Financial Advisor supporting The Roberts Group, established in 1980, within Merrill Lynch Wealth Management. He collaborates with clients to manage and preserve wealth, offering services tailored for families, businesses, and their employees. The Roberts Group has a long-standing commitment to providing personalized wealth management strategies, supported by direct access to Bank of America specialists. With expertise in family wealth management, portfolio management, and socially responsible investing, Benjamin offers insights that align with clients' values and goals. He holds the Certified Exit Planning Advisor (CEPA) designation and earned his education in Labor Relations from Cornell University. He is proficient in English, Spanish, and Portuguese. Beyond his professional activities, Benjamin is involved in several organizations including AIPAC, the Bank of America Native American Professional Network as a regional leader, Entrepreneurship@Cornell's Cayuga Forum, and Sigma Alpha Epsilon Fraternity. He is also an enrolled member of the Sault Ste. Marie Tribe of Chippewa Indians. His personal interests include adventure sports, boxing, music, and spending time with his family.

Mark Mitchell is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016. Outside of his advisory role, he is involved as an owner and partner in several business ventures, including a company funding producer education and appreciation activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, offering a range of portfolio management options and proprietary as well as third-party model strategies.