Cary Foster is a financial advisor with Cetera, holding a Series 66 license and bringing 11 years of industry experience. He has worked with Cambridge Investment Research Advisors, Fixed Insurance, and Mitchell Investment Group, among others. Foster is also involved as a financial professional with Full Cup Financial, LLC, a financial services business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.

Joseph Frierson Jr. is a financial advisor at Merrill with Series 63 credentials and 59 years of industry experience. He has worked at Merrill since 1966 and has also been affiliated with Bank of America since 2009. Merrill, together 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 plans, corporations, and charitable organizations.

Asa Alliston Jr. is a financial advisor with Charles Schwab & Co., Inc. in Athens, GA, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Trademark Capital Management, and Stadion Money Management. Charles Schwab & Co., Inc. serves a large client base mainly composed of 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 discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Theresa Foster is a financial advisor with Morgan Stanley in Athens, GA, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Timothy Mc Cabe is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Charles Schwab in 2017, he worked at Riskalyze, Inc. and Stadion Money Management, LLC. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 mix of non-discretionary and discretionary investment solutions supported by a centralized operational structure and multi-asset model portfolios.

Lacy Hastie is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2018. Her prior experience includes roles at United Community Banks, Inc. and Invest Financial Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Leathers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at PFS Investments Inc. since 2008 and with Primerica Financial Services since 2005. In addition to advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Haley Cashwell is a financial advisor at Thrivent Investment Management based in Athens, GA. She holds a Series 66 designation and has been with Thrivent since 2026. Prior to her advisory role, she was involved with Classic City Clydesdales and eXp Realty. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning on a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

James Boyles Jr. is a financial advisor at Merrill with over 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1985, also working at Bank of America since 2009. Outside of his advisory role, he is a lease owner of Lamar Advertising in Augusta, GA. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Hudson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads the ARH Wealth Management team, focusing on delivering personalized wealth management strategies and exemplary client service. John has been with Merrill Lynch since 1994, serving in various roles including Senior Resident Director of the Athens, Georgia office for nearly 20 years. His responsibilities encompass wealth management planning, estate planning strategies, cash management, and credit and lending services through Bank of America. Over his career, John has developed expertise in areas such as college education planning, family wealth management strategies, legacy planning, portfolio management services, socially responsible investing, tax minimization, and retirement income. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). John earned his bachelor's degree in Business from Valdosta State University. John resides in Athens, Georgia with his wife, Lisa, and their two children, Hayden and Jacob. He is an active member of Athens First United Methodist Church and has served on its finance and staff parish relations committees. His personal interests include quail hunting, bass fishing, and following Clemson and University of Georgia athletics.

Teresa Doster is a financial advisor at Morgan Stanley with 22 years of industry experience. She previously worked for Edward Jones for 20 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she serves as a city councilperson in Eatonton, Georgia, where she is the committee chair for zoning and the downtown development authority and also chairs the Eatonton Downtown Development Authority. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering comprehensive financial planning and advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its approach.

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.

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.

Marshall Morgan is a Wealth Management Advisor with The Currie Morgan Group at Merrill Lynch Wealth Management. He has been in the financial services industry since 2016 and joined Merrill in 2019. Marshall focuses on helping clients develop personalized financial strategies to achieve their short- and long-term financial goals. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the University of Georgia with a bachelor's degree in Finance. During his time there, he was the starting kicker for the UGA Football Team for four years and finished as the fourth all-time leading scorer in program history. After his athletic career, he transitioned into financial services, working initially at Raymond James and later at SunTrust before joining Merrill. Marshall and his wife, Madison, reside in Athens, Georgia with their three children. He participates actively in the local and university communities through involvement with organizations such as AnchorPoint (SANE, Inc.), UGA Football Letterman Club, UGA Hockey Foundation, Camp Sunshine, Extra Special People, UGA Relay for Life, and the Miss UGA Scholarship Competition. Outside of work, he enjoys spending time with his family, golfing, watching college football, playing indoor soccer, and enjoying outdoor activities.

Colleen Boggess is a financial advisor at Stifel with Series 63 and Series 66 credentials and 24 years of industry experience. She has held prior roles at Raymond James Financial Services Advisors, Ameriprise Financial Services, and Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutions, and municipalities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

William Boyles is a financial advisor with Merrill in Athens, GA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012 and at Bank of America, N.A. since 2013. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, by providing managed account programs, discretionary portfolio management, and brokerage execution through a combination of personal advisors and affiliated entities. The firm emphasizes tax-efficient investment solutions and leverages its integration with Bank of America’s broader banking and capital markets platform.

Sarah Beam is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and previously operated a fitness studio, M3 Yoga LLC, where she taught classes and yoga teacher trainings for five years. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging research and proprietary models to tailor strategies to clients’ goals and risk tolerances.

Judson Doster is a financial advisor with Morgan Stanley in Athens, GA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved with office leasing and property management through other business activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Ashley Avery is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity Investments, she worked at Babson College and Wellesley Country Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines proprietary research with quantitative analysis and systematic portfolio construction, employing model portfolios made up of mutual funds, ETFs, and ETPs.

Charles Weaver is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at STR Wealth Brokers and Wells Fargo Advisors. He has also worked outside the financial sector, including time at Crown Electric INC and West Georgia Hay Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets, supported by a nationwide network of over 23,000 financial advisors.