Thomas Foster is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Foster also serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Hutto is a financial advisor with LPL Financial in Athens, GA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Ameriprise Financial Services, Inc. from 2012 to 2018. Outside of his advisory work, he has some involvement in residential property management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Stephanie Cronic is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo entities since 2015. She is based in Athens, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Williams is a Series 66-licensed financial advisor with Edward Jones in Danielsville, GA, where he has worked since 2015. He has 11 years of industry experience. Outside of his advisory role, he serves as president of BALLJAM Properties, LLC, a real estate business involved in buying, selling, and renting properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through a nationwide network of over 23,700 advisors.

Natalie King is a financial advisor with LPL Financial in Athens, GA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked with Consolidated Planning Corp and Raymond James Financial Services. Outside of advising, she is involved in inspection services and serves as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research to support diversified investment strategies.

Garett Jones is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 credentials and nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, TD Ameritrade, and Huntington National Bank. He has also worked outside finance, including time at Marco's Pizza. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations, with clients deciding on implementation through various brokerage or advisory programs.

Mary Griffith is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, FinTrust Capital Advisors, and Raymond James. She has academic experience from the University of Georgia, including a master's program. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Mashburn is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Thrivent, his work history includes roles at Woodmen Financial Services, Woodmen of the World Life Insurance Society, and O'Reilly Auto Parts, as well as seasonal positions with Mountain Fellowship Camp and Vail Resorts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning across a broad range of topics and allows clients to combine planning with managed-account services under its “WealthPlan” program.

Claude Lett IV is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s approach integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

William Jones is a financial advisor at LPL Financial in Royston, GA, with two years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Gwinnett County since 2014. Outside of his advisory role, he is involved with a family farm in Royston. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by institutional research and technology.

Joshua Childs is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2015, he has worked closely with physicians’ practices to address their 401(k) needs and supports clients who are actively accumulating wealth. He assists clients in preparing for key financial milestones such as retirement and business sales. His approach emphasizes maintaining frequent and timely communication to build strong client-advisor relationships. Joshua serves a diverse clientele including healthcare administrators, attorneys, business owners, and corporate executives, helping them manage new wealth and plan for retirement income, college education, tax minimization, philanthropic goals, and portfolio management. He coordinates with clients’ CPAs and attorneys to ensure comprehensive financial planning that aligns with their evolving circumstances and risk tolerance. He holds a Bachelor’s degree in Finance from The Terry College of Business at the University of Georgia and has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joshua resides in Athens, Georgia with his wife and daughter. He contributes to his community by volunteering with the Sparrows’ Nest to serve food to the homeless and participates in mission trips to Jamaica.

Joseph Frierson III is a financial advisor with Merrill in Athens, GA, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked at Merrill since 1994 and has additionally been affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he is the sole owner of a rental property in Athens. Merrill 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, and various institutional investors.

Dennis Bradberry is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Cambridge since 2016. Outside of his advisory role, he is involved in a dump truck hauling business and holds ownership interests in other business entities. 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 a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing various custody platforms and both proprietary and unaffiliated investment strategies.

Peri Bloodworth is a financial advisor at Morgan Stanley with four years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2024 and previously was with Edward Jones from 2022 to 2024. Bloodworth holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning guided by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning without individual security recommendations as part of its standalone service.

Marcus Childs is a Senior Financial Advisor at Merrill Lynch Wealth Management, a role he has held since joining the firm in 1986. Over his career, Marcus has provided personalized wealth management advice and guidance to a diverse client base, including physicians, health care administrators, attorneys, business owners, and corporate executives across Georgia and nationwide. He focuses on helping clients prepare for key financial transitions and offers services such as college education planning, family wealth management strategies, legacy planning, retirement income, and portfolio management. Marcus's approach involves conducting in-depth analyses of clients' financial situations and aspirations, creating clear blueprints to guide their decision-making processes. He holds the designation of Personal Investment Advisor (PIA) and earned his bachelor's degree from the University System of Georgia. Marcus's professional work is supplemented by collaborations with clients' CPAs and attorneys to establish philanthropic and estate planning strategies. Outside of his professional responsibilities, Marcus is actively involved in community and charitable organizations. He and his family support Operation Restoration Christian Home for Boys in Trenchtown, Jamaica, and are engaged with groups including the American Heart Association, Athens Area Community Foundation, Atlanta Lab Rescue, Food Bank of NE Georgia, and the Oconee Humane Society.

Nathaniel Sedlacek is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Before joining Morgan Stanley, he worked for Walman Instruments - Luxottica of America and Five Points Eye Care. Outside of his advisory role, he manages a rental property in Winterville, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers broad retail and institutional investment services.

Diaundra Hall is a Financial Advisor with Merrill Lynch Wealth Management. Based in Athens, she works with individuals, families, and business owners to help them make confident financial decisions through personalized advice and long-term planning. Her client focus areas include college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and sports and entertainment. Diaundra holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her high school diploma from Cedar Shoals High School and an associate's degree from Athens Technical College. She aims to build strong relationships by understanding what matters most to her clients and creating strategies tailored to their unique goals. Outside of her professional work, Diaundra is involved in community organizations such as the Ashton Hope Keegan Foundation and the Boys & Girls Club. Her personal interests include cooking, dancing, football, gardening, music, reading, spending time with family, traveling, and watching movies.

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.

James Neves Jr. is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. In addition to his advisory role, he is a senior instructor and performer at Canopy Studio, an aerial dance studio where he teaches trapeze and related disciplines. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Tia Marrano is a financial advisor at LPL Financial with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial and Truxton Trust since 2014. Her role includes responsibilities as an associate wealth advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.