Kevin Clary is a CFP® and Series 66 credentialed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2010 and is based in Gainesville, GA. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kerri Davis is a Series 66-registered financial advisor with 20 years of industry experience, currently associated with LPL Financial since 2018. She previously worked at INVEST Financial Corporation for nine years and has held a role at United Community Bank for over two decades. Outside of finance, she serves as a city councilman for Baldwin, GA, participates as a referee for Habersham County Recreation Department, and operates a home-based bakery business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services supported by extensive technology and a large network of investment adviser representatives.

David Gonzalez is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank for nine years. Gonzalez is also an owner of two rental properties in Georgia. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized municipal and retirement plan advisory programs.

Terry Sterling is a financial advisor with Primerica Advisors in Gainesville, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of investment advisory, Sterling is a senior associate at The Balanced Scorecard Institute, providing strategic management consulting, and serves as an assessor for the Commission on Law Enforcement Accreditation, auditing law enforcement agencies for compliance. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure to deliver its investment solutions.

Neil Reems is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been with Cetera and its affiliates since 2013. Outside of his advisory work, he serves as president of the Hopes Landing Homeowners Association and participates on the finance committee for Level Grove Baptist Church, where he provides financial analysis and budget oversight. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a large network of advisors and a multi-manager platform with extensive program options.

Rodney Moore Jr. is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. He has prior career experience as head of the accounting department and treasurer at Patterson Pump Company Inc., and he owns a tax preparation business, Select Tax Service. He also manages a real estate business and has been practicing in accounting and tax services since 2015. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, with a specialized retirement income planning service that provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Mary Silver is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and E*TRADE Securities LLC. Her background also includes roles at Hancock Claims Consultants, Agco Inc, and Tax Pros Inc. 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 strategies supported by a large network of financial advisors and branch offices.

Steven Chafin is a Series 66-licensed financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously held a position at ZinBurger and Wine Bar. 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 and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kim Jackson is a financial advisor at Fidelity with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, following nearly a decade with Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Timothy Crain is a CFP® professional with 30 years of experience in the financial industry, currently serving at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 25 years. He is a 50% owner of Laveer Acquisitions and operates Reel Outcome Charters, a near and offshore charter fishing business. Crain is also involved as an advisory board member for One Gulf, One Goal and teaches PADI-certified scuba diving courses. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Cary Smith is a financial advisor at Primerica Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Primerica Advisors since 1982. Smith also operates Cary D. Smith & Associates, Inc., an entity focused on investment-related activities and other home service referrals. Primerica Advisors offers a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a network of nearly 3,700 advisors, utilizing model-based investment strategies managed by third-party asset managers.

Beau Buisson is a financial advisor with Primerica Advisors based in Gainesville, GA. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. Buisson has been associated with Primerica Financial Services and affiliated firms since 2006. Outside of advisory work, he is a co-owner of Buisson, LLC, created for Primerica business purposes, and engages in the sale of loan products and home security referrals through related companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-based strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

John Thomas Turner is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and advanced modeling tools, while offering both direct and employer-sponsored plans.

Britton Adams is a financial advisor at MassMutual Investors Services with 20 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining MassMutual Investors Services and MassMutual Life Insurance in 2023, he worked at Park Avenue Securities and Guardian Life Insurance for 19 years. Outside of his advisory role, Adams serves as a director for the Lanier Baseball Academy, a youth travel baseball organization. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Hunter Crain is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked in various roles including at UberEats and the University of North Georgia. Crain also has outside involvement managing an advisory business as a franchise advisor with Kevin L Murphy, LLC. 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 with a written recommendation report and ongoing advice.

James Hollifield is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. He has worked with firms including Avantax and 1st Global, and is managing member of Rushton, LLC and Rushton & Company, LLC, both CPA firms. Outside of advisory work, he serves as treasurer of the nonprofit CASA, sits on the board of the Georgia Mountains YMCA, and participates in finance committees for Trinity United Methodist Church and Northeast Georgia Health System. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options, including model portfolios and bespoke strategies, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Alexandria Williams is a financial advisor at MassMutual Investors Services with four years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at MWA Financial Services Inc and Modern Woodmen of America. Williams serves on the boards of the Dawson County Rotary and the Dawson County Chamber of Commerce. MassMutual Investors Services 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, offering various programs and educational seminars.

Kathryn Barnett is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She has worked at Cetera and Avantax Advisory Services, and is also a Wealth Management Assistant at Rushton Wealth Management. Outside of her advisory role, she creates educational content for Teachers Pay Teachers, focusing on classroom activities for English language arts. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Scott Hogan is a CFP® with 36 years of industry experience. He is currently with Cetera, having joined the firm in 2021, and previously worked at VOYA Financial Advisors. Hogan also serves as secretary on the board of the Michael D Stephens Memorial Foundation. Cetera Investment Advisers LLC is a large SEC-registered adviser that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of investment solutions through affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Brittany Floyd is a Series 66-credentialed financial advisor with 12 years of industry experience. She is currently with Fidelity Investments and has prior experience at Wells Fargo and BB&T. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.