James Burgess Jr. is a CFP® professional with 26 years of experience in the financial industry, all of which have been at Edward Jones. He holds Series 63 and Series 66 licenses and is based in Peachtree City, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Widmark Cano is a financial advisor at Edelman Financial Engines based in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Tmfs Advisors, LLC and Cross Coaching since 2015. Additionally, he is involved with Atlanta Cosmetology Educators. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, utilizing a committee-driven proprietary modeling process combined with planner delivery and online tools.

Joy Cutter is a Series 66–licensed financial advisor with UBS Financial Services in Fayetteville, GA, with 17 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Crystal Nesbit is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior experience includes roles at Avantax Advisory Services and 1 St Global Advisors. 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. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies.

Keely Griffith is a financial advisor with Edward Jones in Fayetteville, GA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked for the Association for Unmanned Vehicle Systems International for six years and at Southern New Hampshire University for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering various advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kellyann Bonner is a financial advisor with Edward Jones in Peachtree City, GA, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Edward Jones since 2018 and prior experience in the restaurant industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jay Griffin is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Edward Jones, Regions Bank, and Cetera Investment Services. Outside of his advisory work, he owns and operates JAY L GRIFFIN, LLC, an investment-related business based in Newnan, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and utilizes its own research and planning tools to develop tailored recommendations, with clients choosing how to implement these through various brokerage or advisory programs.

Julie Bates is a CFP® and ChFC® with 20 years of industry experience. She has been with LPL Financial since 2014 and has served in roles at Delta Community Credit Union since 2008, including director positions related to retirement and investment services. Outside of finance, she co-owns a vintage home decor resale business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Phillip Midas is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since beginning his career in financial services in 2003 and joining Merrill Lynch in 2014, he has focused on building strong relationships with individuals and their families to help them pursue their financial goals. Working as part of a team led by Senior Financial Advisor Bill Denton, Phillip employs a goals-based wealth management process that leverages the full resources of Bank of America and Merrill. Phillip’s expertise includes family wealth management strategies, liquidity management, retirement planning, portfolio management, small business strategies, special needs planning, women and wealth, tax minimization, and retirement income. He takes a client-centered approach by listening carefully to clients’ dreams and concerns, reviewing their financial situations, and making recommendations that reflect their income and growth goals. Phillip holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Phillip earned a high school diploma from McIntosh High School, attended the United States Merchant Marine Academy, and obtained a bachelor’s degree from Purdue University System. He resides in Newnan, GA with his wife Kelly and their five children. Outside of work, Phillip enjoys fishing, football, ice hockey, reading, soccer, swimming, yoga, and spending time with his family.

Joel Tharpe is a financial advisor at Raymond James Financial in Peachtree City, GA, holding a Series 66 designation. He has prior experience with Goldfein LLC and has been involved with entrepreneurial ventures including Mycelial Minds and the restaurant industry. 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 employs tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as wrap-fee advisory and municipal advisory services.

Lewis Lea is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management in Atlanta, GA. He leads the Lea Corso Lee & Associates team, providing comprehensive wealth management, investment, and retirement planning strategies primarily for small to medium-sized businesses and not-for-profit organizations. His focus centers on designing, establishing, and supporting workplace retirement plans and investment programs. Since 2004, Lewis has concentrated on advising organizations on corporate retirement programs and investment strategies. Prior to Merrill Lynch, he held financial advisory roles at UBS Financial Services, Inc. and sales and leadership roles at Thomas Cook Financial Services Group in the UK. He holds Series 7 and 66 FINRA registrations, Variable, Life and Health Insurance licenses, and professional designations including Chartered Retirement Plans Specialist™ (CRPS™) and Certified Plan Fiduciary Advisor® (CPFA®). Lewis earned a Master's degree in International Business Management from the University of Texas at Dallas in 2000 and a Bachelor of Arts degree in History from the University of West Georgia in 1983. He resides with his wife in suburban Atlanta and enjoys reading history, playing pickleball, and gardening.

Logan Pridgen is a financial advisor at Edward Jones with a Series 66 designation and approximately one year of industry experience. Prior to joining Edward Jones, he held roles at State Farm and Martin Investment Management and has work experience spanning organizations such as Synergy Sports and Kerry Ingredients. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shawn Mercer is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with Cetera in Peachtree City, GA. His prior work includes roles at LPL Financial, Ameriprise, Truist Advisory Services, and BB&T Securities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a nationwide network of independent advisors and provides access to multiple investment strategies and program structures.

Charles Pryor is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Peachtree City, GA, and has 17 years of industry experience. He has been with Wells Fargo Advisors in various capacities since 2009. Outside of his advisory work, he serves on the finance committee of Americus First United Methodist Church and is involved in managing Pryor Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet specified net-worth thresholds. Advisors use Wells Fargo research and tools to develop recommendations delivered through meetings and client communications, with optional implementation through the firm’s brokerage or advisory programs.

Jermeir Jackson Stroud is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement planning, portfolio management, and helping clients navigate financial challenges associated with life transitions, such as divorce. Stroud emphasizes collaboration in financial planning, aiming to provide personalized guidance and education tailored to each client's goals and circumstances. His approach centers on helping clients make informed decisions to achieve long-term financial success. He holds a Bachelor's Degree from North Carolina Central University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Stroud enjoys football, music, and spending time with his family.

Kristie Mitchell is a financial advisor with Charles Schwab & Co., Inc. in Fayetteville, GA, holding a Series 63 designation and 25 years of industry experience. She has been with Charles Schwab since 2012. Outside of her advisory role, she serves as a community board member for the Fayette County Education Foundation and assists a local school in developing financial literacy curriculum. Charles Schwab & Co., Inc. serves 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 portfolios, supported by multi-asset model portfolios and comprehensive due diligence on alternative investments.

Richard Waddell III is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 66 licenses and worked previously at Woodbury Financial Services, Inc. for 11 years. Outside of his advisory role, he serves as treasurer of a holding company involved in life insurance policies and real estate investments. Osaic Wealth, Inc. serves a broad client base including individuals, institutions, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with asset-allocation tools and multiple investment platforms, employing a complex corporate structure and various third-party commercial arrangements.

Lakena Belcher is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America N.A., Merrill, United Credit Education Services, and AT&T/Bellsouth. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Clinton Copeland is a financial advisor with Cambridge Investment Research Advisors based in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Cambridge since 2019 and has extensive teaching roles at institutions including The American College for Financial Services, the College for Financial Planning, Clark-Atlanta University, Georgia State University, and the University of Maryland-Global Campus. Copeland also serves on boards of nonprofit organizations focused on financial education and community water quality. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management solutions across multiple platforms tailored to client objectives.

Mark Shames is a financial advisor with Edward Jones in Tyrone, GA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Prior to joining Edward Jones in 2019, he worked at SunTrust Investment Services and SunTrust Advisory Services from 2012 to 2019. He serves as a board member of the Fayette County Board of Equalization in Fayetteville, GA, where he participates in property tax appeal decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a network of approximately 23,701 advisors. The firm 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.