Christal White Stevens is a financial advisor with Raymond James Financial in Fayetteville, GA, holding a Series 66 designation and having 10 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2016 and serves as Vice President at On Purpose Financial Management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities, offering tailored, typically non-discretionary advisory solutions and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Ronald Burdekin is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Peachtree City, GA. He previously worked at Wells Fargo Advisors Financial Network LLC for nine years before joining Raymond James in 2018. Burdekin is also the CEO, Treasurer, and Secretary of Starr's Mill Financial Services, Inc., a co-branded DBA supporting his Raymond James practice. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice supported by firm research and a broad affiliate network.

William Stone III is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2009. He previously held roles at McMullin-Stone Properties, LLC and McMullin, Stone & Associates, Inc. Stone is the owner of On Purpose Financial Management, Inc., where he also assumed branch manager responsibilities in 2021. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Derek Mathison is a CFP® professional at LPL Financial with 14 years of industry experience. He has been with LPL Financial since 2014 and also has a long-standing role at Delta Community Credit Union beginning in 2008. Outside of his advisory work, Mathison is employed as a baggage service agent for Delta Air Lines and serves as a Trust Liaison Officer for Members Trust Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a wide range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Mark Mcneight is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Derbend Asset Management. Outside of his advisory role, he co-owns a family RV rental business. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research-driven strategies and a combination of brokerage and advisory solutions.

Gwen Garrison is a financial advisor at OSAIC with 28 years of industry experience. She holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of her advisory role, she serves as President of LifePlan Financial Advisors, Inc., where she is involved in fixed insurance and annuity sales as well as financial planning. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment platforms and third-party managers to construct diversified portfolios tailored to client risk tolerances.

Keri Green is a Series 66–licensed advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, she held roles at Sorin Blu Aesthetics and Saint Leo University. She assists her father with logistical support for The Harlem Tap Room, a real estate management business. Fidelity Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Melinda Whitlock is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2009. Whitlock holds a Georgia law license, active since 1993. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu for clients meeting a net-worth threshold, covering various specialized planning needs, and integrates advisory services with banking and other financial product offerings.

Paul Rippa is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

James Mc Curry Jr. is a CFP®-designated financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2016. Outside of his advisory role, he owns Buzzo LLC, a real estate partnership based in Newnan, Georgia. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing over $1 trillion in assets. The firm is notable for its extensive advisor and branch network, discretionary and non-discretionary strategies, and affiliated financial services beyond traditional advisory offerings.

Elijah Wieder is a financial advisor at LPL Financial in Atlanta, GA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Shorter University, Delta Community Credit Union, Georgia Gwinnett College, and Gwinnett County Public Schools. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Matthew Rix is a financial advisor with Edward Jones in Stockbridge, GA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Berry Global, Inc., Cardinal Health, and Covidien. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Annieka Innis Kerr is a Financial Advisor with Merrill Lynch Wealth Management. She brings over 11 years of experience in business development and client acquisition, focusing on helping clients with family wealth management strategies, liquidity management, personal retirement planning, small business strategies, and services for endowments, foundations, and non-profits. Annieka is committed to providing transparent and authentic guidance tailored to each client's financial goals. Born and raised in Jamaica, Annieka graduated as valedictorian before moving to New York to study Communications. She later relocated to Georgia, where she founded two businesses and built her career in finance. She holds a Personal Investment Advisor (PIA) designation and completed a certificate program at Team Work Academy. She is fluent in English and Spanish. Annieka is actively involved with the Atlanta Community Food Bank. Outside of her professional work, she enjoys cooking, dancing, fishing, gardening, hiking, horseback riding, hunting, painting, reading, and spending time with her family.

Michael Martin II is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is co-owner of Early Bird Termite and Pest Control LLC, where he consults on strategic decisions and provides capital funding. 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 solutions supported by a nationwide network of more than 23,700 advisors.

Kevin Giddens is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.

Eric Scott is a financial advisor with Merrill, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he participates in a for-profit Airbnb business where he personally manages a guest bedroom rental in his home. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Kerry Evert is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 33 years of industry experience. Prior to joining Cetera in 2025, Evert worked at Concourse Financial Group Securities Inc for more than two decades. He is also an elected board member of the First Baptist Church of Senoia, where he helps oversee budgeting and the allocation of donated funds. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a nationwide network of independent advisors.

Kaylyn Truelove is a financial advisor with Edward Jones in Fayetteville, GA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Source4Teachers and Hampton University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Carlos Montoya is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been associated with both Merrill and Bank of America since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America allows access to a wide range of products and services beyond typical investment offerings.

Kemar Bernard is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity, Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm’s advisory business operates within the broader J.P. Morgan organization and primarily offers non-discretionary services through a select group of Wealth Advisors.