David Pollard is a financial advisor with Raymond James Financial in Carrollton, GA, holding Series 63 and Series 65 licenses and accumulating 37 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and the broader Raymond James Financial firm since 2009. Outside of his advisory role, he owns two support companies, Henry Miller LLC and Partners Financial Group, the latter being non-investment related. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Toni Falcone is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank. She also serves as a Client Relationship Manager for Ash Brokerage and as a Trust Liaison Officer for Members Trust Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Olga Kireeva is a financial advisor at Primerica Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at PFS Investments Inc., AlecGrey LLC, and ZeroChaos. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Ashley Warren is a financial advisor with Morgan Stanley in Peachtree City, GA, holding a Series 66 designation and two years of industry experience. Warren previously worked at Merrill from 2014 to 2017 before joining Morgan Stanley Smith Barney LLC. Outside of advisory work, Warren is involved in a construction and engineering business through a volunteer role connected to a spouse’s company. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a comprehensive investment approach tailored to client needs.

Michelle Martin Yoder is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. She has 36 years of industry experience, including 13 years at Dempsey Lord Smith, LLC. Outside of advising, she is involved in life insurance sales through Crump. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment implementation options and proprietary model strategies, supporting both discretionary and non-discretionary approaches tailored to client objectives.

Michael Lowry is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. In addition to his advisory role, he works part-time as a pharmacy technician at Walgreens and serves as a youth baseball umpire in Sharpsburg, GA. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm is known for its extensive network of advisors and branch offices, as well as its fiduciary standard in advisory services.

Jason Davis is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and the Fayetteville Police Department. Davis is also associated with Reveille Wealth Management, an affiliated independent practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Robert Sullivan is a financial advisor with Raymond James Financial in Carrollton, GA, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has held roles at Raymond James Financial and its affiliated services since 2006 and is co-owner and partner of Henry Miller LLC and Partners Financial Group, respectively. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining specialized programs such as municipal and public-finance advisory services.

Christina Clark is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Don Carter is a Series 66 licensed financial advisor at Edward Jones with six years of experience at the firm and five years in the industry. Prior to joining Edward Jones in 2020, he was self-employed for one year and worked at WXIA-TV and Tegna Media from 2011 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Michele Hall is a financial advisor with Edward Jones in Peachtree City, GA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with Edward Jones since 1991. Outside of her advisory work, she serves as a soccer referee for Upward soccer at New Hope Baptist Church in Senoia, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Jeffery Bickel is a financial advisor with LPL Financial in Newnan, GA, holding the Series 63, Series 65, and Series 66 licenses, and has 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, BB&T Investment Services, Guardian Life, Banc of America Investment Services, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, managed portfolio programs, and institutional platforms. The firm supports a large network of advisors with various investment strategies and technology tools while maintaining oversight of over $819 billion in discretionary assets.

Chantrice Swint is a financial advisor with Edward Jones in Carrollton, GA, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019, following four years as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices.

Chad Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Raymond James since 2019 and previously spent a decade with Morgan Stanley in various capacities. Outside of advising, he serves as an officer and secretary on his local homeowners association board. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Daniel Arenas is a financial advisor at Edward Jones with 11 years of industry experience. He has held his current role at Edward Jones since 2014 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

John Martin Jr. is a financial advisor with Cambridge Investment Research Advisors in Carrollton, GA, holding a Series 66 credential and 19 years of industry experience. Prior to joining Cambridge in 2019, he worked for Edward Jones from 2007 to 2019. Outside of his advisory role, Martin owns and operates Martin Private Wealth Group and is involved in agricultural activities and other business ventures. 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 financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

Vladimir Nikitenko is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial since 2024. Prior to joining LPL, he spent 10 years at Lincoln Financial Advisors. He is also the business owner of NFH LLC DBA LANDFIX in Peachtree City, GA. 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 range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Peter Manson is a financial advisor with Merrill in Newnan, GA, holding a Series 66 designation and six years of industry experience. His prior work includes four years at CarMax before joining Bank of America and Merrill in 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs model-based and discretionary investment strategies developed by internal and third-party managers, offering various tactical and tax-aware asset allocation options.

Ginger Jackson Queener is a financial advisor at UBS Financial Services with 28 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 66 designations. Outside of her advisory role, she is involved in women's motorcycling activities, serving as a regional coordinator for Stilettos on Steel Inc., a women's motorcycle riding club, and is the owner of Red Stiletto Adventures and Events, which organizes motorcycle rides and events for female riders. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Zachary Mulherin is a financial advisor with Morgan Stanley in Peachtree City, GA, holding a Series 66 designation and one year of industry experience. He previously worked at Presidio for ten years before joining Morgan Stanley and its Private Bank in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery and advanced modeling tools, delivering a range of advisory programs without providing individual security recommendations as part of standalone planning.