John Burt Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Cambridge Investment Research since 2010. Outside of his advisory role, he is president and owner of a tree farm focused on timber sales and conservation projects. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and proprietary as well as third-party model strategies, with options for both discretionary and non-discretionary management tailored to client objectives.

Benjamin Arias is a financial advisor with Edward Jones in Dawsonville, GA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked in the retail and hospitality sectors, including roles at Starbucks Coffee Company and several hospitality management firms. He also has experience working with Hope Church/Lagrange Christian Assembly. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets under management through a nationwide network of advisors and branches.

Warren Stribling IV is a CFP®-certified financial advisor with over 50 years of industry experience, currently affiliated with Raymond James Financial. He has been with Raymond James Financial Services Advisors Inc. since 2015 and previously worked with Stribling-Whalen Financial Group. He serves on the Finance and Investment Committee at Grace Episcopal Church in Gainesville, GA. 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 clients. The firm provides tailored non-discretionary planning and consulting, employing risk profiling and modeling tools to support client goals and also supports municipal and public-finance work through a unique municipal advisor affiliation.

Christopher Burns is a financial advisor at Edward Jones in Cumming, GA, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he serves on the Board of Directors for the Kiwanis of Cumming and is involved in preaching at Berea Baptist Church in Commerce, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a comprehensive range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Christina Jones is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2016. She holds the Series 66 designation and is based in Gainesville, GA. Outside of her advisory role, Jones is active in her community as an officer and treasurer of the Chattahoochee Country Club, a board member and investment committee chair at the North Georgia Community Foundation, and the immediate past president of The Rotary Club of Gainesville. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes a non-discretionary, client-tailored approach supported by analytical modeling and provides specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Evan Davis is a financial advisor with Mass Mutual Investors Services in Dawsonville, GA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include work at MWA Financial Services Inc and Modern Woodmen of America. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships that focus on goal analysis and written recommendations.

Linda Hertog is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Primerica Advisors in 2023, she worked at Deloitte & Touche LLP for 18 years and has served on a nonprofit board of directors since 2018. In addition to her advisory role, Hertog is self-employed as an auditor in Snellville, GA. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies and third-party asset managers to provide advisory services through a large network of financial advisors.

Steven Fincher is a financial advisor at OSAIC with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory role, he sells life and health insurance products and participates in community activities including serving as social chairperson for his homeowners association and fundraising for a charitable foundation supporting children with illnesses. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Dwight Larkins Sr. is a financial advisor at Edward Jones in Gainesville, GA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016 and was self-employed briefly in the same year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor and branch network, as well as affiliated services such as a trust company and securities-based lending.

Marilou Frizzell is a financial advisor with Edward Jones in Gainesville, GA, holding a Series 66 designation and seven years of experience at the firm. Prior to joining Edward Jones, she worked at Sam's Club for over three decades. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Russell Roush is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James and its affiliates since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools, and it supports a wide advisor network with specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory programs.

Amy Jones is a financial advisor at OSAIC with 22 years of industry experience. She previously worked at Woodbury Financial Services, Inc. for 13 years before joining her current firm. Outside of finance, she operates a sole proprietorship designing and selling University of Georgia game day apparel and accessories on Etsy. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with access to various third-party managers and uses firm-provided tools to construct and manage diversified portfolios.

Ty Goodbar is a CFP®-designated financial advisor with Edward Jones in Gainesville, GA, where he has worked since 2021. He has five years of industry experience and served nine years with the United States Marine Corps. He currently serves as an Intelligence Officer in the United States Marine Corps Reserve. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kenneth Johnson is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James and its affiliates since 2013. Johnson is also the owner and CEO of Cumulus Capital Advisors, a business unrelated to investment advisory services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers non-discretionary consulting tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Joseph Kennedy is a ChFC® and Series 66 licensed financial advisor with nine years of industry experience. He is currently with Mass Mutual Investors Services and MassMutual Life Insurance, having previously worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he serves as treasurer for the Jarrard Burch Foundation, a nonprofit organization that puts on concerts for charitable causes. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning engagements as annual, collaborative relationships using firm-approved software to analyze client goals.

Nicholas Bruner is a Series 66 licensed financial advisor with nine years of industry experience, currently affiliated with Cetera. He has worked at Cetera and Avantax Advisory Services as well as 1st Global Advisors, and he is also a CPA partner involved with Rushton, LLC. Outside of his advisory roles, he serves as Treasurer and Finance Committee Chair for the United Way of Hall County and is Treasurer of the Elachee Nature Science Center, as well as Immediate Past President of the Gainesville Jaycees. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and a variety of program structures and third-party money manager options.

Roderick Bishoff is a financial advisor with LPL Financial in Dawsonville, GA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at LPL Financial since 2011 and previously spent eight years with Independent Financial Partners. Outside of his advisory role, he is involved with Exchange Properties LLC, a business entity focused on tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Jeffrey Wegner is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. His prior employment includes roles at Wells Fargo Clearing, Wells Fargo Bank, Bank of America, and Merrill. He is currently based in Cumming, Georgia. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across retirement, tax, estate, and other planning areas. The firm combines goal-based analyses with managed-account programs under its WealthPlan option, while maintaining separate planning and portfolio management services.

Harrison Adams is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2022, he worked at Charles Schwab and Professional Benefits Consulting, and has experience in both advisory and consulting roles. He also has a background in education, having been affiliated with Reinhardt University for four years. 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 advisory programs, financial planning, and brokerage services, along with access to model portfolios, third-party research, and various institutional solutions.

Luke Donahue is a financial advisor with Edward Jones holding a Series 66 designation and currently based in Cumming, GA. He has one year of experience in the financial industry following a 20-year career in the United States Navy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.