Anthony Miller is a financial advisor with Stifel in Gainesville, GA, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior work includes ten years at Morgan Keegan & Company, LLC, six years at Raymond James & Associates, and seven years with Stifel Nicolaus & Co Inc. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and financial planning, emphasizing client discretion in implementation.

Mandi Miglino is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at World Financial Group, Inc, Transamerica Financial Advisors, Inc, and Signator Investors, Inc. She also serves as a Compliance Operations Associate at Capitol Financial Solutions, assisting registered representatives with their business activities. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Lance Gresham is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Cheek Jr. is a financial advisor at Edward Jones in Gainesville, GA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Enjoin, Chestatee Diversified LLC, and Patientco. Outside of his advisory role, he is the managing partner of Chestatee Diversified, LLC, a consulting and sales business. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets and offers various advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.

Tony Shewbert is a financial advisor with Edward Jones in Braselton, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Thomas Johnston II is a CFP® professional with 33 years of experience in the financial industry. He is currently with Morgan Stanley, where he has worked since 2021, following prior roles at Bank of America and Merrill. Johnston serves as a board member of the North Georgia Community Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Matthew Heard is a financial advisor with Fidelity, holding a Series 66 designation and 16 years of industry experience. His previous roles include positions at J.P. Morgan Securities and Edward Jones. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and fund advisory services.

John Sulhoff is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at The Strategic Financial Alliance, Inc. for nine years. Outside of his advisory role, he owns NGA Stewards, Inc., a company involved in managing his advisory business operations. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with specific asset thresholds, providing written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, emphasizing managed accounts and utilizing algorithmic tools overseen by an internal committee.

Gregory Katulka serves as Senior Resident Director and Wealth Management Advisor. He has been a wealth management advisor for over 28 years, joining Merrill Lynch Wealth Management in 2010 after beginning his career with Morgan Stanley. He holds multiple FINRA registrations including Series 7, 9, 10, 31, 63, and 65. He holds three professional designations: CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®), and Certified Exit Planning Advisor (CEPA®). His financial planning expertise covers retirement, investment, tax, estate, insurance, and cash flow strategies. The CPWA® certification was completed through the Yale School of Management's Wealth Management Theory & Practice Executive Education program. Additionally, he helps business owners maximize enterprise value and prepare for ownership transitions as a CEPA® designee. Gregory is a graduate of Georgia State University with a bachelor's degree in education. Gregory is actively involved in his community, serving as a board member and past board chair for the Boys & Girls Clubs of Lanier. Under his leadership, the organization was recognized as the top performing board in Georgia and the southeast U.S. He was also named a finalist for the Volunteer of the Year Award by the Invest in Others Charitable Foundation in 2015. Outside of work, he enjoys spending time with his family, golf, fly fishing, and cooking.

Kelly Mcnutt is a Financial Advisor at Thrivent Investment Management in Gainesville, GA, holding a Series 66 designation with two years of industry experience. Prior to joining Thrivent, Mcnutt was involved with Westminster Homeschool Academy and Westminster Presbyterian Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning that covers a range of topics, with clients able to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

Jillian Avery is a financial advisor at Edward Jones in Gainesville, GA, holding the ChFC® and Series 66 designations with eight years of industry experience. She has worked at Edward Jones since 2003, with a gap from 2015 to 2018 when she was employed at North Georgia USBC WBA 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 affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Richard Young is a financial advisor with Ameriprise in Gainesville, GA, holding a Series 63 designation and 32 years of industry experience. Prior to joining Ameriprise in 2019, he worked at The Strategic Financial Alliance from 2016 to 2019. He is also the owner of Amelia Consultants, LLC, a business involved in life insurance and fixed annuity sales, and serves as a board member on the City of Gainesville Planning and Zoning Appeals Board. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kaitlyn Mathis is a financial advisor with LPL Financial in Gainesville, GA, holding a Series 66 license and six years of industry experience. She has been affiliated with Sullivan & Schlieman Wealth Management since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with advisory and brokerage services. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Mc Grath is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he manages a rental property in Gainesville, Georgia. 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 and operates under a fiduciary standard, with a nationwide network of advisors and affiliated financial services.

Gary Harr is a financial advisor with Ameriprise in Gainesville, GA, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. He has been with Ameriprise since 2005, including its predecessor entity, and owns a consulting business, Harr & Associates Inc. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Austin Patton is a Financial Advisor with Merrill Lynch Wealth Management in Gainesville, Georgia. In his role as a Merrill Financial Solutions Advisor, he works closely with individuals and families to navigate important financial decisions, including general investing, retirement planning, and saving for unexpected events. He provides access to Bank of America specialists for a range of financial solutions, including banking, credit, home financing, and small business services. Austin holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma from City of Buford. He also attended institutions within the University System of Georgia. His approach involves building lasting relationships centered on understanding what matters to his clients and their families, allowing him to create personalized strategies to help them pursue their financial goals. Outside of his professional work, Austin is involved in his community as a member of a church worship team. His personal interests include camping, hiking, hunting, music, photography, singing, and spending time with his family.

Richard Ness Jr. is a financial advisor at Cetera with 37 years of industry experience. He holds a Series 63 designation and has been with Cetera and its related entities since 2019. Prior to that, he worked at Summit Financial Group Inc. and Summit Brokerage Services Inc. Mr. Ness is also licensed as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, providing access to affiliated and third-party managers across multiple program structures.

Kristian Martin is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and 66 licenses and has 11 years of industry experience. His career includes roles at Raymond James & Associates, Advisory Services Network, and BFC Planning. Outside of his advisory work, Martin serves as treasurer for the Royal Knights Charitable Association and participates in community and recreational organizations such as a local golf association and a hunting club. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supports municipal and public finance work, and offers specialty programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Tracy Nelson is a Series 66-licensed financial advisor with Edward Jones, based in Gainesville, GA. She has 11 years of industry experience and has been with Edward Jones since 2008. Outside of advising, she has a background in acting in Burbank, California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide 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 23,000 financial advisors.

Brandon Hastings is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2009. Prior to that, he worked at Ameriprise Advisor Services and A. G. Edwards & Sons. Outside of his advisory role, he is a 50% owner of multiple boat and RV storage businesses in Buford, GA. 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 financial planning and portfolio management services through a large network of advisors and employs various advisory and operational tools while managing over $819 billion in discretionary assets.