Denise Franta is a financial advisor at Edward Jones in Monroe, GA, holding the Series 66 designation with 15 years of industry experience. She 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Andrise is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2022. His prior experience includes roles at Bank of America, Merrill, and Georgia State University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

James Rainey is a financial advisor with LPL Financial, holding a Series 63 designation and over 52 years of industry experience. He has worked with Linsco/Private Ledger Corp since 2004 and previously spent a year at WS Griffith Securities, Inc. Outside of his advisory work, Rainey is involved in fixed insurance sales and provides tax preparation services for a small number of clients through his business, Rainey Financial Inc. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Robert Trulock is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is a partner in an agriculture-related business and serves as vice chair of the Madison Planning Commission. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services that extend from retail investors to employer-sponsored financial planning agreements.

Donald Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 14 years of industry experience. He has worked with Raymond James since 2013 and is also associated with TSD Advisors, LLC dba The Avenue Wealth Management Group. He serves as a director on the Board of Bank of Monticello. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Kevin Frutiger is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Frutiger serves on the boards of The Dunta Robinson Foundation, Inc. and the Hardigree Wildlife Sanctuary. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized, written recommendation reports delivered through a centralized consulting team.

Trey Kelly is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Athens, GA. He has one year of industry experience and previously worked at Columbus State University and Upson-Lee High School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies across multiple custody and platform arrangements.

Michael Burns is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Raymond James Financial since 2018 and previously worked at Wells Fargo Advisors for 21 years. Burns is the sole owner of Pathway Advisors, LLC, a support company for his advisory business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses a tailored, non-discretionary approach with analytical tools to support client goals and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

James Spooner is a financial advisor with LPL Financial in Monroe, GA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Ameriprise Financial Services, Edward Jones, and Merrill. 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 financial planning and investment management services supported by research, technology tools, and a broad platform including advisory and non-advisory financial activities.

Randolph Kent III is a CFP® and ChFC® with 13 years of experience in financial advising, currently practicing at Edward Jones in Watkinsville, GA. Before joining Edward Jones in 2013, he worked as a high school teacher. He teaches multiple continuing education courses annually at the Osher Lifelong Learning Institute in Athens, GA. 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 strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Kirk Dunham is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with The Avenue Wealth Management and related entities since 2015. Outside of advising, he serves as president of Dunham Wealth Management and is a board member on the advisory board of the nonprofit Make a Mirical. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

William Mitchell is a financial advisor with Osaic Wealth Inc, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at Jansson Financial Services, Ceros Financial Services, Lincoln Financial Advisors Corporation, and Ingleside Financial Group. He also operates a sole proprietorship focused on the sale of fixed insurance products. Osaic Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, using asset-allocation tools and third-party solutions to construct portfolios across a variety of investment types.

Tyler Smith is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Fisher Investments, Charles Schwab & Co., and Franklin Square Holdings. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, delivering advisory services through a large network of advisors and utilizing model-driven investment strategies managed by third-party asset managers.

Matthew Mc Kinney is a financial advisor at Edward Jones with 26 years of industry experience. He has held his current position since 1999. Mc Kinney is also an owner and operator of M&M Air, an aviation business based in Winder, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Kenneth Barimo Jr. is a financial advisor at Raymond James Financial with three years of industry experience. He has worked at both Raymond James Financial Services Advisors, Inc. and The Avenue Wealth Management since 2023. Prior to that, he was employed by FIS Global and worked in a non-investment-related business, KB Pressure Washing, from 2013 to 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base that includes individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide advisor network with advisory programs and institutional consulting.

Matthew Rieger is a financial advisor at Cetera with three years of industry experience and holds the Series 66 designation. He is a partner and financial advisor at Bradford and Rieger Wealth Advisors, LLC, and also serves as president of Rieger & Co Wealth Strategists, LLC, through which he provides financial planning, portfolio management, insurance products, and tax planning services. Prior to his advisory career, he spent over a decade at Acuity Brands Lighting, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to affiliated and third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Ralph Lenzi IV is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of finance, he has experience working with Club Champion Golf. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers advisory services through a large network of advisors.

Tom Elliot is a financial advisor with LPL Financial in Athens, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Citigroup Global Markets from 2003 to 2005. Outside of his advisory role, he has been involved in mortgage and real estate services as a licensed real estate sales agent. 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 financial planning and a range of advisory services, including model portfolios, third-party asset management, and institutional platforms.

Johnathan Scott is a financial advisor with Edward Jones in Watkinsville, GA, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining affiliated capabilities such as a trust company and proprietary mutual funds.

Milton Beavers III is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and nine years of industry experience. Prior to joining LPL Financial in 2026, he worked at Northwestern Mutual in various capacities from 2017 to 2026 and spent seven years at Chick-fil-A. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.