David Lilliston is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Raymond James and its affiliated entities since 2013. Lilliston operates Lilliston Wealth Management LLC, a solo business entity established to facilitate his move to Raymond James. 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 plans, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting services to client goals.

Christopher Manzi is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior work includes positions at Synovus Securities, Truist Investment Services, and he is involved in sports-related business activities through CJM Sports LLC and North American Golf LLC. 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 employs tailored, non-discretionary planning using analytical tools and supports a broad network of advisors, with specialized services in municipal and public finance and employer advisory programs.

Gina Schwartz is a financial advisor with Raymond James & Associates in Athens, GA, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Michael Whitaker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Watkinsville, GA, holding a Series 66 designation and 15 years of industry experience. He worked at Edward Jones from 2011 to 2017 before joining Raymond James in 2017. Whitaker is the owner of TW Advisory Group LLC and serves as an independent contractor for The Avenue Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, corporate, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Ronnie Triplett is a financial advisor with Equitable Advisors in Loganville, GA, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior career includes roles at Wells Fargo Clearing, SunTrust Investment Services, and Merrill. Outside of advising, he owns Black Shield Entertainment, a talent management and music publishing company, and serves as Treasurer for the Georgia Prince Hall Shriners, a social and charitable organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual, institutional, and charitable clients. The firm’s approach includes matching clients to advisory program models or discretionary managers, utilizing third-party sponsored programs and offering ERISA fiduciary services through credentialed representatives.

Robert Watkins Jr. is a financial advisor with Ameriprise in Athens, GA, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advising, he is involved in managing commercial real estate through an LLC that owns his Ameriprise office location. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations delivered in partnership with its financial advisors.

Keith Childs is a financial advisor with LPL Financial in Athens, GA, holding a Series 63 designation and 37 years of industry experience. He has worked at LPL Financial since 2003, following a brief tenure at Morgan Stanley Dw Inc. Childs also sells fixed life insurance and fixed annuities as part of his business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad network of advisors.

Tondeleo Day is a Series 66-credentialed financial advisor with Edward Jones in Loganville, GA, having 13 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she has released music available on all digital platforms. 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 23,000 financial advisors.

Thomas Mc Curdy is a financial advisor with Edward Jones in Dacula, GA, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Causely from 2015 to 2017. 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 strategies supported by a nationwide network of financial advisors and branch offices.

Mc Curdy Bennett is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. He has worked at Raymond James Financial Services Advisors since 2022 and has held various other roles including financial advising at The Avenue Wealth Management LLC. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs with an emphasis on risk profiling and analytical tools.

Terry Bell is a Series 66-licensed financial advisor with Edward Jones in Dacula, GA. He joined Edward Jones in 2025 and has prior experience at Mammoth Holdings, Inc, Enterprise Holdings, and as a self-employed individual. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Clark Jensen is a Series 66-licensed financial advisor with Edward Jones, based in Dacula, GA. He has 12 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Gregory Settineri is a financial advisor with Edward Jones in Watkinsville, GA, holding Series 63 and Series 66 credentials and with 10 years of industry experience. He has worked at Edward Jones since 2022 and previously spent 16 years at Bankers Life & Casualty Co. and 6 years at Bankers Life Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a nationwide network of more than 23,700 financial advisors.

Brandon Loggins is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and previously worked for four years with the Cornelia Police Department before joining Edward Jones in 2017. 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 affiliated financial services, supported by a large network of financial advisors and branch offices nationwide.

Warren Gray is a financial advisor with Primerica Advisors in Jefferson, GA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Philips and Resmed. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies overseen by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Jonathan House is a financial advisor with LPL Financial in Watkinsville, GA, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Raymond James Financial Services and Suntrust Advisory Services. Outside of his advisory work, he is involved in writing restaurant reviews through multiple related enterprises. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Larry Dennis Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Merrill, Bank of America, and PRUCO Securities. He is based in Dacula, GA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Jeffrey Purdon is a CFP® professional with 33 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2025. Prior to joining Raymond James, he worked for nine years at Janney Montgomery Scott. He is an instructor at the Community Assistance Center in Sandy Springs, GA, where he volunteers to teach personal financial planning and budgeting. 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, charitable organizations, and institutions. The firm focuses on non-discretionary planning tailored to client goals, utilizing analytical tools and supporting both advisory programs and institutional consulting.

Kayla Woods is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has worked with The Avenue Wealth Management LLC, where she serves as a Registered Administrative Assistant and Operations Manager. 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 institutions. The firm offers tailored non-discretionary planning and supports municipal and public finance work, alongside advisory programs incorporating advanced analytical and technological tools.

Caroline Coggins is a CFP® and Series 66-registered financial advisor with seven years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2023 and previously held roles at Raymond James & Associates and Merrill Lynch Wealth Management. Caroline also spent four years at Rhodes College. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by centralized custody and operational services.