Kelly Trotter is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, along with experience at Middle Georgia State University. Fidelity's Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and employs systematic methodologies and long-term asset allocation benchmarks.

William O'Shaughnessey is a Wealth Management Advisor with experience in providing financial strategies focused on wealth management, including portfolio management, insurance, lending, and estate planning services. He aims to center the investor in the wealth management process by addressing clients’ individual goals, priorities, and financial concerns, assisting with a range of needs such as retirement planning, college education funding, and wealth transfer. William holds a bachelor's degree from Tulane University and possesses several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has built long-term client relationships supported by a dedicated client service team and emphasizes clear communication regarding financial matters. Outside of his professional role, William engages in activities such as golfing, photography, tennis, and spending time with family. He is affiliated with Merrill Lynch Wealth Management and focuses on client areas such as college education planning, personal retirement planning, portfolio management services, and retirement income.

Brandi Crosby is a financial advisor at Charles Schwab with 13 years of industry experience and holds a Series 66 designation. She has worked at various Charles Schwab entities since 2013. Outside of her advisory role, she is involved in several business activities including owning a digital marketing company focused on web development and supporting a family retail business serving public safety professionals. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated wealth management platform.

Melissa Stacy is a financial advisor at Raymond James & Associates with a Series 66 designation. She has worked at Raymond James since 2023 and has prior experience at Geico from 2014 to 2023. Stacy is based in Macon, GA, and has recently begun her advisory career. 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 charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

Mark Burke is a financial advisor with Morgan Stanley in Macon, GA, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley since 2016, following a brief tenure at Holcombe Financial Inc. Outside of his advisory work, Burke serves as a pipe organist for St. Vincent de Paul Catholic Church in Dallas, GA, and Holy Trinity Catholic Church in Peachtree City, GA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and modeling techniques, managing approximately $2.74 trillion in client assets.

H Young is a financial advisor at Merrill with 26 years of experience in the industry. He holds a Series 66 credential and has been affiliated with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000 and Bank of America, N.A. since 2011. Outside of his advisory role, he is a co-owner of a family rental property in Auburn, Alabama. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jenna Myrick is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2018. Prior to her current role, she worked at Northside Prep Learning Center for six years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a wider range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mitchell Sink is a Series 66-credentialed financial advisor at Equitable Advisors with 24 years of industry experience. He has been with Equitable Advisors since 2002, including time at its predecessor firm, Axa Advisors. Outside of his advisory role, Sink is a partner in Chapman/Sink Health Insurance and Point North Financial LLP, and he serves as secretary/treasurer of the Trotters Ridge Homeowners Association in Macon, GA. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of investment programs and advisory solutions through a network of Investment Adviser Representatives and third-party asset managers.

Bentley Wilkerson is a financial advisor at Morgan Stanley in Macon, GA, holding a Series 66 designation with two years of industry experience. His career includes roles at Morgan Stanley, Merrill, Bank of America, Prince Service and Manufacturing, Zschimmer and Schwarz, and the Georgia Secretary of State. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include but do not provide individual security recommendations within its standalone planning programs.

John Sloope Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 28 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Sharri Kelly is a financial advisor with Merrill in Macon, GA, holding a Series 66 designation and 23 years of industry experience. She has been with Merrill since 1994. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Austin Hall is a financial advisor at Ameriprise in Macon, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at Piedmont Capital Management and several other firms. Outside of his advisory role, he owns Back to the Basics 101, a bookkeeping services business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with personalized advice and uses algorithmic tools overseen by a dedicated committee to generate recommendations.

Nancy Williams is a Wealth Management Advisor at Merrill Lynch Wealth Management. She brings extensive experience in wealth planning, focusing on personalized strategies that align with clients’ unique ambitions and long-term goals. Nancy works closely with clients to address priorities such as funding education, preparing for retirement, and managing healthcare costs. Her approach emphasizes transparency and simplicity in navigating the complexities of investing. Nancy earned both her Bachelor's degree in Journalism and her MBA in Finance from the University of Georgia, completing her undergraduate studies in three years. She began her career at Dean Witter, the predecessor of Morgan Stanley, and has held positions at C&S Securities and Wachovia Securities before joining Merrill Lynch Wealth Management in 2016. She holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of her professional work, Nancy enjoys walking, cooking, reading, and travel.

Susan Pyles is a Series 66-registered advisor with Merrill in Macon, GA, where she has worked since 2016. She has 17 years of experience in the financial industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew London is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages commercial real estate through The London Company. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports.

Rick Bonfim is a financial advisor with Morgan Stanley in Macon, GA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch from 2016 to 2024. He is also a general partner of an inactive LLC he formed in 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm employs structured financial planning tools and provides access to various investment strategies, managing approximately $2.74 trillion in client assets.

Charles Owens is a financial advisor with Ameriprise in Macon, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior experience includes roles at LPL Financial, Capital City Banc Investments, and INVEST Financial Corp. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nathaniel Howard is a financial advisor at Raymond James Financial with Series 66 registration and one year of industry experience. His background includes roles at United Bank and various educational institutions, including Mercer University and the University of South Alabama. 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, pension plans, and charitable organizations. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Christopher Wieters is a financial advisor with Mass Mutual Investors Services in Macon, GA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2010. Outside his advisory role, he serves as a board member on a local economic development authority and is involved in management consulting focused on employment and technological solutions. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and supports ongoing education and specialized planning services.

Edmond Wilson is a Series 66–licensed financial advisor with eight years of industry experience. He has worked at Raymond James & Associates since 2018 and previously spent five years at Southcrest Bank, N.A. Outside of his advisory role, he owns Edmonds Golf Travel, a business through which he assists golf groups in planning trips to Scotland. Raymond James & Associates, Inc. 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 investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.