Scott Cortner is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Cortner serves as a board member of the Kiwanis Club of Newnan, a nonprofit organization in Newnan, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of financial planning and advisory services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and proprietary tools, while also offering access to various investment programs and strategies.

Patrick Michel is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Peachtree City, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

Virgil Hooper Jr. is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms including CoreCap Investments and Hero Wealth Management. Outside of financial services, he is involved in engineering consulting through ownership of Red Tail Engineering & Construction and serves as a board member for the Fayette County Planning Commission. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charities, and trusts by offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides tailored investment strategies using both proprietary models and unaffiliated third-party managers across various custody platforms.

William Dickerson is a financial advisor with Edward Jones in Fayetteville, GA, holding CFP® and Series 66 designations and possessing six years of industry experience. He has been with Edward Jones since 2019 and previously worked at GovStrive, LLC and Acuity Brands Lighting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,700 financial advisors.

Anthony Marshall is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 credentials. He has 21 years of industry experience, including nine years at SunTrust Advisory Services. He is also the owner of Sentinel Wealth Advisors LLC, an independent business entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, employing a range of investment strategies and platform arrangements tailored to client objectives.

Mark Matulia is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 63 license. Prior to joining OSAIC, he worked for Securities America Advisors, Inc. for ten years. Matulia is also the owner of Matulia Financial Services, which sells insurance and investment products. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary account management across diverse investment types.

John Atlas is a financial advisor with Morgan Stanley in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and global market analysis.

Stephen Weitzel is a financial advisor with Raymond James Financial in Peachtree, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2021 and was previously with Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2021. He is a partner in Reveille Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Demetrios Protopapadakis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. 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 with financial planning, investment consulting, and institutional fiduciary solutions, offering non-discretionary advice supplemented by a range of portfolio management styles and affiliated research.

Marshall Matulia is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently affiliated with OSAIC and has held positions at Securities America Advisors and Securities America Inc. since 2015. Matulia also operates Matulia Financial Services, offering group supplemental benefit packages to three school systems in Georgia along with individual insurance and securities sales. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage a range of investment portfolios.

Dianne Niblett is a Private Wealth Advisor at Merrill Private Wealth Management. She leverages extensive experience in banking and wealth management to help clients simplify their financial lives through investment advice and comprehensive planning guidance. Dianne focuses on building long-term relationships with clients and their families, providing service that emphasizes both asset management and liability management. Her expertise includes securities-based lending, residential and commercial financing, as well as custom and structured lending solutions for ultra-high-net-worth clients offered through Bank of America. Dianne earned a Bachelor of Science degree in Finance from Auburn University, after attending both the University of Florida and Auburn University. She was born and raised in Tampa Bay and currently lives there with her wife. Dianne is actively involved in her community, serving on the Board of Directors of the Tampa Bay Chapter of the Juvenile Diabetes Research Foundation, an organization important to her as a parent of a child with type one diabetes.

Jesse Koorse is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Verizon for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Lisa Hartel is a Series 66-credentialed financial advisor with 15 years of industry experience. She has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2010 and 2011, respectively, working in Fayetteville, GA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations on a range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Michael Dent is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2006 to 2024 and Alchemy Wealth Management LLC from 2024 to 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Vincenzo Mc Caffrey is a financial advisor at Edward Jones in Peachtree City, GA, holding a Series 66 credential with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for seven years at the Pathways Center for Behavioral and Developmental Growth. Outside of his advisory role, he is involved in several business ventures related to abrasive media sales, capital equipment investments, and real estate in Newnan, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Hershall Stapleton is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. Based in Newnan, GA, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages a rental property business through Peapod Holdings LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment and fiduciary services. The firm supports its advisory programs with a large national network of financial advisors and offers various managed solutions, separately managed accounts, and affiliated mutual funds.

Stephanie Cohran is a CFP® professional with eight years of industry experience, currently affiliated with Edward Jones in Fayetteville, GA. She has been with Edward Jones continuously since 1995. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including both discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Steven Ton is a financial advisor at Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 designation. He has experience in mortgage lending and energy investment firms and has served in the US Navy Reserves since 2016. Outside of finance, he has worked for FedEx and Delta Air Lines. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning for business owners and other niche needs.

James Smothers is a financial advisor with Edward Jones in Sharpsburg, GA, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 advisors.

Elliott Coleman IV is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His career includes roles at Wells Fargo Advisors Financial Network LLC, Suntrust Bank (now Truist Bank), and Synovus Bank. He serves as Treasurer for the Uptown Columbus Business Improvement District in Columbus, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.