Kellyann Bonner is a financial advisor with Edward Jones in Peachtree City, GA, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Edward Jones since 2018 and prior experience in the restaurant industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jay Griffin is a financial advisor with Wells Fargo Advisors in Peachtree City, GA, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Edward Jones, Regions Bank, and Cetera Investment Services. Outside of his advisory work, he owns and operates JAY L GRIFFIN, LLC, an investment-related business based in Newnan, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and utilizes its own research and planning tools to develop tailored recommendations, with clients choosing how to implement these through various brokerage or advisory programs.

Frederick Webb II is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services, and is also involved with Georgia Military College and Fulton County Substitute Services. Outside of advisory work, he receives compensation for part-time referrals of home security and automation products through affiliated companies. 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 operates at scale with thousands of advisors and offices, delivering model-based investment strategies through third-party asset managers and providing trade execution and custody services via established custodians.

Paul Harrison is a Series 66 licensed financial advisor with Edward Jones in Atlanta, GA, where he has worked since 2006. He has 19 years of industry experience. Outside of his advisory role, he maintains a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Julie Bates is a financial advisor with LPL Financial in Peachtree City, GA, holding the CFP® and ChFC® designations and over 20 years of industry experience. She has worked at LPL Financial since 2014 and has been associated with Delta Community Credit Union since 2008, where she holds director roles in retirement and investment services. Outside of her advisory practice, she co-owns Cecelia's Vintage Home Decor, a vintage home decor reseller. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Phillip Midas is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since beginning his career in financial services in 2003 and joining Merrill Lynch in 2014, he has focused on building strong relationships with individuals and their families to help them pursue their financial goals. Working as part of a team led by Senior Financial Advisor Bill Denton, Phillip employs a goals-based wealth management process that leverages the full resources of Bank of America and Merrill. Phillip’s expertise includes family wealth management strategies, liquidity management, retirement planning, portfolio management, small business strategies, special needs planning, women and wealth, tax minimization, and retirement income. He takes a client-centered approach by listening carefully to clients’ dreams and concerns, reviewing their financial situations, and making recommendations that reflect their income and growth goals. Phillip holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Phillip earned a high school diploma from McIntosh High School, attended the United States Merchant Marine Academy, and obtained a bachelor’s degree from Purdue University System. He resides in Newnan, GA with his wife Kelly and their five children. Outside of work, Phillip enjoys fishing, football, ice hockey, reading, soccer, swimming, yoga, and spending time with his family.

Kenneth Hayes is a financial advisor with Merrill in Atlanta, GA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at SunTrust Advisory Services and E*TRADE Securities. Outside of his advisory role, he manages Kenneth G Hayes Transportation LLC, a limited liability company providing rental and leasing services for automobiles and cargo vans. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Victor Howard is a financial advisor at Edward Jones in Newnan, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for Randstad USA from 2016 to 2024. 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 strategies. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of advisors and branch offices.

Joel Tharpe is a financial advisor at Raymond James Financial in Peachtree City, GA, holding a Series 66 designation. He has prior experience with Goldfein LLC and has been involved with entrepreneurial ventures including Mycelial Minds and the restaurant industry. 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 employs tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as wrap-fee advisory and municipal advisory services.

Lewis Lea is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management in Atlanta, GA. He leads the Lea Corso Lee & Associates team, providing comprehensive wealth management, investment, and retirement planning strategies primarily for small to medium-sized businesses and not-for-profit organizations. His focus centers on designing, establishing, and supporting workplace retirement plans and investment programs. Since 2004, Lewis has concentrated on advising organizations on corporate retirement programs and investment strategies. Prior to Merrill Lynch, he held financial advisory roles at UBS Financial Services, Inc. and sales and leadership roles at Thomas Cook Financial Services Group in the UK. He holds Series 7 and 66 FINRA registrations, Variable, Life and Health Insurance licenses, and professional designations including Chartered Retirement Plans Specialist™ (CRPS™) and Certified Plan Fiduciary Advisor® (CPFA®). Lewis earned a Master's degree in International Business Management from the University of Texas at Dallas in 2000 and a Bachelor of Arts degree in History from the University of West Georgia in 1983. He resides with his wife in suburban Atlanta and enjoys reading history, playing pickleball, and gardening.

Victoria Leonard is a financial advisor with Primerica Advisors in Rome, GA, holding Series 63 and Series 65 licenses and having 36 years of industry experience. She has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Leonard was also involved with Everything Boutique from 2007 to 2023. In addition to her advisory role, she receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on a range of investment models implemented in partnership with BNY Mellon Advisors.

Charles Pryor is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Peachtree City, GA, and has 17 years of industry experience. He has been with Wells Fargo Advisors in various capacities since 2009. Outside of his advisory work, he serves on the finance committee of Americus First United Methodist Church and is involved in managing Pryor Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet specified net-worth thresholds. Advisors use Wells Fargo research and tools to develop recommendations delivered through meetings and client communications, with optional implementation through the firm’s brokerage or advisory programs.

Jermeir Jackson Stroud is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement planning, portfolio management, and helping clients navigate financial challenges associated with life transitions, such as divorce. Stroud emphasizes collaboration in financial planning, aiming to provide personalized guidance and education tailored to each client's goals and circumstances. His approach centers on helping clients make informed decisions to achieve long-term financial success. He holds a Bachelor's Degree from North Carolina Central University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Stroud enjoys football, music, and spending time with his family.

Kristie Mitchell is a financial advisor with Charles Schwab & Co., Inc. in Fayetteville, GA, holding a Series 63 designation and 25 years of industry experience. She has been with Charles Schwab since 2012. Outside of her advisory role, she serves as a community board member for the Fayette County Education Foundation and assists a local school in developing financial literacy curriculum. Charles Schwab & Co., Inc. serves 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 portfolios, supported by multi-asset model portfolios and comprehensive due diligence on alternative investments.

Chase Hall is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at firms including South State Bank, NBC Securities Inc, L.M. Kohn & Company, and Edward Jones. He is based in Newnan, Georgia. 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 advisory and brokerage services, including financial planning and model portfolios, supported by extensive technology and a network of over 22,800 advisors.

Lakena Belcher is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America N.A., Merrill, United Credit Education Services, and AT&T/Bellsouth. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Clinton Copeland is a financial advisor with Cambridge Investment Research Advisors based in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Cambridge since 2019 and has extensive teaching roles at institutions including The American College for Financial Services, the College for Financial Planning, Clark-Atlanta University, Georgia State University, and the University of Maryland-Global Campus. Copeland also serves on boards of nonprofit organizations focused on financial education and community water quality. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management solutions across multiple platforms tailored to client objectives.

Mark Shames is a financial advisor with Edward Jones in Tyrone, GA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Prior to joining Edward Jones in 2019, he worked at SunTrust Investment Services and SunTrust Advisory Services from 2012 to 2019. He serves as a board member of the Fayette County Board of Equalization in Fayetteville, GA, where he participates in property tax appeal decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a network of approximately 23,701 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Madison Nixon is a financial advisor with Edward Jones in Peachtree City, GA, holding the Series 66 designation and seven years of industry experience. Prior to joining Edward Jones, Madison worked at Merrill Lynch from 2016 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Rick Clemons is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been associated with Primerica Financial Services since 1984, including his current role at Primerica Advisors since 2022. Clemons also engages in the sale of home security and automation products through affiliations with Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors serves primarily individual investors and provides a wrap-fee asset management program driven by model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale, with thousands of advisors and offices, and offers a range of investment models including tax-managed and cryptocurrency ETF allocations.