Virginia Jones Smith is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2014. She has been self-employed since 2011. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and 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.

Gregory Lewis is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with various Cetera entities since 2021 and previously worked at Cambridge Investment Research from 2016 to 2021. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring options such as model portfolios, third-party managers, and bespoke strategies.

Troy Strong is a financial advisor with LPL Financial holding a Series 66 designation and 15 years of industry experience. He has worked with Edward Jones for nine years and has been associated with LGE Community Credit Union and CUSO Financial Services, LP since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jason Kortman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his advisory role, he serves as a trustee. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines in-house research with third-party resources to provide diversified investment solutions and operates a large network of over 14,000 financial advisors.

Brennon De Meritt is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, he served five years in the United States Marine Corps. 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 offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Kimberly Dahnke is a financial advisor with Raymond James Financial in Acworth, GA, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for three years and has experience in various business roles, including a wellness-related independent contractor position with Melaleuca. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning and analytical modeling and supports clients through a broad network of advisors and specialized programs.

Travis Fox is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked with several firms including Totus Wealth Management and Capstone Financial. Outside of his advisory role, he is also involved with Totus Wealth Management as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a nationwide network of over 10,000 advisors, managing assets totaling more than $256 billion.

Jeffery Hanna is a financial advisor with LPL Financial based in Kennesaw, GA, holding the Series 63 and Series 65 designations and possessing 25 years of industry experience. His prior roles include positions at Triad Advisors, Inc. and Capital Investment Advisory Services LLC. He is also associated with J Hanna & Associates Inc for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jayden Snyder is a financial advisor at Thrivent Investment Management in Marietta, GA, holding a Series 66 credential with two years of industry experience. Prior to his current role, he worked at Publix and TAKI and has coached baseball for Cornerstone Prep. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority and offering both one-time and ongoing planning engagements.

John Minervini is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 1997. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Boyd Dailey is an Investment Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2020, progressing through roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Credit Analyst at United Community Bank from 2018 to 2020. Boyd works with high net worth clients to co-create and implement financial plans tailored to their individual situations and goals. He emphasizes the importance of a solid financial plan in achieving financial peace of mind. Outside of his professional work, Boyd's personal interests include baseball, cooking and baking, fitness, pets, and traveling.

John Schultz is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various Fidelity entities since 2013. Outside of his advisory role, he serves as president of Equip The Nations Inc, a nonprofit organization focused on fundraising and assistance for the poor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and AI-driven research tools.

David Chabucos is a CFP® credentialed advisor with Edward Jones, based in Kennesaw, GA, and has seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Chick-fil-A in two different locations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors.

Jeffrey Moore is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and E*TRADE Securities LLC. Outside of finance, he has experience in the hospitality sector and has been affiliated with the University of Georgia. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Moore is a Series 66-registered financial advisor with Edward Jones in Dallas, GA, and has eight years of industry experience. He has worked with Edward Jones since 2017 and previously spent eight years at Regions Bank. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Nance is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. Beyond his advisory role, he has experience as a U.S. Naval Reserve Military Intelligence Officer and is involved in managing commercial rental properties. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions, with one of the largest advisory and branch networks in the industry. The firm offers a range of advisory programs, investment strategies, and affiliated services under a fiduciary standard.

Andrea Leota is a financial advisor at Fidelity with 15 years of industry experience. She holds a Series 66 designation and has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Richard Tull is a financial professional with 28 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. In addition to his advisory role, he is an insurance agent specializing in life, health, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated investment managers.

Debra Johnson is a financial advisor with Cetera, holding a Series 66 designation and bringing 22 years of industry experience. She has held roles at Avantax Advisory Services and Avantax Investment Services, and currently operates Hagan, Johnson & Associates, a CPA firm providing tax preparation and advice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and investment strategies.

Perry Lundy is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has worked at both Merrill and Bank of America since 2010. Merrill, along 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.