Marisa Junkins is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Ronald Seib is a financial advisor with Edward Jones in Athens, GA, holding the CFP® and ChFC® designations and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as a trustee of two family trusts, participates as a partner in two investment clubs, and serves on the advisory board of a non-profit health clinic. 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 along with affiliated mutual funds and securities-based lending options.

Allan Wiltshire is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he collaborates with a team to assist families, professionals, and business owners in simplifying their complex financial lives. He joined The Childs Group in 2022, bringing his experience to support clients primarily throughout the Southeast and across the country. Before entering the financial industry, Allan served nine years in the U.S. Marine Corps as an Infantry Officer and Team Commander with Marine Corps Special Operations Command (MARSOC). His military background has influenced his approach to leadership, discipline, and decision-making, which he applies to helping clients with areas such as equity compensation, succession planning, business transitions, family wealth management, retirement planning, and tax minimization. Allan holds a Bachelor's degree in History from The Citadel and an MBA from the University of Georgia's Terry College of Business. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). Outside of work, Allan is involved in his church and supports a women's health nonprofit organization. He enjoys reading, running, spending time with his family, traveling, and watching movies.

Carla Braswell is a financial advisor at Edward Jones in Athens, GA, holding a Series 66 designation with six years of industry experience. Her prior work includes five years at Chasteen Insurance Agency before joining Edward Jones. 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 large nationwide network of advisors and branch offices.

Samuel Hudson is a Financial Advisor with the Frierson Hudson Wealth Management Group at Merrill Lynch Wealth Management. He works with families, business owners, and foundations to support confident financial decision-making. Samuel's approach focuses on understanding each client's unique circumstances and goals to provide tailored guidance aligned with their financial objectives. Samuel's background includes experience in nonprofit leadership and banking, which informs his relationship-driven method in wealth management. He specializes in family wealth management strategies, services for endowments, foundations, and nonprofits, legacy planning, and managing new wealth. He holds a Bachelor's degree from Berry College and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, Samuel is involved in his community, including active participation with Redeemer Presbyterian Church in Athens and the local SORBA mountain biking chapter. He enjoys biking, reading, and spending time with his family.

Jessica Higgins is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Prior to her current role, she was employed at the University of Georgia from 2012 to 2017. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Edwards serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. With 41 years of experience at Merrill, he specializes in delivering customized wealth management strategies tailored to clients’ unique financial situations and long-term goals. He integrates the investment insights of Merrill and the banking and lending solutions of Bank of America to create flexible approaches that address changing market conditions and varied client needs. James focuses on a range of client areas including college education planning, retirement income, family wealth management, legacy planning, and services for endowments, foundations, and non-profits. His approach emphasizes understanding clients deeply, asking thoughtful questions, and listening carefully to ensure strategies reflect what matters most to each individual and their family. He holds the designation of Personal Investment Advisor (PIA), a Bachelor’s degree from Presbyterian College, and a High School Diploma from Cedar Shoals. Outside of his advisory role, James participates actively in community organizations such as Recording For The Blind and Rotary. His personal interests include football, golfing, hunting, and spending time with his family.

Jendry Gadea is a financial advisor at Morgan Stanley with 13 years of industry experience. He has been with Morgan Stanley since 2015 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christopher Michalek is a financial advisor with LPL Financial in Athens, GA, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved with Michalek Brothers Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Michael Fitzgerald Sr. is a financial advisor at Stifel with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Stifel since 2023 and previously spent 14 years at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Tom Allen is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2002. He works closely with individuals, families, corporate executives, and small businesses to develop personalized financial strategies that align with both their short- and long-term goals. His areas of expertise include executive compensation, family wealth management, legacy planning, and retirement planning, among others. Tom coordinates and tracks customized wealth management plans by collaborating with a team of specialists within Merrill. Tom holds a bachelor’s degree in Economics from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER® certificant, reflecting his commitment to professional standards in financial advising. He leverages his education and extensive experience to assist clients with investment guidance and estate planning. Residing in Athens, GA, Tom is involved in local community organizations including the Athens YMCA and Athens First United Methodist Church. He lives with his wife, Laura, and their three children. Outside of his professional work, Tom enjoys basketball, football, golfing, reading, running, skiing, tennis, and spending time with his family.

Deborah Williams is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. She has worked at LPL Financial since 2018, following nine years at Invest Financial Corp and maintains a role with United Community Advisory Services. Williams also serves as a referral representative for United Community Banks Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Akshay Patel is a financial advisor with Cambridge Investment Research Advisors in Athens, GA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Athens West Cleaners and Chestatee Golf Club, as well as employment related to investment and trading activities with Mitchell Investment Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment implementation options, including proprietary models and access to third-party strategists, tailored through a network of independent Financial Professionals.

Thurman Willis III is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Outside of his advisory role, he has a minority ownership interest in a family limited partnership unrelated to investment activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach includes investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Samuel Doster is a financial advisor with Morgan Stanley in Athens, GA, holding a Series 66 designation. He has one year of experience at Morgan Stanley and previously worked in various roles at NCR/Candescent/Digital First Holdings LLC, Manpower Group/Experis LLC, Shore Webster Group LLC, Paul Sheets State Farm, and Presbyterian College. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Roy Roberts Jr. is a Certified Financial Planner (CFP®) at Stifel with 27 years of experience in the financial services industry. Prior to joining Stifel in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years. Roberts serves as Chairman of the Board of Trustees at George Walton Academy and is Board Chair of the Boys and Girls Club of Northeast Georgia. He also holds the role of 3rd Vice-Chair for the Walton County Republican Party. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology from its Investment Strategy Group to support asset allocation and financial planning analyses.

Glenn Cook Jr. is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, delivering written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Barry Storey Jr. is a financial advisor at Stifel with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Community Newspapers, Inc. and West Stride, as well as experience at the University of Georgia. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Patrick Mitchell is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he is also an independent insurance agent for various companies. 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 advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

Matthew Seib is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Optomi Professional Services and has experience at Mercer University and Georgia College. He is registered with the Series 66 designation. Outside of his advisory role, he manages a short-term rental property through Airbnb in Athens, GA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.