Mark Reagan is the sole advisor at Reagan Financial Planning LLC in Oxford, GA, holding a Series 65 designation with 10 years of industry experience. He has been operating Reagan Financial Planning since 2016. Reagan Financial Planning provides financial planning and investment consulting to individuals, families, and small business owners, offering one-time written plans and ongoing advisory services without discretionary portfolio management or custody of assets. The firm applies a consultative approach that includes fundamental, technical, and cyclical investment analyses, while clients execute recommendations through their chosen custodians.

J Davis is a financial advisor with Butler-Davis Financial Group, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked with Avantax Investment Services and HD Vest Investment Services and serves as the chief operating officer of Butler-Davis Tax & Accounting LLC. Outside of his advisory role, Davis is also an independent insurance agent. Butler-Davis Financial Group, LLC offers asset management, financial planning, and retirement plan services to individual investors, plan sponsors, and institutional clients. The firm employs a value-oriented, long-term investment approach using mutual funds and ETFs, provides fiduciary consulting and discretionary management for retirement plans, and conducts educational seminars and workshops.

Andrew Brown is the sole advisor at Brown Wealth Management, LLC in Conyers, GA. He holds the CFP® designation and a Series 65 license, with 20 years of industry experience. Brown has managed his independent advisory firm since 2002. Brown Wealth Management serves individual and high-net-worth clients as well as pension plans, foundations, and other institutional entities. The firm operates as a fee-only fiduciary, providing tailored portfolio management and financial planning services, and is notable for its active work with pension plans and charitable organizations alongside a diverse investment approach.

Michael Lassiter is the principal of Michael W. Lassiter CLU ChFC Inc., an independent advisory firm based in Covington, GA. He holds the ChFC® designation and has 19 years of industry experience, including prior work with Ameritas Investment Company, LLC. Lassiter is also a licensed insurance agent, active in the sale of fixed insurance products. His firm provides financial planning and advisory services to individuals, high-net-worth clients, and business entities by recommending unaffiliated third-party investment advisers. Rather than managing assets directly, the firm focuses on developing individualized plans and overseeing third-party portfolio managers through co-adviser arrangements.

Dally East is a Series 65–licensed financial advisor with nine years of industry experience, currently affiliated with Executive Money Managers, Inc. since 2016. The firm serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and advisory consulting tailored to client objectives. Executive Money Managers emphasizes fundamental, value-oriented equity investing focused on balance-sheet strength and dividend yield, offering both customized and model portfolios under discretionary authority.

Benjamin Eggers is a financial advisor at Executive Money Managers, Inc. with 16 years of industry experience. He holds the Series 65 designation and has been with Executive Money Managers since 2010. Executive Money Managers, Inc. serves individual and high-net-worth clients, charitable organizations, and business entities with discretionary portfolio management and advisory consulting. The firm employs a fundamental, value-oriented equity investment approach focused on balance-sheet strength and dividend yield, offering customized or model portfolio solutions managed under discretionary authority.

Margaret Hubbard is a financial advisor at Executive Money Managers, Inc. with 22 years of industry experience. She holds a Series 65 designation and has been involved with Executive Money Managers since 1989, alongside running Beyond Measure Consulting, Inc., a management consulting business focused on business planning and accounting systems. Executive Money Managers, Inc. serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and advisory consulting tailored to client objectives. The firm emphasizes fundamental, value-oriented equity investing with a focus on balance-sheet strength and dividend yield.

Chad Lackey is a financial advisor at Beacon Financial Advisers, Inc. in Conyers, GA, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Beacon Financial Advisers since 2010. Beacon Financial Advisers serves individuals, including high-net-worth clients, as well as trusts, retirement plans, corporations, and not-for-profit entities, managing approximately $108.8 million across about 96 households. The firm provides fee-only wealth and asset management, comprehensive financial planning, and specialized retirement plan services, employing a process centered on written Financial Goals Plans and Investment Policy Statements to guide globally diversified, value-biased portfolios.

Ashley Bradford is a CFP® professional with two years of industry experience, currently serving with Hendershott Wealth Management, LLC. Prior to joining Hendershott, Ashley held roles at Trinity Wealth Securities, Florida Financial Advisors, and other firms, and is the founder and CEO of Wealthy and Winning Financial Solutions, LLC, providing personal and business financial coaching. Hendershott Wealth Management advises individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm emphasizes non-discretionary portfolio management through firm model portfolios and third-party managers, focusing on fundamental analysis and long-term strategies while offering services like financial coaching and 401(k) consulting.

Robert Galloway is a Series 65-licensed advisor at CapSouth Wealth Management in Covington, GA, with one year of industry experience. His prior roles include positions at Claris Financial Advisors and several non-financial roles during his time at the University of Georgia. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers tailored recommendations based on clients’ financial backgrounds and risk tolerance, managing approximately $1.0 billion in client assets with a focus on diversified, long-term portfolios.

Carlos Ingram is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His career includes roles at firms such as Redwood Private Wealth, Silver Oak Securities Inc, and Verity Investments Inc. He is based in Conyers, GA. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios with a range of strategies and utilizes ongoing monitoring and due diligence, operating through a network of proprietary partner offices and affiliated businesses.

Courtney Ingram is a financial advisor at Brookwood Investment Group with a Series 65 designation and two years of industry experience. Prior to joining Brookwood, Ingram worked at Cornerstone Advisors LLC, Advisor Share Wealth Management, and Fiscal Wisdom Wealth Management, each for one year. Brookwood Investment Group serves individual investors, businesses, and retirement plans by providing portfolio management, financial planning, and advisory services. The firm uses a range of investment strategies tailored to client objectives and offers both discretionary and non-discretionary management.

Rufus Hunley III is a financial advisor with AlphaStar Capital Management holding a Series 65 designation and six years of industry experience. He has worked at Path Financial LLC and ARP Advisors, LLC, and maintains roles outside of finance including a position with Delta Airlines and as an independent insurance agent. He also has longstanding involvement with Advanced Retirement Planning, LLC and Paramount Hospitality. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing both model portfolios and custom strategies that incorporate quantitative analysis and tactical asset allocation.

Maxine Allen is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at Truist Advisory Services and SunTrust Investment Services. Outside of finance, she owns M.ASHA DESIGNS LLC, a business focused on creating and selling handmade textured art. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment strategies aligned with clients' goals and risk tolerances.

Morten Oftedal is a financial advisor with Sanctuary Advisors, LLC in Covington, GA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Heimdal Forvaltning, Cornerstone Bank, and Fidelity Bank. Outside of his advisory work, he volunteers periodically with his family-owned fuel distribution business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, trusts, and charitable organizations, through a large network of independent advisers. The firm offers portfolio management, retirement plan consulting, and employs various analytical approaches, operating as a fiduciary under written advisory agreements.

Chanel Brown is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including T Rowe Price and BMO Harris Bank. In addition to her financial services career, she has experience in academia at the University of Antwerp. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as IRA and brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its planning approach.

Larry Ailes is a CFP® with 23 years of experience in financial services. He is affiliated with SPC and has been involved with Sigma Planning Company, Sigma Financial Corporation, and Larry Ailes & Associates since 2000. His other business activities include working as a life, health, and annuities insurance agent and assisting clients with employee benefits enrollment during open enrollment periods. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers and approximately $5.66 billion in assets under management.

Andrew Baker is a financial advisor at Edward Jones in Covington, GA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. 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 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.

Cristian Colin is a financial advisor with Edward Jones in Covington, GA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Enterprise Holdings and Gwinnett College, and he also has experience in the restaurant industry at Frontera Mex-Mex Grill. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lydia Parker is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she assists with data entry for a promotional products company co-owned by a family member. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Marcus Arnold is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Securities America Advisors and Concourse Financial Group Securities Inc. Outside of his advisory role, Arnold serves as a substitute teacher for DeKalb County Schools. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and custodial relationships.

Walter Hawk Jr. is a ChFC®-designated financial advisor with Edward Jones, where he has worked since 2007. He has 18 years of industry experience and holds the Series 66 license. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Frank Arnold Sr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 50 years of industry experience. His prior work includes roles at Securities America, Concourse Financial Group Securities, and Proequities. Outside of advising, he is a member of the Newton County NAACP and serves as a mentor for the Newton Mentoring Program. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a diverse selection of affiliated and third-party investment managers.

Timothy Baker is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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 variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andres Rubio is a financial advisor with Edward Jones in Conyers, GA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Branch Banking & Trust Co and Moody Capital Solutions, Inc., as well as ownership of a small roofing contracting business. He has also been involved with Jack's Bar & Grill since 2019. 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 broad range of advisory programs and investment products supported by a nationwide network of more than 23,700 financial advisors.

Andrew Hale is a Series 66 licensed financial advisor with Edward Jones, based in Covington, GA. He has seven years of industry experience, including prior roles at AgSouth Farm Credit and the Morgan County Recreation Department. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Raymond Sommer is a financial advisor with Edward Jones in Covington, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full‑service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non‑discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samuel Kelly is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He previously worked at Avantax and H.D. Vest, and currently balances his advisory role with coordinating a mass spectrometry core lab at Georgia Tech. Outside of finance, he is involved in nonprofit activities including serving on the advisory board of Back on My Feet Atlanta, volunteering as a team leader for the Ivy Haywood Education Initiative supporting students in Uganda, and acting as a trustee for Discover Point Church. Cetera Investment Advisers LLC provides a range of portfolio management and financial planning services through a large nationwide network of independent advisors, serving individual, institutional, corporate, and charitable clients. The firm operates a multi-manager platform offering various investment programs with discretionary and non-discretionary options, managing assets totaling over $256 billion across more than 10,000 advisors.

Timothy Johnson is a financial advisor with Edward Jones in Conyers, GA, holding Series 63 and Series 66 credentials. He has 16 years of industry experience and has worked with Edward Jones for 14 years. Outside of his advisory role, he owns a rental property business based in Monroe, 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 variety of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, access to separately managed accounts, and affiliated mutual funds.

Jason Witcher is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2015. Prior to his current role, he served 11 years with the Georgia Army National Guard. Outside of his advisory work, he owns and operates Sheepdog Group Inc, a property management business in Jackson, 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Casey Willett is a financial advisor with Edward Jones in Conyers, GA, holding a Series 66 designation. He joined Edward Jones in 2025 after seven years at Boehriner Ingelheim Vetmedica Inc and has prior experience with RSVP Prom and Pageant as well as Marker 7. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of net worth levels. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and advisory services through a nationwide network of more than 23,700 financial advisors.

Cody Norris is a financial advisor at Edward Jones with nine years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2017, he worked at Emmanuel College and the United States Tennis Association. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with 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 and operates a nationwide network of financial advisors and branch offices.

Clayton Dobson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes positions at Wells Fargo Clearing Services, Personal Capital, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, as well as its advisory roles with registered investment companies and fund-of-funds.

Michael Macchione is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and 15,100 branch offices.

Judith Taylor is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and seven years of industry experience. She has worked at PFS Investment Inc. since 2019 and has a background that includes roles at Georgia Institute of Technology and Robert Half Agency. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports account custody and trade execution through third-party providers.

Nasha Knowles is a financial advisor at Equitable Advisors with 28 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors, Merrill, and UBS in various capacities. Knowles is also an advisory board member for The Wellth House, where she contributes financial expertise. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Thomas Jackson is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity in 2025, he worked at Morgan Stanley from 2021 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and model portfolios, utilizing systematic methodologies and oversight controls.

Phillip Montgomery is a Series 66 licensed financial advisor with Edward Jones in Covington, GA, where he has worked for 14 years. He also owns and operates Orange Cone Productions LLC, a production and filming company based in Conyers, 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 advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Patrick Dally is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

Renora Nelson is a financial advisor with Edward Jones, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. She has worked at Edward Jones since 2022, with prior roles at LPL Financial LLC, Merit Financial Group LLC, and Charles Schwab. Outside of her advisory work, she is developing a content platform and book focused on supporting single mothers raising young adults with autism and is also a consultant for Mary Kay beauty products. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of advisory programs, tax-efficient strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Jeremy Harris is a CFP® professional with 11 years of experience in the financial services industry, all with Edward Jones since 2015. He holds a Series 66 license and works out of Covington, 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Borgia Yapi is a Series 66 licensed financial advisor with 22 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers a range of investment strategies approved through its internal review processes.

Ramina Loomba is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Bank of America, N.A. for 11 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Isabell Williams is a financial advisor at Edward Jones in Covington, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked for Longhorn Steakhouse under Darden for 11 years. 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 options supported by a nationwide network of more than 23,000 financial advisors.

Amanda Dickson is a financial advisor with Edward Jones in Covington, GA. She holds the Series 66 designation and has four years of industry experience. She has been with Edward Jones since 2006. 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 through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tyrone Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an officer in Kappa Alpha Psi Fraternity, participating in social planning activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions through a large network of financial advisors.

Elizabeth Holcombe is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017 in various capacities. Prior to joining the firm, she was involved with Covington First United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.