Lamar Plunkett is a CFA® charterholder with 20 years of experience in financial advising. He has been the sole advisor at Plunkett & Associates, Inc. since 1998. Plunkett & Associates serves individuals, trusts, estates, and charitable organizations, focusing on financial planning and discretionary portfolio management through individualized client relationships. The firm primarily uses direct selection of individual stocks and bonds, combining fundamental analysis with technical and cyclical methods, and conducts regular account reviews.

Adonis Roberson is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked across several Principal affiliates since 2022 and held prior roles at Amazon, GoHealth, and Wells Fargo. His current responsibilities include providing one-on-one investment advice to retirement plan participants at Principal Advised Services and a sales role at Principal Bank. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm provides both non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging proprietary models and third-party tools within the Principal Financial Group family.

John White is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His career includes roles at Sequent Planning, LLC and JAWCLU, LLC dba Financial Guideposts. He also operates as a sole proprietor offering advisory and insurance services. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers.

Christopher Kitchens is a CFP® professional with two years of experience, currently serving with United Planners' Financial Services of America. He has held various roles including ownership of a BBQ supply company that operates a YouTube channel featuring hunting, fishing, and cooking content. He is also an associate pastor at Hope Church in Carrollton, GA, a position he has held since 2014. United Planners Financial Services is a national wealth-management enterprise that serves a broad client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent Investment Adviser Representatives and utilizes a range of custodians and third-party managers to implement investment strategies.

Jonathon Monsour is a CFP® with 30 years of experience in financial advisory. He has worked at United Planners Financial Services of America since 2017 and previously spent eight years with Cambridge Investment Research Advisors. Outside of advisory work, he owns M&M Property Group, a real estate sales and property management business in Carrollton, GA. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individuals, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through independent advisors, with a notable focus on client-directed, non-discretionary account management.

Michael Stone is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Commonwealth since 2018 and previously at IFG Advisory, Milestone Investment Management, and LPL Financial. Stone is also involved in fixed insurance sales and owns an operating company related to his securities and advisory business. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios, allowing advisors discretion in portfolio construction while leveraging Commonwealth’s investment research and platform capabilities.

Jason Backus is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously with Independent Financial Partners. Outside of his advisory roles, he is affiliated with Villa Rica First United Methodist Church. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting, using a combination of discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Jason Norton is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and previously with Independent Financial Partners and LPL Financial. Norton is also a notary public. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and wealth coaching. The firm utilizes both discretionary and non-discretionary portfolio management strategies and integrates various analytical techniques and technology platforms to deliver comprehensive advisory services.

Julia Moody is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2023 and previously held roles at Regions Bank, Cetera Investment Services, and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses both discretionary and non-discretionary management approaches, leveraging third-party platforms and AI-enabled research tools to support investment decisions and manager selection.

Kimberly Moore is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. She has been affiliated with LPL Financial, LLC and Independent Advisor Alliance since 2016. Outside of advising, she is also a notary. Independent Advisor Alliance serves a broad client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management with various analytical strategies and leverages technology platforms to enhance service delivery.

Bobby Powers is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2018 and previously held roles at Fogo Data Centers and the SwingThought Tour. Powers also engages in the sale of investment-related products and receives compensation for referrals related to home security and automation products as well as loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services based on model recommendations developed by unaffiliated asset managers, and offers a range of strategic and tactical investment models.

Derick Newton is a financial advisor with Edward Jones in Carrollton, GA, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as a pastor and founder of the Last Shall Be First Ministry and is a songwriter of gospel music. 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 advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Tiffany Middleton is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for over a decade at Georgia Mortgage Services Inc. as a mortgage loan officer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Brody Parkerson is a financial advisor with Merrill holding a Series 66 credential. He has one year of industry experience and has previously worked with Bank of America, MWA Financial Services, and Modern Woodmen of America. Prior to his advisory roles, he was employed in education at several institutions including Georgia Gwinnett College and Gordon State College. 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 plans, corporations, and charitable organizations.

Larry Lyle is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. In addition to advisory work, he receives non-investment related compensation through referrals for home security, automation products, and other home-related services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Joey Key is a financial advisor at Edward Jones in Carrollton, GA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, including prior roles at Assurity Life and several Southern Farm Bureau companies. Key has been with Edward Jones since 2017. 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.

Joseph Garrett is a financial advisor with LPL Financial in Carrollton, Georgia, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004. Outside of his advisory work, he is involved in authoring through Chapel Heights Publishing, LLC. LPL Financial serves individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, and offers access to model portfolios, research, and various investment strategies.

Jackson Grillo is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Rezolut and Rollins Inc. Prior to his current role, he had an 11-year tenure at Cambridge Investment Research, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Pamela Robinson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. She has been with Cambridge since 2008 and previously worked at Grillo & Associates for 25 years. Outside of her advisory work, she serves as treasurer for Habitat for Humanity of West Georgia and is involved as a youth leader at Midway Macedonia Baptist Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of investment approaches including proprietary models and third-party strategies.

Jeremy Sabo is a financial advisor with LPL Financial in Carrollton, GA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is a certified USA Track & Field athletics official and is the author of a book on the history of the track and field program at Carrollton High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and retirement plan consulting, providing both discretionary and non-discretionary management along with model portfolios and research support.

Steven Holmes is a CFP® with 26 years of industry experience, currently advising at LPL Financial since 2018. Prior to joining LPL, he worked at Cetera Advisors LLC for five years and has operated Holmes Financial Group, Inc. since 2001. He also provides individual and business income tax preparation services through Holmes Financial Group Income Tax Services. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs and financial planning services supported by research from LPL and third-party subadvisors.

Stephen Stana is a financial advisor with UBS Financial Services in Carrollton, GA, holding Series 63 and Series 65 licenses and possessing 50 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he owns and operates a family farm called Tailor-Made Farms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Kristian Faria is a financial advisor with Charles Schwab holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab in 2023, Faria held various positions including roles at Lowes Home Improvement and Crane Industry Services. Charles Schwab 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 discretionary separately managed accounts and offers centralized supervisory, custody, and order-routing arrangements.

Silke Wolf is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. She has been with Primerica Advisors since 2016 and has prior work experience with Augusta Richmond County. Outside of advising, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily via model-driven strategies created by unaffiliated asset managers, supported by custodial and trade execution services, and manages approximately $15.5 billion in assets.

Frederick O'Neal is a financial advisor with Edward Jones in Carrollton, GA, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 1988. Outside of advising, he serves as a director of Tanner Health Systems and is chairman of the Deacon's Ministry at First Baptist Church of Carrollton. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Jaylen Jones is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked previously at Capital Group and Ares Management. Outside of his advisory role, Jones is the founder of 86 Hills LLC, a clothing resale business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates a large network of financial advisors and branch offices nationwide.

John Moore is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at SunTrust Advisory Services and INVEST Financial Corp. Moore is also associated with United Community Banks, Inc. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary portfolio management supported by research and model portfolios.

Helen Reeve is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Bank of America Merrill Lynch and Cannon Financial Institute, along with work at Garrett & Robinson. Between 2020 and 2022, she was a homemaker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

John Weaver is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Wells Fargo Advisors Financial Network LLC for 13 years. Outside of his advisory work, he is involved with Blessed Beyond Measure, Inc. and operates a hay farm in Bowdon, GA. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse financial planning and advisory programs, combining discretionary and non-discretionary management with research-driven and technology-supported strategies.

Joel Shirey is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and is also associated with GMS Planning and Grillo & Associates. Outside of advising, he serves as a board secretary and deacon at Tabernacle Baptist Church in Carrollton, GA. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm utilizes multiple platform arrangements and proprietary and third-party model strategies, with options for both discretionary and non-discretionary management.

Ricky Powell is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at Cetera Wealth Services, Nast Financial Solutions, and Concourse Financial Group Securities Inc. Prior to entering finance, he was involved with Powell Drilling and held roles at Turfnology Inc, GarrCo Products, and the University of Georgia. Cetera Investment Advisers LLC serves individual and institutional clients nationwide through a large network of independent advisors, offering portfolio management, financial planning, and retirement services. The firm employs a multi-manager platform providing diverse investment solutions across various program structures and custodial relationships.

Ryan Nelson is a financial advisor at Edward Jones in Carrollton, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2019, he worked at the University of West Georgia Bookstore, Twin City Realty GA, and Denver Mattress Company. 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, offering 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 more than 23,700 financial advisors.

David Pollard is a financial advisor with Raymond James Financial in Carrollton, GA, holding Series 63 and Series 65 licenses and accumulating 37 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and the broader Raymond James Financial firm since 2009. Outside of his advisory role, he owns two support companies, Henry Miller LLC and Partners Financial Group, the latter being non-investment related. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Olga Kireeva is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 65 and Series 63 licenses and having five years of industry experience. Her prior work includes roles at PFS Investments Inc., Primerica Financial Services, AlecGrey LLC, and ZeroChaos. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors who use model-based investment strategies developed by third-party asset managers. The firm manages approximately $15.5 billion in assets and offers models spanning strategic, tactical, tax-managed, and income-distribution approaches.

Samantha Butler is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and State Farm Insurance. Outside of finance, she is the author of a poetry book available on Amazon. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, with a focus on tailored, non-discretionary advice supported by firm research and a diverse range of portfolio management styles.

Michelle Martin Yoder is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. She has 35 years of industry experience, including over a decade with Dempsey Lord Smith, LLC. Outside of advisory work, she is involved in insurance sales as an agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals using various portfolio management and platform arrangements.

Robert Sullivan is a financial advisor with Raymond James Financial in Carrollton, GA, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has held roles at Raymond James Financial and its affiliated services since 2006 and is co-owner and partner of Henry Miller LLC and Partners Financial Group, respectively. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining specialized programs such as municipal and public-finance advisory services.

David Thompson is a financial advisor with OSAIC in Villa Rica, GA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His prior firms include Woodbury Financial Services and Questar Asset Management. He is the owner of JKL Financial Services, LLC, an operating entity for his advisory business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and portfolio management options.

Chantrice Swint is a financial advisor with Edward Jones in Carrollton, GA, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019, following four years as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices.

John Martin Jr. is a financial advisor with Cambridge Investment Research Advisors in Carrollton, GA, holding a Series 66 credential and 19 years of industry experience. Prior to joining Cambridge in 2019, he worked for Edward Jones from 2007 to 2019. Outside of his advisory role, Martin owns and operates Martin Private Wealth Group and is involved in agricultural activities and other business ventures. 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 multiple custody platforms and both proprietary and third-party investment strategies.

William Taylor is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Steven Gutke is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked with WFGIA and Transamerica Financial Advisors. Outside of his advisory work, he was involved with the Lutheran Church of Resurrection for eight years. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering various advisory programs and financial planning services. The firm provides discretionary and non-discretionary management supported by research and model portfolios, alongside additional financial products and technology-driven solutions.

Tracy Mc Daniel is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. 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 under management and offers a broad range of advisory services supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Christopher Mills is a financial advisor at Fidelity with Series 65 and Series 63 licenses and six years of industry experience. His background includes roles at First Command Insurance Services and advisory, as well as service in the United States Army National Guard and United States Marine Corps. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios delivered through Fidelity Institutional Wealth Adviser.

Clayton Robinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he is involved in a firearms sales business that handles private transactions and ownership transfers. 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. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Elly Chapman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to her advisory role, Chapman is involved in the sale of loan products and home-related services through affiliated Primerica 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 accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure for its investment solutions.