Johnathan Peabody is a financial advisor at BEEYOND Capital, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Dempsey Lord Smith, LLC for five years. Peabody also served in the United States Army Reserve, where he continues to train and certify military units as an observer controller/trainer. BEEYOND Capital, LLC is a fee-only investment adviser providing discretionary portfolio management to individuals, high net worth clients, and entities. The firm employs mutual funds, ETFs, bonds, options, and equities, using both technical and fundamental analysis to determine asset allocation based on client information.

Christopher Wilson is a financial advisor at PRR Wealth Management with eight years of industry experience. He holds Series 65, Series 63, and Series 66 designations. Outside of advising, he works as a manufacturing sales engineer at Blair Engineering Southeast, providing technical guidance to design engineers. PRR Wealth Management is a state-registered investment adviser offering discretionary asset management and wealth planning to individuals, trusts, small businesses, non-profits, and family offices. The firm uses both long and short positions, including derivatives and cryptocurrencies, employing technical analysis and option-modeling software to manage portfolios tailored to clients’ risk tolerance and objectives.

Justin has worked in the accounting and financial services business since 2009 when he graduated from Berry College with a degree in accounting. He desires to use his expertise to equip clients to live prepared and be able to face their future with confidence.

James Threlkeld is a financial advisor with Summit Financial Group, LLC in Rome, GA, holding a Series 66 designation and 23 years of industry experience. He has worked at Haynes & Moore, LLC, an accounting firm, where he is currently a consultant and was formerly a partner. Summit Financial Group provides discretionary portfolio management and consulting services to individuals, trusts, and estates, serving both high-net-worth and non-high-net-worth clients. The firm develops tailored financial profiles and investment plans, typically implementing them through mutual funds, bonds, CDs, and separate account managers, while maintaining a buy-and-hold investment approach.

Randall Daniel is a financial advisor with Center For Wealth Management Advisory, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at LPL Financial LLC and Cambridge Investment Research Advisors Inc. He serves as a board member for Relief for Kids in Haiti, a nonprofit organization operating a school and orphanage in Haiti. Center for Wealth Management serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients, offering financial planning, consulting, and portfolio management through various managed-account options. The firm employs strategic and tactical asset-allocation models tailored to clients’ goals and risk tolerance, and sponsors both wrap-fee and non-wrap investment programs.

Don Ash is a financial advisor with Corecap Advisors in Rome, GA, holding a Series 65 designation and 15 years of industry experience. He has worked at Convergence Financial Advisors since 2012 and has been associated with Estate Planners Of Ga since 1995. Outside of his advisory roles, he is involved in insurance sales, retirement planning, and annuities. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, as well as various institutional clients. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes multiple investment vehicles and sub-advisors in its management process.

Isabel Jacobs is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 designation and four years of industry experience. She has worked at multiple firms including Valic Financial Advisors and OSAIC. In addition to her advisory role, she is licensed as an insurance agent specializing in fixed annuities. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates through a multi-team structure and uses the Vision2020 Wealth Management Platform to deliver tailored portfolios incorporating model strategies, tax management, and socially responsible investing options.

James Holder Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Benjamin F. Edwards & Co since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management through a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Tracie Kanelos is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 22 years of industry experience. Kanelos has been with Benjamin F. Edwards & Company since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing a variety of model strategies and maintaining oversight through an Investment Strategy Committee.

James Holder III is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63, Series 65, and Series 66 designations and bringing 24 years of industry experience. He has been with Benjamin F. Edwards & Co since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, investment management consulting, and retirement plan consulting through a wide range of managed strategies and an internal trading desk.

Andreane Frazier is a financial advisor with Primerica Advisors who holds the CFP® and ChFC® designations and has 15 years of industry experience. She previously worked at Hornor Townsend & Kent LLC and Penn Mutual Life Insurance Company over a ten-year period before joining Park Avenue Securities and Guardian Life Insurance Company in 2021. Outside of advising, she is active as a professional speaker and author, and serves as treasurer on the board of the Exchange Club Family Resource Center, a nonprofit providing parenting and life skills training. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account services including lending solutions and donor-advised funds.

Michael Wood is a CFP®-designated financial advisor with 21 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2015. He serves as president of the Shoals Ferry Homeowners Association, where he coordinates community projects and serves as a liaison for neighborhood maintenance efforts. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, offering fee-based wrap programs, financial planning, and investment management through a combination of in-house and third-party strategies.

Sherman Fernandes is a financial advisor with Integrated Wealth Concepts LLC in Rome, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has previously worked with Level Four Advisory Services and LPL Financial, where he has maintained a long tenure since 2009. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, applying a primarily long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income.

Anh Hamilton is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including SGL Financial, LLC, NS Capital LLC, and Wealth Financial Advisory Services, LLC. He is also the owner of Intellectual Business Solutions, LLC, where he provides wealth planning and insurance services. Integrity Alliance is a large enterprise advisory firm serving individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets through a network of over 300 independent advisors, offering portfolio management, financial planning, and both discretionary and non-discretionary investment solutions.

Abby Green is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has worked with SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through a combination of discretionary manager relationships and non-discretionary consulting.

Ralph Barden is a financial advisor with Primerica Advisors based in Rome, GA, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of his advisory work, he teaches a class to graduate ministerial students at The New Orleans Baptist Theological Seminary and provides income tax consultation through Peachtree Tax Advisors, LLC. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account services, including lending and donor-advised funds.

Robert Harbison Jr. is a financial advisor with Primerica Advisors based in Rome, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked with Peachtree Planning Corporation, Park Ave Securities, and Guardian Life Insurance Company since 2002. Outside of his advisory work, he is involved with the Greater Rome Chamber of Commerce and serves on the board of Treasure in Earthen Vessels, Inc., a nonprofit focused on providing religious materials and financial aid for church and ministry activities overseas. Park Avenue Securities LLC serves a diverse retail client base including individuals, high-net-worth investors, charitable organizations, and corporations. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and a digital advice platform to provide tailored investment strategies.

Jon Lewis is a financial advisor with Benjamin F. Edwards & Company, Inc. in Rome, GA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Benjamin F. Edwards since 2013. Outside of his advisory role, he is a minority owner of a real estate investment company and serves as co-trustee for a local shelter trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, nonprofits, and institutions with a range of investment management and consulting services. The firm offers consolidated discretionary and non-discretionary wrap programs featuring a variety of portfolio strategies and maintains both internal trading capabilities and diverse custody arrangements.

Marsha Mayben is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 22 years of industry experience. She has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations through fee-based wrap programs, financial planning, and investment management consulting. The firm offers a range of strategies managed internally and by third-party managers, supported by an Investment Strategy Committee and a combination of custody and execution services.

Michael Crego is a financial advisor with Benjamin F. Edwards & Company, Inc. in Rome, GA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Benjamin F. Edwards & Co since 2013. Outside of advisory work, he is a donor-advisor with the American Endowment Foundation, participating in charitable grant direction. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions through fee-based wrap programs, financial planning, and investment consulting. The firm offers a range of actively and passively managed portfolios, combining custody and execution services with an internal trading desk, supporting both employee and independent advisors.