Tracey Gordineer is a CFP® with six years of industry experience, currently serving as the principal of Blossom Balance LLC in Gainesville, GA. She has worked at Paramount Investment Advisors and North Georgia Accounting, among other firms. Gordineer is also CEO of Blossom Balance Tax LLC and COO of CASCFO Advisory, where she manages tax preparation services and provides business development for tax and accounting staffing firms. Blossom Balance LLC offers investment advisory and financial planning services to individual and high-net-worth clients, using strategies such as strategic asset allocation and dollar-cost averaging. The firm integrates tax and accounting services through an affiliated company, providing clients with flexible options tailored to their financial goals.

Zachary Phillips is a financial advisor at LVZ, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and NEXT Financial Group. Phillips serves as a board member of the Clarkesville Planning Commission. LVZ, Inc. provides investment management, financial planning, consulting, and third-party manager selection for a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm manages approximately $1.125 billion in assets across 17 advisors and employs a range of portfolio strategies that combine fundamental and technical analysis.

Alexander Andrews is a financial consultant with First Citizens Asset Management, Inc., holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked throughout his career within the First Citizens organization, including roles at First Citizens Bank and First Citizens Investor Services. Outside of his advisory work, he occasionally assists his wife with an e-commerce business that resells thrift store items on eBay. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, charitable organizations, municipalities, and institutions. The firm offers multi-asset class portfolios combining fundamental, quantitative, and technical analysis, with a focus on strategic asset allocation and manager research.

John Essigman is a financial advisor at Moors & Cabot, Inc. with 21 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Prudential Insurance Company of America, PRUCO Securities, and operated his own advisory firms. Outside of his advising role, he serves as Treasurer and Bookkeeper for the White County Rotary Club, a nonprofit civic organization. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing investment management, financial planning, consulting, and access to third-party wrap-fee programs. The firm tailors portfolios using asset allocation, fundamental and technical analysis, and quantitative techniques, and offers both discretionary and non-discretionary services.

Troy Webb is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Valic Financial Advisors for 28 years and Agia for 4 years. In addition to his advisory role, Webb is the owner of Personal Data Bank, Inc., a company focused on protecting intellectual property related to algorithm scripts and programming. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of model portfolios, third-party managers, and a dedicated Investment Management & Research team.

Caleb Stokes is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial and South State Bank in 2025, he was with Edward Jones for two years and has held various roles across multiple industries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Duncan is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked with various Cetera entities since 2017 and previously with AIG Advisor Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Anthony Dalton is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving over 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 under management and operates a nationwide network of financial advisors and branch offices.

Christopher Dini is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Avantax Advisory Services, Avantax Insurance Agency, and Valic Financial Advisors. Outside of his advisory role, he has been involved with Dini Enterprises Inc., a business entity for non-investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and other institutions, providing a range of financial planning, portfolio management, and institutional solutions.

Richard Kimpling is a financial advisor with Edward Jones in Cleveland, GA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he co-manages day-to-day ownership of office space through Brick Howser LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

Richard Russillo Jr. is a CFP® with 33 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Securities Service Network, Equitable Advisors, and Next Financial Group, among others. Outside of his advisory work, he owns an online sports cards and memorabilia store called Rich 'N Deals. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation, portfolio optimization, and provides a range of programs such as comprehensive financial planning, managed portfolios, and retirement plan consulting.

Byron Young is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors for 10 years. Additionally, he is the president and owner of Byron Young & Associates, LLC, which focuses on insurance sales and fixed annuities. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan participants, charities, and corporate clients. The firm offers a variety of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Carlos Vazquez is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory work, he volunteers with a family hunting club, assisting with dues collection and budget management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds, tax-efficient services, and securities-based lending options.

Johnny Burkett III is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. He previously worked at Invest Financial Corporation for nine years and has been affiliated with United Community Bank for over two decades. Burkett is also involved with United Community Advisors, an investment-related business connected to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, using model portfolios, third-party subadvisors, and custom strategies, supported by technology tools for operational and research purposes.

Christopher Greene is a CFP® professional with 21 years of experience, currently affiliated with LPL Financial. He has been with LPL Financial since 2005. Outside of advisory services, he manages a family LLC and conducts eBay sales on a small scale. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs, utilizing various strategies and technology tools to support its network of more than 22,800 advisors.

Kerri Davis is a Series 66-registered financial advisor with 20 years of industry experience, currently associated with LPL Financial since 2018. She previously worked at INVEST Financial Corporation for nine years and has held a role at United Community Bank for over two decades. Outside of finance, she serves as a city councilman for Baldwin, GA, participates as a referee for Habersham County Recreation Department, and operates a home-based bakery business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services supported by extensive technology and a large network of investment adviser representatives.

Neil Reems is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been with Cetera and its affiliates since 2013. Outside of his advisory work, he serves as president of the Hopes Landing Homeowners Association and participates on the finance committee for Level Grove Baptist Church, where he provides financial analysis and budget oversight. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a large network of advisors and a multi-manager platform with extensive program options.

Steven Chafin is a Series 66-licensed financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously held a position at ZinBurger and Wine Bar. 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 wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Pruner is a financial advisor with Edward Jones in Cornelia, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. He serves as an ambassador for the Greater Hall Chamber of Commerce, where he mentors new members and participates in community events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large national network of advisors and branches.