Deborah Matz is a financial advisor at Design Life's Journey, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Focused Tax Solutions and Securities Service Network. She is also involved in tax preparation and planning through her role as founder of DLJ Tax Services and manages an office building through Franklin Properties LLC. Design Life’s Journey serves individuals, high-net-worth clients, and small business owners by providing portfolio management, customized financial planning, tax preparation, and business advisory services. The firm builds portfolios tailored to client goals and risk tolerance, using a combination of fundamental, quantitative, and technical analysis with regular reviews and discretionary trading options.

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.

Timothy Garber is a financial advisor with United Advisor Group, holding a Series 66 designation and bringing 25 years of industry experience. He previously spent 19 years with Stifel Independent Advisors, LLC. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Paul Reid is a financial advisor at Transamerica Retirement Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Transamerica Life Insurance Company, LPL Enterprise, and The Prudential Insurance Company of America. Prior to his current role, he spent over a decade with the City of Roswell. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed portfolio services, investment education, and both discretionary and non-discretionary advice programs. The firm employs Morningstar Investment Management’s proprietary tools for portfolio construction and serves a large client base with a focus on scaled asset allocation and retirement guidance.

Laura Latourette is a CFP® professional with 29 years of experience in the financial services industry. She is currently an advisor at Carson Wealth and has previously worked at firms including LPL Financial and IFG Advisory, LLC. Outside of her advisory role, she serves as a volunteer education ambassador for the National Resource Center on LGBT Aging and holds a for-profit advisory board position with Markets Group. Carson Wealth is an SEC-registered investment adviser operating a large enterprise platform with over 650 advisors. The firm manages approximately $50.6 billion in assets and offers services such as discretionary asset management, financial planning, and retirement plan solutions, employing an Investment Committee-driven approach to portfolio construction and ongoing oversight.

Heidi Lane is a financial advisor at Empower Advisory Group with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Jackson Hewitt Tax Service and Primerica Financial Services. Outside of financial services, she is a partner and co-author in an LLC that publishes children's books. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach includes point-in-time financial plans and managed account solutions, delivered through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Maurice Dearth is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Money Concepts Capital since 2011 and also has long-term roles at Data-Source and as owner of Mosolutions LLC, a printing brokerage. Outside of financial advising, he works as a sales representative for Reynolds and Reynolds, focusing on printing services for automotive-related businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a variety of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to guide investment decisions.

Dillon Tierney is a Series 65-licensed financial advisor with Mercer Global Advisors Inc. He began his career in the financial industry in 2022 and has experience at Mercer as well as previous roles outside of finance, including positions at Holloway Electric and Caryn Health. He also worked at Kennesaw State University from 2017 to 2022. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and other strategies, and offers specialized services such as retirement plan consulting and charitable advisory.

John Bowling Jr. is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Dempsey Lord Smith, LLC and Mccormack Financial Planning Inc. He 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, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary advisory strategies under a fiduciary standard.

Kendra Bau is a financial advisor at Charles Schwab with two years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank for 11 years. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separate managed accounts, supported by centralized custody and operational infrastructure.

Robert Herdina is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity since 2022. His prior roles include positions at Entoro Investments, GS Mining Company, Park Avenue Securities, and Guardian Life Insurance. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Kenneth Reese is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Dave Ramsey SmartVestor since 2013. Prior to joining LPL Financial in 2023, Reese was associated with Concourse Financial Group Securities Inc. He also has experience working in education with Lumpkin County Schools from 2003 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

William Illg is a financial advisor with Primerica Advisors in Dawsonville, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles with PFS Investments Inc., Primerica Financial Services, Echo Ministries, and the City of Dawsonville. Outside of advising, he is involved in the sale of home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure distinct from fixed-fee billing.

Alexander Sankowski is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. His career includes prior roles at Stifel Independent Advisors, TIAA-CREF, PNC Wealth Management, and Natcity Investments. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models and provides ERISA fiduciary services, utilizing both proprietary and third-party 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.

David Lerner is a financial advisor at Raymond James & Associates with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Raymond James & Associates since 2007. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

John Bowling Sr. is a financial advisor with Edward Jones in Dahlonega, GA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1993. Outside of advising, he owns a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management.

William Hearn is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior work history includes roles at Emmanuel College, United Parcel Service, and other diverse organizations. He is also the Vice President of Memories Matter Forever, LLC, a separate business activity based in Marble Hill, GA. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

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.

Kim Jackson is a financial advisor at Fidelity with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, following nearly a decade with Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Alexander Neal is a financial advisor with Wells Fargo Clearing and holds the Series 66 designation. He has seven years of industry experience, having previously worked at United Community Bank, LPL Financial LLC, South State Bank, and Edward Jones. His background also includes roles outside finance, such as at Huff's Drug Store and the First United Methodist Church. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.