Jeffrey Riblet is a financial advisor at Asset Protection Group, LLC with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at his current firm since 2010. Riblet also provides personal financial counseling to military personnel, focusing on military benefits, cash flow, and debt reduction. Asset Protection Group offers discretionary portfolio management and comprehensive financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses fundamental analysis and modern portfolio theory in investment selection and operates as a fiduciary without taking custody of client assets.

Miller Jones III is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Dalton Wealth Planners, LLC since 2024 and previously spent nine years at Commonwealth Financial Network. His other business activities include serving as a non-client power of attorney in Dalton, GA. Dalton Wealth Planners is a fee-only registered investment adviser serving individual clients and employer retirement plans. The firm uses asset-allocation-driven portfolios combining passive and active strategies, managing accounts primarily on a discretionary basis through the Altruist platform.

Christopher Shiflett is a financial advisor at Dalton Wealth Planners with one year of industry experience. He holds a Series 65 designation and has worked previously at North Georgia National Bank and Builtwell Bank. Dalton Wealth Planners is a fee-only registered investment adviser serving individual clients and employer retirement plans through discretionary investment management and financial planning. The firm uses asset-allocation-driven portfolios combining passive and active strategies, with accounts managed primarily on a discretionary basis and reviewed quarterly.

Joshua Voisine is a CFP® professional with 11 years of experience in financial planning and wealth management. He is currently with CPC Advisors, LLC and has held prior roles at Raymond James Financial Services, Curi Capital, and Ameris Bank Wealth Management. CPC Advisors serves individuals—including high-net-worth clients—as well as trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm’s investment approach emphasizes model portfolios and asset allocation consistent with Modern Portfolio Theory, with ongoing account monitoring and access to third-party managers and wrap-fee accounts.

Jeffrey Fouts is a financial advisor at Capital Management Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has served as managing member of Fouts Law Group, LLC, a law firm, since 2012. Prior to joining Capital Management Services in 2018, he worked at Retirement Planning Specialists, Inc. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation strategy using mutual funds, ETFs, and occasional short positions, and manages accounts for other advisers alongside retail clients.

Allen Petway Jr. is a CFP® professional with over 43 years of industry experience. He is currently with CPC Advisors, LLC and has held prior roles at Raymond James Financial Services and LPL Financial. He also serves on the Finance and Investment Committee of the First Baptist Church of Dalton, GA. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm’s investment approach emphasizes model portfolios and asset allocation aligned with Modern Portfolio Theory, utilizing mutual funds, equities, and ETFs with a focus on long-term holdings.

Grant Goldberg is a financial advisor at Kingswood Wealth Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Dempsey Lord Smith, LLC. Outside of his advisory role, he is involved with Medical Business Concepts, Inc, where he consults with doctors on business and tax matters. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, ERISA plan advisory, and consulting services, with a focus on integrating insurance-linked accounts and utilizing both affiliated and unaffiliated third-party managers.

Matthew Land is a financial advisor at Kingswood Wealth Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at FSC Securities Corporation and Dempsey Lord Smith, LLC. In addition to his advisory role, he is the founder and owner of Stern Investments, LLC, through which he provides financial planning and wealth management services. Kingswood Wealth Advisors serves a diverse client base including individual investors, high-net-worth clients, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform with both discretionary and non-discretionary investment advice tailored to client profiles.

Gregory Freeman is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 48 years of industry experience, including roles at Kestra Advisory and Kestra Investment Services, LLC. Freeman is also president of AdvisorServe, a consulting business focused on developing relationships to generate insurance sales. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee and integration of third-party manager programs.

Scott Stooksbury is a financial advisor at CreativeOne Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Virtue Capital Management, LLC and Horter Investment Management, LLC. He is also president of Synergy Wealth Management, Inc., where he is involved in fixed insurance sales and life and annuities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a range of investment strategies, including proprietary ETF-based core models and third-party managers, supported by quantitative and fundamental analyses.

Charles Miller Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Steward Partners since 2023, following seven years at Wells Fargo Clearing. Outside of his advisory role, he is a 50% owner of CMSW Farms, LLC, where he oversees farm operations. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets, serving a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting services through a variety of proprietary and third-party investment solutions.

Amy Grammer is a CFP® professional with 15 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd in Dalton, GA. She has worked with Stratos Wealth Partners and LPL Financial since 2013 and previously spent two years at Wells Fargo Clearing. Outside of her advisory role, she serves on the board of the Whitfield Healthcare Foundation and is involved in entrepreneurial activities including publishing and running a freeze-dried treats business. Stratos Wealth Partners serves a broad range of individual and institutional clients, offering financial planning, advisor-managed programs, retirement plan consulting, and access to both proprietary and third-party investment strategies. The firm supports a variety of account management options and has operational relationships with multiple custodians and SEI-affiliated entities, distinguishing it with its extensive service offerings and enterprise scale.

Charles Miller III is a Series 66-credentialed financial advisor with Steward Partners Investment Advisory, LLC, bringing two years of industry experience. Prior to his current role, he worked at Wells Fargo Advisors and held positions outside finance including at Americold Logistics and Little River Clothing. Miller is a partner at ChuckTini, LLC, a brand based in Woodstock, GA, where he oversees brand and design activities. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of advisory and portfolio management services delivered through various Steward Partners-branded and third-party solutions.

Mitchell Oliver is a financial advisor with Stratos Wealth Partners, Ltd in Dalton, GA, holding a Series 66 credential and 18 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2012 and previously at Wells Fargo Clearing from 2008 to 2012. Outside of his advisory role, he is involved in a business that buys and sells heavy equipment. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation with access to proprietary and third-party strategies and supports both discretionary and non-discretionary account management through a broad network of investment adviser representatives.

James Fitch is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Fitch is based in Dalton, GA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management services utilizing a range of model strategies, actively monitored and managed by an Investment Strategy Committee.

Jamie Upton is a financial advisor with Truist Advisory Services in Dalton, GA, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Truist, Jamie held various roles within BB&T and its affiliated entities from 2014 to 2021. Outside of advisory work, Jamie serves as an independent consultant for Scentsy, focusing on product sales to family and friends. 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, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

Hayley Bennett is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has two years of industry experience, including three years at Truist Investment Services and fourteen years at Truist Bank. Outside of her advisory work, she owns a small photography business and serves as Treasurer for the Kiwanis Club of Calhoun/Gordon County. 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, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Matthew Oliver is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. He has 13 years of industry experience and has been with Stratos Wealth Partners since 2013, concurrently affiliated with LPL Financial since 2012. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and supports a wide range of client needs, including OCIO and institutional solutions.

Jared Arrant is a financial advisor with Edward Jones in Ellijay, GA, holding the Series 66 designation and bringing 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he serves as Community Service Chair for the Rotary Club of Gilmer County, where he organizes community service projects and food drives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Isaac Lacle is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked with Commonwealth Financial Network and Laughter & Associates Financial Management, and spent several years in education at Dalton State College and Northwest Whitfield High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.