Joseph Aloisio is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has worked at Kovack Advisors since 2015 and has been associated with Security Mutual Life Insurance Co. since 1973. Aloisio also maintains a life insurance sales activity, dedicating significant time to it during trading hours. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing a mix of internally created models and third-party managers to construct and manage client portfolios.

Blake Womack is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 66 credential and four years of industry experience. He has worked at Ameriprise Financial Services LLC since 2021 and has prior experience in various roles across different industries, including healthcare and transportation. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate tailored recommendations, primarily for clients with Ameriprise-managed accounts.

Keith Ware is a financial advisor with Edward Jones in Trenton, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Cari Weaver is a financial advisor at Edward Jones in Ringgold, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones full-time, she worked in dental and educational environments. 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.

Matthew Day is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked for Food City for 14 years. Outside of his advisory role, he maintains a real estate rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across topics such as retirement, tax, estate, and special needs, with a focus on holistic, goal-based analyses and the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Ronald Mc Kelvy is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and its affiliate since 2005. Outside of his advisory work, he serves on the Board of Directors for Caroosa County Elections. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Looney is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2012, accumulating 13 years of industry experience. He serves as a deacon at Oakwood Baptist Church in Chickamauga, GA, and holds board positions with the Chickamauga Public Library and the Cherokee Regional Library Board. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors.

Aaron Shepard is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include multiple positions at Dempsey Lord Smith, LLC, and work with FEDEX Ground and Erianger Health Systems. He is also an agent with AMG Insurance and Financial Company, where he is involved in insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services across multiple platforms.

Christopher Oliver is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked for the WinShape Foundation for nine years. He serves on the finance committee of Burning Bush Baptist Church in Ringgold, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Brandon Luedtke is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. He has one year of experience in the financial industry, having previously worked in hospital psychiatry for eight years. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform offerings.

Jonathan Vander Hart is a financial advisor with Edward Jones in Lafayette, GA, holding a Series 66 designation and eleven years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Joshua Barnes is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has been with Bank of America and Merrill since 2016. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

Lonnie Jones is a CFP® professional at Edward Jones with 26 years of industry experience, all of which have been spent at the firm since 2000. He holds a Series 63 license and is based in Ringgold, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies along with affiliated mutual funds and proprietary money market funds.

Ty Willeford is a financial advisor at Edward Jones with 16 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as president of TRW Properties LLC, which owns two properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jonathan Gossett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Ameriprise and Dempsey Lord Smith, LLC. Outside of finance, he raises and sells cattle and hay as part of an agricultural business. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and third-party advisers, managing a multi-billion dollar asset base.

Calvin Allmon is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he is the chief manager of CADA Homes, LLC, a real estate rental business in Lafayette, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm maintains a large national advisor and branch network and offers affiliated investment products and services under a fiduciary standard.

Cynthia Jackson is a financial advisor with Edward Jones in Lafayette, GA, holding Series 63 and Series 65 licenses and having 39 years of industry experience. She has been with Edward Jones since 2017. Outside of her advisory role, she operates a vintage and antique store and participates in a local artisans market selling handmade soaps. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the country.