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.

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.

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 serving clients through Stratos Wealth Partners, Ltd in Dalton, GA. She has worked at Stratos Wealth Partners and LPL Financial since 2013 and was previously with Wells Fargo Clearing from 2011 to 2013. Outside of her advisory role, Grammer serves on the board of the Whitfield Healthcare Foundation and is CEO of both Lauren's Freeze Dried Treats, LLC and Beavers Media, LLC. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management through an independent adviser-driven model and an open-architecture platform integrating multiple third-party managers.

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 Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Stratos Wealth Partners, Ltd. and LPL Financial since 2012 and previously held a position with Wells Fargo Clearing from 2008 to 2012. Outside of his advisory work, he is involved in managing a business that buys and sells heavy equipment. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse range of clients, including individuals, retirement plans, corporations, nonprofits, and institutional clients, and offers a variety of investment services through an independent advisor-driven model and an open-architecture platform integrating multiple third-party managers.

James Fitch is a Series 66 licensed financial advisor with 22 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2021 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory services.

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. He holds a Series 66 designation and has 13 years of industry experience. Oliver has been with Stratos Wealth Partners since 2013 and also has a longstanding affiliation with LPL Financial, LLC. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm follows an IAR-driven, open-architecture model integrating multiple third-party platforms and offers a range of advisory and planning services customized to client goals.

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.

Travis Taylor is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Osaic, he worked at FSC Securities Corporation and BDL Advisors, where he currently assists with client relations and operational needs. Outside of his advisory role, Taylor is an independent author of fictional literature, selling his books through various online platforms. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs a variety of asset-allocation tools and third-party platforms to construct and manage client portfolios.

Hope Dangelo is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Her prior roles include positions at FSC Securities Corporation, BDL Advisors, and managing her own consulting business. She is also a notary public. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services alongside access to third-party money managers and various portfolio management tools.

Joel Theis is a financial advisor with Raymond James & Associates who holds the Series 66 designation and has 15 years of industry experience. Prior to joining Raymond James in 2021, he worked at Truist Advisory Services, Truist Investment Services, and BB&T Investment Services in various roles. Outside of his advisory work, he is a partner at JZD Wellness LLC, a martial arts gym where he teaches martial arts and yoga classes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, and offers specialized municipal advisory and employer consulting services.

Holly Kimsey is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. She also teaches exercise classes as a fitness instructor. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory, and retirement plan consulting services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment vehicles.

Vance Embry is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at Raymond James Financial Services and Barker Petway Investment and Retirement Management. Outside of his advisory roles, Embry is involved with the Windemere Landowners Association, where he has been active since 2020. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools used by its network of over 22,800 advisors.

Robert Bishop is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. His prior work includes roles with FoundationWealth and as an educator at Dalton City Schools and Christian Heritage School. He is also a commissioned notary public in the state of Georgia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, utilizing a variety of investment strategies supported by technology and research tools.

James Boling is a financial advisor with LPL Financial, holding a Series 66 designation and bringing experience from previous roles at FoundationWealth and a 15-year career with the Whitfield County Sheriff's Office. He serves as a board member of the Dalton Golf and Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, with a focus on providing customizable investment strategies and access to various institutional platforms.

Charles Barker is a financial advisor with Raymond James Financial Services Advisors Inc. He holds a Series 63 designation and has 32 years of industry experience. His prior work includes 13 years at LPL Financial and ongoing involvement with IRM Investments, LLC and GPB, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses a variety of analytical tools to support client goals.

Jeffrey Browne is a CFP® with 28 years of industry experience, currently with Osaic Wealth, Inc. since 2023. He previously worked at Fsc Securities Corporation for 16 years and has been involved with American Plastic Industries since 1995. In addition to his advisory role, Browne is a licensed insurance agent who provides insurance quotes and policy education to clients. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing advanced asset allocation and portfolio management tools.

Brandon Luedtke is a Series 65-credentialed advisor with Cambridge Investment Research Advisors. He joined the firm in 2026 and has prior work experience in hospital psychiatry from 2018 to 2026. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple custodial platforms and a range of discretionary and non-discretionary investment strategies.

Amy Shopp is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, AI tools, and formal governance procedures.

Emily Boyd Brown is a financial advisor at OSAIC with nine years of industry experience. She has previously worked at FSC Securities Corporation and JJB Hilliard WL Lyons LLC. Brown serves on the board for the Fellowship of Christian Athletes' Women in Sports ministry and volunteers as a character coach for local high school softball teams. She is also a board member of the United Way of Northwest Georgia. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managed account solutions.

Nicholas Payne is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and is also the sole member of Afenitas, LLC, a technology consulting business. In addition, he serves as Head Deacon at Calhoun Seventh-Day Adventist Church, participating in monthly board meetings and managing church operations for events. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Zachary Theis is a financial advisor with Raymond James & Associates in Dalton, GA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, LLC, and Brighthouse Financial. Outside of his advisory work, he is a partner at JZD Wellness LLC, where he teaches jiu-jitsu classes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research resources.

James Mc Allister is a Series 66-credentialed advisor with LPL Financial and Foundation Wealth, with one year of experience at both firms. Prior to this, he worked three years at Insurance Hub and spent 19 years at the Whitfield County Sheriff's Office. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michelle Koneman is a Series 65 licensed financial advisor with Cetera, based in Chatsworth, GA, and has four years of industry experience. She previously worked at Avantax Advisory Services and concurrently owns Koneman Financial and Huggins Bookkeeping & Tax Service, where she provides tax preparation and bookkeeping services for individuals and small businesses. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers. The firm has significant scale with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Zachary Woody is a financial advisor at Edward Jones in Dalton, GA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Matthew Queener is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previous experience with Cambridge Investment Research Inc. He has also served as a teacher at Whitfield County Schools since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions utilizing model portfolios, third-party subadvisors, and customized strategies.

Lyle Maurer is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 66 designation and has worked with Cetera and its related entities since 2014. Prior to and concurrently with his advisory role, he has been associated with Regions Bank since 2013. Cetera Investment Advisers LLC is a large SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management, financial planning, and consulting services.

Wilburn Hudson is a CFP® credentialed financial advisor at LPL Financial with 16 years of industry experience. His prior firms include Cambridge Investment Research Advisors, Resource Horizons Investment Advisory, Valic Financial Advisors, and Edward Jones. Outside of his advisory role, he is involved in airplane rentals in Dalton, GA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Will Patterson is a financial advisor with Ameriprise in Dalton, GA, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2019 and previously was affiliated with the University of Georgia. Outside of his primary role, he is also an associate financial advisor at 825 Group LLC, where he is involved in servicing clients, trading, financial planning, and back-office duties. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team that collaborates with advisors to deliver tailored recommendations using proprietary research and third-party data.

Daniel Friedman is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Principal Securities, Principal Life Insurance, and Capital One Investing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

R Laughter is a CFP® professional with 32 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network for 11 years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and provides specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Draper is a CFP® professional with 28 years of experience in financial advising. He is currently with OSAIC and has previously worked for Fsc Securities Corporation for 16 years. Draper is a partner in Browne, Draper and Land Financial Concepts LLC, where he is involved in financial plan creation, client meetings, and trading. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth investors and charitable organizations, through a large network of advisers and advisory platforms. The firm employs a range of asset-allocation tools and offers both discretionary and non-discretionary portfolio management, incorporating diverse investment vehicles and third-party services.

Rawdon Gallman III is a Series 66-licensed advisor at Raymond James Financial with one year of industry experience. His prior work includes positions at Mercer University and a long-term role at Central Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses tailored planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dennis Steele Jr. is a financial advisor at Edward Jones with the Series 66 designation and five years of industry experience. He has been with Edward Jones since 2020 and previously worked at Southern Adventist University for 21 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lawrence Walter is a financial advisor with Ameriprise in Dalton, GA, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its related entities since 1994. Outside of his advisory work, he owns Walt's Woodworking, a small business focused on creating wooden flags and other woodworking projects. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement, using a combination of research, modeling, and tax-efficiency analysis to provide customized recommendations, with an emphasis on assets held in Ameriprise managed accounts.