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 a Series 65 designation and one year of industry experience. His prior work includes roles at North Georgia National Bank, Builtwell Bank, Northside Bank, and experience with C&A Investment Properties, LLC. Dalton Wealth Planners is a fee-only registered investment adviser serving individual clients and employer retirement plans with discretionary investment management and financial planning. The firm uses asset-allocation-driven portfolios combining passive and active strategies, operating on a boutique scale with two advisors and approximately $1.5 million in discretionary assets under management.

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 43 years of experience in the financial services industry. He is currently a team member at CPC Advisors, LLC and has held advisory roles at Raymond James Financial Services Advisors Inc. and Barker Petway Investment & Retirement Management. Petway serves on the finance and investment committee of First Baptist Church of Dalton, GA. CPC Advisors provides financial planning and portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm employs a model portfolio and asset allocation approach based on Modern Portfolio Theory, focusing on mutual funds, equities, and ETFs with an emphasis on long-term investment strategies.

Grant Goldberg is a financial advisor with Kingswood Wealth Advisors, LLC in Dalton, GA, holding a Series 66 designation and two years of industry experience. Prior to joining Kingswood, he worked at Dempsey Lord Smith, LLC and has been involved with Medical Business Concepts, Inc., where he consults with doctors on business, bookkeeping, and tax matters. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to each client’s goals and risk tolerance, offering a range of portfolio management and consulting services.

Matthew Land is a financial advisor at Kingswood Wealth Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including FSC Securities Corporation and Dempsey Lord Smith, LLC. Land is also the founder and owner of Stern Investments, LLC, where he provides financial advisory services. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, third-party manager oversight, and various consulting services.

Joseph Aloisio is a financial advisor with Kovack Advisors, Inc. who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Kovack Advisors since 2015 and has worked with Security Mutual Life Insurance Co. since 1973. Outside of his advisory role, Aloisio is involved in life insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions through a nationwide network. The firm emphasizes diversified asset-class exposure primarily via mutual funds and ETFs, and also offers financial planning, third-party manager recommendations, and account aggregation services.

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 as a financial advisor at Stratos Wealth Partners, Ltd since 2013. She also holds a Series 66 license and has been affiliated with LPL Financial during the same period. Outside of her advisory work, she is CEO and publisher of Beavers Media, LLC, a publishing business, and CEO of Lauren's Freeze Dried Treats, LLC, which sells freeze-dried products at farmers markets. Additionally, she serves as a board member of the Whitfield Healthcare Foundation. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that integrates multiple investments into a single account and supports both advisor-managed and model-based portfolios.

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 at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds the Series 66 designation and has been with Stratos Wealth Partners and LPL Financial since 2012. Outside of his advisory role, he is involved in a business that buys and sells heavy equipment through OT Track Movement LLC. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, nonprofits, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active asset allocation and the use of multiple custodians and sub-advisors.

James Fitch is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 21 years of industry experience. Prior to joining Benjamin F. Edwards in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.

Jamie Upton is a financial advisor with Truist Advisory Services in Dalton, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Truist Advisory Services in 2021, Jamie worked at BB&T and its related entities from 2014 to 2021. Outside of advising, Jamie is an independent consultant for Scentsy, providing products to family and friends. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary investment management approaches supported by third-party platforms and AI-enabled research.

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 at Stratos Wealth Partners, Ltd with 12 years of industry experience. He holds a Series 66 designation and has been with Stratos Wealth Partners since 2013, having previously worked at LPL Financial. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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 Wealth, Inc. with two years of industry experience. She holds a Series 66 license and previously operated her own consulting business, Hope D'Angelo Consulting. Outside of her advisory role, she is a notary public. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, offering portfolios constructed with a range of asset classes and supported by various third-party platforms and 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 Series 66-registered financial advisor at LPL Financial with three years of industry experience. He has held roles at Raymond James Financial Services Advisor, Inc. and Barker Petway Investment and Retirement Management. Outside of his advisory work, he has been involved with the Windemere Landowners Association, Inc. since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research from LPL Research and third-party subadvisors.

Robert Bishop is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. His prior work includes roles at FoundationWealth, Dalton City Schools, and Christian Heritage School. He is also a licensed notary in the state of Georgia. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, combining in-house research and third-party models with both discretionary and non-discretionary management options.

James Boling is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. Before entering finance, he served 15 years with the Whitfield County Sheriff's Office. He is a board member of the Dalton Golf and Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by research and diverse investment strategies.

Charles Barker is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 31 years of industry experience. Barker has been with Raymond James since 2016 and is also involved with businesses including Barker Petway Investment & Retirement Management and IRM Investments, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and provides non-discretionary consulting alongside various advisory programs.

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 with Fidelity who holds Series 63 and Series 66 licenses and has 14 years of industry experience. She has been affiliated with various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies, including AI and algorithmic tools, in portfolio management.

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.

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.

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.

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.

Matthew Queener is a financial advisor with LPL Financial in Dalton, GA, holding a Series 66 designation and two years of industry experience. Prior to joining LPL in 2024, he worked at Cambridge Investment Research Inc. and has served as a teacher with Whitfield County Schools since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Wilburn Hudson is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with LPL Financial and was previously with Cambridge Investment Research Advisors for 11 years. Outside of his advisory work, he is involved in airplane rentals in Dalton, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Will Patterson is a financial advisor at Ameriprise in Dalton, GA, holding a Series 66 designation with five years of industry experience. He has been with Ameriprise since 2019 and previously worked at the University of Georgia. In addition to his role at Ameriprise, he is an associate financial advisor at 825 Group LLC in Atlanta, where he is involved in client servicing, trading, financial planning, and back-office duties. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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.

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.

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.

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.