William Stamper is a financial advisor at Sollinda Capital Management LLC with a Series 66 designation and one year of industry experience. Prior to joining Sollinda, he held roles at Saxony Securities, Legacy Financial Partners, and worked as a bartender at Hawthorn Bar and Lounge. Stamper’s outside activities include bartending at Hawthorn Bar and Lounge. Sollinda Capital Management LLC is a discretionary investment adviser serving individuals, including high-net-worth clients, and profit-sharing plans. The firm employs a variety of systematic and discretionary investment strategies and offers tailored programs without a stated account minimum.

Amelia Senecal is a financial advisor at Capital Investment Advisory Services, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vision Financial Group and Capital Investment Group, Inc. in addition to her current role. Outside of advisory work, she is also a fixed annuity and life insurance agent and sells used clothing on Poshmark. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, retirement plans, and charitable institutions. The firm manages most assets on a discretionary basis, employing fundamental, technical, and charting analyses across various investment strategies.

Scott Bass is a CFP® with 25 years of industry experience, currently serving as an advisor at Capital Investment Advisory Services, LLC since 2018. He previously worked at ProEquities, Inc. from 2010 to 2018. Outside of his advisory role, Bass is a finance committee member at Baptist Church @ Ebenezer. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Talbert Edenfield is a CFP® professional with 29 years of industry experience. He is currently with Capital Investment Advisory Services, LLC and has held prior roles at ProEquities, Inc. and Southeastern Financial Resources. Edenfield is also the owner of Vision Financial Group of GA, LLC, reflecting his entrepreneurial involvement in financial planning and related services. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing portfolio monitoring and risk disclosures.

Michael Thames is a CFP® certificant with 15 years of experience in the financial services industry. He has worked at Capital Analysts and Lincoln Investment since 2024 and held various roles at Charles Schwab from 2011 to 2024. Thames serves as a finance committee member for Gateway Church, where he participates in quarterly meetings to review the church’s finances and projects. Capital Analysts serves retail and institutional clients, including individual investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Rachel Bass is a financial advisor at Capital Investment Advisory Services, LLC with three years of industry experience. She holds the Series 65 and Series 63 licenses. Rachel has worked at Capital Investment Group, Inc., Vision Financial, and other firms, and also operates RDG Financial, a business involved in the sale of fixed insurance products. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement plans, trusts, and charitable institutions. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance, managing the majority of assets on a discretionary basis.

Robert Fears is a financial advisor at Capital Investment Advisory Services, LLC with six years of industry experience. He holds the Series 66 designation and has worked at Capital Investment Advisory Services, Capital Investment Group, and Vision Financial. Outside of his advisory role, he owns Fears Financial Services of GA, Inc., a financial planning firm. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, supported by ongoing monitoring and risk disclosure.

Chad Brennan is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and operated his own advisory firm, Brennan Financial Services. Outside of his advisory work, he serves as a board member for Mashview Bible Camp, a nonprofit children’s summer camp. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and various retirement plans. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.

Timothy Vorel is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Woodbury Financial for 14 years. Outside of his advisory role, he owns Vorel Financial Group and serves as a poll worker for Effingham County elections as well as a volleyball referee for the Georgia High School Association. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs firm-provided asset-allocation tools and supports various investment strategies including discretionary and non-discretionary portfolio management with access to third-party money managers.

Jeremy Herren is a financial advisor with Edward Jones in Springfield, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, Herren is involved with CD Baby, managing streaming revenue activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Gregory Vasher is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His work history includes roles at Mass Mutual Investors Services, Avantax, and Valiant Wealth Management. He is currently associated with Valiant Wealth Management, where he provides financial advice and investment solutions. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Michele Shuman is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 credentials and bringing 10 years of industry experience. She has been with Thrivent and its affiliated entities since 2015. Outside of her advisory role, she serves as a board member for the Georgia Battlefields Association, a nonprofit focused on preserving historic sites in Georgia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm enables clients to integrate planning with managed-account services under a consolidated billing option known as “WealthPlan.”

Victoria Waters is a financial advisor with Edward Jones in Port Wentworth, GA, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2009. 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 plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Rigoberto Bautista is a financial advisor with Merrill in Rincon, GA, holding a Series 66 designation. He has experience working at Merrill and Bank of America, N.A., with prior roles in the automotive and consumer goods industries. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, pension plans, and charitable organizations.

Phyllis Graham is a financial advisor at Edward Jones in Port Wentworth, GA, holding a Series 66 designation. She has over 14 years of prior experience at JCB Inc before joining Edward Jones in 2025. Graham is also the owner of BAEHR Solutions LLC, originally established for consulting in product and marketing. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Jason Harrington is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously served 22 years in the United States Marine Corps. He also currently works for Gulfstream Aerospace. LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Rachel Cadichon is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Outside of her advisory role, she is the sole member of Rachel Cadichon LLC, a business entity used to pay staff. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Monica Everett is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 designations. She has 21 years of industry experience and has worked with PFS Investments Inc. and Primerica Financial Services since 2004. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven strategies supported by third-party asset managers and custodial services, operating at scale with approximately $15.5 billion in assets under management.

Melisa Fennell is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shari Stiles is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. She joined Raymond James in 2019 after six years at Lang Capital, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a broad network of affiliated research and portfolio management resources.

Ryan Waters is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2013. Outside of his advisory role, he maintains ownership of a single-family rental property. 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 solutions supported by a nationwide network of more than 23,000 financial advisors.

Thomas Allen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Cambridge Investment Research since 2010 and has been self-employed since 1973. Outside of advisory work, Allen is a 50% partner in a farming operation and serves as vice chairman of the Effingham County Elections Board, as well as chairman of the board for a local Evangelical Lutheran congregation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals. The firm provides a range of portfolio management options across various custody platforms, combining proprietary and third-party strategies with both discretionary and non-discretionary implementations.