Tyler Baker is a CFP® professional with eight years of industry experience. He is the founder and sole advisor at Baker Wealth Group LLC, an independent firm based in Lagrange, GA. Prior to establishing his own firm in 2022, he worked at Mariner Wealth Advisors and Willis Johnson & Associates. Baker Wealth Group LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients. The firm focuses on tailored portfolios using asset allocation, technical analysis, and trading strategies, and offers select clients access to third-party tax return preparation.

Natalie Phillips is a CFP® professional with 18 years of industry experience, currently serving at Kestra Private Wealth Services, LLC. She previously worked at Edward Jones for 17 years and was a homemaker from 2022 to 2024. Outside of advisory work, she owns a real estate business managing a commercial property. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individuals and institutional clients with a variety of investment products and advisory platforms, offering both discretionary and non-discretionary arrangements.

Lydia Stephens is a financial advisor with United Advisor Group and holds a Series 66 designation. She has 20 years of industry experience, having previously worked at Osaic Wealth, Inc., American Portfolios Advisors, American Portfolios Financial Services Inc., and NEXT Financial Group, Inc. Outside of her advisory role, she is involved in an independent insurance business under the name BHT Wealth Management. United Advisor Group serves a diverse client base including individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers a range of services such as discretionary and non-discretionary investment management, financial and retirement planning, and family office services, using proprietary model portfolios and a variety of investment strategies.

Daniel Phillips is a financial advisor at The Fiduciary Alliance with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Madison Park Capital Advisors, LLC and Charles Schwab. Outside of his advisory role, he is a cofounder and 10% owner of BLOXX, LLC, an electronic privacy protection company. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm employs a variety of analytical approaches and may utilize third-party managers while also offering ERISA 3(21) nondiscretionary services to plan sponsors.

Kyle Crawford is a CFP® with 24 years of industry experience, currently practicing at The Fiduciary Alliance since 2024. His prior work includes roles at Bison Wealth, LLC and SA Stone Wealth Management, Inc., spanning over a decade. He also serves as a member of the Planning and Zoning Board for the City of Lagrange, GA, a position he has held since 2009. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, retirement plans, and other advisers. The firm employs a variety of analytical approaches and discretionary portfolio management, with notable involvement in ERISA 3(21) nondiscretionary services and collaboration with third-party managers.

Michael Childress is a financial advisor at The Fiduciary Alliance in Lagrange, GA, holding a Series 65 designation with one year of industry experience. Before joining The Fiduciary Alliance, he worked at Senior Select Insurance and has a background in education spanning nine years. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers, utilizing a mix of fundamental, technical, and cyclical analysis alongside discretionary portfolio management and third-party resources.

Patrick Flora is a financial advisor with Truist Advisory Services, holding a Series 66 credential and over 20 years of industry experience. His career includes roles at Truist Bank, Truist Investment Services, and earlier positions in retail and hospitality. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and third-party platform arrangements.

Alicia Simpson is a financial advisor at Truist Advisory Services with 26 years of industry experience. She holds a Series 66 designation and has worked at various Truist-affiliated firms since 2005, including BB&T Investments and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its services.

Robert Ellis is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, Ellis is co-owner of a real estate business, Ellis & Ellis Realty, based in La Grange, Georgia. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service integrates investment research and algorithmic tools to provide clients with tailored recommendations and ongoing advice.

Joshua Williams is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Stifel, Nicolaus & Company, Inc. since 2015. He holds the Series 66 designation and is based in Lagrange, GA. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Cynthia Little is a Series 66-licensed financial advisor with 13 years of industry experience. She has worked with Raymond James Financial Services and InvestingSimply before joining LPL Financial. Outside of her advisory work, she is a partner at Garner Family Farm LLC and serves as an officer and treasurer for the nonprofit Until All Hear. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

Steven Boatner is a financial advisor with Edward Jones in Lagrange, GA, holding the ChFC® and Series 63 designations and bringing 24 years of industry experience. Prior to joining Edward Jones in 2022, he worked at Infinex Investments, Inc., Commercial Banking Company, and Cetera Investment Services LLC. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors.

Aaron Mabon is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He previously worked at Commonwealth Financial Network for 13 years before joining Raymond James Financial Services Advisors, Inc. in 2025. Outside of his advisory role, Mabon is a partner in TNI Realty, Inc. 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, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Summer Deal is a financial advisor at Raymond James Financial Services Advisors, Inc. with 16 years of industry experience and holds a Series 66 designation. She previously worked at True North Investments and Commonwealth Financial Network. Outside of her advisory role, she owns and operates True North Wealth Advisors, a wealth management firm. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs a non-discretionary, goal-focused approach using analytics and risk profiling, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA employer consulting program.

Stephanie Mcclain is a financial advisor at Ameriprise with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Capital City Bank, LPL Financial, L.M. Kohn & Company, and Charter Investments. Outside of her advisory role, she is involved in a deli and bar service business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

William Nemetz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been affiliated with various Primerica entities since 2002 and currently serves as Treasurer on the board of The Primerica Foundation, and as a board member of Zoo Atlanta. He is also Chairman of the Primerica PAC and owns a management company, 5151 Group, LLC. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party managers and custodians.

Allina Bell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at Raymond James Financial Services Advisors and has over two decades of experience as an independent insurance agent. Bell is also the owner of Spring Creek Farm, a small equestrian boarding and lesson facility in Waverly Hall, Georgia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology-driven research and operational tools.

Ellen Howard is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Her prior work includes roles at Forvis Mazars LLP, Forvis, Dixon Hughes Goodman, and Clemson University. Stifel serves a broad range of clients including individuals, institutions, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Madeline Smith is a Series 66-credentialed financial advisor with five years of industry experience. She is currently with Cambridge Investment Research Advisors and has a background that includes roles at Dempsey Lord Smith, LLC and Southeast Asset Management. Outside of her advisory work, she is the owner of the International Association of Accredited Investors, a real estate venture based in LaGrange, GA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management strategies and platform options.

Joseph Ellis is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. He has been with Ameriprise since 2016, serving in both its Financial Services, Inc. and Financial Services, LLC entities. Outside of advisory work, Ellis has business ownership experience in real estate through Ellis and Ellis Realty. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and third-party data to deliver written recommendation reports and ongoing advice.

Bobby Lumpkin is a financial advisor with LPL Financial in Lagrange, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes 18 years at Raymond James Financial Services and prior experience with LPL Financial. He is the founder and board member of a nonprofit organization called Until All Hear and is involved in real estate development through a hunting farm partnership. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Headrick is a financial advisor at Cambridge Investment Research Advisors with over 44 years of industry experience. He previously worked at Dempsey Lord Smith, LLC for 16 years before joining Cambridge in 2025. He holds Series 63 and Series 65 licenses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing both proprietary and third-party model strategies tailored to client objectives.

Aaron Christian is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Uber, Lyft, Marco's Pizza, and S&S Termite and Pest Control. Outside of his advisory role, he volunteers as a minister at the Muscogee County Jail and serves as an associate pastor at Fountain Gate Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large national network of advisors and branches.

William Allison is a CFP®-designated financial advisor with 24 years of industry experience, currently serving at Stifel since 2009. He is involved in several nonprofit activities, including roles on the Resource Development Committee and Campaign Leadership Council for the USM Foundation, chairing the Investment Committee for the University of Southern Mississippi Foundation, and participating on the Stewardship Committee of Crosspoint Church. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using a proprietary investment methodology developed by its Investment Strategy Group.

Derrick Rivera is a financial advisor at Ameriprise with 28 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Rivera is also involved with The 825 Group, LLC, an entity formed for employee payroll, group insurance, and hiring. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

Glenn Ware is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 designations. He has 32 years of industry experience, including prior roles at LPL Financial, Capital City Bank, L.M. Kohn & Company, and Charterbank. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and ongoing planning for clients nearing or in retirement, emphasizing dependable income sources and tax-aware withdrawal strategies.

David Evert is a financial advisor with Edward Jones in Lagrange, Georgia, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. 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 strategies, separately managed accounts, and tax-efficient services.

Melissa Churampi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2022 and Bank of America, N.A. since 2025. Prior to her financial services roles, she held positions at Olive Garden and Truett's Chick-fil-A. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.