William Harpe is a financial advisor at CoreCap Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked at CoreCap Advisors since 2019. Outside of his advisory role, Harpe serves as a pastor at New Hope Christian Fellowship, a Southern Baptist church. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, individual equities, and fixed income.

Allix Dennis is a financial advisor at Csenge Advisory Group, LLC with 24 years of industry experience. Dennis holds Series 63 and Series 65 credentials and has worked at firms including Lion Street Financial and M Holdings Securities. Outside of advisory work, Dennis owns ACD Planning LLC, a business involved in insurance and annuity sales and policy management, and serves as a co-trustee of a family testamentary trust. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a top-down investment approach that integrates fundamental and technical analysis and offers customized portfolio management through discretionary and model-based allocations.

William Clifton is a CFP® professional with nine years of industry experience, currently serving as a financial planner at Kestra Advisory. His prior experience includes roles at Kestra Investment Services and ProEquities, Inc. In addition to his advisory work, he operates under the dba Protective Financial Services, providing financial planning and life insurance services in Milledgeville, GA. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Dannielle Maldonado is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and seven years of industry experience. She previously worked at ProEquities, Inc. before joining Kestra in 2022. Maldonado also has client service experience supporting financial advisors through Protective Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and utilizes multiple management platforms, serving a broad range of clients including large institutional investors.

Quinton Machado is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Empower Financial Services and several educational and nonprofit organizations such as Cedarville University and High Point Camp. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and operates with a tightly integrated model connected to Empower’s recordkeeping and administrative platforms.

Colin Mcculley is a financial advisor with Kestra Advisory, holding a Series 66 designation and 14 years of industry experience. Prior to his current role beginning in 2022, he worked at Concourse Financial Group Securities for seven years. Outside of advising, he serves as a board member for Sinclair Baptist Church and instructs pistol and rifle safety courses in middle Georgia. He also manages a family tree farm near Milledgeville, GA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, serving a range of clients that includes large institutional investors and sovereign wealth funds.

Christopher Babb is a financial advisor at Edward Jones in Milledgeville, GA, holding a Series 66 designation. He joined Edward Jones in 2026 and previously spent ten years at Georgia Military College. 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 network of financial advisors and branch offices nationwide.

Crystal Law is a CFP® and Series 66 credentialed financial advisor with nine years of industry experience. She has been with Edward Jones in Milledgeville, GA, for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

James Goforth Jr. is a CFP® and Series 66-registered financial advisor with Ameriprise, where he has worked since 2005, accumulating 26 years of industry experience. He serves as board chair for CASA, a nonprofit supporting court-appointed special advocates. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Nathan Snow is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Lake Country Wealth Advisors, Pettigrew & Pettigrew CPAs, Georgia Military College, and the Jones County Public School System. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and serves over 10,000 advisors with more than $256 billion in assets under management.

Keino Robinson is a financial advisor at Primerica Advisors with one year of industry experience. His background includes roles at Primerica Financial Services, The Assurance Group, and Modern Woodmen of America. Outside of finance, he is involved with The Burning Sands by Alicia, a venture he has participated in for three years. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-based investment strategies managed by third parties.

Duane Easter is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kestra Advisory, Kestra Investment Services, and Concourse Financial (formerly ProEquities). Outside of his advisory work, he is co-owner of Easter Family Tree Farm, a timber management business. 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 advisory programs and financial planning services, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management.

Laura Thompson is a financial advisor with LPL Financial in Milledgeville, GA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Infinex Investments, Inc. for nine years and has been associated with Exchange Investment Services Inc. for over two decades. Outside of her advisory work, she is involved in timber sales through the Thompson Family Limited Partnership. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Robert Williamson is a financial advisor with Ameriprise in Milledgeville, GA, holding a Series 66 designation and six years of industry experience. Prior to his advisory role, he worked for 24 years at Georgia College & State University. Outside of advising, he serves on the boards of Meals on Wheels of Baldwin County and the Milledgeville-Baldwin County Chamber of Commerce, and leads active vacations for Sojourn Bicycling and Active Vacations. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement, with a focus on clients meeting specific asset criteria. The firm combines research and modeling with tax-efficient strategies and uses algorithmic tools to generate personalized income recommendations.

Bruce Vaughn is a CFP® with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and includes both discretionary and non-discretionary options, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Dana Leary is a financial advisor with Edward Jones in Milledgeville, GA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Edward Jones since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a large nationwide network of advisors and branch offices.

Stephanie Johnson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Teresa Dyer is a financial advisor with Wells Fargo Clearing in Milledgeville, GA, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

John Pettigrew is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked with Lake Country Wealth Advisors and has longstanding ownership of Pettigrew Accounting Services, providing tax and accounting services. Pettigrew also serves as an elected board member of Exchange Bank and manages commercial real estate through his ownership of Pettigrew Professional Suites South LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to both affiliated and third-party managers.