Lamar Plunkett is a CFA® charterholder with 20 years of experience in financial advising. He has been the sole advisor at Plunkett & Associates, Inc. since 1998. Plunkett & Associates serves individuals, trusts, estates, and charitable organizations, focusing on financial planning and discretionary portfolio management through individualized client relationships. The firm primarily uses direct selection of individual stocks and bonds, combining fundamental analysis with technical and cyclical methods, and conducts regular account reviews.

John White is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Sequent Planning, LLC, JAWCLU, LLC dba Financial Guideposts, and Onyx Wealth Advisors, Inc. He also operates a sole proprietorship offering advisory and insurance services. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing client strategies through third-party sub-advisers and model portfolios.

Christopher Kitchens is a CFP® professional with two years of experience, currently serving with United Planners' Financial Services of America. He has held various roles including ownership of a BBQ supply company that operates a YouTube channel featuring hunting, fishing, and cooking content. He is also an associate pastor at Hope Church in Carrollton, GA, a position he has held since 2014. United Planners Financial Services is a national wealth-management enterprise that serves a broad client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent Investment Adviser Representatives and utilizes a range of custodians and third-party managers to implement investment strategies.

Jonathon Monsour is a CFP® with 30 years of experience in financial advisory. He has worked at United Planners Financial Services of America since 2017 and previously spent eight years with Cambridge Investment Research Advisors. Outside of advisory work, he owns M&M Property Group, a real estate sales and property management business in Carrollton, GA. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individuals, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through independent advisors, with a notable focus on client-directed, non-discretionary account management.

Michael Stone is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Commonwealth since 2018 and previously at IFG Advisory, Milestone Investment Management, and LPL Financial. Stone is also involved in fixed insurance sales and owns an operating company related to his securities and advisory business. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios, allowing advisors discretion in portfolio construction while leveraging Commonwealth’s investment research and platform capabilities.

Jason Backus is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously with Independent Financial Partners. Outside of his advisory roles, he is affiliated with Villa Rica First United Methodist Church. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting, using a combination of discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Jason Norton is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and previously with Independent Financial Partners and LPL Financial. Norton is also a notary public. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and wealth coaching. The firm utilizes both discretionary and non-discretionary portfolio management strategies and integrates various analytical techniques and technology platforms to deliver comprehensive advisory services.

Julia Moody is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2023 and previously held roles at Regions Bank, Cetera Investment Services, and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses both discretionary and non-discretionary management approaches, leveraging third-party platforms and AI-enabled research tools to support investment decisions and manager selection.

Kimberly Moore is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has six years of industry experience and has worked with LPL Financial, LLC since 2016. Moore is also a notary public. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through both discretionary and non-discretionary strategies supported by various analytical techniques and technology platforms.

Bobby Powers is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2018 and previously held roles at Fogo Data Centers and the SwingThought Tour. Powers also engages in the sale of investment-related products and receives compensation for referrals related to home security and automation products as well as loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services based on model recommendations developed by unaffiliated asset managers, and offers a range of strategic and tactical investment models.

Derick Newton is a financial advisor with Edward Jones in Carrollton, GA, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as a pastor and founder of the Last Shall Be First Ministry and is a songwriter of gospel music. 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 nationwide network of financial advisors and branch offices.

Tiffany Middleton is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for over a decade at Georgia Mortgage Services Inc. as a mortgage loan officer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Brody Parkerson is a financial advisor with Merrill holding a Series 66 credential. He has one year of industry experience and has previously worked with Bank of America, MWA Financial Services, and Modern Woodmen of America. Prior to his advisory roles, he was employed in education at several institutions including Georgia Gwinnett College and Gordon State College. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Larry Lyle is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. In addition to advisory work, he receives non-investment related compensation through referrals for home security, automation products, and other home-related services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Joey Key is a financial advisor at Edward Jones in Carrollton, GA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, including prior roles at Assurity Life and several Southern Farm Bureau companies. Key has been with Edward Jones since 2017. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joseph Garrett is a financial advisor with LPL Financial in Carrollton, Georgia, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004. Outside of his advisory role, he is involved in publishing through Chapel Heights Publishing, LLC. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and technology tools to support advisory representatives.

Jackson Grillo is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and two years of industry experience. He previously worked at Rezolut and Rollins Inc, and has been affiliated with Cambridge Investment Research, Inc. in various roles since 2014. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Pamela Robinson is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and bringing 22 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2008 and previously with Grillo & Associates for 25 years. Outside of her advisory role, she serves as treasurer for Habitat for Humanity of West Georgia and is involved as a youth leader at Midway Macedonia Baptist Church. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports various management approaches through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Jeremy Sabo is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and having 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is an author of a book on the history of the track and field program at Carrollton High School and is certified as an athletics official by USA Track & Field. 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 services including financial planning, model portfolio programs, and institutional platforms, utilizing a large network of investment adviser representatives supported by research and technology tools.

Steven Holmes is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He previously worked at Cetera Advisors LLC for five years and has operated Holmes Financial Group, Inc. since 2001, which also provides income tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides diverse investment options through its extensive network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Stephen Stana is a financial advisor with UBS Financial Services in Carrollton, GA, holding Series 63 and Series 65 licenses and possessing 50 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he owns and operates a family farm called Tailor-Made Farms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Silke Wolf is a financial advisor at Primerica Advisors with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Primerica Advisors since 2016. Prior to this, she was employed at Augusta Richmond County from 2012 to 2017 and has been affiliated with Primerica Financial Services since 2002. Outside of advisory work, she is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors is a firm that manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm’s advisory services are primarily model-driven, utilizing strategies from unaffiliated asset managers, and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Frederick O'Neal is a financial advisor with Edward Jones in Carrollton, GA, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 1988. Outside of advising, he serves as a director of Tanner Health Systems and is chairman of the Deacon's Ministry at First Baptist Church of Carrollton. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Jaylen Jones is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked previously at Capital Group and Ares Management. Outside of his advisory role, Jones is the founder of 86 Hills LLC, a clothing resale business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates a large network of financial advisors and branch offices nationwide.

John Moore is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at United Community Banks, Inc., INVEST Financial Corp, and SunTrust Advisory Services. 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 financial planning and portfolio management services, utilizing both in-house and third-party strategies, and supports its advisors with technology and operational tools while overseeing over $819 billion in discretionary assets.

Helen Reeve is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has worked at firms including Bank of America Merrill Lynch and Merrill. Outside of her advisory role, she has been involved with Garrett & Robinson Investment Management & Wealth. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad suite of financial products.

John Weaver is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing. Outside of his advisory roles, he is associated with a hay farming operation called Mountain View Farms. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Joel Shirey is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 16 years of industry experience and has worked with Cambridge in various capacities since 2009. Outside of his advisory role, he is involved with Tabernacle Baptist Church of Carrollton, serving as a secretary at board and deacon meetings and participating on the church committee and student ministry council. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

Ryan Nelson is a financial advisor at Edward Jones in Carrollton, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2019, he worked at the University of West Georgia Bookstore, Twin City Realty GA, and Denver Mattress Company. 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, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

David Pollard is a financial advisor with Raymond James Financial in Carrollton, GA, holding Series 63 and Series 65 licenses and accumulating 37 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and the broader Raymond James Financial firm since 2009. Outside of his advisory role, he owns two support companies, Henry Miller LLC and Partners Financial Group, the latter being non-investment related. 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 clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Olga Kireeva is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at PFS Investments Inc. since 2020 and Primerica Financial Services since 2019, with prior experience at AlecGrey LLC and ZeroChaos. Primerica Advisors is a large institutional firm offering 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 utilizes model-delivery strategies managed by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing for trade execution and custody.

Michelle Martin Yoder is an investment advisor representative at Cambridge Investment Research Advisors with 36 years of industry experience. She holds Series 63 and Series 65 credentials and previously spent over a decade with Dempsey Lord Smith, LLC. Outside of her advisory role, she is also involved in insurance sales. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms.

Robert Sullivan is a financial advisor with Raymond James Financial in Carrollton, GA, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has held roles at Raymond James Financial and its affiliated services since 2006 and is co-owner and partner of Henry Miller LLC and Partners Financial Group, respectively. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining specialized programs such as municipal and public-finance advisory services.

Chantrice Swint is a financial advisor with Edward Jones in Carrollton, GA, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019, following four years as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices.

John Martin Jr. is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 12 years before joining Cambridge in 2019. Outside of his advisory role, he is owner and president of Martin Private Wealth Group and is involved with several private business ventures. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion-dollar asset base across multiple platforms and custodians.

Clayton Robinson is a financial advisor with LPL Financial in Carrollton, GA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He worked at Synovus Securities, Inc. for 10 years prior to joining LPL Financial in 2008. Outside of his advisory role, he is involved in firearms sales and ownership transfer services through a private business. 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.

Elly Chapman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to her advisory role, Chapman is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure for its investment solutions.