Johnathan Peabody is a financial advisor at BEEYOND Capital, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Dempsey Lord Smith, LLC for five years. Peabody also served in the United States Army Reserve, where he continues to train and certify military units as an observer controller/trainer. BEEYOND Capital, LLC is a fee-only investment adviser providing discretionary portfolio management to individuals, high net worth clients, and entities. The firm employs mutual funds, ETFs, bonds, options, and equities, using both technical and fundamental analysis to determine asset allocation based on client information.

Christopher Wilson is a financial advisor at PRR Wealth Management with eight years of industry experience. He holds Series 65, Series 63, and Series 66 designations. Outside of advising, he works as a manufacturing sales engineer at Blair Engineering Southeast, providing technical guidance to design engineers. PRR Wealth Management is a state-registered investment adviser offering discretionary asset management and wealth planning to individuals, trusts, small businesses, non-profits, and family offices. The firm uses both long and short positions, including derivatives and cryptocurrencies, employing technical analysis and option-modeling software to manage portfolios tailored to clients’ risk tolerance and objectives.

Justin has worked in the accounting and financial services business since 2009 when he graduated from Berry College with a degree in accounting. He desires to use his expertise to equip clients to live prepared and be able to face their future with confidence.

James Threlkeld is a financial advisor with Summit Financial Group, LLC in Rome, GA, holding a Series 66 designation and 23 years of industry experience. He has worked at Haynes & Moore, LLC, an accounting firm, where he is currently a consultant and was formerly a partner. Summit Financial Group provides discretionary portfolio management and consulting services to individuals, trusts, and estates, serving both high-net-worth and non-high-net-worth clients. The firm develops tailored financial profiles and investment plans, typically implementing them through mutual funds, bonds, CDs, and separate account managers, while maintaining a buy-and-hold investment approach.

Randall Daniel is a financial advisor with Center For Wealth Management Advisory, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at LPL Financial LLC and Cambridge Investment Research Advisors Inc. He serves as a board member for Relief for Kids in Haiti, a nonprofit organization operating a school and orphanage in Haiti. Center for Wealth Management serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients, offering financial planning, consulting, and portfolio management through various managed-account options. The firm employs strategic and tactical asset-allocation models tailored to clients’ goals and risk tolerance, and sponsors both wrap-fee and non-wrap investment programs.

Don Ash is a financial advisor with Corecap Advisors in Rome, GA, holding a Series 65 designation and 15 years of industry experience. He has worked at Convergence Financial Advisors since 2012 and has been associated with Estate Planners Of Ga since 1995. Outside of his advisory roles, he is involved in insurance sales, retirement planning, and annuities. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, as well as various institutional clients. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes multiple investment vehicles and sub-advisors in its management process.

Isabel Jacobs is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 credential and four years of industry experience. She has previously worked with Valic Financial Advisors and engages in insurance-related activities involving fixed annuities. Jacobs also participates as a financial advisor with Osaic Wealth, offering securities and investment advisory services. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm delivers portfolio management and financial planning through a network of independent advisory affiliates using model-based investment solutions and provides both discretionary and non-discretionary services.

James Holder Jr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Benjamin F. Edwards & Co since 2014. The firm is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets, serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. Benjamin F. Edwards offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing oversight from an Investment Strategy Committee.

Tracie Kanelos is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She holds a Series 66 designation and has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models, with ongoing oversight from an Investment Strategy Committee.

James Holder III is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63, 65, and 66 licenses and with 24 years of industry experience. He has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporations. The firm offers a combination of model-based and customized investment strategies, with ongoing due diligence and monitoring conducted by its advisors and third-party managers.

Andreane Frazier is a financial advisor with Primerica Advisors who holds the CFP® and ChFC® designations and has 15 years of industry experience. She previously worked at Hornor Townsend & Kent LLC and Penn Mutual Life Insurance Company over a ten-year period before joining Park Avenue Securities and Guardian Life Insurance Company in 2021. Outside of advising, she is active as a professional speaker and author, and serves as treasurer on the board of the Exchange Club Family Resource Center, a nonprofit providing parenting and life skills training. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account services including lending solutions and donor-advised funds.

Michael Wood is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2015. He is based in Rome, GA, and serves as president of the Shoals Ferry Homeowners Association, coordinating community projects for his neighborhood. 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 nonprofit organizations, offering a range of investment strategies and advisory services with oversight from an Investment Strategy Committee.

Sherman Fernandes is a financial advisor with Integrated Wealth Concepts LLC in Rome, GA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has previously worked with Level Four Advisory Services and LPL Financial, where he has maintained a long tenure since 2009. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, applying a primarily long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income.

Anh Hamilton is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including SGL Financial, LLC, NS Capital LLC, and Wealth Financial Advisory Services, LLC. He is also the owner of Intellectual Business Solutions, LLC, where he provides wealth planning and insurance services. Integrity Alliance is a large enterprise advisory firm serving individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets through a network of over 300 independent advisors, offering portfolio management, financial planning, and both discretionary and non-discretionary investment solutions.

Abby Green is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has worked with SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 2006. 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 implemented through a combination of discretionary manager relationships and non-discretionary consulting.

Ralph Barden is a financial advisor with Primerica Advisors based in Rome, GA, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of his advisory work, he teaches a class to graduate ministerial students at The New Orleans Baptist Theological Seminary and provides income tax consultation through Peachtree Tax Advisors, LLC. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account services, including lending and donor-advised funds.

Robert Harbison Jr. is a financial advisor with Primerica Advisors based in Rome, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked with Peachtree Planning Corporation, Park Ave Securities, and Guardian Life Insurance Company since 2002. Outside of his advisory work, he is involved with the Greater Rome Chamber of Commerce and serves on the board of Treasure in Earthen Vessels, Inc., a nonprofit focused on providing religious materials and financial aid for church and ministry activities overseas. Park Avenue Securities LLC serves a diverse retail client base including individuals, high-net-worth investors, charitable organizations, and corporations. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and a digital advice platform to provide tailored investment strategies.

Jon Lewis is a financial advisor with Benjamin F. Edwards & Company, Inc. in Rome, Georgia, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Benjamin F. Edwards since 2013. Outside of his advisory role, he is a partial owner of Big Spoon Holdings, Inc., a real estate investment company, and serves as a co-trustee for a local shelter trust. 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 nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models, with ongoing oversight by an Investment Strategy Committee.

Marsha Mayben is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She holds a Series 66 designation and has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a range of advisory programs and employs both firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.

Michael Crego is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Benjamin F. Edwards since 2013. Outside of his advisory role, he is a donor-advisor with the American Endowment Foundation, where he directs grants to charities. 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, and charitable organizations, offering a range of investment management and financial planning services utilizing both firm-developed and third-party strategies.