Alexander Andrews is a financial consultant with First Citizens Asset Management, Inc., holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked throughout his career within the First Citizens organization, including roles at First Citizens Bank and First Citizens Investor Services. Outside of his advisory work, he occasionally assists his wife with an e-commerce business that resells thrift store items on eBay. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, charitable organizations, municipalities, and institutions. The firm offers multi-asset class portfolios combining fundamental, quantitative, and technical analysis, with a focus on strategic asset allocation and manager research.

Russell Beasley is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Creative Financial Designs since 2017 and previously spent eight years at Legend Advisory, LLC and one year at BB&T Investment Services, Inc. In addition to his advisory role, Beasley serves as a math teacher at Foothills Charter School and operates a tax preparation service. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering investment management and financial planning across various platforms. The firm uses asset-class model allocations and risk objectives to structure portfolios, supported by third-party research and an Executive Investment Committee.

Jeffrey Falke is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Wealthcare Advisory Partners, LLC, LPL Financial, LLC, Fortis Group Advisors, LLC, and Invest Financial Corporation. Outside of advisory work, he serves as Secretary of the Advisory Board for Atlantic Care Center, a nonprofit charity. Kingswood Wealth Advisors serves a diverse client base including individual, high-net-worth, and institutional investors, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture platform with customized investment strategies, often utilizing third-party managers, and is notable for its integration with affiliated financial entities and insurance-linked account management.

Kelly Finger is a CFP® professional with 21 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2010 and First Citizens Investor Services, Inc. since 2016. She holds Series 63 and Series 65 licenses. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, offering global, multi-asset model portfolios across various implementation frameworks.

Charles McDaniels is a financial advisor with Principal Financial Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including roles at McDaniels and Thomas Wealth Management LLC and PRINCIPAL LIFE INSURANCE COMPANY. McDaniels serves on the board of the Hampton Masonic Lodge and is an associate member of the Georgia Funeral Directors Association. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Rodney Nock is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Fahnestock & Co. Inc. for 23 years and spent 8 years at CIBC World Markets Corp. prior to that. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with a notable portion of assets managed on a non-discretionary basis.

Deborah Dorman is a financial advisor with Equity Services, Inc. and National Financial Services Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Equity Services since 2013. Outside of her advisory role, Deborah provides pet care services, including feeding and walking animals and cleaning stalls. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and manages a substantial amount of both discretionary and non-discretionary client assets.

Cody Wilson is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and E*TRADE Securities LLC. Guardian Life’s affiliate, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses by offering brokerage and advisory services. The firm employs a combination of advisor-led discretionary management and model-based strategies, leveraging proprietary programs and third-party platforms to tailor client relationships.

David Plaisted is a financial advisor with Edward Jones in Toccoa, GA, holding Series 63 and Series 66 credentials and 44 years of industry experience. He has been with Edward Jones since 1982. Outside of his advisory role, he is the owner of a real estate business in Toccoa. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Aaron Plaisted is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving 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.

Donavan Layton is a financial advisor with Edward Jones in Lavonia, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he manages Layton Holdings LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Dini is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Avantax Advisory Services, Avantax Insurance Agency, and Valic Financial Advisors. Outside of his advisory role, he has been involved with Dini Enterprises Inc., a business entity for non-investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and other institutions, providing a range of financial planning, portfolio management, and institutional solutions.

Richard Russillo Jr. is a CFP® with 33 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Securities Service Network, Equitable Advisors, and Next Financial Group, among others. Outside of his advisory work, he owns an online sports cards and memorabilia store called Rich 'N Deals. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation, portfolio optimization, and provides a range of programs such as comprehensive financial planning, managed portfolios, and retirement plan consulting.

Robert Cheek is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at the University of Georgia for one year. 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 services, 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.

Byron Young is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors for 10 years. Additionally, he is the president and owner of Byron Young & Associates, LLC, which focuses on insurance sales and fixed annuities. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan participants, charities, and corporate clients. The firm offers a variety of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Sonya Legg is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she is a candidate for county probate judge and serves as treasurer for Savannah River Productions. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program structures and affiliations.

William Jones is a financial advisor with LPL Financial in Royston, GA, holding Series 63 and Series 65 licenses and two years of industry experience. He has been with LPL Financial since 2024 and also has experience working with Gwinnett County since 2014. Outside of his advisory role, he is involved with a family farm based in Royston. 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, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Taylor Hill is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has prior experience at Morgan Stanley and E*TRADE Securities. Previously, Hill worked in the restaurant industry, including roles at Hammerheads Seafood Bar and Local Kitchen and Tap. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based analyses across various financial topics. The firm offers these planning services either as one-time or ongoing engagements and integrates planning with managed-account programs without discretionary trading authority.

Jennifer Hughes Murdock is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is a co-owner of Lake Hartwell Kitchen & Design, a cabinet and countertop business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice.

John Osley is a CFP®-certified financial advisor with Edward Jones in Hartwell, GA, where he has worked since 2016. He has 10 years of industry experience. Outside of advising, he is involved in residential rentals through ownership and management of rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Andrea Bradford is a financial advisor with Cetera, holding a Series 66 designation and over 19 years of industry experience. She has been with Cetera Wealth Services, LLC since 2013 and the broader Cetera organization since 2023. Outside of her advisory work, Bradford is involved in the performing arts as the managing director and president of Savannah River Productions, a nonprofit theatre group in Northeast Georgia, and she serves as a choir director and pianist for local United Methodist churches. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporations, charitable clients, and institutions. The firm offers a range of portfolio management and consulting services across multiple program structures, utilizing both affiliated and third-party managers.

Hunter Plaisted is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Mansfield Oil Company and Southern Wave Express Wash, and spent four years at Stephens County High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Robert Davis is a financial advisor at Advocacy Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Advocacy Wealth Management and Armís Advisers LLC. Outside of advisory services, he serves as an agent for Forge Consulting LLC, an insurance agency affiliated with his firm. Advocacy Wealth Management, LLC is a multi-team firm that provides wealth management services.