Robert Moody is a CFP®, CFA®, and Series 65-credentialed financial advisor with 13 years of industry experience. He is the sole advisor at Compass Advisors LLC, an independent firm he has been with since 1998, and has also been associated with Financial Preparedness LLC since 2023. Compass Advisors LLC is a fee-only financial planning firm that serves individual clients with a focus on risk management, income tax planning, retirement, investments, and estate planning. The firm emphasizes managing investment portfolios using individual stocks and exchange-traded funds, tailoring advice to clients’ financial goals, risk tolerance, and tax considerations.

Paul Kiker Jr. is a financial advisor with Kiker Wealth Management, LLC in Jasper, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Kiker Wealth Management since 2010. Outside of advising, he is the owner of Kiker Ventures, an S corporation established for tax purposes, and has involvement in insurance sales. Kiker Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations, as well as retirement plan consulting and ERISA fiduciary services. The firm employs mutual funds, ETFs, and selected equities with an investment approach that includes technical analysis, long- and short-term positions, short sales, and options trading, managing accounts on a discretionary basis.

Robert Snelgrove is a financial advisor at Kiker Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Northwestern Mutual. Outside of advisory work, he has experience in education and management roles spanning several years. Kiker Wealth Management provides financial planning and discretionary portfolio management for individuals, trusts, estates, and charitable organizations. The firm emphasizes technical analysis in its stock selection and employs strategies including long- and short-term purchases, short sales, and options trading, managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Michael Smith is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has been with Kiker Wealth Management, LLC since 2016. In addition to his advisory role, he is involved in fixed insurance sales, including term and whole life policies, although this activity represents less than 1% of his time during securities trading hours. Kiker Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations, using a strategy that emphasizes technical analysis and includes long- and short-term purchases, short sales, and options trading.

John Alexander is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with Kiker Wealth Management, LLC since 2017 and previously worked at Raymond James & Associates from 2013 to 2017. He is also the president of Alexander Wealth Management, LLC, a pass-through entity for tax purposes. Kiker Wealth Management, LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations. The firm employs a stock selection process emphasizing technical analysis and utilizes strategies including long- and short-term purchases, short sales, and options trading, managing accounts on a discretionary basis.

Stacia Bearden is a CFP® professional with one year of industry experience, currently serving at Wurz Financial Services, LLC. Her prior roles include two years at Compass Wealth Management and work in pet service businesses. Wurz Financial Services provides discretionary portfolio management, financial planning, and business consulting to individuals, high-net-worth clients, and business entities, with specialized business planning services for law firm owners. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, offering both long- and short-term strategies and subscription-based financial planning.

Reynolds Cutchin is an advisor at Csenge Advisory Group, LLC and holds the Series 65 designation. He has been with Csenge Advisory Group and Cinder Wealth Advisory since 2026. Prior to his advisory roles, he worked at Cherry Bekaert and has experience at the University of Georgia and in other fields. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with an emphasis on a relative strength methodology, offering customized portfolios through discretionary management or model-based allocations.

Cheryl Farmer is a Series 65-licensed advisor with Mutual of Omaha Investor Services, Inc., where she has worked for seven years. Her background includes roles at Mutual of Omaha Insurance Company and U.S. Health Advisors. Outside of investment advising, she is active as a health insurance agent and has experience managing a small Airbnb campsite rental. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and offers financial planning, retirement plan consulting, and model portfolio management.

Megan Brown is a financial advisor at Ascentis Independent Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Bristal Lane Group, Dempsey Lord Smith, LLC, McCormack Financial Planning Inc., and Cape Investment Advisory, Inc. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary management, third-party managers, and private direct investments, with portfolios actively monitored and rebalanced.

Jeffrey Gelinas is a financial advisor at TLG Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with The Leaders Group, Inc. since 2004. Outside of his advisory role, he owns and operates Gelinas Financial Group Inc., providing life and long-term care insurance services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of investment supervisory services, financial and estate planning, and ERISA fiduciary services, employing both fundamental analysis and Modern Portfolio Theory in its portfolio construction.

Gregory Stoia is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 43 years of industry experience. He has been with Commonwealth since 2001 and has operated Stoia Financial since 1985. Stoia serves as the Executive Director of the Anne Embree Charitable Foundation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Griffin Nix is a financial advisor with Guardian Life and holds the Series 63 and Series 66 designations. He has nine years of industry experience and has worked at firms including Morgan Stanley and E*TRADE Securities. His current role is with Park Avenue Securities LLC, a subsidiary of Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, businesses, and institutional clients. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Allison Baines is a CFP® professional with nine years of industry experience, currently serving at Kestra Advisory since 2016. She also holds roles with oXYGen Financial and provides financial dashboard services through Oxygen Financial as an independent contractor. Her work includes advising on insurance solutions such as life, disability, and long-term care coverage for families and business owners. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm provides fiduciary consulting, plan design, and investment management services supported by due diligence and access to multiple management platforms and third-party solutions.

William Stanton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Linsco Private Ledger Corp since 2002. 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, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies supported by various technological tools.

Jake Vazquez is a Series 66-registered financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at World 50 Inc., Atlanta Country Club, and Dicks Sporting Goods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Sharon Burchett is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. She has 41 years of industry experience, including prior work at Dempsey Lord Smith, LLC. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers multiple portfolio management options and maintains proprietary and unaffiliated model strategies, combining scale with institutional features and documented advisor business relationships.

Shirley Prather is a Series 66 credentialed financial advisor at Edward Jones with two years of industry experience. She has been with Edward Jones since 2014. 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 is known for its extensive network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

William Hearn is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior work history includes roles at Emmanuel College, United Parcel Service, and other diverse organizations. He is also the Vice President of Memories Matter Forever, LLC, a separate business activity based in Marble Hill, GA. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Clyde Cody is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Adam Green is a Series 66-licensed financial advisor with LPL Financial and has five years of industry experience. He has worked at Renasant Bank since 2015 and served at Kennesaw State University from 2015 to 2019. In addition to his advisory role, he is a commissioned Notary Public in the State of Georgia and is involved with Tavern Talks Entertainment, a home-based 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, and institutional platforms, supported by a large network of investment adviser representatives.

Mary Cantrell is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she was employed at United Community Bank Inc for twelve years. Mary serves on the finance committee of Woodstock Church in Jasper, Georgia, where she reviews financial statements and budget recommendations for the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds, trust services, and securities-based lending options.

James Lepp is a CFP® with 15 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2016. In addition to his advisory role, Lepp is an independent insurance agent specializing in life and health products and owns Trinity Financial Planning. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a large network of independent Financial Professionals utilizing a variety of portfolio management strategies and platform options.

William Spencer is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, with a break to Primerica Financial Services from 2020 to 2023. Prior to his financial services career, he worked at Maxim Healthcare Services for two years. 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 and investment strategies supported by a nationwide network of financial advisors and branch offices.