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.

Adrian Lyles is the principal advisor at Lyles Wealth Management LLC in Calhoun, GA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to founding his firm in 2018, he worked at Dempsey Lord Smith for four years. He is also the founder of The P.U.L.L. Movement Inc., a nonprofit focused on reducing social inequality and promoting dialogue around cultural inclusion through community engagement and speaking events. Lyles Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as employer-sponsored pension and profit-sharing plans. The firm employs both fundamental and technical analysis with a range of investment strategies, including the use of derivatives and options, and combines active trading with written pension consulting and plan monitoring.

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.

Max Holland is a CFP® certificant with six years of industry experience, currently serving as an advisor at Starr-Mathews Financial, LLC since 2018. Prior to joining the firm, he worked at RM Dobbs & Company CPAs for six years. Holland also provides tax preparation services through Max Capital Advisors, LLC, assisting both investment and non-investment clients. Starr-Mathews Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. The firm employs a long-term investment approach with written Investment Policy Statements and provides formal ERISA fiduciary services alongside a wrap-fee program.

Jason Holland is a Certified Financial Planner™ and Certified Public Accountant with 22 years of experience. He has been with Starr-Mathews Financial, LLC since 2005. In addition to his advisory role, he provides tax preparation services through a separate entity, Holland Capital Advisors, Inc. Starr-Mathews Financial, LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. The firm emphasizes fundamental analysis with a long-term orientation and provides ERISA fiduciary services and a wrap-fee program.

Lisa Mccanless is a CFP® professional with 13 years of industry experience. She has been with Starr-Mathews Financial, LLC since 2007. Starr-Mathews Financial, LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. The firm employs fundamental analysis with a long-term trading orientation and provides specialized ERISA fiduciary services and a wrap-fee program.

James Mathews is a financial advisor at Starr-Mathews Financial, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Starr-Mathews Financial since 2005. The firm serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and qualified retirement plan services. Starr-Mathews Financial employs a long-term trading approach based on fundamental analysis and provides customized Investment Policy Statements, along with unique services such as ERISA fiduciary plan management and a wrap-fee program.

Daniel Payne is a CFP® with 13 years of experience at Starr-Mathews Financial, LLC and has worked in the financial industry for 24 years. He has provided services through Physicians Insurance Program since 2014 and operates his own accounting and tax preparation practice serving small businesses. Starr-Mathews Financial is a team firm serving individual and high-net-worth clients as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and qualified retirement plan services, with a focus on fundamental analysis, long-term trading, and ERISA fiduciary responsibilities.

Meredith Holton is a financial advisor at Apollon Wealth Management, LLC with five years of industry experience. She holds the Series 65 designation and previously worked at Cascade Wealth Management and Regions Bank. Holton is also an independent insurance agent. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, offering financial planning, portfolio management, retirement plan advisory, and sub-advisory services across a range of investment vehicles including ESG models and Direct Indexing.

Isabel Jacobs is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 designation and four years of industry experience. She has worked at multiple firms including Valic Financial Advisors and OSAIC. In addition to her advisory role, she is licensed as an insurance agent specializing in fixed annuities. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates through a multi-team structure and uses the Vision2020 Wealth Management Platform to deliver tailored portfolios incorporating model strategies, tax management, and socially responsible investing options.

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.

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.

James Vandiver is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Highpoint Planning Partners and LPL Financial. Outside of his advisory work, he serves as president and sole donor of a nonprofit that distributes Hebrew Bibles to Messianic ministries. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial plans and serves a large participant base relative to its advisor headcount.

James Mull is a financial advisor at Edward Jones in Calhoun, GA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at The HON Company for 34 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Mary Purgason is a financial advisor at LPL Financial with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has been with LPL Financial since 2009. 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 both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Roderick Green is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including prior roles at Dempsey Lord Smith, LLC and LPL. Outside of his advisory work, he serves as Co-Pastor at ONE Church ATL, a non-denominational religious organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers comprehensive financial planning and investment management services through a network of independent financial professionals, utilizing a range of portfolio management and advisory solutions tailored to client objectives.

Jennifer Beason is a financial advisor at LPL Financial with 42 years of industry experience. She holds the ChFC® and Series 63 designations and previously worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H. Beck, Inc. Outside of her advisory role, she is involved as a non-variable insurance agent. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management and access to research and model portfolios.

Brian Burton is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

William Dudley is a CFP® with 33 years of industry experience, currently affiliated with OSAIC. He has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. Dudley is also involved in nonprofit activities, serving as a board member and treasurer for the Winner's Club of Calhoun and as a board member of the Community Foundation of NW Georgia. OSAIC serves a diverse client base, including individual and institutional investors, by providing integrated brokerage and advisory services through a large network of financial advisers. The firm employs various portfolio construction tools and offers access to multiple investment platforms and third-party managers.

Dillon Brock is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. since 2025 and was previously with Dempsey Lord Smith, LLC from 2018 to 2026. Brock serves as a board member of the Elevate Foundation and holds presidential roles at High Cotton Management and Appalachian Freight. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple custody platforms.

Ethan Crump is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked previously with Dudley Asset Management, where he assists advisors with client management and retirement plan services. Outside of his advisory role, he is involved in life insurance sales through a related business activity. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes proprietary asset-allocation tools and supports a variety of investment strategies across multiple platforms.

Duvan Brock is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds the CFP® and ChFC® designations and has been affiliated with Brock Financial Services Inc. since 2009. Outside of his advisory role, he serves as treasurer for both the Elevate 22 Foundation Inc. and the Church of Christ of Calhoun, Inc. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers various portfolio management solutions, including proprietary and third-party strategies, and supports both discretionary and non-discretionary arrangements tailored to client objectives.

John Lord is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He previously spent nearly two decades at Dempsey Lord Smith and has operated his own firm, John Lord Financial, for over 30 years. Cambridge Investment Research Advisors serves a diverse client base—including individuals across wealth levels, pension and profit-sharing plans, charitable organizations, and trusts—providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment approaches, including proprietary models and external strategists, with options for discretionary and non-discretionary portfolio management.

Edward Auriemma is a financial advisor with Cetera, holding the ChFC®, Series 63, and Series 65 designations and bringing 47 years of industry experience. His career includes roles at Cetera Wealth Services, Voya Financial Advisors, and Everest Financial Services, which he has been associated with since 1988. Outside of his advisory work, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across multiple program structures.

Brenda Freeman is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Wells Fargo Bank NA and Advised Assets Group, LLC. Brenda is currently affiliated with Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and model portfolios that incorporate mutual funds, ETFs, and ETPs.

Daniel Friedman is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Principal Securities, Principal Life Insurance, and Capital One Investing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Taylor Mcbee is a financial advisor with OSAIC, holding a Series 66 credential and 14 years of industry experience. Prior to joining OSAIC in 2018, Mcbee worked at Signator Investors, Inc. and has operated independently through Dudley Asset Management since 2012. Outside of advisory work, Mcbee serves as a regional board member for the Boys and Girls Club and is co-president of the Westside Elementary Parent Teachers Organization. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management options and access to third-party money managers and specialized investment platforms.

Amanda Clavino is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at Greater Community Bank and NorthSide Bank. She is the managing member of The Clavino Company, LLC, a real estate business based in Adairsville, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, offering both discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.