Harold Vincent is a financial advisor with Attainment Asset Management LLC in Clayton, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc. and Bb&T Investment Services, Inc. He is also a licensed insurance agent. Attainment Asset Management provides discretionary asset management and separate financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses fundamental and technical analysis to manage client portfolios according to their objectives and risk tolerance.

Logan Mc Coy is a Series 65-licensed financial advisor at Freedom Capital Advisors Inc. with one year of industry experience. Prior to joining Freedom Capital Advisors, he worked at NewLife Auto and Firestone. Freedom Capital Advisors provides personalized investment advisory and financial planning services primarily to individual investors, joint accounts, IRAs, trusts, and corporate accounts. The firm follows a conservative, value-driven investment approach emphasizing income generation and risk-adjusted returns through strategies such as dividend and fixed-income allocations, covered call writing, and an actively managed options-based Levered Options Writing Strategy.

Zachary Phillips is a financial advisor at LVZ, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and NEXT Financial Group. Phillips serves as a board member of the Clarkesville Planning Commission. LVZ, Inc. provides investment management, financial planning, consulting, and third-party manager selection for a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm manages approximately $1.125 billion in assets across 17 advisors and employs a range of portfolio strategies that combine fundamental and technical analysis.

Stephen Nash is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Empower Advisory Group and previously worked at TIAA and TIAA-CREF for 13 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and client savings rates, offering point-in-time financial plans and optional managed account solutions.

Lee Penland is a financial advisor with Guardian Life who holds a Series 63 designation and has 47 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC for over 20 years before joining Guardian Life. Outside of his advisory role, Penland is involved with the Lake Burton Civic Association and operates Penland Associates, LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, and investment advisory programs that include proprietary and third-party models.

Robert Restino is a financial advisor at Lincoln Investment with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Legend Equities Corporation since 1994. Outside of his advisory role, he owns Pinnacle Financial Advisors, through which he provides insurance sales and service. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

James Duncan is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked with various Cetera entities since 2017 and previously with AIG Advisor Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Joshua Parker is a Series 66 licensed financial advisor at Cetera with two years of industry experience. Prior to joining Cetera, he served in the U.S. Army for 13 years and held roles at Thrivent Financial. Outside of his advisory work, he is a partner in an LLC that manages a short-term rental cabin near his residence. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of investment management and financial planning services through a nationwide network of independent advisors.

Jerry Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at LPL Financial and Wright & Frank since 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of advisory and non-advisory financial products.

Anthony Dalton is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 27 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 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 under management and operates a nationwide network of financial advisors and branch offices.

Richard Curcio is a CFP® professional with 23 years of experience in financial advising, currently affiliated with Mass Mutual Investors Services. His prior work includes positions at AXA Advisors LLC, Raymond James Financial Services, and Fulton Bank. Beyond his advisory role, he owns RMC Consulting Services, providing CPA and tax preparation, and also consults and coaches chiropractors and business owners on business development. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses a structured, collaborative planning process supported by firm-approved analytical tools and provides a range of educational and event-driven planning programs.

Martin Truax is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory work, Truax oversees Chota Falls LLC, a business he runs with his wife, and serves as CEO and board member of the Two Hearts Foundation, a nonprofit organization. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services across various portfolio management styles supported by affiliated research and model managers.

Jeff Velastegui is a financial advisor with Mass Mutual Investors Services in Clayton, GA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2007. Outside of his advisory work, Velastegui is the founder and president of the nonprofit Sonrisa Foundation, which organizes annual toy and food drives and provides financial assistance for youth education, and serves on the board of directors at Rabun Gap-Nacoochee School. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved software and delivers written recommendations focused on investment categories and strategies.

Andrew Dill is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

Ara Joyce is a financial advisor at Edward Jones in Clayton, GA, with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, Joyce is involved in operating a craft brewery, Currahee Brewing, where he hosts nonprofit and trivia events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory strategies and maintains a large national presence with over 23,700 financial advisors and $1.01 trillion in assets under management.