Miller Jones III is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Dalton Wealth Planners, LLC since 2024 and previously spent nine years at Commonwealth Financial Network. His other business activities include serving as a non-client power of attorney in Dalton, GA. Dalton Wealth Planners is a fee-only registered investment adviser serving individual clients and employer retirement plans. The firm uses asset-allocation-driven portfolios combining passive and active strategies, managing accounts primarily on a discretionary basis through the Altruist platform.

Christopher Shiflett is a financial advisor at Dalton Wealth Planners with one year of industry experience. He holds a Series 65 designation and has worked previously at North Georgia National Bank and Builtwell Bank. Dalton Wealth Planners is a fee-only registered investment adviser serving individual clients and employer retirement plans through discretionary investment management and financial planning. The firm uses asset-allocation-driven portfolios combining passive and active strategies, with accounts managed primarily on a discretionary basis and reviewed quarterly.

Joshua Voisine is a CFP® professional with 11 years of experience in financial planning and wealth management. He is currently with CPC Advisors, LLC and has held prior roles at Raymond James Financial Services, Curi Capital, and Ameris Bank Wealth Management. CPC Advisors serves individuals—including high-net-worth clients—as well as trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm’s investment approach emphasizes model portfolios and asset allocation consistent with Modern Portfolio Theory, with ongoing account monitoring and access to third-party managers and wrap-fee accounts.

Allen Petway Jr. is a CFP® professional with over 43 years of industry experience. He is currently with CPC Advisors, LLC and has held prior roles at Raymond James Financial Services and LPL Financial. He also serves on the Finance and Investment Committee of the First Baptist Church of Dalton, GA. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm’s investment approach emphasizes model portfolios and asset allocation aligned with Modern Portfolio Theory, utilizing mutual funds, equities, and ETFs with a focus on long-term holdings.

Joseph Aloisio is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has worked at Kovack Advisors since 2015 and has been associated with Security Mutual Life Insurance Co. since 1973. Aloisio also maintains a life insurance sales activity, dedicating significant time to it during trading hours. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing a mix of internally created models and third-party managers to construct and manage client portfolios.

Charles Miller Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of advisory roles, he is a 50% owner of CMSW Farms, LLC, where he oversees farm operations. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, and other entities through a range of investment advisory, financial planning, and managed account programs.

Amy Grammer is a CFP® professional with 15 years of industry experience, currently serving clients through Stratos Wealth Partners, Ltd in Dalton, GA. She has worked at Stratos Wealth Partners and LPL Financial since 2013 and was previously with Wells Fargo Clearing from 2011 to 2013. Outside of her advisory role, Grammer serves on the board of the Whitfield Healthcare Foundation and is CEO of both Lauren's Freeze Dried Treats, LLC and Beavers Media, LLC. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management through an independent adviser-driven model and an open-architecture platform integrating multiple third-party managers.

Charles Miller III is a Series 66-credentialed financial advisor with Steward Partners Investment Advisory, LLC, bringing two years of industry experience. Prior to his current role, he worked at Wells Fargo Advisors and held positions outside finance including at Americold Logistics and Little River Clothing. Miller is a partner at ChuckTini, LLC, a brand based in Woodstock, GA, where he oversees brand and design activities. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of advisory and portfolio management services delivered through various Steward Partners-branded and third-party solutions.

Michael Ozburn is a CFP® with 27 years of industry experience, currently serving at Focus Advisor Solutions, LLC since 2018. He previously worked at Loring Ward from 2014 to 2018. Ozburn also acts as a divisional manager for Focus Partners Advisor Solutions, LLC, providing business and investment solutions to Buckingham advisors. Focus Advisor Solutions offers turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm emphasizes diversified, systematically invested mutual fund and ETF model portfolios and provides discretionary fixed-income management, retirement plan fiduciary services, and operational support.

Emmett Law is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at UBS Financial Services and Suntrust Robinson Humphrey. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Kayla Fortanel is a financial advisor with Principal Financial Services, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Ameriprise and Freedom Planning Partners. Outside of advising, she serves as treasurer for the Chattanooga Medical Group Management Association and is a board member of The Hope House. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Mitchell Oliver is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Stratos Wealth Partners, Ltd. and LPL Financial since 2012 and previously held a position with Wells Fargo Clearing from 2008 to 2012. Outside of his advisory work, he is involved in managing a business that buys and sells heavy equipment. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse range of clients, including individuals, retirement plans, corporations, nonprofits, and institutional clients, and offers a variety of investment services through an independent advisor-driven model and an open-architecture platform integrating multiple third-party managers.

James Fitch is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. James is based in Dalton, GA. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, and various institutional clients through over 500 advisors. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions featuring proprietary strategies and third-party models.

Jamie Upton is a financial advisor with Truist Advisory Services in Dalton, GA, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Truist, Jamie held various roles within BB&T and its affiliated entities from 2014 to 2021. Outside of advisory work, Jamie serves as an independent consultant for Scentsy, focusing on product sales to family and friends. 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, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

Hayley Bennett is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has two years of industry experience, including three years at Truist Investment Services and fourteen years at Truist Bank. Outside of her advisory work, she owns a small photography business and serves as Treasurer for the Kiwanis Club of Calhoun/Gordon County. 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, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Matthew Oliver is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 13 years of industry experience. Oliver has been with Stratos Wealth Partners since 2013 and also has a longstanding affiliation with LPL Financial, LLC. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm follows an IAR-driven, open-architecture model integrating multiple third-party platforms and offers a range of advisory and planning services customized to client goals.

Blake Womack is a financial advisor with Ameriprise in Chattanooga, TN, holding a Series 66 credential and four years of industry experience. He has worked at Ameriprise Financial Services LLC since 2021 and has prior experience in various roles across different industries, including healthcare and transportation. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate tailored recommendations, primarily for clients with Ameriprise-managed accounts.

Keith Ware is a financial advisor with Edward Jones in Trenton, GA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Cari Weaver is a financial advisor at Edward Jones in Ringgold, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones full-time, she worked in dental and educational environments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products.

Isaac Lacle is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked with Commonwealth Financial Network and Laughter & Associates Financial Management, and spent several years in education at Dalton State College and Northwest Whitfield High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.