Jeffrey Riblet is a financial advisor at Asset Protection Group, LLC with 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at his current firm since 2010. Riblet also provides personal financial counseling to military personnel, focusing on military benefits, cash flow, and debt reduction. Asset Protection Group offers discretionary portfolio management and comprehensive financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses fundamental analysis and modern portfolio theory in investment selection and operates as a fiduciary without taking custody of client assets.

John Cory is the principal of Asset Accumulation, Protection, Preservation and Transfer, LLC and holds Series 63 and Series 65 credentials with 41 years of industry experience. He has worked at Dempsey Lord Smith, LLC and has led his current firm since 1999. In addition to his advisory work, Cory is a licensed attorney and CPA with ongoing involvement in legal and tax services, and he serves as co-trustee for two trusts. His firm provides investment advisory and financial planning services to individuals, trusts, estates, and various entities, including corporations and family limited partnerships. The firm emphasizes asset allocation, portfolio construction, and third-party manager selection, typically operating in a non-discretionary capacity, and integrates legal, tax, and insurance expertise within its advisory offerings.

Ian Mayville is the principal advisor at Swords Capital Management, LLC, an independent firm based in Blue Ridge, GA. He holds Series 63 and Series 66 licenses and has 29 years of experience in the financial industry, including a long tenure at LPL Financial. Ian launched Swords Capital Management in 2024 to provide independent advisory services. Swords Capital Management offers portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm manages approximately $47 million in assets and employs a discretionary approach that incorporates cyclical and fundamental analysis alongside modern portfolio theory, with portfolios typically emphasizing equity ETFs, individual equities, and a range of alternative strategies.

Gregory Freeman is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 48 years of industry experience, including roles at Kestra Advisory and Kestra Investment Services, LLC. Freeman is also president of AdvisorServe, a consulting business focused on developing relationships to generate insurance sales. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee and integration of third-party manager programs.

Clifford Shirah is a financial advisor at CL Wealth Management LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cabot Lodge Securities, SB Advisory, LLC, IFS Securities, Inc., and ProEquities, Inc. Outside of his advisory work, he serves as treasurer for the FCHS Dugout Club, a nonprofit booster organization supporting a local high school baseball team. CL Wealth Management LLC is a multi-advisor SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, using tailored investment strategies and a combination of fundamental and technical analysis.

Jennifer Cramer is a financial advisor with AE Wealth Management, LLC, holding a Series 66 credential and 12 years of industry experience. She has held roles at Imagine Financial, LLC, Madison Avenue Securities, LLC, and Principal Life Insurance Company. Outside of her advisory work, she serves as operations manager for Imagine Financial, overseeing business operations and processing for securities and insurance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs with a focus on standardized model and platform services.

Thomas Franklin is a Series 66-licensed financial advisor with Edward Jones who has four years of industry experience. Before joining Edward Jones in 2021, he held positions at Goodall Management, the Appalachian Judicial Circuit, Hulsey Concrete, and the Gilmer County Sheriff's Office. Outside of his advisory role, he serves as a compliance officer for the Appalachian Drug Court in Jasper, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Mark Wells is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he is involved in a sole proprietorship related to boat renting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Channing Smith is a financial advisor at Edward Jones with 11 years of industry experience. He has worked previously at First Citizens Investor Services, First Citizens Bank, and Horace Mann Companies. Smith holds Series 63 and Series 65 designations. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Walter Boleman Jr. is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including D2 Investments and Triad Advisors Inc. Since 2012, he has been a partner in D-Squared Investments, where he focuses on client relationships and advisory services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios with a range of investment options.

Arthur Tredway II is a Series 66-licensed financial advisor with Edward Jones in Ellijay, GA. He has 15 years of industry experience and has been with Edward Jones since 2010. Outside of his advisory role, he is involved in management decisions for a commercial retail center in Fort Wayne, IN. 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 and investment solutions, supported by a large nationwide network of advisors and branch offices.

Deborah Lewis is a CFP® credentialed financial advisor with 39 years of industry experience. She is currently with OSAIC and has previously worked at D2 Investments and Triad Advisors Inc. Deborah is also a partner at D-Squared Investments, LLC, an investment-related business. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes advanced asset allocation tools and supports both discretionary and non-discretionary portfolio management.

Elizabeth Bryant is a Series 66-credentialed financial advisor with Edward Jones, based in Blue Ridge, GA. She joined Edward Jones in 2025 and has prior experience at Suzanne Peron and in the automotive industry with Harris Chevrolet II, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Payton Holt is a financial advisor at Edward Jones with three years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, Holt worked at Southern Financial Consultants and Royal Alliance Associates, INC. Outside of finance, Holt has experience working at golf clubs and in education, including roles at Crystal Falls Golf Club, Chestatee Golf Club, Truett McConnell University, Old Toccoa Farm, and the Fannin County School System. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Richard Garcia is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Merrill since 2000 and Bank of America since 2009. Outside of his advisory role, he serves as a consultant for the Atlanta Track Club, assisting their broadcast team with event video and photo coverage. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Amanda Payne is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 1999. Outside of her advisory role, she manages Bulls Eye Investments LLC, a real estate business based in Blue Ridge, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Elliott Gitt is a financial advisor at Osaic Wealth, Inc. He holds the Series 66 designation and has been with Osaic since 2025. Prior to joining the firm, he was a student and worked at LaborJacks from 2020 to 2024. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services, financial planning, and access to various managed account solutions through a network of affiliated advisers.

Joshua Chancey is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. His prior experience includes roles at Goodall & Associates, the State of Georgia, North Georgia Christian Academy, and the Gilmer County Sheriff's Office. Edward Jones is a full-service wealth management firm serving individuals and institutions, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies, advisory services, and affiliated products through a large network of financial advisors and branches nationwide.

Brett Cohee is a financial advisor at Edward Jones in Blue Ridge, GA, holding a Series 66 credential with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at GACA Broadcasting for 11 years and JB-FIVE Inc. for 18 years. He serves as secretary on the Rabun County Water and Sewer Authority board and is a silent partner in multiple Subway franchise businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branches nationwide.

Michael Prioletti is a financial advisor with Robert Baird & Co., holding a Series 63 designation and 35 years of industry experience. He has been with Robert Baird since 1991. Outside of his advisory role, he serves on the Collier County Housing Finance Authority and is a board member of the Rotary Club of Bonita Naples. Robert Baird & Co.’s DDK Group operates within its Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services, utilizing internal research, manager selection, and a combination of managed account strategies.