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.

Debra Jones is a financial advisor with Jones & Co Wealth Management, Inc, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Jones & Co Wealth Management since 2004 and also teaches business and economics courses at Orangeburg-Calhoun Technical College and Northern Virginia Community College. Jones & Co Wealth Management is an independent, state-registered investment adviser serving primarily individual clients and occasionally companies. The firm provides financial planning and consulting on a flat-fee hourly basis, focusing on non-discretionary portfolio management with investment strategies ranging from long-term holdings to short-term trading.

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.

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.

Charles Spence is a Series 66 licensed financial advisor with Edward Jones in Murphy, North Carolina. He has 18 years of industry experience and has been with Edward Jones since 2007. Outside of his advisory role, he volunteers as a firefighter with the Murphy Volunteer Fire Department. 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 nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

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.

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.

Carmen Lance is a Series 66-licensed financial advisor with Ameriprise in Blairsville, GA, and has 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, Lance serves on several nonprofit boards including as President of the Cherokee County Community Foundation and Secretary of the Cherokee County Chamber of Commerce. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing personalized Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement income advice through a centralized consulting team.

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.

Holly Price is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 1986 and has also been affiliated with the University of South Florida since 1981. 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, institutional clients, and municipal entities, offering financial planning and advisory services supported by comprehensive research and multiple portfolio management styles.

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.

Sheila Engleman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior roles include positions at INVEST Financial Corp. and United Community Bank, where she has been employed for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Jaime Futch is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and previously worked at PNC Bank, N.A. from 2017 to 2021. Outside of his advisory role, he owns an auto detailing business in Murphy, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

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.

Christie Standish is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017, following a year at Branch Banking and Trust Company. Outside of her advisory role, she is an owner of a powder coating business in Murphy, NC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Barbara Horton is a financial advisor with Ameriprise in Murphy, NC, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its predecessor entity since 2014. Outside of her advisory role, she serves on the board and council of a local church. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a collaborative, non-discretionary approach using firm research and proprietary tools.