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.

Following the establishment and successful sale of her ownership in a prominent financial advisory practice in Northeast Florida, Deana found herself presented with the opportunity to retire at the young age of 43. However, fueled by her unwavering dedication to advocate for women, she chose to channel her passion and talent by creating Contemporary Financial Planning and BagLady Divorce. Contemporary Financial Planning is a registered investment advisory firm providing financial planning and investment management. BagLady Divorce is a platform devoted to educating women about divorce and money.

Scott Mc Dowall is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He has been with CapSouth Partners, Inc., now operating as CapSouth Wealth Management, since 2015. The firm provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and retirement plans. CapSouth manages approximately $884 million in assets and employs a long-term, fundamentally driven investment approach supplemented by tactical strategies and partnerships with select sub-managers.

Robert Williams Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Hiawassee, GA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with Capital Investment Group, Inc. since 2010 and has been associated with National Life Insurance of Vermont and National Financial Services Group since 2003. Outside of his advisory role, Williams is a CPA who provides accounting and tax preparation services and serves on the advisory board of United Community Bank. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs a personalized investment process using discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and risk disclosures.

James Huhn is a financial advisor at Foundations Investment Advisors LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including IAMS Wealth Management, Brookstone Wealth Advisors, and SIGMA Financial Corporation. In addition to his advisory work, he is president of Wellness Technologies Group, which sells nutritional and technology products. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Terry White is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 16 years of industry experience. He has been with Virtue Capital Management since 2018 and previously worked at Blue Duck Wealth Management. White is also the owner and principal agent of IMPACT WealthBuilder, LLC, where he provides workshop-based financial education focused on family and business protection as well as wealth accumulation. Virtue Capital Management is an SEC-registered firm serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of active tactical, strategic, and dynamic investment strategies, supported by quantitative analysis and third-party manager due diligence, to customize portfolios according to clients’ objectives and risk tolerances.

Victoria Lindsey is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Her career includes roles at LPL Financial since 2009 and Independent Financial Partners from 2016 to 2019. Lindsey also has experience as a fixed insurance sales agent. Private Advisor Group, LLC manages over $41 billion for a diverse client base including individuals, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Kenneth Dunlap is a financial advisor with Voya Financial Advisors, Inc., holding a Series 63 designation and bringing 40 years of industry experience. He has been with Voya since 2014. Outside of his advisory role, he operates his own business focused on the solicitation and sale of fixed annuities and fixed insurance products. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm provides financial planning, portfolio management, and brokerage and insurance product distribution through a combination of affiliated strategies and third-party managers.

Kris Pahl is a Series 66 credentialed financial advisor with 20 years of experience, currently practicing at Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Mr. Pahl serves as an elder at All Saints Lutheran Church, assisting with spiritual support and church services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. The firm integrates planning and managed-account services under a consolidated billing option, serving clients through a large network of financial advisors.

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.

Andrew Backer is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Hiawassee, GA. He has seven years of industry experience, including roles at Edward Jones since 2019 and earlier positions such as running Backer Pressure Washing Services and working at JOMCO. He was also involved with the All South Wrestling Officials Association for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages over $1 trillion in assets and offers a variety of advisory and investment solutions through a nationwide network of financial advisors.

Zackery Jones is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and joined Edward Jones in 2024. Prior to his advisory role, he worked in various positions including at Cracker Barrel and Blue Ridge Marina Boat Dock Bar & Grill. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large nationwide network of advisors and branch offices.

John Pirie is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Ingles Markets Inc. for seven years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Oleg Malyshev is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2017, he worked at Acorn Management Partners from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

Elijah Eatherly is a financial professional at Cetera with three years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Concourse Financial Group Securities Inc. Outside of his financial advisory role, he serves as an ambassador for the Blairsville Union County Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a variety of program structures.

Edward Biers is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 35 years of industry experience. He has been with Cetera and its affiliated entities since 2016, previously working at Summit Financial Group Inc. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Jacob Meredith is a financial advisor at LPL Financial in Hiawassee, GA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at United Community Bank and involvement with WinShape Camps, Georgia Institute of Technology, Georgia Theatre Company, and Habersham Central High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

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.

James Brown III is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. In addition to his advisory role, he serves in the United States Army Reserve, holding positions including Executive Officer, Detachment Commander for a psychological operations unit, and Officer for a Selective Service unit. 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 programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Phillip Kesler is a financial advisor with LPL Financial and holds a Series 66 designation. He has 23 years of industry experience, including roles at South State Bank since 2018 and LPL Financial since 2011. Kesler also has prior experience in trust and investment services at Park Sterling Bank. 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 and model portfolios.

Scott Carter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked with Cetera since 2025 and previously spent over two decades with Concourse Financial Group Securities Inc. In addition to his advisory role, Carter is president and co-owner of Scott Carter Enterprises Inc. and Carter Insurance and Investments, where he oversees insurance sales and services. He also serves as a partner and board member of Carter Williams LLC, which focuses on insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management options and financial planning services through a multi-manager platform with extensive program and custodial choices.

Jodi Sullivan is a financial advisor with Edward Jones in Hayesville, NC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Holly Price is a financial advisor with Raymond James & Associates in Murphy, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Raymond James since 1986 and has also been affiliated with the University of South Florida since 1981. Raymond James & Associates provides financial planning and investment consulting to a diverse clientele, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Mark Stevens is a financial advisor with LPL Financial based in Blairsville, GA, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. He has operated Stevens Wealth Strategies since 2011 alongside his tenure at LPL Financial. Stevens is involved in fixed insurance sales, including life, disability, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, providing discretionary and non-discretionary management supported by research and model portfolios.

Robert Anderson III is a financial advisor with Raymond James Financial in Hiawassee, GA, holding Series 63 and Series 65 licenses and accumulating 32 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1999 and operated Anderson Financial Services from 2010 to 2020. Outside of his advisory role, Anderson is involved as an agent for a non-variable insurance business providing fixed annuity options and is the owner of Tordust LLC, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through comprehensive risk profiling and supported by a broad affiliate network.

David Edwards is a Series 66 licensed financial advisor with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a wide range of financial topics without including implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separation between planning and asset management services.

Sheila Engleman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. Prior to joining LPL Financial in 2018, she worked at INVEST Financial Corp. for nine years and has been associated with United Community Bank for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Robert Moore Jr. is a financial advisor with LPL Financial in Blairsville, GA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he serves as the mayor of the City of Blairsville. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by proprietary research and a variety of managed portfolio options.

Whitney Burch is a financial advisor with LPL Financial in Blairsville, GA, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. She has worked at LPL Financial since 2018 and previously spent eight years with INVEST Financial Corporation. Whitney also has a longstanding affiliation with United Community Advisor Services dating back to 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios and research to support discretionary and non-discretionary management 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.

Deanna Edwards is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 20 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

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.