Fred Jones is a financial advisor with Wiregrass Asset Management in Thomasville, GA, holding a Series 66 designation and 25 years of industry experience. He has worked with Wiregrass Investment Management LLC since 2016 and has been affiliated with LPL Financial since 2015. Outside of his advisory work, he is associated with a family farm business for tax and investment purposes. Wiregrass Asset Management provides wealth management, discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a fundamental, value-oriented investment approach through proprietary model portfolios and manages both discretionary and non-discretionary accounts.

John Parker is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Murphy Middleton Hinkle & Parker, Inc. since 2008 and is also associated with Parkway Wealth Management, LLC. MMHP Investment Advisors provides discretionary portfolio management, portfolio monitoring using selected third-party managers, and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $404 million across about 360 client accounts, focusing on customized asset allocation and a combination of fundamental and technical analysis.

David Middleton is a financial advisor at MMHP Investment Advisors in Thomasville, GA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Murphy Investment Management Company since 1995. MMHP Investment Advisors provides discretionary portfolio management, portfolio monitoring using selected third-party managers, and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $404 million across about 360 accounts with a two-advisor platform, focusing on customized asset allocation and both fundamental and technical analysis.

Kathy Bartlett is a financial advisor at AMB Wealth, LLC with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining AMB Wealth, she worked at SunTrust Advisory Services and SunTrust Bank from 2009 to 2021. Bartlett is also a licensed real estate sales associate in Florida and serves as Vice-President and Treasurer of Bartlett Real Estate LLC. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm employs a mix of global macro, sector allocation, quantitative screening, and qualitative analysis in managing its portfolios.

Miron Allen Jr. is a financial advisor with AMB Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Allen, Mooney and Barnes Investment Advisors since 2004 and with Allen, Mooney and Barnes Brokerage Services since 2006. Outside of advising, he serves as co-trustee of the Parker Poe Charitable Trust and holds board and leadership roles in hospitality-related investments. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm employs a portfolio management committee that integrates global macro, sector allocation, quantitative screening, and qualitative analysis across equity and fixed income investments.

Vann Pitts is a CFP® with seven years of industry experience, currently serving at AMB Wealth, LLC. He has worked at Allen, Mooney and Barnes Investment Advisors and Brokerage Services since 2018 and previously held roles at Ag Pro and Valdosta State University. Outside of his advisory work, Pitts directs travel baseball tournaments and hosts a podcast. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of global macro, sector allocation, quantitative, and qualitative analysis in managing portfolios, serving a diverse client base including pension plans, foundations, municipalities, and insurance companies.

Patricia Powell is a financial advisor at Wellington Shields & Co., LLC with 29 years of industry experience. She holds the Series 63 designation and has been with Wellington Shields since 2014. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm manages approximately $470.9 million across about 514 client relationships through a team of 15 advisors, employing a variety of investment methods and offering both advisory accounts and commission-based brokerage services.

Crystal Godbee is a financial advisor at AMB Wealth, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked with Securities America Advisors since 2018. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting to both individual and institutional clients. The firm manages a variety of account types using a combination of global macro, sector allocation, quantitative screening, and qualitative analysis.

Richard Mooney III is a financial advisor with AMB Wealth, LLC in Thomasville, GA. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Mooney has been with Allen, Mooney and Barnes Brokerage Services since 2006 and Allen, Mooney and Barnes Investment Advisors since 2004. He serves as co-trustee for a charitable trust established under the wills of Bill and Emily Searcy and is a permanent trustee for the Thomasville Entertainment Foundation Endowment Trust. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting to individual, high-net-worth, and institutional clients. The firm manages over $1 billion in client assets using a portfolio management committee that applies global macro, sector allocation, quantitative, and qualitative analysis for both equity and fixed income investments.

Robert Oneal is a financial advisor at Wellington Shields & Co., LLC with 17 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Wellington Shields since 2017. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm employs a range of investment methods and manages approximately $470.9 million across about 514 client relationships through a team of 15 advisors.

Deborah Gaskins is a financial advisor with Wellington Shields & Co., LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Wellington Shields & Co. since 2009 and has also worked with Shields & Company since 2001. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and other institutional clients. The firm employs a variety of investment methods and manages approximately $470.9 million across about 514 client relationships through a team of 15 advisors.

John Hall is a financial advisor with AMB Wealth, LLC in Thomasville, Georgia, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His work history includes positions at Allen, Mooney and Barnes Investment Advisors and Brokerage Services, Hallmark Wealth Strategies, Eagle Strategies (NY Life), and New York Life Insurance Company. Hall is also a licensed insurance agent involved in non-variable insurance sales. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm employs a mix of global macro, sector allocation, quantitative screening, and qualitative analysis in managing client assets, which total approximately $1.07 billion.

Brent Nicks is a financial advisor with AMB Wealth, LLC, holding a Series 63 designation and 26 years of industry experience. He has worked at multiple firms, including LPL Financial, NewEdge Advisors, and Wunderlich Securities. In addition to his advisory role, he serves as a director of CRC Oyster Consulting, a non-investment related consulting firm providing services to financial firms. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting to individual, high-net-worth, and institutional clients. The firm employs a combination of global macro, sector allocation, quantitative screening, and qualitative analysis to manage client portfolios, primarily on a discretionary basis.

Gordon Macquirter is a financial advisor at AMB Wealth, LLC with 23 years of industry experience. He holds a Series 66 designation and has been associated with Allen, Mooney, and Barnes Brokerage Services since 2007 and Allen, Mooney, and Barnes Investment Advisors since 2004. He is also a licensed insurance agent involved in non-variable insurance sales. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm manages approximately $1.07 billion in assets and utilizes a blend of global macro, sector allocation, quantitative, and qualitative analysis to manage equity and fixed income portfolios.

Michael Servetas is a financial advisor at AMB Wealth, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Allen Mooney and Barnes Brokerage Services, Morgan Stanley, and Northwestern Mutual. Before his finance career, he was involved with Marist Basketball and Marist College. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm employs a portfolio management committee using global macro and sector allocation strategies for equities and fixed income and manages approximately $1.07 billion in client assets.

Brewer Bentley is a financial advisor with AMB Wealth, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for 10 years before joining AMB Wealth and its affiliated broker-dealer in 2023. Outside of his advisory role, Bentley serves as an assessor on the Brooks County Board of Tax Assessors in Georgia. AMB Wealth provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm manages assets using a committee-based approach that combines global macro, sector allocation, quantitative screening, and qualitative analysis for equity and fixed income portfolios.

Matthew Roach is a Series 66-licensed advisor with AMB Wealth, LLC, based in Thomasville, GA, and has 15 years of industry experience. He has been with Allen, Mooney and Barnes Investment Advisors since 2012 and Allen, Mooney and Barnes Brokerage Services since 2011. Roach is a minority owner of FAIM Investments LLC, the parent company of his affiliated firms. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, managing approximately $1.07 billion in assets. The firm employs a portfolio management committee that uses global macro, sector allocation, and quantitative and qualitative analysis to manage accounts, typically on a discretionary basis tailored to client objectives and risk tolerances.

Lillie Hall is a financial advisor with AMB Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Allen, Mooney and Barnes Investment Advisors and its affiliated brokerage services since 2013. Hall is also a licensed real estate agent in Florida, currently in voluntary inactive status. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual and institutional clients, managing approximately $1.07 billion in assets. The firm employs a team-based approach utilizing global macro, sector allocation, and quantitative and qualitative analyses to manage accounts tailored to client-specific investment objectives and risk tolerances.

Mark Davis is a CFP® professional with 25 years of experience in financial advisory services. He is currently with AMB Wealth, LLC and has previously worked at Premier Wealth Partners and Wells Fargo Advisors. He holds Series 63 and Series 66 licenses and is also a licensed insurance agent involved in non-variable insurance sales. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting to both individual and institutional clients. The firm manages over $1 billion in assets using a mix of global macro, sector allocation, and quantitative and qualitative analysis through its Portfolio Management Committee.

Lauren Smith is a financial advisor with AMB Wealth, LLC, holding Series 63 and Series 65 designations and 12 years of industry experience. She has previously worked at Kovack Securities and Kovack Advisors, as well as Bank of America and Merrill. Lauren is currently part of a team at AMB Wealth. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm employs a Portfolio Management Committee that uses a combination of global macro, sector allocation, quantitative screening, and qualitative analysis for equities and fixed income management.

Robby Pitts is a financial advisor with AMB Wealth, LLC in Thomasville, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with Allen, Mooney and Barnes Brokerage Services and its affiliated investment advisory firm since 2004. Pitts serves on the Southwest Georgia Technical College Board of Directors and is a member of a Georgia School Board and its associated risk management fund board. He is also a minority owner in several local investment ventures, including FAIM Investments LLC, Madison Investors, and a hotel in Thomasville. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, and institutional clients, managing approximately $1.07 billion in assets. The firm employs a Portfolio Management Committee that uses a combination of global macro, sector allocation, and quantitative and qualitative analysis to manage equity and fixed income portfolios on a discretionary basis.

Bernard Lanigan is a Principal at Southeast Asset Advisors, LLC and holds a Series 65 designation with 22 years of industry experience. He is the managing partner and founder of Lanigan & Associates, P.C., an accounting and consulting firm affiliated with Southeast Asset Advisors. Lanigan has been associated with Southeast Asset Advisors since 1991 and with Lanigan & Associates since 1976. Southeast Asset Advisors provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, including corporate and public pension plans. The firm manages both discretionary and non-discretionary accounts with a diversified investment approach and also acts as a private fund adviser through its majority-owned Conifer Advisors.

Mark Saussy is a Principal at Southeast Asset Advisors, LLC with 22 years of industry experience. He holds the CFP® designation and Series 65 license and has been with Southeast Asset Advisors since 2012. The firm has an affiliate, Conifer Advisors, LLC, which manages the Conifer Funds, and Mr. Saussy participates in the income and gains from personal investments in these funds. Southeast Asset Advisors, LLC provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, including corporate and public pension plans. The firm manages discretionary and non-discretionary accounts with a focus on individualized portfolios across various asset classes and is notable for its role as a manager of multiple private funds and pooled vehicles, including its majority-owned Conifer Advisors.

Jacob Odum is a CFP® professional at Southeast Asset Advisors, LLC with four years of industry experience. He has been with Southeast Asset Advisors since 2013 in various capacities. Outside of his advisory role, he serves as an adjunct professor at Thomas University, teaching basic accounting and finance courses. Southeast Asset Advisors provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, managing approximately $3.7 billion in assets. The firm offers tailored portfolio management, retirement plan advisory, and financial planning services, and is notable for its management of multiple private funds and affiliation with an accounting and consulting firm.

Philip Ambrose is a CFP® professional with seven years of experience in financial advisory. He is currently with Calton & Associates, Inc., where he has worked since 2019. Prior to that, he held roles at NYLIFE Securities, LLC, New York Life Insurance Co., Big Oak Benefits Group, and Silvis, Ambrose, Lindquist, and Coch PC. Ambrose is also involved in managing employee benefit programs and operates Ambrose Financial Group, LLC. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both discretionary and non-discretionary management options across multiple program structures and combines commission-based product sales with asset-under-management fees.

Charles Jackson Jr. is a CFA® charterholder and holds a Series 65 license, with 29 years of experience in the financial industry. He has been with Southeast Asset Advisors, LLC since 1991 and is also a partner in the accounting and consulting firm Lanigan & Associates, P.C. Southeast Asset Advisors, LLC provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, managing approximately $3.7 billion in assets. The firm offers customized portfolio management, retirement plan advisory, and financial planning services, and acts as a private fund adviser through its majority-owned affiliate Conifer Advisors.

Harry Vann is a financial advisor with AMB Wealth, LLC, holding a Series 63 designation and 28 years of industry experience. He has worked at Allen, Mooney & Barnes Investment Advisors and Brokerage Services since 2017 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services from 2006 to 2017. Vann is also a licensed insurance agent for non-variable insurance sales. AMB Wealth, LLC provides discretionary portfolio management, financial planning, and consulting to individual and institutional clients, managing approximately $1.07 billion in assets. The firm employs a combination of global macro, sector allocation, quantitative screening, and qualitative analysis to manage individualized investment portfolios on a discretionary basis.

Emily Foster is a financial advisor at Valic Financial Advisors in Thomasville, GA, holding a Series 66 designation with less than one year of industry experience. Her prior work includes roles in political offices and residential services. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Austin England is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 18 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance since 2016. Outside of his advisory role, he is a silent partner in a Jimmy John's franchise and has ownership interests in related business entities. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports lending and tax-efficient portfolio management features.

Melanie Cromartie is a financial advisor at &Partners with five years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eleven years. Outside of her advisory role, she manages payroll for a fiber optic construction and splicing company owned by her husband. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a broad range of services such as portfolio management, financial planning, estate consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models.

Heikki Von Hellens is a financial advisor at &Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones for 20 years. Outside of his advisory role, he serves as Chief Operating Officer of SmartFeeds USA LLC, a company focused on animal feed supplements, and holds board positions with the Architectural Review Board of Oak Trace Subdivision and Thomas University. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial planning, estate consulting, and retirement plan education, utilizing both proprietary and third-party strategy models within a platform technology framework.

Matthew Rawlins is a financial advisor at Valic Financial Advisors with 19 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Valic Financial Advisors since 2013. In addition to his advisory role, he is a principal of a family farm operated as an LLC and serves as an insurance agent with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jay Nix is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds a Series 66 designation and has been with GWFS Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Micah Elkins is a Series 66 licensed financial advisor at &Partners with 10 years of industry experience. He worked at Edward Jones for nine years before joining &Partners in 2024. Outside of his advisory role, Elkins is co-owner of two real estate businesses focused on remodeling and flipping homes in Thomasville, GA. &Partners serves a broad client base including individuals, retirement plans, and institutions, offering services such as portfolio management, financial and tax planning, and estate consulting. The firm combines technology platforms with proprietary and third-party strategies, providing both discretionary and non-discretionary management options.

Mitchell Mercer is a financial advisor at &PARTNERS with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Allen, Mooney and Barnes Brokerage Services, as well as positions in education at the University of Georgia and Thomas County Schools. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining technology platforms with proprietary and third-party strategy models.

Kevin Ross is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and previously worked for Securities America Advisors, Inc. and Securities America, Inc. for a decade. Outside of his advisory role, Ross owns Ross Advisory Group and Retirement Services, which sells life insurance, fixed annuities, and long-term care products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a technology-driven investment process and offers a range of advisory programs and third-party manager access through a large network of financial advisors.

Mark Jenson is a financial advisor with UBS Financial Services in Thomasville, GA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Robert Rosenbury is a financial advisor with Ameriprise in Thomasville, GA, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Northwestern Mutual and Benjamin Gantt. Outside of his advisory work, he carves and paints wooden duck decoys and various birds, which he sells privately and at art shows. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Ryan Bell is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bell & Clements Tax Solutions, Amryn Tax Advisors, and Waddell & Reed. Outside of his advisory role, he is a partner in a tax preparation and accounting business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Jean Christie is a financial advisor with Equitable Advisors in Thomasville, GA, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Outside of her advisory role, she serves as Treasurer for the Thomas County Public Library. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Ralph Waller is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services for 24 years. He is also president of Waller Wealth Management, an insurance-related business offering life insurance and long-term care products. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charities. The firm utilizes a technology-driven investment process and offers a wide range of investment programs and custodial platforms.

Matthew Sanders is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory work, he owns a rental property in Port St. Joe, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and operates a large network of financial advisors and branch offices across the United States.

Alison Mc Kay is a financial advisor at Edward Jones with 14 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.