William Harpe is a financial advisor at CoreCap Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked at CoreCap Advisors since 2019. Outside of his advisory role, Harpe serves as a pastor at New Hope Christian Fellowship, a Southern Baptist church. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, individual equities, and fixed income.

Allix Dennis is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Dennis has worked with firms including Integrity Alliance, Lion Street Financial, Lion Street Advisors, and M Holdings Securities. Outside of advisory work, Dennis is the owner of ACD Planning LLC, which focuses on insurance and annuity sales and policy management, and serves as a co-trustee for a family testamentary trust. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting through a network of independent advisors, using a top-down investment process that combines fundamental and technical analysis to construct customized portfolios primarily composed of mutual funds and ETFs.

William Clifton is a CFP® with eight years of industry experience, currently serving as a financial planner at Kestra Advisory Services, LLC. He previously worked at ProEquities, Inc. and operates a separate financial planning business under the name Protective Financial Services. Clifton also provides life insurance services as an independent producer. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include very large institutional investors.

Matthew Roher is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has one year of industry experience, including prior roles at Kestra Investment Services, LLC and Soliant. Outside of his advisory work, he has assisted a lead advisor in developing financial plans and managing client review meetings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers fiduciary consulting, plan design, vendor searches, and employee education, serving large institutional investors including sovereign wealth funds.

Dannielle Maldonado is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and seven years of industry experience. She previously worked at ProEquities, Inc. before joining Kestra in 2022. Maldonado also has client service experience supporting financial advisors through Protective Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and utilizes multiple management platforms, serving a broad range of clients including large institutional investors.

Quinton Machado is a financial advisor with Empower Advisory Group in Milledgeville, GA. He holds Series 63 and Series 66 designations and has one year of industry experience. His prior roles include work with Empower Financial Services, Cedarville University, and involvement with organizations such as Gocheck Kids and High Point Camp. 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 clients, using an integrated service model tied to the firm’s recordkeeping and administrative platforms.

Colin Mcculley is a financial advisor with Kestra Advisory, holding a Series 66 designation and 14 years of industry experience. Prior to his current role beginning in 2022, he worked at Concourse Financial Group Securities for seven years. Outside of advising, he serves as a board member for Sinclair Baptist Church and instructs pistol and rifle safety courses in middle Georgia. He also manages a family tree farm near Milledgeville, GA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, serving a range of clients that includes large institutional investors and sovereign wealth funds.

Crystal Law is a CFP® and Series 66-registered financial advisor with Edward Jones in Milledgeville, GA, with nine years of industry experience. She previously worked for Bank of Madison for ten years before joining Edward Jones in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and is noted for its extensive network of advisors and branches, as well as its affiliated trust company and proprietary investment offerings.

James Goforth Jr. is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he serves as the board chair for CASA, a court-appointed special advocate organization. Ameriprise provides retirement-income planning services targeting individuals near or in retirement with significant investable assets, offering tailored written Recommendation Reports and combining research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nathan Snow is a financial advisor with Cetera in Milledgeville, GA, holding Series 63 and Series 65 designations. He is part of a large institutional firm serving a diverse client base. Cetera Investment Advisers LLC provides portfolio management, financial planning, retirement plan services, and access to third-party money managers through a broad network of independent advisors. The firm offers a variety of investment platforms and programs, serving individual, corporate, charitable, and institutional clients.

Duane Easter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include 14 years at CONCOURSE FINANCIAL (formerly ProEquities, Inc.) and brief tenures at Kestra Advisory and Kestra Investment Services. Outside of his advisory work, he is a co-owner of Easter Family Tree Farm, involved in timber management. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and cash-management services.

Laura Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked at LPL Financial since 2020 and previously spent nine years with Infinex Investments, Inc. Thompson is also involved in timber sales through the Thompson Family Limited Partnership. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment models and strategies, providing both advisory and brokerage solutions tailored to client needs.

Robert Williamson is a financial advisor with Ameriprise in Milledgeville, GA, holding a Series 66 designation and six years of industry experience. Prior to his advisory role, he worked for 24 years at Georgia College & State University. Outside of advising, he serves on the boards of Meals on Wheels of Baldwin County and the Milledgeville-Baldwin County Chamber of Commerce, and leads active vacations for Sojourn Bicycling and Active Vacations. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement, with a focus on clients meeting specific asset criteria. The firm combines research and modeling with tax-efficient strategies and uses algorithmic tools to generate personalized income recommendations.

Bruce Vaughn is a CFP® with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and includes both discretionary and non-discretionary options, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Dana Leary is a financial advisor with Edward Jones in Milledgeville, GA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Edward Jones since 1989. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is recognized for its extensive retail advisor network and affiliated financial services.

Stephanie Johnson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Teresa Dyer is a financial advisor with Wells Fargo Clearing in Milledgeville, GA, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

John Pettigrew is a financial advisor with Cetera in Milledgeville, GA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He is the owner of Pettigrew Accounting Services, a tax and accounting firm operating since 2001, and serves as an elected board member of Exchange Bank. Pettigrew also owns Pettigrew Professional Suites South LLC and Pettigrew Professional Suites LLC, both commercial real estate management businesses. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and fiduciary capabilities integrated into its institutional platform.