John Cory is the principal of Asset Accumulation, Protection, Preservation, and Transfer, LLC in Blue Ridge, GA, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dempsey Lord Smith, LLC from 2015 to 2019. In addition to his advisory role, he is a licensed attorney and CPA, actively practicing law and preparing tax returns. He also holds life, health, disability, and annuity insurance licenses and 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 through wrap-fee programs, integrating legal, tax, and insurance expertise with investment advice.

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 at AE Wealth Management, LLC with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including Madison Avenue Securities, Principal Securities, and Principal Life Insurance Company. Outside of her advisory role, she manages business operations at Imagine Financial, LLC and Illumination Financial Services, where she oversees insurance, investment, and consulting activities. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a variety of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that supports both in-house and third-party managed models.

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.

John Demere Jr. is a Series 66-licensed advisor at OSAIC with one year of industry experience. His prior roles include positions at Southern Financial Consultants and Uber, as well as various jobs outside the financial sector. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services supported by advanced portfolio management tools and access to multiple custodial platforms, standing out for its scale and consolidation activity in the industry.

Walter Boleman Jr. is a financial advisor at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Advisors Inc. and D2 Investments. In addition to his advisory role, he is a partner at D-Squared Investments. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing risk-tolerance assessments and portfolio optimization tools to manage diverse investment portfolios.

Deborah Lewis is a CFP® professional with 39 years of industry experience. She is currently with OSAIC and has previously worked with D2 Investments and Triad Advisors Inc. She is a partner at D-Squared Investments, LLC. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering a range of advisory and brokerage services supported by advanced portfolio management tools.

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 with Edward Jones, holding a Series 66 designation and two years of industry experience. He previously worked at Southern Financial Consultants and Royal Alliance Associates, INC. Outside of finance, Holt has experience working at golf clubs and spent four years affiliated with Truett McConnell University. 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 strategies, supported by a large nationwide network of financial advisors.

Richard Garcia is a financial advisor at Merrill with 36 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Merrill since 2000 and Bank of America, N.A. since 2009. Outside of his advisory work, he serves as a consultant and independent contractor for the Atlanta Track Club, assisting with event video and photo documentation. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, discretionary portfolio management, and brokerage services. The firm’s investment approach includes multiple program strategies and extensive manager selection overseen by a dedicated CIO, with integration into Bank of America’s broader financial platform.

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 with Series 66 credentials and one year of experience in the industry. Prior to joining OSAIC, he worked at LaborJacks for four years while attending the University of Colorado. OSAIC is a large-scale investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing technology-driven investment processes and multiple custodial platforms.

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. in Naples, FL, holding a Series 63 designation and over 34 years of industry experience. He has been with Robert Baird & Co. since 1991. Outside of his advisory role, he serves as a board member of the Rotary Club of Bonita Naples and is a member of the Collier County Housing Finance Authority. He is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pensions, corporations, charitable organizations, and institutional clients through a combination of in-house and third-party managers.