Aarti Patel

Paul Daft is a financial advisor at Southern Georgia Wealth Advisors with three years of industry experience. He holds Series 65 and Series 66 licenses and has prior experience at Merrill Lynch Pierce Fenner & Smith Inc. and Thrivent Financial. His background includes roles outside finance, such as positions in biotech companies. Southern Georgia Wealth Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm employs an investment approach combining fundamental and cyclical analysis with modern portfolio theory, utilizing strategies such as option writing and leveraged ETF exposure.

Scott Odell is a financial advisor with Eagle Strategies (NY Life) based in Claxton, GA. He holds a Series 66 designation and has five years of industry experience. Odell has been affiliated with Deloach, Odell & Associates and Eagle Strategies since 2021, and with New York Life and NYLIFE Securities since 2020. He operates under the DBA name Deloach, Odell & Associates for the purpose of selling New York Life products and services and is involved in insurance brokering activities. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and delivers solutions through various programs, managing most assets on a non-discretionary basis and maintaining fiduciary responsibilities to retirement investors.

Kathy Keadle is a Series 66-credentialed financial advisor with 22 years of industry experience. She is affiliated with Independent Financial Group, LLC and has held ownership roles in several related entities, including Keystone Financial Services and the Keystone Foundation for Financial Education, a nonprofit providing free financial workshops. In addition to her advisory work, she manages tax preparation services through Keystone Tax Preparation LLC. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a combination of firm- and third-party models, with strategic asset allocation and multi-manager portfolios, and provides both discretionary and non-discretionary portfolio management.

Matthew Ragan is a financial advisor with Eagle Strategies (NY Life) based in Claxton, GA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he served for 14 years at the Vidalia Fire Department and continues to be active as a volunteer firefighter for Toombs County. He is also commissioned as a notary public. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, working primarily with non-discretionary assets within an integrated New York Life affiliate structure.

Charles Jordan III is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with Guardian Life and Park Avenue Securities since 2004, with previous experience at PRUCO Securities. He serves as the Immediate Past Chairman of the Workforce Investment Board. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, nonprofits, and businesses. The firm offers a range of financial planning, advisory, and consulting services, combining advisor-led discretionary management with model-based strategies supported by proprietary and third-party platforms.

Kevin Odell is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) and has 41 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities Inc. since 1985 and has been a principal at Deloach, Odell & Associates, LLC since 2010. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers a variety of program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within the New York Life affiliate structure.