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 licensed financial advisor with Independent Financial Group, LLC, where she has worked since 2015. She has 21 years of industry experience and is also the owner of Keystone Financial Services, a firm providing investment and consulting services since 2005. Additionally, she leads the Keystone Foundation for Financial Education, a nonprofit offering free financial workshops. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, and financial planning services through a national network of advisors, utilizing multiple investment platforms and third-party asset managers.

Matthew Ragan is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and approximately two years of industry experience. Prior to joining Eagle Strategies, he served as a volunteer firefighter for the Vidalia Fire Department for 14 years and currently volunteers with Toombs County as a firefighter. He is also a Notary Public. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm supports various program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Charles Jordan III is a financial advisor with Primerica Advisors based in Vidalia, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Co for over two decades. Outside of his advisory role, he serves as the Immediate Past Chairman of the Workforce Investment Board. Park Avenue Securities LLC serves a diverse retail client base with services ranging from brokerage to fee-based advisory and financial planning. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary accounts across multiple asset classes.

Kevin Odell is a financial advisor with Eagle Strategies (NY Life) based in Claxton, GA. He holds the ChFC® and Series 63 designations and has 40 years of industry experience. He has been with New York Life Insurance Company and Nylife Securities Inc. since 1985 and has operated Deloach, Odell & Associates, LLC since 2010. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives and maintains a predominant focus on non-discretionary asset management.