Archie Morris IV

Ashish Doshi is the sole advisor at Mars Capital Management LLC in Columbus, GA, holding a Series 65 designation and bringing 16 years of industry experience. He has been with Mars Capital Management since 2014 and also serves as Director of Orthotics and Prosthetics at Medical and Health Resources, a role he has held since 1999. Mars Capital Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through its Mars Capital Global Portfolio, an active, trend-focused strategy employing relative strength, momentum, and technical analysis across global equities and ETFs. The firm uses systematic entry and exit rules with defined risk controls and requires accounts to be held at Interactive Brokers, incorporating LIFO cost-basis reporting to align with its trading approach.

Cedric Bean is a financial advisor with Cedric Deon Bean Enterprises LLC, holding the ChFC® and Series 63 designations and bringing 10 years of industry experience. He has worked at Country Capital Management Company since 2015. Outside of financial advising, he is co-owner of Premier Chiropractic Services LLC, a chiropractic business jointly owned with his wife. C.D.B. Capital offers financial planning, investment monitoring, and qualified retirement plan consulting to a diverse client base including retirement plans, trusts, estates, charitable organizations, corporations, and individuals. The firm emphasizes personalized planning and academic-based asset allocation while primarily introducing clients to third-party advisers for discretionary management and providing ongoing oversight and participant education.

Brent Hudson is a financial advisor at Fluid Financial Planning, LLC in Columbus, GA, with 12 years of industry experience and a Series 66 designation. He previously worked at Synovus Securities, Inc. in 2016. Fluid Financial Planning manages approximately $18.5 million in discretionary assets for individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm employs a primarily passive investment approach using multi-asset class portfolios with index mutual funds and ETFs, while also integrating fundamental, technical, and cyclical analysis as part of comprehensive financial planning and business services.

Tyler Townsend is a CFP®, CFA®, and Series 65-registered financial advisor with 17 years of industry experience. He has been with Townsend Wealth Management since 2007, where he is one of two advisors. Townsend Wealth Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach using a range of securities, including derivatives, and manages accounts on a discretionary basis while operating as a fiduciary.

Burnett Townsend, Jr is a CFP® and holds a Series 65 license with 22 years of experience in financial advising. He has operated Townsend Personal Financial Planning, LLC since 2001. Townsend Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm employs strategic asset allocation across multiple asset classes and incorporates derivatives, including options, in separately managed accounts as part of its investment approach.

Bryan Oglesby is a CFP® professional with 18 years of industry experience, currently serving at Wealth Intelligence, LLC. His prior roles include positions at Raymond James Financial Services and Raymond James & Associates. Outside of his advisory work, he owns and operates Oglesby Farms, where he manages a cattle herd, and serves on the boards of the Pike County Industrial Development Authority and the Black Hereford Foundation. Wealth Intelligence, LLC provides investment advisory, financial planning, business consulting, and family office services to individuals and families, including high-net-worth and multi-generational households. The firm employs a combination of top-down thematic analysis and fundamental bottom-up research, primarily focusing on U.S. equities, and may use derivatives and margin in client portfolios.